web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / how to hide sales tran...
Microsoft Dynamics GP (Archived)

how to hide sales transactions from other user and branches from smartlist

(0) ShareShare
ReportReport
Posted on by Community Member

Hello everyone,

How do I hide sales transactions from other users.

I have five users and they enter the sales transactions from remotely, I created five users in gp and assign the role as branch, but the problem is they can view all the sales transcations of other from smartlist.

Is there any way to hide or restrict them.

Best Regards

*This post is locked for comments

I have the same question (0)
  • L Vail Profile Picture
    L Vail 65,271 on at

    Hi,

    Dynamics GP does not provide row level security EXCEPT GL account-level security. If all of the sales are booked to a single account, then account-level security will not work. Out of the box, you cannot limit what someone can see, if they have access to the window where all transactions can be viewed. Since this is an often requested, but not available, feature in native GP, let's hope there is an ISV with a product that will solve the problem.

    Kind regards,

    Leslie

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at

    This could only be done by customization, In fact I have done this kind of customization.- for one of my company client. They are not only restricting  document views on the basis of user branch but also restricting the operations they can do, like posting etc.

    So you need a 'customization'.

     

  • mm123 Profile Picture
    mm123 2,535 on at

    Hi Mrabrar,

    Please drop an email to discuss, if you want to address this by Custom solution.

    Regards,

    Sam

    Samr@expsoltech.com

    www.expsoltech.ca

    Canada

  • Community Member Profile Picture
    Community Member on at

    Customization can be done through User Interface ?

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at

    there will be no change in user interface but through coding/scripting records will be restricted.

  • Tim Wappat Profile Picture
    Tim Wappat 5,713 on at

    No Customisation in this sense is a software company writing some "bespoke" software to add into your Dynamics GP to make it behave like this for you.

    I am thinking there may be many "touch points" that SOP documents can be seen through like lookups and smartlists that would need limiting to prevent users seeing transactions through a "backdoor".

    tim

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at

    yeah you are right Tim, there are many touch points, like lookup, gp standard lookup or smarlist lookups, what id user do 'Find' on lookup by entering valid invoice number but restricted to his/her branch? Browse buttons at the bottom of the window, what if user instead of selecting value from lookup will type in a field? : ) Then restrictions on inquiry window. etc

  • HeatherD Profile Picture
    HeatherD 425 on at

    I may be completely off here, but it sounds like you may benefit from Multi-Entity Management from Binary Stream.  You can review the specs for SOP here:  http://binarystream.com/multi-entity-management-by-module/#sales-order-processing

  • L Vail Profile Picture
    L Vail 65,271 on at

    Heather,

    Interesting idea! So, each of the branches would be treated as a separate 'company' in MEM. This may be the best answer yet. If it were me, I wouldn't want to turn to custom coding unless I absolutely had to.

    Kind regards,

    Lesllie

  • Peyton Lupul Profile Picture
    Peyton Lupul on at

    Hi,

    As others have mentioned in the post, our Multi Entity Management (MEM) solution is great for being able to have different levels of security and restrictions for many different instances in your GP environment. Please contact me at peyton@binarystream.com and I'll be happy to give you some information on MEM and how it could help with resolve your problem.

    Kind regards,

    Peyton

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Shravan Attelli Profile Picture

Shravan Attelli 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans