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Overview


Excerpt

This option allows to determine whether a salesperson can or cannot view the accounting information for a given customer in the Order Entry screens.



What information will be hidden?

Once this option has been checked for a given user, the system will hide for them the Aging, Open Credits, credit limit from the General Customer Information window.



Instructions


Ui steps
sizesmall


Ui step

Go to Setup > Users > Company Users.


Ui step

 Use filters to "Search" for the user.


Ui step

 Go under the Actions column and click on "Edit".


Ui step

 Select the "Options" tab.


Ui step

 Enable the option named Hide Sensitive Data on Sales Screens.


Ui step

 Click on Save.





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titleRelated Articles

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