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Small and medium business | Business Central, N...

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how to automatically filter a Salesperson Code/Purchaser Code based on the current user

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Posted on by alvaro valbuena.

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Good morning,

In user setup we have signed in Salesperson Code/Purchaser code "CV" salesperson code.

Is it possible to filter all the screens, in the case of having the field, by the salesperson code?

For example, if I access sales orders, and I am assigned the salesperson code "CV" I only see the "CV" orders.

Thank you

best regards

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DAnny3211 11,421 Super User 2026 Season 1 on at

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Hi

look this

learn.microsoft.com/.../security-filters

DAniele

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YUN ZHU 100,813 Super User 2026 Season 1 on at

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Hi, using Security Filters is a way, but it is not that smart. As far as I know, it cannot pass "CV" as a variable, so if you have multiple Sales Persons, you need to set multiple permission sets.

More details: https://yzhums.com/10133/

I think it might be easier to customize it. Here is a simple example, hope it helps.

https://yzhums.com/8427/

Thanks.

ZHU

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