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Finance | Project Operations, Human Resources, ...
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Block Customer posting profile

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Posted on by 487

Hi,

The client wants to block 2 posting profiles of Customer.

How to do this in D365

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,904 Super User 2024 Season 2 on at
    RE: Block Customer posting profile

    I haven't done this before, so also not sure where exactly to start. You can look at the standard coding and probably use the debugger to check where you can hook in.

  • NDingankar22 Profile Picture
    NDingankar22 487 on at
    RE: Block Customer posting profile

    Thank you Andre for the update.

    Can you please guide as how can I achive the same. I dont know what filter and in which form should I apply to achive the same.

    Can you jst guide me with starting point so I can get going

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,904 Super User 2024 Season 2 on at
    RE: Block Customer posting profile

    Thanks for the clarification. So, it is not about deprecating old setup, but more a requirement for consistency. There is no feature to prevent this out of the box. You might consider a customization. Keep in mind that an user can mark invoices created with different posting profiles for a single payment in the standard application.

  • NDingankar22 Profile Picture
    NDingankar22 487 on at
    RE: Block Customer posting profile in D365

    Thank you all for replying.

    The requirement of the client is that if the customer posting profile is X than the customer should be able to settle transctions only with the same posting profile and not different posting profile.

    Example-The customer posting profile is A. While he goes to settle the transsactions the list shows the list on settle transactsions with posting profile  for A, B, C. The user says the system should only validate with A as customer posting profile is A and not with B and C,

    Any  input from you experts would be appreciated.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,904 Super User 2024 Season 2 on at
    RE: Block Customer posting profile in D365

    Hi NDingankar22,

    If the posting profiles are set up with different main accounts, you might be able to suspend the main accounts; if they will not be used for any other posting. Like Ramit suggested, you can't block posting profiles.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,295 Most Valuable Professional on at
    RE: Block Customer posting profile in D365

    Hi

    You can't block posting profile.

    Why do you need to block?

  • PPS Profile Picture
    PPS 15 on at
    RE: Block Customer posting profile in D365

    pastedimage1652354379608v1.pngpastedimage1652354397792v2.pngpastedimage1652354450998v3.png

    You can go to customer card under General Tab > Select Privacy Blocked & under blocked drop down select All

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