filtering order by salesperson

julkifli33 · 2011-09-28

hi all...
can we filtering order by sales person
for example salesperson A can only open the order which are created by himself,
salesperson B can only open the order which are created by himself... and so on
but their manager can open order from salesperson A and B
but cannot open salesperson C and D which are not his staffs

do we have standard function from NAV like that?
thanks

mohana_cse06 · 2011-09-28

There is no standard functionality like this..you need to customize..

something like

IF UserMgt.GetSalesPersFilter <> '' THEN BEGIN
  FILTERGROUP(2);
  SETRANGE("Sales Person",UserMgt.GetSalesPersFilter);
  FILTERGROUP(0);
END;

julkifli33 · 2011-09-28

mohana_cse06 wrote:
There is no standard functionality like this..you need to customize..

something like
IF UserMgt.GetSalesPersFilter <> '' THEN BEGIN
  FILTERGROUP(2);
  SETRANGE("Sales Person",UserMgt.GetSalesPersFilter);
  FILTERGROUP(0);
END;

that's what i'm afraid of...
so every page and table should add customization like this

mohana_cse06 · 2011-09-28

julkifli33 wrote:
mohana_cse06 wrote:
There is no standard functionality like this..you need to customize..

something like
IF UserMgt.GetSalesPersFilter <> '' THEN BEGIN
  FILTERGROUP(2);
  SETRANGE("Sales Person",UserMgt.GetSalesPersFilter);
  FILTERGROUP(0);
END;
that's what i'm afraid of...
so every page and table should add customization like this

Unfortunately, Yes

julkifli33 · 2011-09-28

mohana_cse06 wrote:
julkifli33 wrote:
mohana_cse06 wrote:
There is no standard functionality like this..you need to customize..

something like
IF UserMgt.GetSalesPersFilter <> '' THEN BEGIN
  FILTERGROUP(2);
  SETRANGE("Sales Person",UserMgt.GetSalesPersFilter);
  FILTERGROUP(0);
END;
that's what i'm afraid of...
so every page and table should add customization like this
Unfortunately, Yes

it must be a huge customization then
i though we can create new role or something like that
by the way thanks for your share

jglathe · 2011-09-28

Hi,

"huge" is something else...

Just add a filter in OnOpenForm and OnOpenPage. In User Setup, add a Field for the Team leader. Less than a day, even with written documentation.

With best regards

Jens

mkeur · 2011-09-28

What you can do is create a role per salesperson.
Within these roles add table Sales Header with a value in the Column "Security Filter". The value should be "Salesheader: Salesperson=[here you enter the code of the salesperson] "
I guess this should work

julkifli33 · 2011-09-29

ok thanks for the advice

filtering order by salesperson

Comments

Categories