Interfund Management Setup

  • Interfund Management Setup

    Posted by Brian Heiple on October 15, 2020 at 12:56 pm
    • Brian Heiple

      Member

      October 15, 2020 at 12:56 PM

      Recently someone with access to the Interfund Setup Window inactivated Interfund ManagementĀ  by unchecking the Activate Interfund Management check box. As you can imagine, this caused significant issues for accounting.

      Access to Interfund Setup is already limited to small number accounting users and I have been challenged to lock it down further.Ā Ā 

      What I would like to do remove access to the Activate Interfund Management checkbox for one the security roles who current have access to it.Ā Ā 

      Interfund Setup ScreenShot

      Is this possible?

      #Admin
      #Accounting
      #GP 2015 and 2015 R2

      ??????

      ——————————
      Brian Heiple
      Sr Application Analyst
      Lutheran Social Service of Minnesota
      Saint Paul MN
      ——————————

    • Kelly Marinoff

      Member

      October 15, 2020 at 1:16 PM

      Hi ,

      You could use Field Level Security to disable/remove the checkbox or create a password that is required when saving (within the FLS settings, you can specify the users who have this restriction). Another possibility is to create a modified version of the window and remove the checkbox altogether. Then, grant the users access to the modified form who you do not want to have that checkbox.

      Let us know if you’d like some more specific details over either of these options.

      Thanks!

      ——————————
      Kelly Marinoff
      Keel & Company, LLC
      Virginia Beach VA
      ——————————
      ——————————————-

    • Jo deRuiter

      Member

      October 15, 2020 at 1:26 PM

      It certainly is, I tested this and here are the settings I used:

      ?


      Here is a drill in to how I set it up

      Assign it only to the user(s) you want it to affect

      It will then immediately be locked for users to be unable to change.

      ——————————
      Jo deRuiter
      Aisling Dynamics Consulting, LLC
      ERP Practice Manager
      jo.deruiter@aislingdynamics.com
      9518674366
      Alpharetta, GA
      ——————————
      ——————————————-

    • Brian Heiple

      Member

      October 16, 2020 at 9:54 AM

      , Thank You so much for the suggestion to the use Field Level Security and the detailed instructions. I believe it provide the security I need.

      ——————————
      Brian Heiple
      Sr Application Analyst
      Lutheran Social Service of Minnesota
      Saint Paul MN
      ——————————
      ——————————————-

    Brian Heiple replied 5 years, 9 months ago 1 Member · 0 Replies
  • 0 Replies

Sorry, there were no replies found.

The discussion ‘Interfund Management Setup’ is closed to new replies.

Start of Discussion
0 of 0 replies June 2018
Now

Welcome to our new site!

Here you will find a wealth of information created for peopleĀ  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!