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In Navision 2018, how can I hide some items from being chosen to sell?

Posted on by 662

Hi,

May I ask in sales order, my sales person is able to choose from a list of items to sell as shown below, However, I would like to hide some of the items. May I ask is there a way to limit this list of items.

So that it will show only a few of the items I want to sell? How do I hide them, do I hide them via User Personalisation?

1464.JPG

0451.JPG

Thank you!

  • joshlabtech Profile Picture
    joshlabtech 662 on at
    RE: In Navision 2018, how can I hide some items from being chosen to sell?

    Thank you Steve! I'm open to hear from others what they did as well.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Navision 2018, how can I hide some items from being chosen to sell?

    Josh,

    Sadly this is not possible today. However, I have done this before for customers and had to create a customization that created a Table called "Restricted Items" with fields:

    1. Customer No.

    2. Item No.

    3. Status (Boolean)  (Checking means Allow sell)

    I also made this table available on the Item Card to populate. You setup this table and add code in the Sales Line entry process that validates against this table if an Item can be Sold to a Customer.

    Ask your Partner to create the customization.

    Hope this helps.

    Thanks,

    Steve

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