Restriction groups by customer (AR102010)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

In this window, you can view the restriction groups that contain a particular customer account.
You can also change the visibility of the customer account in the system by including it in other restriction groups or excluding it from groups that currently contain it.

You can create restriction groups for managing the visibility of customer accounts by using the Customer access (AR102000) window.

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

In this area, you can select the customer account for which you want to view or edit its membership in restriction groups.

You can also view additional information about the selected customer account.

Element Description
Customer no. The customer account, by its number whose membership in restriction groups you want to view (and edit, if needed) in the table.
Status Read-only. The status of the selected customer account: Active or Inactive.
Customer name Read-only. The name of the selected customer, which is specified in the Customers (AR303000) window.

In this table, you can view the full list of restriction groups in the system, along with some basic information about each group.

The check box in the unlabelled Included column is selected for each group that contains the customer account.

You can select and clear these check boxes to change the membership of the customer account in restriction groups.

Element Description
Group name Read-only. The name of the restriction group.
Description Read-only. The description of the restriction group.
Active Read-only. A check box that indicates (if selected) that the restriction group is active.
The system does not enforce restrictions imposed by inactive groups.
Group type Read-only. The type of the restriction group: A, A inverse, B, or B inverse.
For more information, see: About types of restriction groups.