Restrict access to individual customers in Invoicing, 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 mod #680 include: Sales Summary, Credit Register, Open Invoice Register, Accounts Receivables, Invoice Register and Credit Hold.

 

•Search: Filters the Customer File Search to show only House accounts, accounts belonging to the current user or the alternate Order Taker Code.

 

Mod #680 Related Add-On Modifications:

•Mod #1007 Filter Customers in Invoicing by Order Taker Code

•Mod #1151 Customer Call List

•Mod #1211 Restrict Customer File Access

•Mod #1370 Validate Customers w/ Salesperson ID = Order Taker Code

•Mod #1392 Customer Account Inquiry Restricted by Salesperson ID Match

 

Updates

 

V4.7     Extended this functionality to Inventory File Maintenance Special Price Tab.

 

V4.4        Updated to support up to 30 alternate order taker codes.

 

V4.2.2        Extended modification #680 to include Customer Item Inquiry.

 

V4.0.37 Updated modification to allow for up to nine additional alternate order taker codes to be defined that are comma separated.

 

V4.0.20 The implementation of the modification has been updated to bypass the customer-access restriction when importing .NET/EOP orders.

 

V4.0.3 Changed the operation of Create Invoice to restrict access to individual customers so that only "house" accounts will be accessible as well as customers with a Salesperson ID that matches either the Order Taker Code of the current user or any one of the Alternate Order Taker Codes attached to the current user's account.

 

V3.6.24 This modification can be used to filter Printing of Invoices and  Loading Sheets and for Batch Emails.

 

The restriction on accessing customers assigned to different salespeople is extended into the printing of Invoices, Credit Memos, Loading Sheets, Bills of Lading, Cut Lists and Return Authorizations. In addition it has also been applied to the batch e-mailing of Invoices.

 

V3 Expanded the Alternate Order taker feature so that it provides up to four additional Order taker codes instead of the original one. This now allows up five Order taker codes to be assigned to the same user account.

 

The "Alternate Order taker codes" field accepts up to 9 code values as a comma-separated list (AA,BB,CC,DD).