I have a tenant with multiple branches and I need to restrict certain users so they can view Sales Orders belonging to specific branches.
Could anybody guide me on how to properly configure this restriction?
After login, the user should only be able to see Sales Orders related to the assigned branch(es).
I would appreciate your help in setting up the correct configuration.
Best answer by nolanpeters33
Hello
There are 2 options that may meet your requirements for setup depending on how complex you want to get.
A- Use the Customer and Vendor Visibility Restriction functionality as described the Help; Customer Visibility: General Information This would allow you to assign Customers to Branches and the associated Sales Orders visibility would be limited to Users assigned to the Roles specified for the Branch.
B- Create separate Sales Orders GI’s with Branch conditions and assign Access Rights to these GI’s separately to your different roles.
Hello
There are 2 options that may meet your requirements for setup depending on how complex you want to get.
A- Use the Customer and Vendor Visibility Restriction functionality as described the Help; Customer Visibility: General Information This would allow you to assign Customers to Branches and the associated Sales Orders visibility would be limited to Users assigned to the Roles specified for the Branch.
B- Create separate Sales Orders GI’s with Branch conditions and assign Access Rights to these GI’s separately to your different roles.
Thank you
I tried one thing and it seems that works.
I created Restriction Group name and Included the branches names that must be visible for certain Group Type.
After in Warehouse Access screen I assigned this group restriction to appropriate user.
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