{"id":20418,"date":"2020-08-28T14:36:50","date_gmt":"2020-08-28T14:36:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=20418"},"modified":"2020-08-31T09:44:59","modified_gmt":"2020-08-31T09:44:59","slug":"user-restrictions-on-purchase-inquiry-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/08\/28\/user-restrictions-on-purchase-inquiry-screen\/","title":{"rendered":"User Restrictions on Purchase Inquiry Screen"},"content":{"rendered":"\n

In Sage X3<\/a>, Users can check all the purchase related data using inquiry screens. But there is one drawback of this functionality that any user can check the data of all the other users also using inquiry screens. To overcome from this drawback, we did customization on Purchase Inquiry screens. By doing which users can check only those POs and GRNs in Inquiry screen which have been created by them. Users will be restricted to fetch other user\u2019s data.<\/p>\n\n\n\n

But there can be some users in the system who needs to see all the user\u2019s data. <\/p>\n\n\n\n

For this purpose, we have added \u201cFull User\u201d checkbox in the user master screen as shown in the below screenshot:<\/p>\n\n\n\n

New Stuff:<\/strong> How to create and add formula on inquiry screen<\/a><\/p>\n\n\n\n

\"[User<\/a><\/center>\n
[User Master]<\/center><\/font>\n\n\n\n

If the Full User checkbox is ticked, then that particular user will have full rights to check the all user\u2019s purchase related data and if it is not ticked then user can check only those entries which are created by him. As you can see in the above screenshot, full user checkbox is ticked for \u201cADMIN\u201d user and not ticked for \u201cABHI\u201d user in the user setup. So there can be two scenarios that either the user is a FULL USER who will have access to check other user\u2019s Purchase entries or he is not a FULL USER who will be restricted and can check only Purchase entries which are created by him.<\/p>\n\n\n\n

After that, we have added \u201cMy PO\u201d and \u201cNone\u201d radio buttons on Order Lines Inquiry Screen and \u201cMY GRN\u201d and \u201cNone\u201d radio buttons on Receipt Lines Inquiry screen. Now, we will check how the functionality will work for both the Scenarios.<\/p>\n\n\n\n

First scenario: Admin user is logged in. (FULL USER)<\/strong><\/p>\n\n\n\n

\"[Order<\/a><\/center>\n
[Order Lines Inquiry screen \u2013 ADMIN User (My PO Option)]<\/center><\/font>\n\n\n\n

As you can see, when admin user has selected \u201cMy PO\u201d option in inquiry screen, only POs created by him are getting displayed but when he has selected \u201cNone\u201d option in the below screenshot, he is able to see all the POs which are created by other users also. <\/p>\n\n\n\n

\"[Order<\/a><\/center>\n
[Order Lines Inquiry screen \u2013 ADMIN User (None option)]<\/center><\/font>\n\n\n\n

Second scenario: ABHI user is logged in. (not a FULL USER)<\/strong><\/p>\n\n\n\n

\"[Order<\/a><\/center>\n
[Order Lines Inquiry screen \u2013 ABHI User (My PO option)]<\/center><\/font>\n\n\n\n

In the above screenshot, when ABHI user has selected \u201cMy PO\u201d option in inquiry screen, only POs created by him are getting displayed and even when he has selected \u201cNone\u201d option as shown in the below screenshot, same data is getting displayed i.e. POs which are created by him. He doesn\u2019t have rights to check other user\u2019s POs because he is not a FULL User as per the user master settings saved in the User setup.<\/p>\n\n\n\n

\"[Order<\/a><\/center>\n
[Order Lines Inquiry screen \u2013 ABHI User (None option)]<\/center><\/font>\n\n\n\n

Also we have added \u201cMy Department\u201d and My Sub-Department\u201d radio buttons on both the screens. If department of the users is same and he has selected my department option then he can see POs created by him and other users as well who are having same department saved in user master. Same functionality will work for Sub-Department option.<\/p>\n\n\n\n

Hence with the help of this customization, User will get restricted as per the given rights. And he will not get access to check other user\u2019s Purchase related data. <\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage X3, Users can check all the purchase related data using inquiry screens. But there is one drawback of this functionality that any user can check the data of all the other users also using inquiry screens. To overcome from this drawback, we did customization on Purchase Inquiry screens. By doing which users can\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,8],"tags":[3045,3011,3018,3019,1780,1822,3044],"class_list":["post-20418","post","type-post","status-publish","format-standard","hentry","category-integration","category-sage-erp-x3","tag-full-user","tag-inquiry-screen","tag-order-lines","tag-receipt-lines","tag-sage-erp-x3","tag-sage-x3","tag-user-restriction"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=20418"}],"version-history":[{"count":18,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20418\/revisions"}],"predecessor-version":[{"id":20557,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20418\/revisions\/20557"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=20418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=20418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=20418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}