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Reportcan we make two users with different data(customers,salesorders,purchase orders etc) and common chart of accounts within same company
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can we make two users with different data(customers,salesorders,purchase orders etc) and common chart of accounts within same company
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I agree with the insight of Mr. Saadi, :)
That's definitely not an easy task and we have done similarly kind of customization for our several clients which is 100% according to their needs.
Thanks Natarajan SankaraNarayanan, If you don't mind can you consult us on Dexterity as consultant (our company may hire you as consultant if required )
Regards
Hello Pallavi
This requirement is not as easy as you might imagine, we are definitely not talking about a few lines of code that will get things properly handled. This would be one of the huge products for Dynamics GP.
The out of the box functionality in Dynamics GP provides Account Level Security, you can define an organizational hierarchy for the employees and grant access on the chart of accounts accordingly considering the account segmentation.
On the other hand, there is no out of the box functionality in Dynamics GP granting access for customers, vendors, items and checkbooks, the idea is primarily derived from the fact that the ERP is a centralized system, in which an AR accountant handles all customers and has access accordingly to all customers. I have seen very rare cases in which the clients requested "Data Level Security" on master entities such as Account Level Security. I can think of one product called "Data Level Security".
Let us know if you have any further inquiries
My Choice is Dexterity :)
we have to Dexterity or VBA for this customization?
Hi Pallavi,
create a customization in such a way that your master record hold login GP users in any user defined fields or create a setup screen to assign customers and vendors to each GP users.
Also you can note that every transaction record has user "who posted field".
Once you login with gp user, you need to validate the user and you need to fire the user data from the respective screen(both entry and inquiry).
I hope this will some idea to achieve the same.
can u give me an example ..
Hi Pallavi,
I dont know any third party tool is handle the scenario, but through customization, you can achieve the above functionality
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