About supplier security

If your organisation buys goods and services from external organisations, your accountants manage suppliers' information and process documents.
If your organisation works with more than 10 suppliers, accountants may work with particular suppliers only.
In this case, the accountants who do not work with these suppliers should not see them in the system for security reasons and to avoid entry errors.
You can use restriction groups to make suppliers visible to only accountants who work with these suppliers in the system, as described in this topic.

In Visma.net ERP, you can configure groups with direct and inverse restriction.
In this topic, groups with direct restriction are used in examples for simplicity.
You can use inverse restriction groups in the same way as you use direct restriction groups.
For details on the types of restriction groups, see: About types of restriction groups.

You can use restriction groups to configure and manage the visibility of suppliers to users in the system.

If each accountant in your organisation works with specific suppliers, you can hide these suppliers from other users.

For details about restriction groups, see: About restriction groups in Visma.net ERP.

For example: Suppose that ABComputers is your supplier of computers and office equipment, and only the senior accountant is allowed to process documents from this supplier.
To configure the visibility of this supplier, you do the following in the Supplier access (AP102000) window:

  1. You create a restriction group with direct restriction (for example: Group for ABComputers).
  2. You add to the group the user account of the senior accountant.
  3. You add to the group the ABComputers supplier.

If you have configured supplier classes, you can specify a default restriction group for a supplier class.
With this setting, all new suppliers of the class will be automatically added to the restriction group.
For details, see: Setting up default restriction groups for supplier and customer classes in About operations with restriction groups.

In the following table, you can find the list of the windows that you can use to manage restriction groups with suppliers and the tasks that you can resolve by using each window.

 
Task Window
To initially configure the visibility of a supplier to users Supplier access (AP102000)
To change the visibility of a supplier in multiple restriction groups Restriction groups by supplier (AP102010)
To change the visibility of suppliers to a user in multiple restriction groups Restriction groups by user (SM201035)

For information about how to add or remove objects from a restriction group, see: About operations with restriction groups.

Parent topic:Manage visibility with restriction groups - overview