Restricting Graphical Requester to Accessible Sites Only

Question

We have set up the Purchasing dashboard for staff across the business to use and access orders. 
 The issue we are facing is that the default gadget on the home page that displays the orders to receipt shows all available orders - this needs restricting to only the orders the user can access i.e. the site(s) they belong to. 
 I've found the graphical requester that populates the data, however I am unsure on what I need to update. 
 The code for the graphical requester item is STO006

JohannRSA · Answer

Hi Nick 
 We do complete Procure to Pay Landing Pages for our users based on the Company they work in. We basically create Roles per company, and assign those Roles to a Home Page. Let us take your example and assume R920 is one of your Companies and R920A and R920B are Sites. 
 We create a Homepage called "R920 Procure to Pay" and assign a Role called "R920 Accounts Payable Team" 
 We make a copy of graphical query STO006 and call it something like "Order to Receive R920". Within the Advanced tab section of the query page we then include the formula to only include Site R920A or Site R920B:

We then include this query as a Menu Item on the "R920 Procure to Pay" Home page. 
 This is a bit of a workaround but we find that it works very well when you have multiple Companies within X3, that require their own Home Pages. 
 
 If your requirement is for the User that created the Purchase Order to only see the ones that he/she created, then the solution is quite simple. Just add the following formula to the STO006 query: 
 
 It just states that the Creation user of the PO is the same as the User that is logged in. And will only see the POs in the Home Page that he/she created. 
 Hope this helps in some way.

Sage X3

Restricting Graphical Requester to Accessible Sites Only

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