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

Posted on by 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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,864 Super User 2024 Season 2 on at
    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

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    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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