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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Customer accounts put on hold in D365 FO

(0) ShareShare
ReportReport
Posted on by 259
Hi Experts,
 
Your expert help and suggestions are required to achieve the below requirement.
 
We have put some customer accounts on hold and we don't want those records to be displayed in create SQ, SO etc drop down list for all the users.
 
Is it possible to achieve this requirement with out any customization from UI..?
 
Application: D365 FO cloud 
Installed product version : 10.0.34 (10.0.1591.100)
Installed platform version : Update58 (7.0.6931.116)
 
I have the same question (0)
  • Verified answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    Hi,
     
    Sadly no, The customers will still be visible as per the standard code deign unless you customize.
     
     
  • Verified answer
    Naveednawaz Profile Picture
    27 on at
    As default it is not possible you need to make changes in form control Lookupcustomer
     
     
    public static void lookupCustomer(FormControl _formControl, CompanyId _companyId  = curExt(), CustTableLookupDisplayType _displayType = CustTableLookupDisplayType::Default)
        {
            // The following block is needed for the case that intercompany transactions is disabled and someone passes
            // in an empty string. Ideally one would remove the "curext()" defaulting from the paramter list, but this
            // code was added as part of a bug fix, and did not have the scope or need of changing the interface.
            var companyId = _companyId ? _companyId : curExt();
            if (!xDataArea::exist(companyId))
            {
                throw error(strFmt("@SYS10666", companyId));
            }

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 559 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 464 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans