Limit Access to Business Partners using Logged-in User

This Wiki is read-only for reference purposes to avoid broken links.

The goal here is to ensure that when outside (Remote) sales representatives log into the system, they can only see their own Business Partners (Their own Business Partners will be defined by the Sales Representative Field on the Customer tab of the Business Partner). Other users logged into the system should see all customers.

Role: Outside Sales Rep (AD_Role_ID=1000009)

• Log into System as SuperUser
  • Open Window Tab and Field and search for the window: Business Partner
  • Click on tab
  • Choose Business Partner
  • Put the following in SQL WHERE clause:

C_BPartner.SalesRep_ID = @#AD_User_ID@ OR @#AD_Role_ID@ != '1000009'

If you now log in as someone using Outside Sales Rep role, you should only have access to business partners with that users name on the customer tab.

Problems:

• This seems to break Searches: Search queries that should result in 0 results still show all Customers belonging to the Sales Rep.
• Max records queries still warns you of too many results even when you won't see all of them because of the sql WHERE clause