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Restrictions based on a stock item attribute

  • March 23, 2023
  • 5 replies
  • 239 views
L
Captain II
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I’m fairly certain that this will require a customization, but I wanted to run it past brighter people than myself to confirm.

We want to limit the STOCK ITEMS a customer can see and order in the self service customer portal.  I am aware we can set up restiction groups, but they are based on actually adding individual USER IDs to the restrictions group.  

We want to be able to establish these restrictions on a number of attributes in the CUSTOMER.

Fake examples of attributes in the customer record:

Certified?

Insured?

Trustworthy?

There will be about 10 attributes on the CUSTOMER, and they may have multiple attributes checked as “yes”.

The standard restriction group requires that you enter users here rather than being able to read an attribute on the customer record.

Is there a way to do this without a customization?

 

Best answer by Kandy Beatty

HI @ltussing03 

First of all, you are brilliant, so don’t sell yourself so short on the rest of us being smarter! 😁

Second, Yes, that would require a customization because the system only cares about the item, class and what users you are allowing to see. Nothing else. 

If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

    5 replies

    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18
    • Kandy Beatty
    • Captain II
    • Answer
    • March 23, 2023

    HI @ltussing03 

    First of all, you are brilliant, so don’t sell yourself so short on the rest of us being smarter! 😁

    Second, Yes, that would require a customization because the system only cares about the item, class and what users you are allowing to see. Nothing else. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      DavidEichner
      Captain II
      Forum|alt.badge.img+14
      • DavidEichner
      • Captain II
      • March 23, 2023

      Hi @ltussing03 

      I looked at something similar to this for another client.  It would require a customization.

      Best,

      David Eichner, CPA

      David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
        L
        Captain II
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        • ltussing03
        • Author
        • Captain II
        • March 23, 2023

        Thanks for the confirmation from you both!

        Kandy told me I was brilliant.  How can I not make that as the best answer!

        If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
          Kandy Beatty
          Captain II
          Forum|alt.badge.img+18
          • Kandy Beatty
          • Captain II
          • March 23, 2023

          Thanks for the confirmation from you both!

          Kandy told me I was brilliant.  How can I not make that as the best answer!

          I only tell the truth!! 

          Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
            K
            Freshman I
            • KentEikey26
            • Freshman I
            • July 28, 2026

            HI @ltussing03 

            First of all, you are brilliant, so don’t sell yourself so short on the rest of us being smarter! 😁

            Second, Yes, that would require a customization because the system only cares about the item, class and what users you are allowing to see. Nothing else. 

            Hello, 

            Was there a resolution on this or an update on the customization and if it worked? I need to restrict certain countries from buying items that aren't approved by their regulatory body. Basically, EU can buy certain items that we can’t sell to other countries, and we can’t sell them items that are not approved by the EU. 

             

            I am working on a GI to separate the items into two groups based on an Attribute in the item profile. However, I am struggling to find a way to link the Customer Account, their Country Code, and the GI Item groups together. 

            Tips or thoughts are totally welcome!! 

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