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how to automatically filter a Salesperson Code/Purchaser Code based on the current user

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Posted on by alvaro valbuena.

30

Good morning,

In user setup we have signed in Salesperson Code/Purchaser code "CV" salesperson code.

Is it possible to filter all the screens, in the case of having the field, by the salesperson code?

For example, if I access sales orders, and I am assigned the salesperson code "CV" I only see the "CV" orders.

Thank you

best regards

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Opportunity Management

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YUN ZHU 69,864 Super User 2024 Season 2 on at

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RE: how to automatically filter a Salesperson Code/Purchaser Code based on the current user

Hi, using Security Filters is a way, but it is not that smart. As far as I know, it cannot pass "CV" as a variable, so if you have multiple Sales Persons, you need to set multiple permission sets.

More details: https://yzhums.com/10133/

I think it might be easier to customize it. Here is a simple example, hope it helps.

https://yzhums.com/8427/

Thanks.

ZHU
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DAnny3211 9,217 Moderator on at

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RE: how to automatically filter a Salesperson Code/Purchaser Code based on the current user

Hi

look this

learn.microsoft.com/.../security-filters

DAniele

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