web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Answered

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

(1) ShareShare
ReportReport
Posted on by 12

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.

I have the same question (0)
  • Martin Dráb Profile Picture
    239,040 Most Valuable Professional on at

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

  • Verified answer
    Danny Bilodeau Profile Picture
    4,934 Super User 2026 Season 1 on at

    Hello Kiran,

    Closest thing is to restrict using Product Filter codes.  See this blog: cleverax.wordpress.com/.../

  • Kiran.Tulasi Profile Picture
    12 on at

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

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 296

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 234 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 145 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans