91
Business Central On Prem
Client wants a user or salesperson (they have salesperson codes but no user as some of their orders come from CRM users) defined restriction on sales and purchase orders, so they cannot select certain locations. I am not sure this can be done, has anyone have experience with this?
Thoughts:
Can I restrict locations by user? Can I add dimensions to locations to filter them somehow? Some people need access to all locations, some only one or two.
Thank you
I like this one, I will give this a try.
Hi, I vote for security filters.
More details: https://yzhums.com/10133/
Hope this helps as well.
Thanks.
ZHU
Maybe you can define that a rules in the CRM system ?
docs.microsoft.com/.../use-field-security-control-access-field-values
Yes, for users I can do this, but some salespeople do not have a user, as some of the orders are integrated from CRM.
Inside Business Central you can achieve this using security filters. There you can define what locations each user should have access to.
Please refer to this doc:
Sounds like you will need to do a small bit of dev here to do some validations. On each location you could navigate to a table where you define the allowed salespeople for that location.
Then code on the sales and purchase to show and hide locations based on the salesperson code.
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