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Restrict price class field in customer for specific user.

  • May 26, 2025
  • 6 replies
  • 96 views

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Is possible to restrict this field for specific users?

Best answer by dcomerford

@gowrishankarsk32 Work for me but you need to Check the perms on 

Receivables> Customers>Location>Price Class Set to Revoked

Receivables>Customer>Location - Set to View Only

Receivables> CustomersLocation>Location>Price Class Set to Revoked

Receivables>Customer Location>Location Set to View Only

6 replies

dcomerford
Captain II
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  • Captain II
  • May 26, 2025

@gowrishankarsk32  You would need to set this field to Revoked under Access Rights for these users for this screen for one of the role(s) assigned to these users.


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@gowrishankarsk32  You would need to set this field to Revoked under Access Rights for these users for this screen for one of the role(s) assigned to these users.

Thank you, but I would like to restrict updates to the Price Class field for a specific user.

I’ve already attempted to configure this by using Access by Screen, navigating to:
Receivables → Customers → Customer → Location - Price Class
and
Receivables → Customer Location → Price Class.

However, the system still allows that user to update the Price Class despite these settings.

I tested this using my user ID, which has only the Receivables role assigned. The results are based solely on the permissions view only by the Receivables role.


dcomerford
Captain II
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  • Captain II
  • May 26, 2025

@gowrishankarsk32 Check that the Permissions for the role on the Customer Location/Customer are not set to Inherited if they are change it to Delete or Edit

 


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@gowrishankarsk32 Check that the Permissions for the role on the Customer Location/Customer are not set to Inherited if they are change it to Delete or Edit

 

 Customer it's in Inherited  


dcomerford
Captain II
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  • Captain II
  • Answer
  • May 26, 2025

@gowrishankarsk32 Work for me but you need to Check the perms on 

Receivables> Customers>Location>Price Class Set to Revoked

Receivables>Customer>Location - Set to View Only

Receivables> CustomersLocation>Location>Price Class Set to Revoked

Receivables>Customer Location>Location Set to View Only


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Thanks a lot for the steps and support—it's working perfectly now! Really appreciate it.

@gowrishankarsk32 Work for me but you need to Check the perms on 

Receivables> Customers>Location>Price Class Set to Revoked

Receivables>Customer>Location - Set to View Only

Receivables> CustomersLocation>Location>Price Class Set to Revoked

Receivables>Customer Location>Location Set to View Only