It is better to have a custom application partaking of the FA DB as readonly and then in the new application having some code / authorisation to transfer entries as suitable to FA DB format through some API if needed.

Is this code available ?  Where could I find it ?

Kind regards,
F.

I observed that FA has release version 2.2 stable. Thanks for new release.
I think it would be better if we can support customer login.

This functionality would need
1. Linking user account to customer. (Needs db change.)
2. Restricting customer to enter only few transactions (can be easily done by setup->access setup)
3. Customer should be able to enter transactions only for own account.

I have modified the code in order to provide all of the above features.
If moderators see any value addition in this proposal, I would be happy to share code for review.

Thanks

Thanks for your willingness for helping.

I will be very happy to see if we could turn above need into a extension. Please let me know how can I help here.

I have changed some core files.

With Regards

Janusz

With your guidance and excellent coding style, I could go through the above mentioned exercise without hard work !

I appreciate the software and promptness of the Admins.

Regarding the customer list in sales order entry screen - this should be replaced by customer name on display, and customer id (set on user login) should be used when order is saved. Exact implementation is up to you and depends on design decision how user-customer relation is coded.

Janusz

Yes, noted the point.

I have done study as you advised and posted it in a reply above.
Could you please review and give your comments ?

With Regards

Janusz

How do we create 'Customer Account' ?
Specifically, while creating user account can we link customer to it making it a customer account.

With Regards

Thanks for your response. Your approach is correct.
I had studied FA for my requirements. I taken review once again as per your suggestion. I feel it is suitable for me with some additional facilities to be created.

As you said, I have set a new role. Ideally this role should have following access (only 2 links under sales)
1. Sales Transactions - Sales Order Entry (Without other Customers list)
2. Sales Inquiries and Reports - Customer Transaction Inquiry (Without other Customers list)

I could set new role having access restricted to said transaction but failed to restrict reports access. Following additional links are still active.
1. Sales Quotation Inquiry
2. Sales Order Inquiry
3. Customer and Sales Reports

Could you please guide how to disable them for new role ?
Also how to replace customer list by specific customer for said role.

With Regards

Janusz

Thanks for your input. It is really valuable.
We want the customer to perform - sales order entry/edition/query through FA.

Could you please guide me about the changes I need to do to achieve this ?

With Regards

Place the order - ok
Update the order - ok
Cancel the whole order or partial order -ok, until the order is accepted.
Accept the goods - this should be done on customer side, not in supplier company database. View access to list of orders already sent makes more sense
Send rejected goods back - this should be registered at the moment of real goods receival by company staff.
Make payments - what do you mean? Currently payments are only registered in FA, and this should be done by responsible company officer having access to bank account  data, not the customer for obvious reasons.
Accept payment back for the sent excess, rejected goods - this is done on customer side, not in supplier database

Despite problems described by joe,  the only real activities which could be made accessible for customers for now is sales order entry/edition/query. The rest needs additional implementation.

Janusz