Prevent released product from being sold for a specific customer

  • Prevent released product from being sold for a specific customer

    Posted by Carlos Crevellari on August 23, 2023 at 4:37 pm

    I need to prevent an unique released product from being sold for a specific customer. Is there a way to accomplish this in D365 F&O?

    Noah Kluge replied 1 month, 1 week ago 3 Members · 2 Replies
  • 2 Replies
  • Dorothy Thulen

    August 24, 2023 at 8:57 am

    Carlos – I faced a similar issue in AX2012 that you might want to test in D365. On the unique item, do NOT include a base selling price on the item (Released Products). Do not include the item on any trade agreements, except for a trade agreement that is specific to the customer that IS able to purchase the product. If any other customer places an order for the product, the selling price comes up as zero. We have our Customer Service reps trained to check with the Customer Service Manager any time the selling price on an item is zero. Our Customer Service Manager is very aware of the unique item situation and then advises the Customer Service Rep to remove the item from the order, as that customer cannot purchase that item. We also do not publish that unique item on any of our general price lists.

  • Noah Kluge

    August 24, 2023 at 2:07 pm

    You can leverage product filters to restrict the sale of certain items to customers. This can be configured per customer group or per customer and it leverages the item groups plus the 10 filter codes that can be assigned to items.

    They’ll possibly need to determine a way to group the items restricted for sale together, because the form isn’t configured to make a per item/customer rule set.

    Here is an example (Pic1):

    If the customer or customer group was configured like above, they would only be permitted to purchase items in the Audio item group.

    Should they place an order for item that is not in the item group, they would receive this error message (pic2):

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