Customer TerritoryID permission

Any reason for the user getting this issue?

lots of possibilities…

Are you a SalesRep? Do you have All Territories checked? Are you a SalesRep IN that Territory?

the list goes on, but you didn’t specify what you were doing, what screen you were on, or anything else to give us context for the error. Give us a little more to go on :slight_smile:

4 Likes

Mike stole what I was going to say :grinning_face_with_smiling_eyes:

3 Likes

the user is adding new customer but on saving it give that error, she is using a Basic login

I’ve also check on Person/Contact and the Workforce the user is not on the list so I created it but still same issue

Is the workforce user on the territory or marked view all territories?

I will check this and try again

There’s a strange thing about View All Territories. It seems to stop working once you make that user an authorized user of ANY other Work Force. This goes ALL the way back to Vantage 8.

That can work when you just use it for sales territories, but if you want to also use Work Force for Task Sets… :poop:

5 Likes

Is that still an issue? I know it was in 10.2. I thought we had some view all territory users on other workforce.

Not sure if it’s still an issue…. something for another day to check into.

@salderete - Generally speaking I think your solution is either/or:

You really do not want anyone who is NOT a Sales Person to have an associated WorkFoce record. If they do not have a workforce record, then the overall (and problematic) Territory security doesn’t apply to them and they should have free reign over Quotes, Orders, and Customer settings regarding SalesReps, Territories, and Regions.

If you need the person responsible for entering Customers to have a workforce record, and if they are more of an admin type, then select View All Territories, add them as Salesreps to each territory, and make them Authorized users on all the other SalesReps. That will give them ‘free reign’ as well.

You could truncate that and give them control over certain territories/salesreps by not putting them on all of them - that’s where your rules/policies come in.

2 Likes

Thank you, Mike! the user is the from accounting side which I’m asking why she needs to access the Customers.

This is key. Unless they are sales we don’t tie them to a work force record.

1 Like

I did check the view all territories but still same result. is there any setting I need to set for her to use the customer entry? Or it might be because of her account was the only account which is on Basic not using the Azure?

Unhook her user account/employee from the workforce record.

1 Like

Set Inactive or delete her user from the Workforce?

Delete the user from the work force record.

2 Likes

I’ve seen it here on 2024.1. WAD when I’ve reported it in the past.

Do i need to delete it also on Person/Contact?

You may have to delete that user from ALL Work Force users.

1 Like

What Wonsil said. If you added them to multiple delete from all.

2 Likes