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Use Filters To Restrict Sellable Products For Customers Within Dynamics AX 2012 R3

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With the R3 release of Dynamics a lot of new features have been added that you can take advantage of. One of them is a new and nifty feature hidden within the WMS module that allows you to add …

With the R3 release of Dynamics a lot of new features have been added that you can take advantage of. One of them is a new and nifty feature hidden within the WMS module that allows you to add additional filter codes to your released products and then restrict access to them by customer and by vendor. This gives you the long needed ability to restrict which customers can buy which products.
Now you don’t have to resort to home made filters.

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  • 1. 1 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS USE FILTERS TO RESTRICT SELLABLE PRODUCTS TO CUSTOMERS
  • 2. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com USE FILTERS TO RESTRICT SELLABLE PRODUCTS TO CUSTOMERS BY MURRAY FIFE
  • 4. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Copyright© 2014 Murray Fife All RightsReserved
  • 5. © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprintwere done with the MicrosoftDynamics AX 2012 virtual machineimagethat was downloaded from the MicrosoftCustomerSource or PartnerSource site.If you don't have your own installation of MicrosoftDynamics AX 2012,you can also usethe images found on the MicrosoftLearningDownload Center or deployed through LifecycleServices. The followinglistof softwarefrom the virtual imagewas leveraged within this guide: • MicrosoftDynamics AX 2012 R3 Even though all thepreceding software was used duringthe development and testing of the recipes in this book, they may also work on earlier versionsof the software with minor tweaks and adjustments, and should also work on later versions withoutany changes. Errata Although we have taken every careto ensure the accuracy of our content, mistakes do happen. If you find a mistakein one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doingso, you can saveother readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyrightmaterial on the Internet is an ongoingproblem across all media. If you come across any illegal copies of our works,in any form, on the Internet, pleaseprovideus with the location address or websitename immediately so that we can pursuea remedy. Pleasecontactus at legal@dynamicsaxcompanions.com with a link to the suspected pirated material. We appreciateyour help in protecting our authors,and our ability to bringyou valuable content. Questions You can contact us at help@dynamicsaxcompanions.com if you arehavinga problem with any aspectof the book, and we will do our best to address it. Preface
  • 6. 6 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 7. 7 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Use Filters To Restrict Sellable Products To Customers Withthe R3 release of Dynamicsalotof new featureshave beenaddedthatyoucan take advantage of. One of themis a new andniftyfeature hiddenwithinthe WMS module thatallowsyoutoaddadditional filtercodestoyourreleasedproductsand thenrestrictaccessto thembycustomerandby vendor. Thisgivesyouthe long neededabilitytorestrictwhichcustomerscanbuywhichproducts. Now youdon’thave to resortto home made filters.
  • 8. 8 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com To start off,we needtoenable the Filterswithinthe system. Todothis,clickonthe Warehouse ManagementParametersmenuitemwithinthe Setupgroupof the Warehouse Managementareapage. Use Filters To Restrict Sellable Products To Customers
  • 9. 9 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe Warehouse ManagementParameters maintenance formisdisplayedswitch to the FiltersPage and checkthe Enable CustomerFiltersflag. Alsoseteachof the DefaultCustomerFilterCodes(1-4) to “-” andset the Filter Wildcardto “-” as well. Thisjustdefaultsinthe codeswhentheyare notspecifiedto be the wildcardvalues. Whenyouhave done that,clickon the Close buttontoexitfromthe form. Use Filters To Restrict Sellable Products To Customers
  • 10. 10 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now we wantto define ourFilterCodes. Todo this,clickonthe Filtersmenuitem withinthe Filtersfolderof the Setupgroupwithinthe Warehouse Managementarea page. Use Filters To Restrict Sellable Products To Customers
  • 11. 11 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe Filtersmaintenance formisdisplayed, clickontheNewbuttoninthe menu bar and addall of the validvaluesforthe firstFilterCode 1. Use Filters To Restrict Sellable Products To Customers
  • 12. 12 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com You can change to eachof the otherthree FilterCodesbyselectingthemfromthe FilterTitle dropdownlist. Use Filters To Restrict Sellable Products To Customers
  • 13. 13 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenrepeatthe FilterCode setupprocessforCode 2-4. Afteryouhave done thisclickonthe Close buttonto exitfromthe form. Use Filters To Restrict Sellable Products To Customers
  • 14. 14 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com There isalsoan automaticclassificationtool calledFilterGroupswhichwillallow you to furtherclassifyyourfiltercodes. Tosetthese up,clickonthe FilterGroupsmenu itemwithinthe Filtersfolderof the Setupgroupwithinthe WarehouseManagement area page. Use Filters To Restrict Sellable Products To Customers
  • 15. 15 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe FilterGroupsmaintenance formiscreated,clickonthe Newbuttoninthe menubar to create a new recordand thengive yourFilterGroupa Group1 andGroup 2 classification. Thenwithinthe Detailstabgroup,addall of the validFilterCode combinationsthatwill applytothe group. We will see how thisworksinjustabit. Use Filters To Restrict Sellable Products To Customers
  • 16. 16 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com In thisexamplewe are creatinggroupsforImportandExport products. Whenyouare done,clickonthe Close buttonto exitfromthe form. Use Filters To Restrict Sellable Products To Customers
  • 17. 17 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now we needtoenable the Filtersonthe ItemGroup whichmanage the filtergroups on the productsingeneral. Todo this,clickonthe Item Groupsmenuitemwithinthe Inventoryfolderof the Setupgroup withinthe Warehouse Managementareapage. Use Filters To Restrict Sellable Products To Customers
  • 18. 18 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe Item Groupsmaintenance formisdisplayed,selectthe ItemGroupthatyou wantto applythe filterstoandthenmake sure that the Use FilterCode and Assign FilterCode For Item Groupflagsare setforthe codesthatyouwant to use. Afteryouhave configuredthe ItemGroups,clickonthe Close buttontoexitfromthe form. Use Filters To Restrict Sellable Products To Customers
  • 19. 19 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Now openupyour ReleasedProductrecord thatis associatedwiththeItemGroup that hasthe filtersenabledagainstit. Use Filters To Restrict Sellable Products To Customers
  • 20. 20 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Openupthe Warehouse Managementtabgroup andyou will notice thatthe Filter Codesare enabledagainstthe product. Use Filters To Restrict Sellable Products To Customers
  • 21. 21 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com You can selectfromanyof the FilterCodesthatyou configuredinthe previoussteps. Use Filters To Restrict Sellable Products To Customers
  • 22. 22 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com If any of the filtercode combinationsthatyoudefinedmatchthe FilterGroupsthen the Group1 and Group2 codeswill alsobe updatedforyou. Use Filters To Restrict Sellable Products To Customers
  • 23. 23 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The final stepinthe processisto setup the allowedcodesagainstyourcustomers. To do this,openupyourCustomerand thenclickonthe Filtersbuttonwithinthe Setup groupof the Customerribbonbar. Use Filters To Restrict Sellable Products To Customers
  • 24. 24 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Whenthe FilterCodesmaintenance formisdisplayed,youcanclickonthe New button inthe menubar and add a filterbasedonthe ItemGroupand the FilterCodes. You can enterinthe “-” wildcardinany of the codesthat don’tapply,andevenadd effectivedate rangesif youlike. Whenyouare done justclose outof the form byclickingonthe Close button. Use Filters To Restrict Sellable Products To Customers
  • 25. 25 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com You can see itinactionby enteringinaSales Orderfor the customer. It will now allow youto enterinan orderline forthe permittedproduct. Use Filters To Restrict Sellable Products To Customers
  • 26. 26 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com But if youtry to type ina line foranyotherproductwithinthe ItemGroupthatis not specifiedforthe customer… Use Filters To Restrict Sellable Products To Customers
  • 27. 27 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Thenit stopsyoudeadinyour tracks. Use Filters To Restrict Sellable Products To Customers
  • 28. 28 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 29. 29 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series isa compilation of all thecool things that I have found that you can do within Dynamics AX, and are also the basisfor my Tips & Tricks presentations thatI have been givingfor the AXUG, and online. Unfortunately book page sizerestrictions mean that I can only fit50 tips & tricks per book, but I will createnew volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 30. 30 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com
  • 31. 31 TIP & TRICKSFOR DYNAMICSAX 2012 © 2014 Murray Fife, AllRights Reserved www.dynamicsaxcompanions.com Murray Fife is a MicrosoftDynamics AX MVP, and Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant,a trainer,and now spend most of his days workingwith companies solvingtheir problems with the Microsoftsuiteof products,specializingin the Dynamics® AX solutions. EMAIL murray@dynamicsaxcompanions.com TWITTER @murrayfife SKYPE murrayfife AMAZON www.amazon.com/author/murrayfife WEB www.dynamicsaxcompanions.com About the Author

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