Collections Management Report

  • Collections Management Report

    Posted by DSC Communities on April 14, 2017 at 4:09 pm
    • Trish Robertson

      Member

      April 14, 2017 at 4:09 PM

      Hi – I’m new to GP Security and need to know where to give a user who has the Collector Role access to print the Collections Notes Detail.  They get “not privileged to run this report”.  The Collections Manager role is allowed to print this report.  I’ve looked through the Task ID’s of the Collector and the Collector looking at all Windows/Series and can’t find what this would be.  Any ideas..

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      Trish Robertson
      CFRLTD
      Greenville SC
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    • Diana Doane

      Member

      April 14, 2017 at 6:11 PM

      I think you’re looking under Windows rather than Reports.  Try this on the Task you think is the correct place it shod be granted:

      Product:  Collections Management
      Type:  Reports
      Series:  Sales

      There is an Operation listed named Collections Notes Detail which sounds like what you’re needing.

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      Diana Doane
      Ascend Learning, LLC
      Leawood KS
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    • Trish Robertson

      Member

      April 17, 2017 at 8:27 AM

      This is what I have under Reports.  I’m thinking I might need to import something?

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      Trish Robertson
      CFRLTD
      Greenville SC
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    • Matthew Arp

      Member

      April 17, 2017 at 8:32 AM

      That is just the Alternate/Modified forms security, if you have not modified the report, you’d just control security through Administration > Setup > System > Security Tasks

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      Matthew Arp
      Business Systems Developer
      Hunton Group
      Houston TX
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    • Trish Robertson

      Member

      April 17, 2017 at 8:47 AM

      Thank you!  I’ve got it now.

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      Trish Robertson
      CFRLTD
      Greenville SC
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    DSC Communities replied 7 years, 1 month ago 1 Member · 0 Replies
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