Skip to main content
Solved

Hide Vendor and Purchase information


Forum|alt.badge.img

How can we limit the access of some vendors and P.Os related to the vendor? 

 

Best answer by Kandy Beatty

HI @sbhattarai 

You would need to create Row Level Security for this.

Here is a help article:

https://help-2022r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=749f774f-720d-4fcb-9c48-4df263bc1bd6

You need to first create the restriction group

Then give access to those vendors

 

 

View original
Did this topic help you find an answer to your question?

3 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • Answer
  • May 17, 2022

HI @sbhattarai 

You would need to create Row Level Security for this.

Here is a help article:

https://help-2022r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=749f774f-720d-4fcb-9c48-4df263bc1bd6

You need to first create the restriction group

Then give access to those vendors

 

 


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3135 replies
  • May 17, 2022

Hi,

First, we can connect vendors to a branch and connect employees to a branch role. The employees in the role can see only the vendors who are also in the same branch.

Second, if the vendors needing to be hidden don’t line up with the employees by branch, then you can look into Restriction Groups. Restriction groups can work two ways, regular and inverse. The groups can represent which vendors the employees CAN see, or which vendors the employees CANNOT see. Also the 2 group types control what happens when an employee or a vendor is in multiple restriction groups. You’ll want to read the details in the online help and experiment with the different types of restrictions in your test environment before rolling out to production.


Forum|alt.badge.img
  • Author
  • Freshman I
  • 10 replies
  • May 24, 2022

I have not been able to implement the instructions due to some access limitations. 

I appreciate your feedback. 

 

Thank you, Shankar


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings