+6I need to restrict purchase orders to only those a user created or owns. I’ve put conditions on PO primary list and restricted access to certain buttons on the PO entry screen. This works, but there are several loopholes. One is that user can still use search bar to find any PO.
Is there a way to restrict access to search for certain user roles?
Thanks in advance for input.
Best answer by MinushaWeerasuriya76
There is no out of box option to limit access to the quick search on a GI for users.
+12If it’s specific to vendors or branches, you could look at row level security by those categories as that should restrict the ability to view the documents. However, if you want to restrict it so that it’s only documents where the Created By field = Logged in User, I think you’d need to look at customization.
+6
+10I believe there are four loopholes (maybe more that I don’t know)
while back I hade to write some custom codes for a client on AP Bills so when user attempts accessing unauthorized records based on some rules gets directed to default screen 00000000. I hope Acumatica address these loopholes at platform level.
+6
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