Hi All,
I just want to ask regarding how to restrict the visibility of all sales order records and only show my sales order records?
Please refer to the screenshot below.
Regards,
Nadia
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/a113a94d-08f6-493f-806b-e59eb4163244.png)
Hi All,
I just want to ask regarding how to restrict the visibility of all sales order records and only show my sales order records?
Please refer to the screenshot below.
Regards,
Nadia
Hello
We can restrict Sales Orders to those entered by a certain user by adjusting the Sales Order list to show only your Sales Orders, and changing permissions to make the order number and < > navigation buttons inside the sales order screen to be View Only.
Here is a recent post where someone asked the same question about Purchase Orders.
Then implement the security
If you have a group of users that should be able to see all sales orders, that can be accomplished as well within the primary list GI.
The article itself is supposed to be direction after updating to 2020 R2 and the @me condition not working quite the same way, but it gives insight into re-configuring the conditions and it should work for this situation.
It’s not that you are hiding the All Records tab, you are adding a condition to the GI to filter based on the current user = the CreatedByUser or the Owner of the document.
Have you already tried this?
Then implement the security
If you have a group of users that should be able to see all sales orders, that can be accomplished as well within the primary list GI.
Hi
This way you can have some users part of an ALL group which will see all customers, which will mean all orders.
Otherwise you would probably need some type of Parameter to capture the logged in user and then some chain of IIF statements to dictate if the employee or workgroup is entered, show the records or not, but this seems very inefficient compared to the ease of setting up a few restriction groups.
I assigned people that should have access to all records to workgroup. I did a cross join to the specific work group and added an or condition that <@me was within the group>.
I could not use restriction groups so this was a workaround
anyone know how to restrict certain users to only see there sales quotes and sales order but for the rest of the users they see it all and not effect there access.
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