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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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Micheleish 105 on at

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RE: SETTING LOCATION SECURITY FILTER

Thanks Alfredo,

Would you be able to provide an example of the permission I need to create? What Object types would I need to use? Thanks in advance.

Michele

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Alfredo_Iorio 1,262 on at

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RE: SETTING LOCATION SECURITY FILTER

It seems to me that your client has a business process problem, not a setup problem.

I would encourage them to review how they use locations first before they implement logic to block users from using certain locations.

Regardless, you can use responsibility centres with their default location. One RC can be Purchasing and the other can be Sales.

The RC will be copied to the purchase and sales header so you can use permission filters based on that.

Alternatively, you can enable basic warehousing in those locations and use warehouse employees to allow certain users to use certain locations.

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YUN ZHU 92,077 Super User 2025 Season 2 on at

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RE: SETTING LOCATION SECURITY FILTER

Hi, For this particular control, I personally recommend customizing.
You can add a new field to the Item, such as Allow Locations, which can be set to multiple selections. More details: https://yzhums.com/27561/

Then add a control when validating location on the order lines.

Hope this helps as well.

Thanks.

ZHU

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Inge M. Bruvik 1,035 Moderator on at

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RE: SETTING LOCATION SECURITY FILTER

[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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Micheleish 105 on at

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RE: SETTING LOCATION SECURITY FILTER

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

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Micheleish 105 on at

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RE: SETTING LOCATION SECURITY FILTER

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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Amit Baru 3,035 on at

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RE: SETTING LOCATION SECURITY FILTER

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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Alfredo_Iorio 1,262 on at

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RE: SETTING LOCATION SECURITY FILTER

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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Micheleish 105 on at

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RE: SETTING LOCATION SECURITY FILTER

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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RE: SETTING LOCATION SECURITY FILTER

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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