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“How to assign Access Code to User by creating permission on Field”

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User plays a key role in a Business process.  User Access Is a Vital thing to do in Initial Phase Of Business.  The rights given to users allowing them to access particular instance, can be vary from different type can be read (read only) or  can allow to  update (read and write)follows as  as “user privileges,” “user rights,” and “user authorizations.”

In the previous  blog  we have seen  how to assign Acces code to User Based On Screens /Module ,  This blog helps you to understands how to assign a access code to user which is  based on Particular Fields.

Suppose for Example, we want  to give the rights of  only active/ In development/Non Usable/Not renewed/ shortage  products to Particular User .

Fig01: Product Field

We have to follow given Process ,

  1. create the access code based on the Item Status i.e. PDST  ( Item Status ) in

All>>setup>>Users

Fig02: Access Code

2. After that at row level permission, create a new Permission Code as PPDST , the Object For Product code = ITM , assign Permission to  screen ITM =PPDST with Field  ITMSTA

Fig03: Row level Permission

3. Once the permission assign to the field on screen , next we have to define the created assign code to User with Permission code  with the Key required to filter  type of Product.

Fig04: Access Code assignment

4. On  Setup –>  User –> User screen ,  put the Permission created above for that Screen /Field then assign access code by allowing action to Inquiry, Modification, Execution to PDST.

Fig05: Users

 5. Now  when User1 Will login to X3  , user can see and used only products  which are assigned as  per the criteria assigned to them through Access Code.

Fig06: Product

By doing all the above process we can give access of Particular limited Fields to User.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.


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