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How to Restrict Users by Segment and Warehouse

Former Member
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Dear Experts,

I have a very big client. The client has got more than 15 divisions and many users across these divisions. We want to restrict posting of transactions across all modules by Chart of Account Segment and Warehouses. User defaults are posing a limitation to this.

Thank you.

Regards,

Tendayi

Accepted Solutions (0)

Answers (3)

Answers (3)

former_member197621
Active Contributor
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Hi,

Branch concept B1 wont support , so you have develop a addon to achieve it .

By default in SAP, below is the possibilities ,

Possible:

  1. Marketing documents (Through Numbering Series or Data owner ship authorization).

Not Possible:

  1. COA (but you can have a branch wise COA) but any branch can access any Account
  2. Warehouse
  3. Items (No need to create branch wise item, using warehouse we can segregate)
  4. BP Master (If different branch dealing with same customer or vendor, better create branch wise to avoid confusion in reports like aging, reconciliation etc...)
Former Member
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Hi

If it is only about posting you should consider using SBO_SP_TransactionNotification procedure.

To make it clear:

  • if you need any modification in user interface -> you need add-on; if you want to make it easier for your users use Formatted Search in Warehouse field, thus they will have correct warehouse code; same for any other field that you want to be fulfilled in a specific way, based on other data from database,
  • if need only to prevent users from adding documents with wrong warehouses in lines -> you don't need add-on - use SQL, i.e . SBO_SP_TransactionNotification

You can easily assign user to department (or using UDF and UDT to departments) and build business logic within SBO_SP_TransactionNotification using this information and everything else that is stored in B1's database (for example warehouse code from document's line).

Kind regards,

Radek

KennedyT21
Active Contributor
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Hi Tendayi..

have you check with the data ownership authorizations?

Regards

Kennedy

Former Member
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The client wants the users to be restricted to post transactions to there division and every division has got its own warehouse. The client does not want a user to pick wrong accounts from another division and also to a wrong warehouse from another division.

former_member205766
Active Contributor
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Hi

I think it is possible through SDK.  One my client using Restriction Addon for above scenario.

With Regards

Balaji Sampath

KennedyT21
Active Contributor
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Hi Tendayi..

Have you checked with the 9.1 Whats new..

The multi-branch feature has been extended from the Brazil localization to all localizations that are supported by SAP Business One.

With this feature, you can work across branches on one company database, but only with authorized data. Major functions of this feature include:

Documents are created for specific branches and only with master data, for example, warehouses and business partners, that are assigned to the branches.

Different branches share some common data and settings, for example, items and document settings.

You can create purchasing documents based on sales documents.

You can record centralized payments to or from a business partner that deals with more than one branch. For example, a customer purchases goods from two branches but pays the total amount due to one of the branches; the system automatically creates correction postings based on the actual transactions. Note

The Multiple Branches functionality is not supported in India, where this business need is covered by the Location Setup functionality, which has always been part of the standard delivery for the India localization.

In the Korea localization, this functionality was previously known as Place of Business, but will be renamed as Multiple Branches.

Hope helpful

Regards

Kennedy