Provide a way to prevent companies from being included in the dropdown list when logging in or changing companies. Most clients typically only want to see the companies associated with their business and don't want to see the demo companies. A flag at the company level to turn these on/off from displaying would be simple and provide the needed functionality. They could turn this on for the demo companies if they need to review or do testing in those companies.
This could be potentially expanded to provide this functionality at a user level so that specific users would only be allowed to see and log into a specified set of companies. The default would be from the company level and could be overridden at the user level.
by: Doug C. | over a year ago | 6 - General Enhancements
Comments
The view “vsmCompanyList” can be altered to hide demo companies without deleting them from the system.
The script below is used to alter the view. We can easily modify the view back to show demo companies if we need to.
Even though we have modified the list, you can still type in SOA to access and change to that demo company.
Thought you all might want to keep this handy if you find a client that wants this. We implemented this at CPC.
Note: This isn’t modifying the lookup in company maintenance, just the login/change company lists.
ALTER VIEW [dbo].[vsmCompanyList]
AS
SELECT CompanyID, CompanyName FROM tsmCompany
where CompanyID not in ('CAD','COA','CON','DKS','SGE','SLS','SOA')
Using CompanyID values can be problematic. How about
ALTER VIEW [dbo].[vsmCompanyList]
AS
SELECT CompanyID, CompanyName FROM tsmCompany
where DemoData IS NULL
if you truly want to exclude demo data companies?
This should be addressed in the 2023 release of Sage 500 ERP by adding a 'checkbox on the login form.