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Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss

Customer Profitability Restriction - DEADLINE MONDAY!

edited Jan 8, 2020 3:35AM in SuiteCloud / Customization 4 comments

Good evening all!

I am facing quite the dilemma.

I am working on custom roles for my company, and the owner has asked that we remove 'Customer Profitability' access

(Reports>Customer/Receivables->Customer Profitability)

I have discovered that if I remove Sales Force Automation from the sales person role, (in manage roles: removing 'Reports-->Sales Force Automation'), it removes this, but it also removes critical information such as quotas and forecasting, etc...This is a big big problem.

As only an intermediate level user currently, is there any way that this report can be removed? I am supposed to have this rolled out on Monday...so it may be a long weekend!

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