Grouping Items

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Posted on by Rosey

Hi All,

I would like to group my items by customer, but within these groups I would also like to group my items by different item classifications - like: No Longer Active Parts, Parts that allow substitutions, parts that are about to be no longer active, etc...because we have to do reporting on this information by customer. I was thinking that I could use item groups to group these items into these various categories. But then how would I group the items by customer as well?

Any advice is appreciated!

Thanks,

Rosey

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Martin Dráb 239,735 Most Valuable Professional on at

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First tell us what grouping items by customers means for you. Usually any customer can buy any item and many already did, so there is nothing to meaningfully group.

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Rosey on at

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Actually in our case only one customer can buy certain items. And we manage a lot of data for our customers, so basically we provide them with their item lists that they can buy from us - so we need to indicate items as basically belonging to specific customers.

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Martin Dráb 239,735 Most Valuable Professional on at

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Do you have these lists in AX? If so, that's what you need to use. If you don't have them in AX, ask yourself whether you shouldn't...

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Rosey on at

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I am confused by your response. We actually have not set up our system yet to manage this, this is what we were doing in our old system. I guess I am just wondering if there is a standard functionality to assign items to customers.

Thanks!

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Martin Dráb 239,735 Most Valuable Professional on at

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This is the very first time you mentioned some old system - I couldn't have known about it. :-(

I believe you'll have to customize AX to support your logic for customer/item lists.

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You might want to play around with the Filter Code logic... It can be pretty tedious set up, but it might get you what you need.

technet.microsoft.com/.../Dn553148.aspx

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