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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Controlling Requisitio...
Supply chain | Supply Chain Management, Commerce
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Controlling Requisition View by Legal Entity

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Posted on by RM-02081500-0 14
Hi All, 
 
I was wondering if anyone had any experience or recommendations on controlling view of all purchase requisitions to only those applicable for the current legal entity? 
 
Due to the global nature of the requisition tables it is causing me some issues for a multi entity client. Ideally when in one legal entity, don't want to see any requisitions pertaining to the others even if they were created by the same user. We are not associating projects so can't use the buying legal entity field on the header unfortunately. 
  • Suggested answer
    TC-18091527-0 Profile Picture
    TC-18091527-0 2 on at
    Controlling Requisition View by Legal Entity
    The issue with your proposal Andre is that the form is using it's own query, created when the form opens, and this will override your advanced filter with the join.
    Only real suitable option is to extend the form and add a filter that is initiated to be the current company, and that way only see the requisitions for the comany you are in.
    You can develop this new filter in such a way that the user can then select from all the legal entities, or maybe only from the LEs the user is hired into, and that way see the requisitions for other legal entities.
     
    On a side note, I am surprised to see that this form is global. Whom ever designed this is not qualified to do designs IMHO.
     
    Tommy.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    Controlling Requisition View by Legal Entity
    Hi,
     
    I also tried several options via the advanced filter, but the Buying legal entity field is not available for selection. In that case, you can make an attempt via a customization.
  • RM-02081500-0 Profile Picture
    RM-02081500-0 14 on at
    Controlling Requisition View by Legal Entity
    Ideally just personalisation. I was trying to do an advanced filter but it wasn't cooperating :(
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    Controlling Requisition View by Legal Entity
    Do you want to add the join using the development option or via a personalization?
  • RM-02081500-0 Profile Picture
    RM-02081500-0 14 on at
    Controlling Requisition View by Legal Entity
    Thanks Andre! How can I go about adding the additional join?
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    Controlling Requisition View by Legal Entity
    Hi,
     
    From your question, I do understand that a single user has access to multiple legal entities and should be able to manage requisitions. If you then want to restrict the view to only the current legal entity, you can achieve this by setting an additional join from the header to the lines and checking if there is at least one PR line for the current buying company. This can be set as a personalization or customization. 
     

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