How do we set up a Restriction Group for Business Accounts? It seems an Entity Type is required to set up a Restriction Group, but in Restriction Groups there is not an Entity Type for Business Accounts.
We are trying to restrict view and access to the Business Accounts to only the Owner of the Business Account.
Thank you.
Hello
Here is a help article on Account and Subaccount Security
And KB article
Thank you. I read that article on Account and Subaccount Security and it does not address my question.
@jhudak,
Access to business accounts is driven by access to customers or vendors. If access is restricted for a particular customer or vendor, that access will also be applied to the associated business account. This is covered in the help documentation.
Business Account Security
In Acumatica ERP a user can convert a business account to a customer account, a vendor account, or both by using the Business Accounts (CR303000) form. After this conversion, the business account continues to exist and is used in marketing processes.
Access to a business account is defined by rules based on restriction groups that are configured for the customer or vendor accounts that were created from this business account. The system applies these rules to the business account as well. |
https://help-2023r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=29284dce-7077-4271-9b45-b8097a4f2935
Ed
Thank you, Ed. Understood. However, we are quoting Business Accounts that are prospects and not customers (yet). Prior to being customers, these Business Accounts are visible to all our Sales Team - not just the Salesperson that is cultivating the lead. This is undesirable.
Once they are customers, we have a Restriction Group set up to provide visibility for that account to only the Salesperson assigned to the account. I am looking for a way to restrict Business Account visibility to only the individual Salesperson working that Business Account.
I hope that clears up the issue we are experiencing.
Thank you again.
As indicated in the help documentation, functionality to restrict access to business accounts does not exist. What I would suggest doing so that the salespersons are only seeing their business accounts would be to configure an @me condition in the business accounts substitute form (CR3030PL). This would require the salesperson to be entered into the Owner field.
The salesperson (owner) is now only seeing their business accounts.
Ed
Thank you again. I am receiving an error: “Error: A field with the name @me cannot be found.”
The @me condition needs to be set up in the conditions tab of the generic inquiry.
Ed
See my earlier screenshot.
I was able to configure that without receiving an error.
Ed
Tried it. Then I get the error I mentioned above.
You entered it incorrectly.
See the screenshot again.
It’s just @me, not =@me.
Ed
Here is a KB Article on this.
It uses the sales orders substitute form as its example, but the concept is the same.
Ha. Got it (finally). You can probably tell I am very new to all of this. Thank you SO much!
You are welcome!
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