Limit Access to Business Partners using Logged-in User

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The goal here is to ensure that when a certain role (in our case:outside sales representatives) log into the system, they can only see their own Business Partners (in our case: defined by the Sales Representative Field on the Customer tab of the Business Partner). Users logged into the system with a different Role should see all customers.

• Log into System as SuperUser
  • Open Window Tab and Field and search for the window: Business Partner
  • Click on tab
  • Choose Business Partner
  • Put the following in SQL WHERE clause:

C_BPartner.SalesRep_ID = @#AD_User_ID@ OR @#AD_Role_ID@ != '1000009'

Role: "Outside Sales Rep"= (AD_Role_ID=1000009)

If you now log in as someone using Outside Sales Rep role, you should only have access to business partners with that users name on the customer tab.

Problems:

• This seems to break Searches: Search queries that should result in 0 results still show all Customers belonging to the Sales Rep.
• Max records queries still warns you of too many results even when you won't see all of them because of the sql WHERE clause