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E1: 90CB: Security on Lead Opportunity and Sales order (Doc ID 646042.1)

Last updated on JUNE 24, 2021

Applies to:

JD Edwards EnterpriseOne Sales Force Automation - Version 8.12 and later
Information in this document applies to any platform.


Security on Lead , Opportunity and Sales Order in 811
Security on Lead ( P90CB010) , Opportunity ( P90CB020) and Sales Order ( P4210 ) in 811 SP1

Business Requirement to control the access to CRM records (Example: Leads - P90CB010, Opportunities - P90CB020, and Sales - P4210) based on the Customer to Salesman relationship. (the relationship will be defined in the Customer Master - Commission Constants ). Also, the Sales Manager should be able to see his records plus his teams records. If there is no standard security functionality, then what is the best workaround especially for Sales Order - P4210 records.


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