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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Specify who can see so...
Microsoft Dynamics AX (Archived)

Specify who can see some products!!

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Posted on by Julia Julia 1,480

Hi,

Can you tell me if we can specify for some products who (users) can see them and who can't do it! for exemple i have tow saler, and each one works with some products, i don't want that the first one see the products of the second one? i'm using microsoft dynamics ax 2012.

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    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

    Hi Julia,

    Out of the box there is no feature within the sales functionality to limit the number of products for users (sales clerks). Purchase requisitions has a functionality with help of product hierarchies and catalogs.

    In this case you will need a customization to link products (product group or categories) to users. With help of eXtensible Data Security you can then limit the products based on setup.

  • Julia Julia Profile Picture
    Julia Julia 1,480 on at

    Thanks for your answer, but i didn't undestand how to do it with the second solution?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

    Hi Julia,

    For having the products filtered you need to do two things:

    - Define a customization how to link the sales persons to the products. This depends on your current setup but 'Item groups' or 'Category' might be something to link to users.

    - Filter the products within one or more places in AX. You can do this with eXtensible Data Security (XDS) to prevent a lot of changes in several parts of AX. You can define a 'MyProducts' security policy which can filter the products based on a query (Sales person/Product link). Next to the products you can set some constrainted tables within the same policy. E.g. filter orders/lines, item transactions.

    Information for XDS can be found on the internet. E.g. msdn.microsoft.com/.../hh272123.aspx

    Hope this answer will help you further. If not, please let it know.

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