Ideas for Acumatica

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Add a restriction group for Salesperson

I would like a simple way to limit Salespersons by company, branch or warehouse. Similar to how you can restrict customers with the "Customer Access" screen. Our office staff enters invoices for our salespeople  and we had an invoice entered for an Atlanta customer and our office staff chose the incorrect salesperson from Orlando. This is now a cross-company transaction since Atlanta and Orlando are completely separate companies. Trying to eliminate the ability to make that mistake again.

  • Jonathan McDole
  • Feb 10 2020
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