In this release, we have updated the validation on the Business Unit field on the Customer Personnel screen to restrict records the user will see on the Partner Portal when acting as a customer.
For example, if my personnel record is set up for Customer X & Business Unit = Y, when acting as a Customer on the Partner Portal I will only see:
- Orders with Customer = X & Business Unit = Y
- Bookings with Customer = X & Business Unit = Y
- Jobs with Customer = X & Business Unit = Y
- Containers that are on jobs with Customer = X & Business Unit = Y
- Invoices that are on jobs with Customer = X & Business Unit = Y
- Documents that are on jobs with Customer = X & Business Unit = Y
- Spot Quotes with Customer = X & Requesting Party Business Unit = Y
When acting as an Agent or Supplier on the Partner Portal, current functionality will be maintained.