We’re setting up the Customer Portal for one of our customers, and we want them to be able to choose from some of the Sales Order Order Types. Adding the SO type was easy, but now the customer has access to all SO Types. We want there to be some internal Order Types that the customer can’t select. Is this something that can be added? Would it be in the Order Type page or the Customization Projects?
+13
Acumatica Functional Consultant & Customer Experience Supervisor
1 person likes this
Hi
You may be able to do this through:
Creating a new generic inquiry which only contains internal/external SO types
Including a hyperlink to the sales order
Limiting the customer access rights to only be able to view the internal/external SO generic inquiry
You can also revoke the access rights of the customer to switch between sales orders.
Aleks
https://www.linkedin.com/in/aleks-iwan-mbcs-03705b240/
1 person likes this
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.