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by customer, but within these groups I would also like to group my items by different item classifications - like: No Longer Active Parts, Parts that allow substitutions, parts that are about to be no longer active, etc...because we have to do reporting on this information by customer.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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RE: Grouping Items

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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Martin Dráb 235,800 Most Valuable Professional on at

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RE: Grouping Items

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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Rosey on at

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RE: Grouping Items

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 235,800 Most Valuable Professional on at

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RE: Grouping Items

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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RE: Grouping Items

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 235,800 Most Valuable Professional on at

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RE: Grouping Items

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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