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Restrictions based on a stock item attribute

  • March 23, 2023
  • 4 replies
  • 196 views
L
Captain II
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I’m fairly certain that this will require a customization, but I wanted to run it past brighter people than myself to confirm.

We want to limit the STOCK ITEMS a customer can see and order in the self service customer portal.  I am aware we can set up restiction groups, but they are based on actually adding individual USER IDs to the restrictions group.  

We want to be able to establish these restrictions on a number of attributes in the CUSTOMER.

Fake examples of attributes in the customer record:

Certified?

Insured?

Trustworthy?

There will be about 10 attributes on the CUSTOMER, and they may have multiple attributes checked as “yes”.

The standard restriction group requires that you enter users here rather than being able to read an attribute on the customer record.

Is there a way to do this without a customization?

 

Best answer by Kandy Beatty

HI @ltussing03 

First of all, you are brilliant, so don’t sell yourself so short on the rest of us being smarter! 😁

Second, Yes, that would require a customization because the system only cares about the item, class and what users you are allowing to see. Nothing else. 

If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
K

4 replies

Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • Answer
  • March 23, 2023

HI @ltussing03 

First of all, you are brilliant, so don’t sell yourself so short on the rest of us being smarter! 😁

Second, Yes, that would require a customization because the system only cares about the item, class and what users you are allowing to see. Nothing else. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
L
DavidEichner
DavidEichner
Captain II
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  • DavidEichner
  • Captain II
  • March 23, 2023

Hi @ltussing03 

I looked at something similar to this for another client.  It would require a customization.

Best,

David Eichner, CPA

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
L
L
Captain II
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  • ltussing03
  • Author
  • Captain II
  • March 23, 2023

Thanks for the confirmation from you both!

Kandy told me I was brilliant.  How can I not make that as the best answer!

If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Chris Hackett
K
Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Kandy Beatty
  • Captain II
  • March 23, 2023

Thanks for the confirmation from you both!

Kandy told me I was brilliant.  How can I not make that as the best answer!

I only tell the truth!! 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
L
K
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