Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / how can I lock a custo...
Microsoft Dynamics GP (Archived)

how can I lock a customer from buying an item

(0) ShareShare
ReportReport
Posted on by GusH 130

Hi, I am trying to figure out what is the best way for handeling this.

I have a vendor that does not allowe me to sell their item to all my customers so I need to find a way to either 

have a customer/vendor relationship that if you dont have that setup for the customer you would not be able to sell the product to the customer

or

have a customer product class relationship

anyone ran into this or can give me an insite

I am on GP10 by the way, and I am running it for distribution 

 

*This post is locked for comments

  • mattlandis Profile Picture
    mattlandis 385 on at
    Re: Re: how can I lock a customer from buying an item

    Mariano,

     So far I like your idea best! ;-)

    matt

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: how can I lock a customer from buying an item

    Nice one!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: how can I lock a customer from buying an item

    When I think about it...the pricing modules in GP could help. You should review the advanced pricing module - a price shee per cstomer with only the items that can be sold to customers on each? - might be a lot of work setting it up, but worh investigating.

  • winthropdc Profile Picture
    winthropdc on at
    Re: how can I lock a customer from buying an item

    The Customer Pricing module I originally wrote, Omni Price, can be set up to prevent the sale of items if they are not on a contract.

    It is now sold by http://www.rocktonsoftware.com.

    David Musgrave [MSFT]
    Escalation Engineer - Microsoft Dynamics GP
    Microsoft Dynamics Support - Asia Pacific

    Microsoft Dynamics (formerly Microsoft Business Solutions)
    http://www.microsoft.com/Dynamics

    mailto:David.Musgrave@online.microsoft.com
    http://blogs.msdn.com/DevelopingForDynamicsGP

    Any views contained within are my personal views and not necessarily Microsoft policy.
    This posting is provided "AS IS" with no warranties, and confers no rights. 

     

    The links in this message may lead to third-party Web sites. Microsoft provides third-party resources to help you find customer service and/or technical support resources. Information at these sites may change without notice. Microsoft is not responsible for the content at any third-party Web sites and does not guarantee the accuracy of third-party information.

  • mattlandis Profile Picture
    mattlandis 385 on at
    Re: Re: Re: how can I lock a customer from buying an item

    Hello,

     We've written a product for GP call Customer Specific Pricing that allows you to attatch items to a specific customer. All the would need to be added would be dexterity code to pop an "don't use this item" it an item is not connected to a customer. This would not be complicated.

    See the addon here: http://landiscomputer.com/modules/default.aspx

    matt

    www.landiscomputer.com/gp
    My GP Blog:
    http://dynamicssmallbusiness.blogspot.com/search/label/GP
    My Monthly GP Free Addons/Free Customizations/Free Tips Email: http://landiscomputer.com/offer/1010_GP_Newsletter.htm

  • GusH Profile Picture
    GusH 130 on at
    Re: Re: how can I lock a customer from buying an item

    Thanks Ian, I understand your explainantion.  I wish there is another way to have this done it would make since to build somthing like this in GP.

     G

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: how can I lock a customer from buying an item

    Hi, there is no functionality available in the standard product to achieve what you want. One of our customers had a similar issue - in that items were specific to customers - we achieved it by placing items in their own dedicated site - but it does depend on the data entry people following some set rules.

    However, it would be a very achievable development (both technically and economically) . You would need a table that stores products blocked for each customer. Then you would need to insert a trigger in the SOP line entry when you tab off the item code field, that checks this table. If it finds that the item selected is blocked for the customer, an error message is displayed / the item code is deleted (there is a process in std SOP where by the user must confirm the delete action, but this could be handled programatically). Make sure your developer knows SOP entry backwards! - it can be the trickiest module to modify - but once you know it, and know the potential pittfalls, it is certainly a good candidate for modification.

    Perhaps someone knows of a third party product that achieves this?

     

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,622 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,354 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans