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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Restrict viewing item ...
Small and medium business | Business Central, N...
Suggested Answer

Restrict viewing item availability to 1 location

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Posted on by MS-03120953-0 463
Hi
 
We need to restrict item availability for 1 location only for a sales order clerk. Also only the 1 location open sales orders must be viewed
 
any suggestions
 
 
Many thanks
 
Categories:
Microsoft Dynamics NAV
I have the same question (0)
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 12,808 Super User 2026 Season 1 on at
    Hello,
     
    Use Security Filters on the user’s permission set:
    Sales Header → Location Code = YourLocation
    Sales Line → Location Code = YourLocation
    Item Ledger Entry → Location Code = YourLocation
    Item → Location Filter = YourLocation
    Done.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,157 Super User 2026 Season 1 on at
    The best solution would be to use security filters.
     
  • Suggested answer
    Pallavi Phade Profile Picture
    Pallavi Phade 5,420 Super User 2026 Season 1 on at
     
    You can achieve this in Business Central using Permissions + Security Filters (and optionally User Setup wrt responsiblity Centre) . 
     
    Add conditions for Location Filter in below Tables
    Sales Header , Sales Line , Sales Shipment Header , Sales Shipment Line , Sales invoice Header , Sales invoice line , Sales Credit memo line , Item , Stock Keeping Units 
     
     
     
     
    Warm Regards
    Pallavi Phade
  • Suggested answer
    Sumit Singh Profile Picture
    Sumit Singh 11,757 Super User 2026 Season 1 on at
    HI, 
     
    Just want to add that you can also try to use responsibility centers for location filter
     
    official link:-
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,055 Super User 2026 Season 1 on at
    Hi, hope the following helps as well.
    Dynamics 365 Business Central: Using Security Filters and SecurityFiltering Property
    https://yzhums.com/10133/
     
    Thanks.
    ZHU
  • MS-03120953-0 Profile Picture
    MS-03120953-0 463 on at
    Hi 
     
    The security filters have done the trick. Although the user can srill see all other location sales orders  but cannot view the lines,. How to block off viewing all other location sales when a users opens the sales order page and views a list of open orders
     
    Many thanks all
     
     
  • Suggested answer
    TarikJerkovich Profile Picture
    TarikJerkovich 293 on at
    Hi,

    Option A — Security Filters (fastest)

    Apply the same Location filter on Sales Header (36):

    1. Create/modify the user’s permission set.

    2. Add table 36 Sales Header and page 9305 list with the needed permissions.

    3. Set a Security Filter on field Location Code = the user’s allowed location(s).(You already did this for 37 Sales Line—keep both.

    Important

    If some orders have blank Location Code on the header, they will bypass a location filter.

    • Make sure Location Code is always filled on the header (not only on lines).

    • Backfill existing orders (Config. Package/rapid update), and add a small extension or process rule to auto-set header Location from the first line/Customer/User Setup to prevent blanks.

    Option B — Responsibility Centers (built-in record filtering)

    If you prefer a supported, end-to-end filter across pages/reports:

    1. Create a Responsibility Center per location and set its Location Code.

    2. In User Setup, assign the user’s Sales Resp. Center.

    3. In Sales & Receivables Setup, enable Filter by Responsibility Center.

    4. Ensure Responsibility Center is populated on Sales Orders (it will default from User Setup).

    Either approach will remove other locations’ orders from the list; Option B is more “standardized” across the app, while Option A is quickest if you’re already using security filters.

    I hope so it will fit you needs

     

    KR

    Tarik Jerković

  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 22,128 Super User 2026 Season 1 on at
    HI, Have you set the Filter on the location table?
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 22,128 Super User 2026 Season 1 on at
    With All permission:
    With Security Filter on ABC DEMO.
    you want to achieve this kind of the things, right?
  • Suggested answer
    RockwithNav Profile Picture
    RockwithNav 8,941 Super User 2026 Season 1 on at
    And Security filter is your rescue.
     

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