How to restrict Users to access the master data of a specific company only

Hello Guys,

I have multiple companies in my Sage X3 folder and I will like to restrict the users to only access master data(Customers, Suppliers and Product) belonging to their company only when booking transactions.

Your advise on how to setup the restriction will be highly appreciated.

Sage X3 V11.

Parents
  • 0

    BPs and products are shared across all companies. There are no existing field to link them to a company so what you are demanding is a customization. And this is on purpose for consolidations, inter-co we need to have the same data used across different companies, so I recommend you to keep this logic.

    Keep in mind, if a product managed in stock has no product-site you won't be able to managed it on the missing sites. On the BP record (on the last tab), you can define the list of company that can work with the BP.

    Anyway, I know there might be good reasons to do such a customization then the simpliest way would be to create a specific field to create a link between a company and a BP / product. Then you can use this field to setup low level restrictions.

    The pain points will be: how do you manage a customer or a supplier or an item that is shared between at least 2 companies?

Reply
  • 0

    BPs and products are shared across all companies. There are no existing field to link them to a company so what you are demanding is a customization. And this is on purpose for consolidations, inter-co we need to have the same data used across different companies, so I recommend you to keep this logic.

    Keep in mind, if a product managed in stock has no product-site you won't be able to managed it on the missing sites. On the BP record (on the last tab), you can define the list of company that can work with the BP.

    Anyway, I know there might be good reasons to do such a customization then the simpliest way would be to create a specific field to create a link between a company and a BP / product. Then you can use this field to setup low level restrictions.

    The pain points will be: how do you manage a customer or a supplier or an item that is shared between at least 2 companies?

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