Introduction

Key Usage Scenario’s

Item Transaction Check by Bricklead lets you define your own rules to block/allow item transactions depending on document type (sales, purchase, transfer) and item characteristics.

Unlike Microsoft Dynamics 365 Business Central standard “block item” functionality, you don’t have to post document to get an alert. Alert will be presented when validating item code input on sales line.

The blocking rules are free to defined and flexible it can be defined for a range of items (you can filter depending on any item card field) and a range of customers (in case of sales document), vendors (in case of Purchase Document) or locations (in case of transfer Document).

• Block item transfer orders for some locations : Imagine you have have a location dedicated for some specific unit of measure (it can only handle Standard pallet). You can block transfer line creation based on Unit of Measure.

• Prevent selling product to some customers: Some of your customers only accept veggie products : Define a customer group and a product group using Entity Treeviews and use them to pop up message when a wrong product is selected on sales order.

• Define a relations between vendors and product categories to allow only some vendors to supply a product category.

Supported Editions

This app supports the Essential and Premium editions of Dynamics 365 Business Central.

Supported Countries

All countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages

All languages linked to the countries where Microsoft Dynamics 365 Business Central is available.

Requirements

Basic knowledge of basic setup and use of Microsoft Dynamics 365 Business Central filters.

Linked apps

Item Transaction Checks can be used in combination with Entity Treeviews