Hi @mtreske1 Apologies I thought the external sales people captured their own sales in Acumatica. Ok if they dont then you will need create a user for the external sales people.Link their Sales Person ID to their employee profile. Below is an example, I created Employee with department “External Sales” and linked the Salesperson ID to this Employee. and then on the sales order screen link the following table to the Sales Order GI by SalesPersonIDand add condition EPEmployee.UserID = @me. now it just shows the user’s (that logged in) sales if they are listed under the commission tab of the sales order.Attached is the Sales Order GI that worked on my side. Note I was playing around in 2021R1 so if you are in other versions then a change might be needed. Otherwise if you have a small list of external sales people then you can just create a condition SalespersonID = the ID of the applicable sales person. But then you will need to create a generic inquiry per external sales person and o
HiHave a look at this video made by Doug Johnson on 2022R1: . As presented her there are still some modules that do not yet have the multi base currencies included but they are in progress: On 2021R2 this is what is included/excluded: . I include both since I am not sure which one you are on. Then on case 2, have a look at this video on how to set up translation tables for financial reporting: Hope these help!
@mtreske1 , just to add on you will need to create a user role that only has access to the limited screens/generic inquiries you would like the outside sales person to see and then link this role to the new user. Setting up access rights by roles is super easy in Acumatica and the Open University has loads of training material on this.
Hi @mtreske1 Create a user profile for the outside sales person, then I would suggest to hide the normal Sales Order GI from the outside sales person via access rights and then only give them access to GI with Condition on SOOrder.OwnerID = @me (see screenshot below). Hope this helps, it worked for us.
Hi. I would suggest to hide the normal Sales Order GI from the sales team via access rights and then only give them access to GI with Condition on SOOrder.OwnerID = @me. Hope this helps, it worked for us.
=Format( '{0: MMM yyyy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'm', 0))=Format( '{0: MMM yyyy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'm', -1))=Format( '{0: MMM yyyy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'm', -2))
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