Generic permission set for users to restrict viewing other users POs using purchase line to purchase code?

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I have created a permission set that restricts a user from viewing any other purchase quotes/ orders created by other users. (Only their own created)

But the only way I found to do this was by adding the security filter for purchase code = username for the purchase header.

Is there a way to have that field generic to 'the user signed in' so I can add the same permission set to all users rather than have to have one for every user?

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JAngle 152 on at

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What about using responsibility centre instead? User setup page has it as a field you can set per user with a chosen value - one per purchaser, for example. If you use this there is no need for the permission set security filter. The purchase pages have a built in filter for the value assigned to the user in the user setup. The filter cannot be removed by the user.

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narce 25 on at

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Hi Joans! I'm trying to do it with salespersons but I can't. Could you share with me your solution?

I would appreciate a lot!

Thanks

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Community Member on at

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This was very time consuming in setup, but works. If you can use a generic permission set then it will be easy for you

You need to update the follow permission:

Table Data, 38, Purchase Header.

Add a security filter: Purchaser Code: Joe Bloggs. If you want them to see their own and another purchaser, add Joe Bloggs|John Doe

They obviously need to be set up as a Purchaser with a Purchaser code before you can do this.

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narce 25 on at

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Thanks a lot Joan!

What I need is that each salesperson sees and works only with his customers. I create a permission, i restrict to one vendor but nothing happens.

Now I'm going to test your solution

Thanks again

Nora

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Community Member on at

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Ah, this permission restricts views of their purchase quotes and purchase orders, the ones they create. But you can also add 'Purchaser Code' to a Vendor Card.

You can restrict the view on the vendor, we have also done this, as we have employees set up as vendors as well as commercial and we restrict their view.

There is a Vendor permission and security filters in there. We have it restricted to 'Vendor Posting Group' or you can specifically use the Purchaser code in the security filter.

But like us you would need a unique permission set for each user. If you find a generic way to do this let me know!

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narce 25 on at

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[quote user="Joans"]
Hi

I have created a permission set that restricts a user from viewing any other purchase quotes/ orders created by other users. (Only their own created)

But the only way I found to do this was by adding the security filter for purchase code = username for the purchase header.

Is there a way to have that field generic to 'the user signed in' so I can add the same permission set to all users rather than have to have one for every user?
[/quote]

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narce 25 on at

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Thanks Joans!

I spent a lot of time but I finally restrict the salesmen to their customers and documents.

I'm new in BC and security is very dificult.

I couldn't find the way to do a generic permission set for all of them, but I don't give up!

Obviously I'll share with you the recipe!

Now, I'm trying to block the finance information and the "my configuration" pane.

Thanks for all, Nora.

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Community Member on at

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I could not find a generic way either, which makes no sense, as this is a very standard requirement I thought.

So I have created a unique permission set for each user and then added to user group.

If you find it, please share with me also!!

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Syed Saqib Hasan 25 on at

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Hi Joans,

Could you share your solution with me on my email?

Email: s.m.saqibhassan@gmail.com

I would appreciate it.

Regards,

Syed Saqib Hassan

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