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Microsoft Dynamics AX (Archived)

How do I show only the specific customers sales quotations, when a specific customers login on the external enterprise portal?

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How can I show only the sales quotations of a specific customer, when I login as that customer on external enterprise portal (or client)?

I tried the relation on userID. This is working for sales orders, but not for sales quotations.

My quotations are not showing on the portal, just all quotations (So Sales responsible will not be a option).

Help/advise will be appreciated.

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André Arnaud de Cal... 304,551 Super User 2026 Season 1 on at

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Hi Mandy,

The sales orders are filtered based on the user relation with coding. I'm not sure if something similar is done on quotations. If not, it would be possible to customize it.

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