TECH SHARE ENTREPOT-QUERIES-USER SALE can view Transaction Only-tie to Sale Person

Created by Tracey Meneses, Modified on Wed, 8 Jul at 9:23 AM by Tracey Meneses

(QUERY 1) User Prefer - CU/CY don't assign Doc Reference Number until the user clicks the SAVE button. Their current system work in this way. Base on the latest Clarity, when the user enters the 1st line item, the system will assign the Doc Reference Number. Is there anything we can adjust?

[JAMES] The default setting for A2000ERP is Ref Number is created whena Transaction No is created. These 2 numbers are auto-generated immediately when the user start entering a line detail; which then the line details are associated to the Transaction Number created.

However, some customers prefer to create the Ref Number only when the transaction is saved. This can be achieved by unchecking this is Systems Setting: -

(QUERY 2) User Prefer - All salesperson can view all their own customer transactions only, even though if the transaction is created by another user, as long as the customer is assigned to this salesperson, he can view everything.

[JAMES]A2000ERP allows admin to determine if a sales person can EDIT or VIEW only their own transactions or ALL.

is at the User Maintenance – Security 2, where the sales person can be restricted in term of access.

Note (1)– this setting limits the access to customers which belongs to him only. If this field is unchecked for user AMBOY, then he can access to all customers in the system. If this option is checked, then AMBOY can only access to customers tagged to him under Customer Maintenance (at the user field).

Note (2)– this setting will hard filter this user/sales person to sales transactions that belongs to him only. In this example, whenever AMBOY opens up reports & Queries, he will see that it is hard-filtered at the sales person field to AMBOY (he cannot select other sales person in the dropdown box).