Ideas for Acumatica

Important! Please note that we do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive.
This portal is for product ideas and feedback only. If you need customer service assistance, please contact your Acumatica Support Partner or submit a support case.  You can also get assistance from community resources:  LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal. 

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
  • Attach files