Customer Listing

General

The Customer Listing features make extensive use of Business Central’s Standard Sales Lines feature. Therefore a good knowledge of the existing feature is required prior implementing these additional features.

Several improvement have been done to the standard features in order to facilitate following scenario’s,

Management of private label items. Private label product is one that a retailer gets produced by a third-party but sells under its own brand name. The retailer controls everything about the product or products. That includes the specs of the product, how it’s packaged, and everything else besides. From a vendor/ producer perspective this means that this product can only be sold to a number of selected customers. And if ordering customer is not part of this selection then he is not allowed to order it, ordering should then be blocked.
Mandatory Customer Listing. When a customer is under mandatory customer listing management, its ordering capacity is limited to a subset of the vendor catalog. If ordering a product outside of this subset then the order is blocked. Unlike the Private Label Management this doesn’t necessarilly mean that the product is dedicated for a selected number of customer, it just means that a customer is only allowed to order products that have been agreed in the sales agreement.

Mandatory Customer Listing is complementary and compliant with Private Label Management
Dynamic Customer Listing. With Dynamic customer listing, user doesn’t have to create manually Standard Sales Lines. These ones are popuplated automatically by sales order registration. These provides a comprehensive way to create automatically Standard Sales Lines that will be presented automatically on the next order.

Dynamic Customer Listing is not compliant with Private Label Management

Private Label

Setup

Private label check requires two step setup:

On the item card. Enable the Private Label checkbox. When enabled this means that the item can only be ordered if part of the customer Standard Sales Lines.

Select a customer and assign Standard Sales Lines (aka Recurring Sales Lines) with the private label item to the customer.

Click on the Recurring Sales Lines menu action.

Create a Standard Sales Line header, and add a line for the private label item.

Same Standard Sales code can be assigned to several customers so if you have private label items for a whole retail organization you just have to create one Standard Sales Code and assign it to the different customer part of the retail organization.

Check

When creating an order with the private label item for the selected customer. No message appears.

If customer is not allowed to order the private label item, then following message appears.

Mandatory Customer Listing

Setup

From the customer card. Select Mandatory option on the Recurring Sales Line Mode.

Then assign Standard Sales Lines (aka Recurring Sales Lines) to the customer.

Click on the Recurring Sales Lines menu action.

Create a Standard Sales Line header, and add lines for the items part of the customer listing.

Mandatory Customer Listing is compliant with multiple Standard Sales Code. If you assign multiple Standard Sales Code for a customer, the mandatory check will be done against all assigned Standard Sales Code.

Check

When creating an order with the items part of the Standard Sales Lines for the selected customer, no message appears.

If you add an item to the order that does not belong to the assigned Standard Sales Lines then following message pops up.

Dynamic Customer Listing

Setup

Choose the lightbulb that opens the Tell Me feature icon, enter Business Essentials Setup to get the Business Essentials Setup page.

Field	Description
Default Standard Sales Line Quantity	Defines the default quantity that will be the assigned when creating automatically Standard Sales Lines. 0 : default quantity is 0. 1 : default quantity is 1. Source Line Qty : the default quantity is defined from the quantity of the originating sales document line.
Insert Standard Sales Lines on Quotes/Orders/Invoices/Cr.Memos	Defines what will be the default setting for the automatically created Sales Lines. Manual : Standard sales line should be inserted manually. Automatic : Standard sales line should be inserted automatically. Always Ask : A question will be prompted on sales document creation to ask if Standard Sales Lines should be inserted.

On the customer card. Select Dynamic (Question) or Dynamic (Force) option on the Recurring Sales Line Mode. Difference between the two modes is that with Dynamic (Question), a question will be prompted on screen wether user want to add item to the Standard Sales Lines with Dynamic (Force) no question will be asked.

A Default Standard Sales Code is required for Dynamic Customer Listing mode. This is needed to add automatically the new items to the correct Default Standard Sales Code. If not defined, when selecting the Recurring Sales Line Mode field, a question to create a default one will be prompted. The code for the newly create Standard Sales Code is the Customer No..

The newly created Standard sales code will be affected with the Insert Standard Sales Lines value defined in Business Essential Setup.

Process

When creating a Sales Order for the customer set with Dynamic (Question) for Recurring Sales Line Mode, if selected item does not belong to the Default Standard Sales Code lines, the a message will be prompted wheter user want to add this specific item to the Standard Sales Code.

If answered yes then item is added to the Standard Sales Code and might be automatically inserted on next sales order creation fot the same customer.

Last updated on Feb 9, 2023