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Is possible to customize the role for LACLS_CommercialReceipts.

edited May 13, 2024 10:28AM in Receivables & Collections 1 comment

Hello

Currently, my client has salesperson who are in charge of certain customers, and must restrict the information between them, that is, for example, salesperson A can see CUSTOMER 123, but salesperson B should not be able to see it.

Additionally, my client uses the commercial receipts functionality to pre-load their receipts. The extension has two roles Commercial Receipt Administrator (LACLS_AR_NAV_MENU_CR_ADMIN) and Commercial Receipt Data Access (LACLS_AR_DA_CR_DATA_ACCESS).

I attach the screenshot in which you see all customer when you create a pre load receipt.

Is it possible to customize these roles mentioned to the salesperson A  sees only the customer 123 at the moment of creation receipt?

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