Recreates all of the behaviors of Mod #680 and adds a restriction in Change Invoice which prevents you from editing an Invoice belonging to another Salesperson by directly typing the Invoice Number.

 

Filters the customer file search to show only "house accounts", accounts for the current user and if defined accounts for the alternate order taker code.

 

In Change Invoice retrieving an invoice by directly entering the invoice number is restricted as detailed above.

 

Mod #680

Restricts access to individual customers in Create / Change Invoice, Account Inquiry and in Accounts Receivables to only those customers with a Salesperson ID which matches either the Order Taker Code of the current user or an optional alternate Order Taker Code attached to the current user's security account.

 

Reports that use this restriction include: Sales Summary, Credit Register, Open Invoice Register, Accounts Receivables, Invoice Register and Credit Hold.

 

Prevents the Invoice from being visible in a search but it purposely allows you to access an invoice if you directly entered the Invoice Number. This modification can be used to filter Printing of Invoices and  Loading Sheets and for Batch Emails.

 

Update V4.0.37 Extended to filter Customers in Invoicing by Order Taker Code.