Dyn GP 2018 V2 Is there a User Profile for Sales People that has limited Access

  • Dyn GP 2018 V2 Is there a User Profile for Sales People that has limited Access

    Posted by Clay Tait on November 19, 2020 at 3:06 pm
    • Clay Tait

      Member

      November 19, 2020 at 3:06 PM

      Hi All:

       

      Hi all Dynamics GP 2018 V2  – Is there a User Profile for Sales People that has limited Access to Inventory Item Costs and changing of pricing.

       

      Is there a User Profile for “Sales People” so that they can:

      1)      enter their own Sales Quotes, and

      2)      see Inventory Availability (e.g. In-stock, Allocated, Back Ordered, On Order, Available).

       

      All this without letting the Sales Person have access to:

      1)      Seeing Item Costs (they see costs – then they think they know what the companies selling price Should be).

      2)      And Changing what the computer would charge their customer (for control they should NOT be able adjust the selling pricing).

       

      Thank you for your help on this.

       

      Clay Tait, CPA, CMA.

      Tait Distributors Ltd.

      Serving Western Canada Since 1979

      14124 – 128 Ave. NW

      Edmonton, AB, Canada  T5L 3H5

      Phn (780) 451 4321  Toll Free 1877 451 4321

      Fax (780) 453 8976   Toll Free 1800 661 2345

       

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    • Mike Bresnan

      Member

      November 20, 2020 at 9:12 AM

      probably not out of the box, but you can customize tasks and the roles that have access to them to fit your needs.

      ——————————
      Mike Bresnan
      Arabella Advisors
      Washington DC
      ——————————
      ——————————————-

    Clay Tait replied 5 years, 6 months ago 1 Member · 0 Replies
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