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DASHBOARD "Overdue Customer Balances" by different salesman
11-30-2019, 12:53 AM, (This post was last modified: 11-30-2019, 02:02 AM by TurboPT.)
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RE: DASHBOARD "Overdue Customer Balances" by different salesman
It looks like the query filters to a specific sales person.

They may each have their own login, but have any salesperson entries been created so that the Restrict to Sales Person option can be set at user maintenance?
A link to Sales People is on the Setup menu, middle column. Entries created here will appear at the Restrict to Sales Person option.

I'm checking other handling relative to the salesperson filter, which appears to be ok so far.

I setup a sales person entry for myself, and even though I'm admin, I set the restrict option to my entry.
After logout and re-login, the outstanding balances table was blank.
I then unset the restrict option, and after logout and re-login again, the balances reappeared.

So, the sales person handling should be ok.
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RE: DASHBOARD "Overdue Customer Balances" by different salesman - by TurboPT - 11-30-2019, 12:53 AM

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