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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / how to automatically f...
Small and medium business | Business Central, N...
Suggested Answer

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

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Posted on by alvaro valbuena. 30

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

I have the same question (0)
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    Hi

    look this

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

    DAniele

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,720 Super User 2025 Season 2 on at

    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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