Lock Report by User

From eStream Software

Introduction


Updates

Last Customisation Update : 06 Nov 2015

Criterias

Maintain User

[Tools | Maintain User...]

1. Advanced Lock in Maintain User.

Types Field Name Data Types Length Usage
STD Code String 20 User ID, eg. LEE
STD Name String 100 User Name
DIY-F Lock_Cust_Code Boolean False value: 0
True value: 1
To lock the customer code parameter in report
DIY-F Cust_Code String 10 Set a customer code to lock to this user
DIY-F Agent_Lock Boolean False value: 0
True value: 1
To lock the agent parameter in report
DIY-F Agent String 10 Set an agent code to lock to this user
DIY-F Location_Lock Boolean False value: 0
True value: 1
To lock the location parameter in report
DIY-F Location String 10 Set a location code to lock to this user


2. The above DIY fields are created at Tools | DIY | Maintain DIY...

Reporting

1. As long the report parameter has Project, Agent, Area, or Location, the reports able to lock based on user login. For instances:-

  • Customer Aging (Agent, Area, Project)
  • Sales/Purchase Document Listing (Agent, Area, Doc Project)
  • Outstanding Sales/Purchase Document Listing (Agent, Area, Doc Project, Item Project, Location)
  • Stock Card (Location)
  • etc...


2. Insert and update the following DIY fields & Script into above mentions sales documents in Tools | DIY | SQL Control Center...
DIY Script: OnGridColumnValueChange event


See also