Hi Acumatica,
Is there a way to restrict the order type per user or the default order type per user?
Thank you!
Answer
Restriction in Sales Order Type
Best answer by nhatnghetinh
Hi
Currently, the system only defaults to 1 Sales Order Type for all Users.
Suggested method as per your request:
+ Step 1: Create GI "Sales Orders 2" similar to the current main GI "Sales Orders". On this GI, you create a condition to only display the Order Type you want.
+ Step 2: Create Access Rights for Users who are allowed to use GI "Sales Orders 2"
+ Step 3: On the main GI "Sales Orders". Create a condition that only Users who create Sales Orders can see their own Sales Orders.
+ Step 4: On the Sales Orders screen. Create Access Rights to restrict Users from using the buttons "Go to Previous Record"; "Go to Next Record"; "Go to First Record"; "Go to Last Record"
Best Regards,
NNT
+11Hi
Currently, the system only defaults to 1 Sales Order Type for all Users.
Suggested method as per your request:
+ Step 1: Create GI "Sales Orders 2" similar to the current main GI "Sales Orders". On this GI, you create a condition to only display the Order Type you want.
+ Step 2: Create Access Rights for Users who are allowed to use GI "Sales Orders 2"
+ Step 3: On the main GI "Sales Orders". Create a condition that only Users who create Sales Orders can see their own Sales Orders.
+ Step 4: On the Sales Orders screen. Create Access Rights to restrict Users from using the buttons "Go to Previous Record"; "Go to Next Record"; "Go to First Record"; "Go to Last Record"
Best Regards,
NNT
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https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
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Dermot Comerford
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