You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Customer selection restriction on Order Management

Accepted answer
edited Mar 13, 2023 3:45PM in Order Management 1 comment

Hi Team,


While creating a sales order, the User wants to restrict the customer selection from a List of values. Is this Possible?

Note: When the customer is entered in the Sales order level, the system displays results from all business units because it is selecting at the Organization level, which is Global. In instances where the same customer exists on multiple BUs, it is confusing for the Business user to select the correct one. Can we think of any way we can restrict access in this search to the user's own business unit-linked customers? Or possibly to additionally display the linked Business Unit in a search (bearing in mind the link happens on the customer address set level)?

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!