Restricted report access

ERPNext User Forum
#1
‎Hi guys, 

We have a setup for a client who is into retail and has multiple outlets. Our approach ‎was to define a warehouse for each store and restrict sales people in each of the stores to Sales Invoices linked with their respective warehouses. 

The issue now is that store managers would like to have Stock Balance and Stock Ledger reports for their individual stores. 

Question 1: how do we go about allowing a user to only view Stock Reports for a particular warehouse? 

Question 2: is it also possible to give restricted access to financial/transactional reports using the same criteria above? 


Kind regards,
‎

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#2
Hi Wale,

In version 4, it should be possible to restrict the standard Stock Ledger report based on User Permissions on Warehouse.

Regarding Financial / Transactional reports, which specific reports do you intend to restrict?


-Anand.


On Wed, Jul 2, 2014 at 1:54 PM, <wa…@xavierltd.com> wrote:

‎Hi guys,


We have a setup for a client who is into retail and has multiple outlets. Our approach ‎was to define a warehouse for each store and restrict sales people in each of the stores to Sales Invoices linked with their respective warehouses.


The issue now is that store managers would like to have Stock Balance and Stock Ledger reports for their individual stores.


Question 1: how do we go about allowing a user to only view Stock Reports for a particular warehouse?


Question 2: is it also possible to give restricted access to financial/transactional reports using the same criteria above?



Kind regards,
‎

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#3
Hi Anand,

Thanks for your response. For financial reports, I'm referring to all the main reports under Accounts:

General Ledger
Trial Balance
Financial Statements
Accounts Receivable
Accounts Payable
Sales Register
Purchase Register

I'm aware that 'Warehouse' may probably not be applicable in this case but can we restrict access to these reports by Cost Center perhaps?

 
Kind regards,

From: Anand Doshi <an...@erpnext.com>
To: ERPNext User's Forum <er...@googlegroups.com>
Sent: Wednesday, July 2, 2014 1:59 PM
Subject: Re: [erpnext-user-forum] Restricted report access

Hi Wale,

In version 4, it should be possible to restrict the standard Stock Ledger report based on User Permissions on Warehouse.

Regarding Financial / Transactional reports, which specific reports do you intend to restrict?


-Anand.




On Wed, Jul 2, 2014 at 1:54 PM, <wa…@xavierltd.com> wrote:

‎Hi guys, 


We have a setup for a client who is into retail and has multiple outlets. Our approach ‎was to define a warehouse for each store and restrict sales people in each of the stores to Sales Invoices linked with their respective warehouses. 


The issue now is that store managers would like to have Stock Balance and Stock Ledger reports for their individual stores. 


Question 1: how do we go about allowing a user to only view Stock Reports for a particular warehouse? 


Question 2: is it also possible to give restricted access to financial/transactional reports using the same criteria above? 



Kind regards,
‎

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#4
Yes. These too will get restricted based on User Permissions. 

Financial statement won't most likely since it is a summary report. 

Sent from my phone

On 02-Jul-2014, at 18:55, Olawale Olowu <wa...@xavierltd.com> wrote:

Hi Anand,

Thanks for your response. For financial reports, I'm referring to all the main reports under Accounts:

General Ledger
Trial Balance
Financial Statements
Accounts Receivable
Accounts Payable
Sales Register
Purchase Register

I'm aware that 'Warehouse' may probably not be applicable in this case but can we restrict access to these reports by Cost Center perhaps?

 
Kind regards,

From: Anand Doshi <an...@erpnext.com>
To: ERPNext User's Forum <er...@googlegroups.com>
Sent: Wednesday, July 2, 2014 1:59 PM
Subject: Re: [erpnext-user-forum] Restricted report access

Hi Wale,

In version 4, it should be possible to restrict the standard Stock Ledger report based on User Permissions on Warehouse.

Regarding Financial / Transactional reports, which specific reports do you intend to restrict?


-Anand.




On Wed, Jul 2, 2014 at 1:54 PM, <wa…@xavierltd.com> wrote:

‎Hi guys, 


We have a setup for a client who is into retail and has multiple outlets. Our approach ‎was to define a warehouse for each store and restrict sales people in each of the stores to Sales Invoices linked with their respective warehouses. 


The issue now is that store managers would like to have Stock Balance and Stock Ledger reports for their individual stores. 


Question 1: how do we go about allowing a user to only view Stock Reports for a particular warehouse? 


Question 2: is it also possible to give restricted access to financial/transactional reports using the same criteria above? 



Kind regards,
‎

–

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#5
Great, thanks! 


Kind regards,
Olawale Olowu
wa...@xavierltd.com
Tel: 08075390014
From: Anand Doshi
Sent: Wednesday, July 2, 2014 3:35 PM
To: er...@googlegroups.com
Reply To: er...@googlegroups.com
Subject: Re: [erpnext-user-forum] Restricted report access

Yes. These too will get restricted based on User Permissions. 

Financial statement won't most likely since it is a summary report. 

Sent from my phone

On 02-Jul-2014, at 18:55, Olawale Olowu <wa...@xavierltd.com> wrote:

Hi Anand,

Thanks for your response. For financial reports, I'm referring to all the main reports under Accounts:

General Ledger
Trial Balance
Financial Statements
Accounts Receivable
Accounts Payable
Sales Register
Purchase Register

I'm aware that 'Warehouse' may probably not be applicable in this case but can we restrict access to these reports by Cost Center perhaps?

 
Kind regards,

From: Anand Doshi <an...@erpnext.com>
To: ERPNext User's Forum <er...@googlegroups.com>
Sent: Wednesday, July 2, 2014 1:59 PM
Subject: Re: [erpnext-user-forum] Restricted report access

Hi Wale,

In version 4, it should be possible to restrict the standard Stock Ledger report based on User Permissions on Warehouse.

Regarding Financial / Transactional reports, which specific reports do you intend to restrict?


-Anand.




On Wed, Jul 2, 2014 at 1:54 PM, <wa…@xavierltd.com> wrote:

‎Hi guys, 


We have a setup for a client who is into retail and has multiple outlets. Our approach ‎was to define a warehouse for each store and restrict sales people in each of the stores to Sales Invoices linked with their respective warehouses. 


The issue now is that store managers would like to have Stock Balance and Stock Ledger reports for their individual stores. 


Question 1: how do we go about allowing a user to only view Stock Reports for a particular warehouse? 


Question 2: is it also possible to give restricted access to financial/transactional reports using the same criteria above? 



Kind regards,
‎

–

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For more options, visit https://groups.google.com/d/optout.



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