Skip to main content

Notifications

Announcements

No record found.

Supply Chain Management forum
Answered

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

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.

  • Kiran.Tulasi Profile Picture
    Kiran.Tulasi 12 on at
    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 Profile Picture
    Danny Bilodeau 4,058 Super User on at
    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 Profile Picture
    Martin Dráb 225,513 Super User on at
    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.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,773 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,513 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans