-
Customer by location in sales order
Hello all, We have multiple locations and each customer is tagged to a location. We have assigned location to employees and given restriction on the role for location. When a particular location order entry person opens the sales order form, we want to show only customers belonging to that location. Is there any solution…
-
How to hide amount of transactions in Related record subtab for a specific role
Hello everyone I would like to know that could we hide the amount of transactions in Related record subtab for a specific role If yes, please show me how to do that. Thank you, Mei.
-
Error: entity cannot be used because your role segment or employee restrictions are incompatible...
Hello, I'm having an issue where upon saving an inventory adjustment record using a custom role (in a custom center), I receive the error: "Custom GL Lines Plugin error due to a failed validation of script output: entity [project name] cannot be used because your role segment or employee restrictions are incompatible with…
-
[Role Permissions] Editing Customer Data
Hi All, We are in the process of reviewing our Role permissions and are looking to clarify whether it is possible restrict certain roles (specifically our Sales Team roles) to be able to edit only certain parts of a customer's record. For example, they should be able to edit customer contact details, but not customer class…
-
NSC | Role restrictions for Fixed Assets Management Role
Restrict some of the activities linked to the Fixed Asset Management is currently not possible. We do have created an Enhancement request # 472696 - FAM Permissions > Ability to restrict Asset Creation Transaction at least this functionality is not available for Asset Creation or Asset Transfer. Some of the role…
-
sales order access permission
Hi, We have sale orders in several aio accounts, and we'd like to limit the access permission like the example: Anyone can help? I didn't find any solution in suiteanswer~ Thanks in advance!