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

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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

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  • 0

    Here is a script that was distributed by the renown Elliot at the Sage Summit.  Only members that are members of customization group Admin can change the credit limit.  You can adapt to any field 

    if oSession.ASObject(oSession.Security).IsMember("admin") <> 1 then
    retval = oScript.SetError("Sorry you are not authorized to change the credit limit. Nice try!")
    end if

  • 0 in reply to BigLouie

    Thanks guys, I just can't see where the variable is for credit limit in that example, if it's there at all - it seems like it isn't and I don't know the syntax or object names to be able to adapt this script.

    Or maybe this needs to be added to the salesperson object somehow so it wouldn't need anything else added to it - I've never used scripts in Sage. I'm not sure where I'd begin with this. 

  • 0 in reply to neuropathy

    The script BigLouie gave is not coded to any specific field, which is very flexible.  You would associate it with a table / field, when you add the event trigger.

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