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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Auto Filter Item Looku...
Small and medium business | Business Central, N...
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Auto Filter Item Lookup based on Customer Name

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Posted on by Sam @ Mikris 47
Good Afternoon, 
 
After much re searching trial and error can someone please help me! 
 
I have added a custom field into the Sales line's so that we can filter and assign a customer to an item. 
 
How do i get this to automatically filter based on the customer name from the sales header so that we dont have to filter the list everytime thus making it customer specific? 
Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,848 Super User 2024 Season 2 on at
    Auto Filter Item Lookup based on Customer Name
    Hi, I remember your question yesterday. But this is difficult to do unless you create a new button (action) to open a new lookup page.
    More details:
    Dynamics 365 Business Central: Can we extend TableRelation Property through a table extension??? (Yes, But…)
     
    PS: Dynamics 365 Business Central: How to create a Lookup, Drop-Down, or Option list (Single and Multi select)
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Sam @ Mikris Profile Picture
    Sam @ Mikris 47 on at
    Auto Filter Item Lookup based on Customer Name
    Hi Mohamed, 
     
    Do what we are trying to end up with is ease of use for our staff, we do wet painting and powder coating. so all of the items we have arent ours they are our customers, so with our current system we have ended up with around 70,000 or so items which scrolling and searching for what we want is a pain! So we thought can we run a dynamic filter on the item lookup on the sales order subform ie through the sales header linked to the customers name. This way the items would be specific to that customer as we have had times where from the fabricators were we have painted the same part however they have different paperwork requirments so dont want to get it wrong!
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,694 Super User 2024 Season 2 on at
    Auto Filter Item Lookup based on Customer Name
    Hi @Sam,
     
    Can you describe the business requirements? 
     

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