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

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

    Posted 11 days ago

    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

     

    The information in this email may be confidential and/or legally privileged. It has been sent for the sole use of the intended recipient(s). If you are not an intended recipient, you are strictly prohibited from reading, disclosing, distributing, copying or using this email or any of its contents, in any way whatsoever. If you have received this email in error, please contact the sender by reply email and destroy all copies of the original message. Please also be advised that emails are not a secure form for communication, and may contain errors.

     

     

    Academy - Online Interactive Learning from Experts


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

    Posted 11 days ago
    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
    ------------------------------

    Academy - Online Interactive Learning from Experts


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