Sage 100 2013 Restrict ability (permission, right, role) to change Salesperson in Customer Maintenance, Sales Order Entry, etc

Question

Hi everyone, 
 I'm using Sage 100 ERP 2013 
 Does anyone know exactly where (and if, even) I can limit users' abilities to change the Salesperson in Customer Maintenance, Sales Order Entry, and anywhere else where it's possible for them to do so? I'm having a lot of problems with people doing this at my family's small company. I hope I don't have to customize the panels in order to achieve this - that can't be, right? I looked, but had trouble finding what I needed. 
 Hopefully someone can give me a clear path to the exact right in Role Maintenance that will switch this on/off, if it's even possible to do this way. 
 It looks like this is as far as it goes: 
 
 I want to be able to control functions within the Customer Maintenance task (and others) but it seems that's as far as things go here. 
 Hopefully someone has a better solution than being forced to customize another panel. Is there a simply way to add a custom rule to Role Maintenance? 
 Thank you

neuropathy · Accepted Answer

I just saw your edit to make this change and it was successful. You guys are brilliant. Thank you so much for your help here. This is going to put a stop to a lot of nonsense - salespeople love to change accounts to their own and it's causing serious problems, as you can imagine. 
 I tested in my own account where I applied the "salesperson" role I created and I tested in another account to ensure the block still worked. 
 Instead of IsMember("admin") I used IsMember("salesperson") - I wanted to control this without needing to use the admin role since some users need access to this, but not everything else in the admin role. 
 So what I've done is this: 
 if oSession.ASObject(oSession.Security).IsMember("salesperson") = 0 then retval = oScript.SetError("Please contact a supervisor to set or modify salesperson data") end if 
 I created a role simply called "salesperson" - all lowercase to try to eliminate issues with case-sensitivity. I removed all the permissions I'd granted to this role and found that the script still worked properly. 
 Thanks again everyone - I hope all this information helps others, as well. I'll be able to use this for much more. I just need to learn a bit more about the various functions and become more familiar with the table and field names. This was a bit critical though since it's out of control with how people are messing things up. Cheers

Kevin M · Answer

The IsMember check may be case sensitive. Match the case in Role Maintenance to what's in your script, and recompile. 
 Edit: 
 ODBC security is only for external query access, nothing functional. 
 Edit 2: 
 Change your filter to: 
 oSession.ASObject(oSession.Security).IsMember("admin") = 0

Sage 100

Sage 100 2013 Restrict ability (permission, right, role) to change Salesperson in Customer Maintenance, Sales Order Entry, etc

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING