I am so confused how I am not able to see any customers in Customer Maintenance. I have all the permissions and groups available to me, and I used to be able to see them. Any ideas?
Anyone make changes to Territory Maintenance or field level security?
Possibly Method Security, but probably a territory thing.
Not that I am aware of.
I have rights to view all territories as far as I am aware.
If you had access to customers before but don’t know someone likely changed permissions somewhere. Need to work backwards and have the people with higher level access check your permissions.
I have seen this message when the customer has an invalid sales territory.
For us the Territory is defined at the Parent Level but not the child level in a multi-company environment.
Check your Workforce and Authorized Users too. If you are not authorized for a particular salesperson’s Workforce, then you will not be able to see that salesperson’s customers.
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Note that once you make someone an Authorized User of one Territory, they are automatically removed from others EVEN if they are Security Manager or have All Territories selected.
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So if I am an authorized user or say, North America, and I add myself to Europe or Africa, I am removed from North America? That doesn’t make sense to me.
Have you tried the “View all Territories” option in Workforce Entry?
I had to go to every territory and manually add myself as an authorized user. Now I can see customers. Thanks!
Me neither. 
But this is the behavior I have seen since Vantage 8.
OR you can remove yourself from every territory and mark View All Territories.
Try it.
Randy, @Mark_Wonsil above notes that the user will not see others Even if they have “all territories” selected.
I am very interested in this post because I am going to be helping our director of sales wants to start using the salesperson pipeline as feasible and I’m worried about his setup. From what Joe says in last post, he needed to get added as an authorized user to every workforce record to see all.
Randy/Mark do you have workforces setup and working in Epicor? We have used them solely for commission assignment to date. We are interested in the CRM for reviewing pipeline, particularly for regional mgrs/ and director? I know we could make our own dashboard, but it sure would be nice to use the Epicor tool that’s supposed to do it.
Thank you!
Nancy
Territory security works like this.
If you are not an authorized user on any territory, you have access to everything.
If you an an authorized user to ANY territory, you now have access to only the territories that you have access to.
This is primary enforced on the customer table. So basically anything attached to a customer you will get locked out of. Things not connected to customers directly (like jobs and inventory) territory security doesn’t apply.
Workforce does control things like being able to complete tasks. So even if you can see things (not authorized anywhere) you can’t actually complete a task that is assigned to that workforce, and you will need to be an authorized user if you need to do that. (Winning quotes is a prime example of this).
When/if you start using this, you’ll probably want a BAQ/Dashboard to see the SaleAuth table, because then you can see who is authorized for what to troubleshoot permissions issues. But that’s not too hard.
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Thanks for your summary Brandon. It is very helpful - I really appreciate it!
Nancy
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