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Custom Data Security for Party/Customer Account/Site

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edited Sep 28, 2023 8:42AM in Receivables & Collections 7 comments

Summary:

Good day,

As per internal policies, we would like to decide which users can see which customer data.

We have received in the past a document from Oracle which illustrates how to do so on a Country level using the manage database resources conditions and creating a new condition through HZ_PARTIES and SQL predicate: &TABLE_ALIAS.COUNTRY = 'US' to filter on customers who's countries are set to US.

However, we'd like to filter then based on Reference Data Sets. Is this possible? If so, which "table" should we be using to achieve this? Should it be indeed done through the HZ_PARTIES database or should it be created through another?

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