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Microsoft Dynamics NAV (Archived)

Sales person chemistry wise

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Posted on by Microsoft Employee

We have an field in the item master called CHEMISTRY TYPE which has 4 options solvent based, Miscellaneous, Water Borne and Speciality. We want to segregate all the sale person into these 4 options so that the sale person who is allocated to solvent based chemistry will not be able to VIEW  Water Borne option. Please help how to do it?

 

 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales person chemistry wise

    Thanks for the suggestions. I will try this.

    Thanks

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Sales person chemistry wise

    Also, you can setup a separate dimension for that chemistry type and fill it with needed values. Then, assign those values as default values to the cards of Sales Persons in Salespeople table, and those value will be assigned to the sales orders of corresponding persons. Thus, they would not need to select anything in addition at all.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales person chemistry wise

    You can add "CHEMISTRY TYPE" field in Sales Person Table and fill the value against each of the sales person.

    Later, based on the value in Sales Person table, you can put the filter in various screens i.e. Item Master Lookup (sales order, transfers etc.)

  • Suggested answer
    RE: Sales person chemistry wise

    Hi,

    Your Salespeople and Users are same? I assume that your new field CHEMISTRY TYPE is defined to the user/salesperson as well.

    If then, create a new permission set to show the appropriate tabledata (In this case its the Item Table) per user and assign the permission set to each user/salesperson.

    Hope it helps.  

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