Working with Restricted Products in Dynamics 365 for Finance & Operations

by | Updated April 10, 2018 | Dynamics 365 for Finance and Operations, Dynamics AX

In Dynamics 365 for Finance & Operations, restricted products are managed through established “Restriction lists” for countries and regions. Restricted products in Dynamics 365 for Finance & Operations are set up in the compliance section of either the Inventory management or the Product information management module.

There are two types of lists – inclusive and exclusive. Inclusive type lists must be set up for a country before exclusive type lists may be set up for its regions.

Tip: If the number of regions in which product is allowed is greater than the number in which it is not allowed, then set up an inclusion list for the country and an exclusion list for state/provinces where the product is restricted.

Follow these steps to create restricted product lists as needed.

Create and maintain restricted product lists for countries/regions.

  1. Navigate to Inventory management > Setup > Product compliance > Restricted products regional lists
    • Alternately, this option is also found at Product information management.
  2. Press ALT+N or the New button to add a new line
  3. In the Country/region field, select the country or region for which the list is being created.
  4. In the List ID field, enter a naming convention for this list.
  5. In the Description field, enter a more detailed value to associate with the List ID.
  6. In the Restriction list type field, select whether the list is Inclusive or Exclusive. These list types are as follows:
    • Inclusive – Products distributed under the list are not restricted and may be sold in this country. This selection type may only be made at the country level.
    • Exclusive– Products distributed under the list are restricted and cannot be sold in any country, state, or province in which the list is valid. This selection type may be applied at the country, state, or province level.
  7. To create a list for another country or region, repeat steps 2 through 6.

Create and maintain restricted product lists for states/provinces.

  1. Navigate to Inventory management > Setup > Product compliance > Restricted products regional lists
    • Alternately, this option is also found at Product information management.
  2. Press ALT+N or the New button to add a new line
  3. In the State/Province field, select the state and province in the selected country.
  4. In the List ID field, enter a naming convention for this list.
  5. In the Description field, enter a more detailed value to associate with the List ID.
  6. In the Restriction list type field, select whether the list is Inclusive or Exclusive for this country.
  7. To create a list for another state or province, repeat steps 2 through 6.

Restricted products regional lists

Once the restriction lists are set up, items or products may be added to these lists. Mark the list to add the products to and click on the Restricted products button.

Tip: a product may be added to multiple exclusion lists for the same country/region but for differing states. However, a product may not also exist in an inclusive list for the same country/region.

Once added to lists, the items or products are handled by Dynamics 365 for Operations (Dynamics AX) as restricted products.

If the item or product and an excluded region appear together on a sales order, Dynamics 365 will display an info log error and prevent the sale.

Dynamics AX log error

Please see the related bogs for additional information regarding product compliance. As always, please test any changes in an environment designated for testing before implementing in a Live production environment.

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2 Comments

  1. MJ

    Hello,

    I was working with restricted products in D365 and had a questions about a particular scenario. A client has setup item A as a restricted product in Canada. They then create a sales order for a customer in Canada, however the Sales Order is created as a Sales Type = Journal. The sales order (journal) is created. They then add the restricted item A to the SO Line. Next, they change the Sales Type from “Journal” to Sales Order. When the Sales order changes from Journal to Sales Order no error is thrown warning that this restricted product cannot be on this sales order. Has anyone come across this before? I assumed that once the SO was changed from Journal to Sales Order that an error would be thrown but it was not. Any help would be greatly appreciated.

  2. Taylor Valnes

    Hello MJ,

    I have spoken with Tammy and she advised that as far as she can tell the error is not going to happen unless another change is made to the journal during its conversion to a sales order. In other words, there does not appear to be a validation that is occurring when the sales order type is updated. If she changes the journal to the sales order and takes no other action, same result. If she changes the order from a journal to a sales order, then selects save. Then try to switch back to a journal the error does pop up. We’re not sure if there is another step that naturally occurs in the order verification process that you might consider adding here to trigger the error or not. She also observed that just checking the order total using “View totals” did not trigger the error either.

    I hope this helps.
    Regards,
    Taylor

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