Marking Items in the hierarchy to use for planning filter

Modifying the hierarchy from Sales Orders or Production Orders
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Sales Configurator" which is available at Microsoft AppSource. Click to visit AppSource. Sales Configurator

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Presenter: Sune Lohse, Chief Strategy Officer

The Master Data Information app comes with the Sales Configurator and there’s some good mixed combination of those two app when filtering items.

Let’s take a look at that shortly.

And the marking functionality basically is also explained in videos on the Master Data Information.

But basically, on the Master Data Information I could add a search criteria for instance a mountain bike, search the match.

This is all related to Master Data just to explain how it works and I could add a mark on those and then I filter on all the items that fulfill that criterion.

Now on the production order there’s a functionality to mark items in hierarchies.

This means if I select a production order which is part of a hierarchy and here it’s possible for me to mark items in the hierarchy.

And this means I think I need to be on the top-level order in here.

This is my top-level order in the hierarchy and I could mark item in the hierarchy and I could remove existing mark or leaves those.

So, if I say no to removing the marks now they have marked all the items which is the, if I show the complete hierarchy, everything in the hierarchy, all the components as part of the hierarchy and in this scenario also the two marks I already had.

So, if I go back to my item list now I can see here with the mark all those items.

This is not all my items only the hierarchy item plus the two mountain bike items that I search in the beginning.

So, this way I can add a marking filter and I can use this for instance in the planning worksheet.

So, if I’m a planner and I would like to plan on all the items that is already in the hierarchy just to make sure that they are all okay I could go into my plan and I could filter here on the field marked by user and add the same filter in here.

This is my user ID like this and then I will only plan on those items in the hierarchy just to make sure if some of them are very bad and need to be handled.