Sales Person should only see the customers he is responsible

WinfriedBarz

Hallo
I need to customize the security system of navison, so that a Sales Person only can see the customers, he is responsible for?

I use in every customer and every contact the "sales person code". I use the navison database.

Best regards
Winfried

ara3n

take a look at how responsibility center is filtering on sales order. Apply the same thing to sales person code.

Shenpen

One could buy resp. center granule, put every sperson a different resp center, and then just copy the code from sales order to customer. It is a good idea because usually the next request will be to see only own orders, invoices etc. and resp. center does it out of the box.

themave

Shenpen wrote:

One could buy resp. center granule, put every sperson a different resp center, and then just copy the code from sales order to customer. It is a good idea because usually the next request will be to see only own orders, invoices etc. and resp. center does it out of the box.

ditto, that is great advice, use built in code when ever possible. You will only create additional work during even minor upgrades with custom code.

WinfriedBarz

Thank you for the idea. I am a beginner and my problem is now to find the code in sales order I must apply to sales person code.

Could anybody help me?

Best regards
Winfried

Shenpen

Yes, it is in the form, in the onopenform trigger:

IF UserMgt.GetSalesFilter() <> '' THEN BEGIN
  FILTERGROUP(2);
  SETRANGE("Responsibility Center",UserMgt.GetSalesFilter());
  FILTERGROUP(0);
END;

where UserMgt is a codeunit variable to codeunit User Setup Management

WinfriedBarz

Thank you for your tip an the explanation.

I tried it in Order Processing - reports - Customer-Order Details without any change

and

in Order Processing - Contacts with a little change "Salesperson Code" instead of "Responsibility Center" and it works fine too.

Now I think I can make all neccessary changes for my customer.

Best Regards
Winfried