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refactor: additional modules guides
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‎docs/additional-module/serial-no.md‎

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---
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title: Serial No Module
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description: A guide about serial no. module for SQL Account
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description: A guide about serial no module for SQL Account
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slug: /additional-module/serial-no
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tags: ["SQL Account", "Additional Module"]
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---
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## Instruction
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1. Please go to **Stock** | **Maintain Stock Item** | **Edit** | Checked **Serial No.** | **Save**
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1. Navigate **Stock** > **Maintain Stock Item** > **Edit**, checked **Serial No.** > **Save**.
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![1](../../static/img/additional-module/serial-no/1.png)
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2. **Purchase** | **Goods Received Note** | **New** |
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2. Next, go to **Purchase** > **Goods Received Note** > **New**.
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:::info
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There have **3 methods** to apply serial no :
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There are **3 methods** to apply serial no:
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:::
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> ### Method 1 : Manually Enter
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### Method 1: Manually Enter
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1. Click on the **Qty** column
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1. Click on the **Qty** column.
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2. Click on "▼" symbol
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2. Click on "▼" symbol.
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3. Click on "+" (Green Icon)
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3. Click on "+" (Green Icon).
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4. Manually Enter at Empty Box
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4. Input manually at the empty box.
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![2](../../static/img/additional-module/serial-no/2.png)
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> ### Method 2 : Import from Notepad / Word
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### Method 2: Import from Notepad / Word
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1. Enter the Serial No at the notepad.
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1. Prepare the **serial no** you wish to import in a notepad, save it.
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![3](../../static/img/additional-module/serial-no/3.png)
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2. Click Import
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2. Click **Import**.
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![4](../../static/img/additional-module/serial-no/4.png)
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3. Select Notepad where you have saved to .
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3. Select the notepad file you had just created.
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![5](../../static/img/additional-module/serial-no/5.png)
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4. Click Ok
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4. When completed, a dialog with status "_Done_" will pop, click Ok and you will be all set.
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![6](../../static/img/additional-module/serial-no/6.png)
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> ### Method 3 : Generator
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### Method 3: Generator
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1. Click on Generator
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1. Click on **Generator**.
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![7](../../static/img/additional-module/serial-no/7.png)
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2. Format = Serial No Format
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Start From = What number you wish to start from
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Count = How many units to generate
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![8](../../static/img/additional-module/serial-no/8.png)
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3. Here the output
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| Field | Description |
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| ---------- | --------------------------------- |
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| Format | Serial No Format |
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| Start From | The number you wish to start from |
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| Count | How many units to generate |
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2. Sample output.
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![9](../../static/img/additional-module/serial-no/9.png)
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3. In Delivery Order
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3. In **Delivery Order**
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1. Sales | Delivery Order | Click Add
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1. Go to **Sales** > **Delivery Order**, and click _Add_
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![10](../../static/img/additional-module/serial-no/10.png)
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\+ (Green Color) Same method as Method 1
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In this form, you can find a "**+**" (Green Icon), it's functionality is similar to [Method 1](#method-1-manually-enter).
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Import same method as Method 2
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For "**Import**", it's functionality is similar to [Method 2](#method-2-import-from-notepad--word).
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2. Tick Serial No | Press Ok
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2. Select and tick the serial no, press Ok.
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![11](../../static/img/additional-module/serial-no/11.png)
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:::info
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Noted : Stock Adjustment does not support Serial No. May using Stock Received and Stock Issue to replace .
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:::info[Note]
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Stock Adjustment does not support serial no; consider using Stock Received and Stock Issue as alternatives.
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:::
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### Serial No Report
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1. Print Stock Physical Worksheet – Will show all Serial that haven't been issued out.
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2. Print Stock Serial No Conflict
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1. To check Serial No. have been issued out but there is no receiving information.
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2. To check duplicate Serial No. received at the same location/ batch for the same item.
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3. Print Stock Outstanding Serial No
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1. For those documents Issued or Received that do no apply Serial No.
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4. Inquiry | Print Serial No Inquiry
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1. Check serial no. movement.
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| Report | Functionality | Way to Access |
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| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------- |
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| Stock Physical Worksheet | Show all serial no that have not been issued | Print Stock Physical Worksheet |
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| Stock Serial No Conflict | - Check serial no which have been issued but no receiving information<br /> - Check duplicate serial no received at the same location/batch for the same item | Print Stock Serial No Conflict |
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| Stock Outstanding Serial No | For documents that are issued or received but do not have a serial no | Print Stock Outstanding Serial No |
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| Serial No Inquiry | Check serial no movement | Inquiry > Serial No Inquiry |
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### Access Right for Serial No
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Group Stock
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1. Always match Qty with Serial No.
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* Checked mean Serial No. must match Qty key in. Eg : 2 Qty = 2 Serial No.
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* If this right is checked, Print Outstanding Serial Numbers will yield no result.
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2. Allow Non-Existent Serial No
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- Enable this right to enforce that the **serial no** matches the **qty**.
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- For example, 2 qty = 2 serial no.
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- When this right is enabled, _Print Outstanding Serial Numbers_ will yield no result.
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* Checked mean for those Serial No issued out, allow the input of non-existent Serial No.
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2. Allow Non-Existent Serial No.
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* If this right is unchecked, Print Stock Serial No Conflict will no result.
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- Enable this right to allow **non-existent serial no** for issued serial no.
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- When this right is enabled, _Print Stock Serial No Conflict_ will yield no result.

‎docs/additional-module/sql-view.md‎

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## Branch Control Module
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:::info
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This module can be applied to Project, Agent, Area, Location, Stock Group, Stock Item, Payment Method, Account Code
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:::
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![branch-control-module](../../static/img/additional-module/sql-view/branch-control-module.png)
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**SQL View (Branch Control)** is used to:
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1. Restrict users to view or edit only the data belonging to their assigned branch
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1. Restrict users to view or edit only the data belonging to their assigned branch.
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2. Protect data privacy between branches
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2. Protect data privacy between branches.
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3. Prevent users from accidentally selecting or modifying records from other branches
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3. Prevent users from accidentally selecting or modifying records from other branches.
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## Scenario Example
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## Scenario
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Company has 3 branches:
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Assume a company having 3 branches:
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![scenario-example-company](../../static/img/additional-module/sql-view/scenario-example-company.png)
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![scenario-example-users](../../static/img/additional-module/sql-view/scenario-example-users.png)
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:::info
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Project from other branches will be auto-filtered, preventing accidental selection of unauthorized or irrelevant data.
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:::
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## How to Set Branch Control Using SQL View
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### A. Project Filtering
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#### A1. Single Project Code (e.g., PEN Branch – P1)
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#### A1. Single Project Code (e.g., P1)
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1. **Tools** | **DIY** | **Maintain DIY**
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1. Navigate to **Tools** > **DIY**, click on **Maintain DIY**.
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![single-project-code-1](../../static/img/additional-module/sql-view/single-project-code-1.png)
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2. **View Template** | Right-click **Project** | **New View Template**
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2. Next, go to **View Template**, right click on **Project** > **New View Template**.
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![single-project-code-2](../../static/img/additional-module/sql-view/single-project-code-2.png)
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3. Click **New**
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3. Click on **New** button.
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![single-project-code-3](../../static/img/additional-module/sql-view/single-project-code-3.png)
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4. Set the Filter Condition
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4. Set the filter conditions.
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1. **Description**: Enter a name for this template
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2. **Code**: Select Project Code
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3. **Condition**: Equal
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4. **Value**: Enter the project code (e.g., P1)
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| Field | Description |
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| ----------- | --------------------------------- |
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| Description | Enter a name for this template |
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| Code | Select Project Code |
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| Condition | Equal |
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| Value | Enter the project code (e.g., P1) |
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![single-project-code-4](../../static/img/additional-module/sql-view/single-project-code-4.png)
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5. Select the new template form the list
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5. Select the new template from the list.
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![single-project-code-5](../../static/img/additional-module/sql-view/single-project-code-5.png)
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6. Right-click **Project** | Select **User View**
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6. Right-click on **Project**, select **User View**.
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![single-project-code-6](../../static/img/additional-module/sql-view/single-project-code-6.png)
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7. Tick the user
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7. Select the users to which you wish to apply the rules.
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![single-project-code-7](../../static/img/additional-module/sql-view/single-project-code-7.png)
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#### A2. Multiple Project Codes(e.g., KL + SEL = P1 & P2)
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1. Set the Filter Condition
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#### A2. Multiple Project Codes (e.g., KL + SEL = P1 & P2)
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1. Set Condition: is any of
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1. Set the filter condition.
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2. Add project codes (P1, P2)
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> Click on "+" button if you wish to add more codes
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3. Click + if you need more codes
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| Field | Description |
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| ----------- | ------------------------------ |
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| Description | Enter a name for this template |
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| Code | Select Project Code |
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| Condition | is any of |
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| Value | Enter project codes (P1, P2) |
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![multiple-project-codes](../../static/img/additional-module/sql-view/multiple-project-codes.png)
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**Results:**
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**Sample result:**
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User can select both P1 and P2 only.
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After apply, the user can select P1 and P2 only, not other branches.
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![result-multiple-project-codes](../../static/img/additional-module/sql-view/result-multiple-project-codes.png)
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### B. Agent Filtering
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**Scenario 1: Agent can only see their own documents**
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#### Scenario 1: Agent can only see their own documents
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For Agent, if login user same as agent code, you can follow below step in the link on (Step 2) to get the ready view template and load side.
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> For Agent, if the login user same as agent code, retrieve the ready view template from this [guide](../integration/sql-mobile-connect/set-user-view.md) and load them.
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https://docs.sql.com.my/sqlacc/sql-mobile-connect/set-user-view
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If no ready templates available, create one:
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If not available, follow these manual steps:
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1. Create a new view template by following **step 1 and 2** in [Project Filtering](#a-project-filtering) guide.
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1. May follow **[Project Filtering](#a-project-filtering)** part Step1 and Step2 to create new view template
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2. Select the Agent
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2. Choose Agent
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> CurrentUser = login user
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1. Select ‘Equals’
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2. Point the dropdown list
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3. Select the **current user**. \*current user = login user
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| Field | Description |
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| ----------- | ------------------------------ |
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| Description | Enter a name for this template |
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| Code | Select Project Code |
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| Condition | Equals |
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| Value | Select CurrentUser |
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![agent-filtering-scenario-1](../../static/img/additional-module/sql-view/agent-filtering-scenario-1.png)
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**Results:**
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**Sample result:**
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When Yap opens any document, the Agent field will only show her own agent code
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When Yap opens any document, the **Agent** field will only show her own agent code.
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![result-agent-filtering-scenario-1](../../static/img/additional-module/sql-view/result-agent-filtering-scenario-1.png)
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**Scenario 2: Assign a user to a specific Agent Code**
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#### Scenario 2: Assign a user to a specific Agent Code
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Type the Agent Code directly into the filter value
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In the template editor, assign **Agent Code** on the value field.
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![agent-filtering-scenario-2](../../static/img/additional-module/sql-view/agent-filtering-scenario-2.png)
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**Results:**
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**Sample result:**
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User will only see the assigned agent (e.g., **Sales**)
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![result-agent-filtering-scenario-2](../../static/img/additional-module/sql-view/result-agent-filtering-scenario-2.png)
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## Other Modules Using the Same Steps
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The same View Template steps apply to:
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- Area
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- Location
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- Stock Group
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- Stock Item
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- Payment Method
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- Account Code
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## How SQL View Affects the System
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**View Sales and Purchase Price History**
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If an SQL View is applied, the Sales Price History will only display values that pass the filter. Any values not permitted by the view will be excluded.
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**View Available Stock Balance**
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If an SQL View is applied for location, the View Available Stock Balance will only display the Total Qty belong to the location in Stock Card Qty, Qty in DO, Qty in PO and Available Qty.
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Same as each Location Balance only refer to the location assigned.
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**Sales Invoice Transfer Dialog**
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When we transfer from Sales Order, if an SQL View is applied, the dialog will only display values that pass the filter. Any values not permitted by the view will be excluded.
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**All Report Listing**
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When SQL Views are used to restrict Agent, the Agent dropdown in reports will only show values allowed by the view. Same applies to Project, Location, Stock Item and Area etc.
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![report-listing](../../static/img/additional-module/sql-view/report-listing.png)
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## How SQL View Affects the system
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:::important
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- **ADMIN** user is a superuser. Even if SQL View is applied, ADMIN can still view everything.
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- SQL View does not support Stock Transfer documents. Locking can only be applied via the DIY Script module.
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:::
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|Action|Description|
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|--|--|
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|View Sales and Purchase Price History|the Sales Price History will only display values that pass the filter if a view is applied. Any values not permitted by the view will be excluded.|
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|View Available Stock Balance|If a **location view** is applied, the View Available Stock Balance will only display the Total Qty belong to the location in Stock Card Qty, Qty in DO, Qty in PO and Available Qty. Each Location Balance only refer to the location assigned|
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|Sales Invoice Transfer Dialog|When we transfer from Sales Order, if a view is applied, the dialog will only display values that pass the filter. Any values not permitted by the view will be excluded.|
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|All Report Listing|When SQL Views are used to restrict Agent, the Agent dropdown in reports will only show values allowed by the view. Same applies to Project, Location, Stock Item and Area etc.|
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![report-listing](../../static/img/additional-module/sql-view/report-listing.png)

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