Sales orders permission

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Sales orders permission

Postby chanls » Fri Jul 26, 2013 6:22 am

I wonder if it is possible to set permissions on sales orders such that only particular people can see specific orders.

Basically I want a sales rep can only see the sales orders assigned to him/her using the "Sales Representative" field. Other sales rep cannot see the orders not assigning to them.

I know "Private Record Lock" may be able to achieve this but this requires manual assignment to exclude other roles. This may not be feasible while we generate hundreds of sales orders each day.

Any suggestion?

Thanks!


Nelson Chan
chanls
 
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Re: Sales orders permission

Postby globalqss » Tue Jul 30, 2013 2:38 am

Hi Nelson, maybe you can try the Where clause of the tab using @#AD_User_ID@ context variable.

Regards,

Carlos Ruiz
globalqss
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Location: Bogotá, Colombia

Re: Sales orders permission

Postby chanls » Wed Jul 31, 2013 3:25 am

Thanks Carlos for your suggestion. I actually find the "Sales Rep Info" window meets most of my need with slight modification.

I'll start by copying the sales rep info window and then make the necessary adjustments.


Nelson Chan
chanls
 
Posts: 25
Joined: Wed Nov 02, 2011 10:33 pm


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