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Create SO based on user

  • 26 May 2022
  • 4 replies
  • 87 views

Hello,

Implementing Acumatica.

We have a scenario as follows:
Sales reps can create SO only for a few order types.
Customer Service can create SOs for all order types.

Is there a way in Acumatica to restrict what SO types are available based on a user id or user role?

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Best answer by vkumar 31 May 2022, 04:50

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Userlevel 7
Badge +5

Hi @olieves 

You currently can not restrict order types by a user or user role. That would need a customization. 

Userlevel 3
Badge

How about an approval map:

Filter to Sales Rep Workgroup and the order types they can’t create.  Then require approval from an employee in the customer service workgroup.  

I realize filtering the list would be ideal, but this way it prevents it from moving forward and it gets Customer Service involved if a Sales Rep creates one for some reason. 

Userlevel 5
Badge +1

Yeah, but isn’t the answer here just to extend the SalesOrderEntry graph, and then add some code to implement this restriction based on the logged in user and the type of order they want to create? It seems like a very simple customization, and the original poster did tag this with the “customization” tag…

Another approach would be to have the order creation entry point be a custom page that creates orders via webhook. Then you can just restrict the kinds of orders that are allowed to be created via the front end.

Userlevel 7
Badge +8

Hi @olieves 

There is no out of the box restriction option available to restrict users by order type.

Here is an existing feature request which suggests a workaround :

Add ability to restrict users by Sales Order Type | Community (acumatica.com)

  • Adding to the workaround suggested, one need to restrict ‘Edit’ access to the ‘Order type’ on Sales order entry screen and use only a Generic inquiry to add new records. 
  • The GI can be set to select the default order type
  • Give access to specific order type linked GIs to specific users.

There was another feature request posted on our ideas page, but I could not locate that page though. Its mentioned on following thread :

Add ability to restrict users by Sales Order Type | Community (acumatica.com)

Hope this helps,

Regards,

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