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SETTING LOCATION SECURITY FILTER

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Posted on by Micheleish

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Hello,

I am creating a new permission set to add a filter to locations a user can use in purchasing documents. I tried filtering the location on the permissions the user currently had and it seems that didn't work. So I created a new permission set with only the Location table in it.

My question is: what should I use to filter the locations - the Location Code or the Master Location field?

Thank you

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Alfredo_Iorio 1,262 on at

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What exactly are you trying to achieve?

If you want to limit certain users to use only a certain location you can use responsibility centres.

If instead, you want to hide purchase documents with a certain location code from certain users, you can use the field location code on the purchase header as a security filter.

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Inge M. Bruvik 1,105 Moderator on at

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It seems like you are using LS Retail as your POS add-on.

They handle locations a bit different than the standard system.

If you want to limit the use of location in the standard system you should put your filter on the Location Code field.

If you want it to effect the LS functionality you might need to use another field.

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Micheleish 105 on at

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Thank you Alfredo,

We want to limit the purchaser from receiving goods into the wrong location. At the PO Level, when processing, we only want that user to be able to select certain locations. The responsibility center did not work for this as we did test that option.

Thank you.

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Alfredo_Iorio 1,262 on at

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If it's about choosing the correct location you have a few alternatives:

Do you know the correct location when you create the purchase order?

If yes, you can assign the correct location when the purchase order is created and remove edit permission on the purchase header, allowing indirect deletion so they can post.

If not, you can create the PO with a blank location and use an approval workflow so that the purchaser can update the location code on the purchase header and request approval from a line manager. The line manager can check the accuracy of the location code and maybe other fields before approving the purchase order that can be received with the correct location code

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Micheleish 105 on at

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So are these the only two options? The client requests this, there are similar requests with salespeople creating sales orders, they do know about workflows, but I do not think they want to go that route.

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Alfredo_Iorio 1,262 on at

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There might be more options.

I am still unclear about your process. For example:

- Is the correct location on the order before the user receives the goods? If not, why?

- Why is limiting the user from selecting only certain locations help? Do you want to give them the option to select say, between three locations instead of ten? They can still get the location wrong

There might be more options but I need to understand your client's process and why there is such a high risk of getting one field of a document wrong.

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Amit Baru 3,037 on at

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Hi,

If you restrict user to receive goods in wrong location.

Do small customization:

1. Create one field in location Table and same display in Location card.

2. Write code on Location code on validate. if Restrict Location" Boolean is true then user not able to select the location.

Regards

Amit Sharma

www.erpconsultors.com

https://www.linkedin.com/in/amit-sharma-94542440/

Press Yes if info is useful.

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Micheleish 105 on at

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Thanks Alfredo, I'll try to be more clear. On the AP/PO side items are received in at certain locations and held there until freight and other costs have been assigned. Once they are they are moved to different locations where the sales team can sell them from. There is only one person creating and processing the PO document, they would like her to only be able to post to those "hold" locations.

The opposite is true for the sales team, client does not want them to be able to sell out of the "hold" locations.

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Micheleish 105 on at

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Also, some sales team members are in different locations so they should only be able to see their location.

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Inge M. Bruvik 1,105 Moderator on at

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[quote user="Micheleish"]
Thanks Alfredo, I'll try to be more clear. On the AP/PO side items are received in at certain locations and held there until freight and other costs have been assigned. Once they are they are moved to different locations where the sales team can sell them from. There is only one person creating and processing the PO document, they would like her to only be able to post to those "hold" locations.

The opposite is true for the sales team, client does not want them to be able to sell out of the "hold" locations.
[/quote]
But you will need some personnel who are able to transfer the inventory between the locations. Maybe it would be natural if that is the person handling the PO's ?

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