Allow or Prevent Employees from displaying on AP Documents

Hi @Ianb29 

Can you share a screenshot of where you are talking about? 

This is the AP Bill to select a Vendor. This first page is Employees only.

Hi @Ianb29 

There are a few ways I can think to do this:

1. You can sort the vendors by Vendor Class, sorting by Vendor Name will not work unless you change the ID of your employees on their records:

2. You can use Row Level Security to remove access to vendors for users:

Here is the help documentation on that as well:

https://help-2022r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=749f774f-720d-4fcb-9c48-4df263bc1bd6

3. You can Revoke users from seeing employees on the Access Rights by Role:

Thank you for your responses.

1. Sorting or creating default filters. Works for a while, then gets overwritten on build/major upgrades.
2. Row Level Security really needs to be vastly improved. Once setup, the administration is intensive. We get frequent support requests are as a result of users not understanding or forgetting to update the row level security.
3. User Roles is a better solution, thank you for that.