Is there a way that we can make it to where our techs can’t see the default warehouse when they go to job cost parts from their trucks. We are running into the techs choosing the default warehouse instead of selecting there truck as the warehouse so our inventory is getting very messed up. We want them to still have access to the main warehouse we just don’t want them to see that as an option when they go to job cost.
Best answer by Kandy Beatty
View original
+18
Hello,
In the employee profile, there is a place to set Default Warehouse by employee. Maybe setting each tech’s profile to their own truck will help eliminate mistakes.
Laura
+11
This sounds like a relatively simple customization, but if the techs actually have their own trucks, I would suggest going Laura’s way (above).
I added there truck as the default warehouse but it still doesn't default to that.
+16
HI
Have you thought about using Restriction Groups for warehouses?
https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=bf95691c-094e-4c67-9f28-afe24c7e1993
By default, all employees who have access to forms of the inventory and order management modules can see all warehouses created in the system. By using the forms of the Row-Level Security module, you can configure the system so that each warehouse is displayed only to users who work with this warehouse. You can use restriction groups to set up the visibility of warehouses to employees. For details on restriction groups, see Restriction Groups in Acumatica ERP.
For example, suppose that your system has the Wholesale and Retail warehouses defined, and you need to configure the visibility of these warehouses to users as follows:
To configure the visibility of warehouses according to this example, you do the following on the Warehouse Access (IN102000) form:
The resulting visibility of warehouses will be the following:
+11
I added there truck as the default warehouse but it still doesn't default to that.
I’m sure Laura is more qualified in this, but if the defaults are set and still not working, I think that means that there are probably other defaults overriding it.
+16
HI
Are you describing when a Service Order has an inventory item attached to it?
The defaults for the item are coming from the item directly. The only option for that is to remove the default warehouses on the items.
+16
Correct, if you did row level security, they would not be able to see that warehouse.
+16
HI
Row Level Security is where you can restrict users to certain data such as warehouses, customers, vendors.
Here is more on the help section:
https://help.acumatica.com/(W(7))/Help?ScreenId=ShowWiki&pageid=749f774f-720d-4fcb-9c48-4df263bc1bd6
For Warehouse Security:
An organization can have multiple warehouses in Acumatica ERP, and different groups of employees may work with these warehouses in the system. To limit in the system the set of employees who work with a particular warehouse, you can create restriction groups to display the warehouse for only employees who are responsible for tasks that involve this warehouse. If the employees who work with the same warehouse perform only specific tasks (such as accepting goods and creating purchase orders), you can provide these employees with access to only the forms that they should use.
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