Saturday, September 15, 2018

Separate Receive Order Permission to Each Transaction Type (e.g Purchase Order and Transfer Order)

Since the Receive Orders applies to all transaction type that has Receive button, below is the workaround to show only the Transfer Order and remove the Purchase Order:

I. Create a Custom Center Tab.

     1. Navigate to Setup > Customization > Center Tabs > New.
     2. Provide a Label.
     3. In the Center field, select a Center Type (e.g. Shipping Center).
     4. In the Content tab > Categories subtab, provide a Label (e.g. Inventory).
     5. In the Audience tab, select the role to give access to this Custom Center Tab (e.g. Warehouse Manager).
     6. Click Save.
     7. In the Content tab > Categories subtab, click Edit.
     8. In the Custom Center Category page, enter the following links:

  • Approve Transfer Orders
  • Enter Transfer Orders

     9. Click Save.

II. Create the Saved Search.
     1. Navigate to Lists > Search > Saved Searches > New.
     2. Select Transaction.
     3. Provide a Search Title.
     4. In the Criteria tab > Standard subtab, set the following filters:

  • Type is Transfer Order
  • Main Line is True

     5. In the Results tab > Columns subtab, add required fields.
     6. In the Audience tab > Roles box, select a role (e.g. Warehouse Manager).
     7. Check Available as List View and Available as Dashboard View.
     8. Click Save.
III. Restrict the Role.

     1. Navigate to Setup > Users/Roles > Manage Roles.
     2. Edit the role (e.g. Warehouse Manager).
     3. In the Permissions tab> Transactions subtab, set the following permissions:

  • Item Receipt = Full
  • Receive Order = Full
  • Transfer Order = Full

     4. In the Searches tab > Standard subtab, select Transaction as Type.
     5. In the Search Result, List View and Dashboard View fields select the search created earlier.
     6. Check Restricted.
     7. Click Save.


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