How to restrict product or product groups based on customer in D365

(1) Share

Report

Posted on by Kiran.Tulasi

The requirement is that materials are blocked from being entered in a sales order if excluded. (Message to be displayed “Material is excluded from purchase by this customer”)

If an inclusion is used all materials not in the inclusion list are blocked from being entered in the sales order. (Message to be displayed “Material is not in the inclusion list for this customer”)

Material listing and exclusion lets you control which materials specific customers may or may not buy.

For example, if you create a material listing for a specific customer, the customer can only order products from that list.

You can also create a master record for material exclusion for a particular customer.

Then the customer can not order excluded materials from you.

Inclusion List The customer can only purchase products in the list.

Exclusion lists The customer can not buy any product that is excluded from them.

All responses (3)

Answers (1)

Kiran.Tulasi 12 on at

Like (2)

Report

RE: How to restrict product or product groups based on customer in D365

Thank you for blog for restricting the product filter codes Danny, this is what I was looking for
Verified answer

Danny Bilodeau 4,614 Moderator on at

Like (3)

Report

RE: How to restrict product or product groups based on customer in D365

Hello Kiran,

Closest thing is to restrict using Product Filter codes. See this blog: cleverax.wordpress.com/.../
Martin Dráb 234,578 Most Valuable Professional on at

Like (0)

Report

RE: How to restrict product or product groups based on customer in D365

What do you need from us? You didn't explain any problem nor asked any question.