Restricting location on sales orders by user/ salesperson

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Posted on by Micheleish

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Business Central On Prem

Client wants a user or salesperson (they have salesperson codes but no user as some of their orders come from CRM users) defined restriction on sales and purchase orders, so they cannot select certain locations. I am not sure this can be done, has anyone have experience with this?

Thoughts:

Can I restrict locations by user? Can I add dimensions to locations to filter them somehow? Some people need access to all locations, some only one or two.

Thank you

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Dynamics 365 Business Central

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Calum Knox 5 on at

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RE: Restricting location on sales orders by user/ salesperson

Sounds like you will need to do a small bit of dev here to do some validations. On each location you could navigate to a table where you define the allowed salespeople for that location.

Then code on the sales and purchase to show and hide locations based on the salesperson code.

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Inge M. Bruvik 1,045 Moderator on at

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RE: Restricting location on sales orders by user/ salesperson

Inside Business Central you can achieve this using security filters. There you can define what locations each user should have access to.

Please refer to this doc:

docs.microsoft.com/.../security-filters

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Micheleish 105 on at

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RE: Restricting location on sales orders by user/ salesperson

Yes, for users I can do this, but some salespeople do not have a user, as some of the orders are integrated from CRM.

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Inge M. Bruvik 1,045 Moderator on at

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RE: Restricting location on sales orders by user/ salesperson

Maybe you can define that a rules in the CRM system ?

docs.microsoft.com/.../use-field-security-control-access-field-values

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YUN ZHU 93,153 Super User 2025 Season 2 on at

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RE: Restricting location on sales orders by user/ salesperson

Hi, I vote for security filters.

More details: https://yzhums.com/10133/

Hope this helps as well.

Thanks.

ZHU

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Dallefeld 193 User Group Leader on at

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RE: Restricting location on sales orders by user/ salesperson

Assign users to responsibility centers and on the responsibility center select the desired location .

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Micheleish 105 on at

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RE: Restricting location on sales orders by user/ salesperson

I like this one, I will give this a try.

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