anyone know to set this up?
Hi
You create new Generic Inquiry for Sales Quotes and Sales Orders. Then create conditions for these new GIs to be Owner to see them.
Then you create Access Right for employees who use the GIs created above.
Please refer to the post below.
Best Regards,
NNT
and this will not effect anything currently in the SO/Quotes functionality for the rest of the employees? Thank you.
Hi
Hi
Hello, not yet.
this was something that already existed in the sales demo, here’s what the sales quote inquiry looks like and i’ll include the Sales Orders one right after:
the “my sales order” tab using the created by property but from experience, I know the created by and owners can be different. You can add conditions related to order type or statuses, depending on what your business needs are!
hope this helps!
Hi
Please refer this article about - How to configure owner-specific visibility in a substitute form to see if that helps
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