Dashboard column blank for another user

Kinetic ERP
1

It is odd, one of my coworker gets blank columns when running one of our dashboards. It doesn’t do any calculations, it is a raw pull of data.

I’ve cleared his cache (internal and external) after a reboot and still it does not show up for him. The fields (Customer Name and ID) have no security restrictions on them. He does not leave Epicor open and shuts down his PC each night. Otherwise I swear it was something in memory.

Update - I did a full reinstall of Epicor and it did not fix it. Is it possible he is not allowed see the customer table for some reason?

Oddly he can see all the invoice data in the query and he does not have access to the invoice sections of Epicor, its just the customer fields.

2

The customer table is where the territory security lies. The way territory works, is if you are an authorized user for any territory, you get limited to only those territories you are authorized on. If you have none, then you see it all.

Or if you are a security manager, you see it all.

3

Thank you for the insight! I was leaning this way after doing some research.

So if we want someone to see customer names they have to be able to view all territories or not be part of a workforce?

Wow what a terrible set up. I don’t want him getting into sales data (and he cant) but to not be able to view a customer name? Yikes

Update - That’s it, as soon as I turned on all territories for his group he could see it. Awful…

4

It’s set up to not return anything from the customer table, name or otherwise. Generally that follows through with BAQ’s because everything is tied to custNum and you need to join to the customer table to get the cutomer ID and name, which you almost always need.

The fact that any rows return must mean that you have a left join in the BAQ?

1 Like
5

Correct a left join I wanted to see the data for the dashboard even if the linked record did not exist.
And it wouldn’t be the first time in Epicor where a link should have existed but did not.

Very grateful for the response and this forum. It would have taken a long time to figure this out by trial and error. It doesn’t really go with how they have implemented security - then again I’ve found many deficiencies in that regard as an admin. They could have done it so much better.

It’s very short sighted of Epicor to assume that people in the company would not be allowed to know a customer name though.

You can load their trucks but you cannot know their names. Luckily this prohibition does not extend to reports. I’d be getting hundreds of calls.

That was one red herring to me. Since they could run customer and aging reports I figured they could see customer data as it is all over the report.orr