Global Filter to View data for Specific Company in Sage X3

By | November 23, 2012

We have created a second company using similar core model and the new user will work only for this specific company (everything in one folder). What is the easiest way to set a filter between companies and assign this filter per user? The Filter should be switched in one place and will work for all submodules.

The feature of grouping by sites/companies function (Parameters > Organizational Structure > Site/company groups), can help us in achieving this functionality. This function allows you to create all the combination of sites and/or companies.

Then using the functional profile function, you can define which grouping the user could access. You could do it function per function or in mass using the button “Addition”.

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