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Restriction on Salesperson to view
idiot
Member Posts: 651
A Salesperson is only able to view everything (documents, master lists, entries, etc) that originated from his Customers (based on Customer Card Salesperson Code).
Another way to put it, he is working in his own domain, whatever he has done should in the end, be consolidated back with others. He should not be able to deal with anything not assigned to him.
I tried using Security Filters but it prompts "You do not have permission..." in Item Ledger Entries which ends up not being able to read the entries at all. It should only show records originated from his Customers.
Would this be possible with Nav without customization?
What is the relationship of Security Filter to Item Ledger Entries? How does the system check?
Another way to put it, he is working in his own domain, whatever he has done should in the end, be consolidated back with others. He should not be able to deal with anything not assigned to him.
I tried using Security Filters but it prompts "You do not have permission..." in Item Ledger Entries which ends up not being able to read the entries at all. It should only show records originated from his Customers.
Would this be possible with Nav without customization?
What is the relationship of Security Filter to Item Ledger Entries? How does the system check?
NAV - Norton Anti Virus
ERP Consultant (not just Navision) & Navision challenger
ERP Consultant (not just Navision) & Navision challenger
0