Remove Access from changing salesperson on ship to address

SUGGESTED

Hi Guys

I am looking to remove access for a group of staff from changing the salesperson on a Ship-to address.

I am ok with allowing the group to create a new ship to address but I do not want the group to be able to change the Salesperson.

I have been searching through the role settings for a while now and ran some tests but I don't see any setting to turn this off.

When they click salesperson it does say they cannot access the salesperson maintenance screen but they can still click the magnifying glass and change the salesperson on the ship-to address. See picture below

Any help would be appreciated.

Running sage 100c Advanced 2017

  • 0
    SUGGESTED

    In User Maintenance you can create a Customization Group and assign it to the sales staff, say "sales" Then create a script and set at Pre-Validate on the Salesperson field:

    if oSession.ASObject(oSession.Security).IsMember("sales") = 1 then
    retval = oScript.SetError("Sorry you are not authorized to change the Salesperson No. Nice try!")
    end if

    You can also create custom panels for the sales staff in which those buttons are locked or hidden and not accessable.

  • 0 in reply to BigLouie

    Brilliant Thanks Louie. I will give this a go and let you know how it goes :) 

  • 0 in reply to BigLouie

    , i think you meant create a role in Role Maintenance and assign the role to the users who should not be able to change the salesperson. 

    The alternative is to use a common value in the customization group field in User Maintenance and then create a customization of the panel for that customization group and lock the salesperson field. I don't prefer this method as it can make upgrades and integration with extended solutions more of a hassle to deal with.

    The script and role method is preferred because it is much more dynamic and doesn't rely on customizations set up on a per user or per customization group basis. You can even throw the script on the UI post load event and lock or disable the field so they never get as far as trying to change it.