Views:

Applies to Product - Dynamics 365 Supply Chain Management


What’s happening?
The customer is unable to hide the "Blocked Items" in Default Order settings from item selection in Purchase Requisitions (PR) and Purchase Orders (PO).


Reason:
If a blocked item is present on a purchase order, it will still appear in the "All Purchase Orders" list. Blocking an item typically prevents it from being processed or consumed, but it does not remove it from the list of purchase orders. This behavior is also observed in purchase requisitions.


Resolution:
To modify the "All Purchase Orders" page preview so that it does not show blocked purchase orders, follow these steps:

  1. Create a Custom View: Navigate to the "All Purchase Orders" page and create a custom view by selecting the "Personalize this form" option.
  2. Add a Filter: In the customization options, add a filter to exclude blocked purchase orders. Set a condition that filters out purchase orders with a status indicating they are blocked.
  3. Save the Custom View: After configuring the filter, save the custom view to ensure that the "All Purchase Orders" page preview only shows purchase orders that are not blocked.
  4. Set the Custom View as Default: If desired, set this custom view as the default view for all users in the view settings or personalization options.
For more detailed instructions, refer to the relevant documentation on managing purchase orders in the application.