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Microsoft Dynamics NAV (Archived)

Filter Customers (mapping USERID to sales person code) without development license

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Is there any way to filter Customers by sales person code without using development license?

I´ve already configure sales person code on customers and user setup.

But I´cant make a relation to map userid to salespers./purch code and filter customers table.

For me the best way will set security filter on customers to Salesperson code = (Something map from USERID to salespers./purch code)

BS, Alfredo

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  • JLO135 Profile Picture
    5 on at
    RE: Filter Customers (mapping USERID to sales person code) without development license

    I have the same problem on Business Central on SAAS... what's the answer? Because it doesn't work to set a variable link with the userid on the security filter

  • Community Member Profile Picture
    on at
    RE: Filter Customers (mapping USERID to sales person code) without development license

    I´ve already show the field in list page, but I need to filter in permisions tabledata securityfilter

    set security filter on customers table data to Salesperson code = (Something map from USERID to salespers./purch code)

  • Suggested answer
    Alexander Ermakov Profile Picture
    28,094 on at
    RE: Filter Customers (mapping USERID to sales person code) without development license

    Where do you want to filter Customers? In the Customer list page, salesperson code is a standard field available - you just need to reveal the field on the page (no dev license needed) and you can filter the list by that.

    There is also user setup, where you can map User ID to Sales Person. (type "user setup" in search field: msdn.microsoft.com/.../hh894493(v=nav.90).aspx)

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