Security set up
wdinzey@dpdsoftware.ca
8-30-17
Hi,

I am trying to set up a Access Group for Sales.

They are allowed to use Quotes, Sales Orders but not allowed to create Deliveries or Invoices.

I have started with no access and given access to the Modules they need.

CRM, Quotations, Sales Orders

I am trying to figure out how I go about allowing them to be able to VIEW deliveries and Invoices linked to a SO as the Order Desk processes the order.

I have tried giving them

Register Deliveries Browse
Register Invoice Browse


This is with no access to modules for AR or Inventory.


Help please.
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Latest Posts
Piotr Wycichowski
The register for Order Classes is common for Sales orders and Service orders. When I set an Order Class to create an Activity - it works for Sales Order, while for Service Orders - not. Is any setting...
09:30 18 Feb 2025
Bror-Erik Kotiranta
I will have a programmer answer this one, I do not have the full answer for this...
14:23 25 Jan 2025