Customer specific items

Business Central/NAV User Forum
1

Our company produces (amongst other things) items that are very specific for one customer and their franchisers. Other customers cannot buy thes items. This is reflected in the name of the items, but there have been problems with other customers trying to buy the same items by just specifying the number. Is there a way to specify a group of customers that may buy an item, maybe we could even get an error on entering it in the orderline?

thanks in advance,

André

2

Hi Andre,

The easiest solution is to code this by adding an identifer on the items and testing this on the order giving the user a warning/error straight away.

To handle it without coding, you could use dimensions. Setup a posting group mapped to a G/L Account which is configured to use the dimension (flagged on the items) and set value posting to “Same Code”. This will give an error on posting.

3

I was more thinking along the lines of a subsidiary table that links Customers with Item Categories, and when Items are entered into an order you check the Item against the Item Categories set up for the Sell-to. That way, you can link more than one customer to many item categories, and have a little bit more flexibility. If Item Categories aren’t used, you could even set up a table like that for Items themselves, it’s just going to be more work to set it up.

4

Hi Daniel,

Good idea - easier to maintain

5

To handle it without coding, you could use dimensions. Setup a posting group mapped to a G/L Account which is configured to use the dimension (flagged on the items) and set value posting to “Same Code”. This will give an error on posting.

or your can use dimension combinations to block it

6

Hi all,

Thanks everybody for your replies. I think i will do some experimenting with Daniels answer. I think that it will give me more ease of maintenance.

André

7

In the end I have set up a table for customerspecific items where Items and Customers can be entered. On the Item Card I have added a flowfield (boolean) that checks if there are entries in the Customerspecific Item table for that item. This boolean is also shown on the Item Card form to make it more directly visible for the users. In the Sales Line table I’ve added some code that checks the boolean and, if TRUE, checks the customer number against the entries for that Item in the table.

Works like a charm! Thanks for your help!

André