We have some of our Sales Reps set up as Employees in Acumatica, each with limited access. Currently, they can only see the Sales Orders they personally entered, which makes it difficult for them to track orders for their customers that were entered by Customer Service on their behalf.
Ideally, we’d like Sales Reps to be able to view all Sales Orders for their assigned customers--regardless of who entered them--but still keep their access limited so they can’t see other reps’ accounts.
For those of you managing Sales Rep access:
- How are you controlling what Sales Orders your reps can see?
- Are you using Restriction Groups, Roles/Access Rights, or custom GI filters tied to Salesperson or Customer data?
- Do you rely on the Owner field, Salesperson ID, or something else entirely?
Would appreciate any insight or examples of how you’ve structured this in you environment.
