[Penny Lyon]

I have a user setup with limited security that needs to be able to print purchase orders.  I gave them the following rights but when attempting to print he gets the message ‘you don’t have access to this document type’.  
Version Microsoft Dynamics GP 18.2.1036
What am I missing on his setup?  

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Penny Lyon
Leonard Buildings & Truck Accessories
Mt. Airy NC
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[Samantha Higdon]

Hi ,

You’ll need to go deeper than just granting security tasks.  You’ll need to look at the individual operations assigned to each task?.  Newer versions of GP have the ability to limit access to POs based on type (Drop Ship, Blanket, etc.).  The error you’re seeing generally means they don’t have access to that specific type of PO (Drop ship, blanket, etc.).

Below is a screenshot of my local system.  I am looking at TRX_PURCH_002* as one that you have assigned.

The key in reviewing the operations relevant to this are as follows:
1.) Pick your Security Task
2.) Make your “Type” set to “Document Access” rather than the “windows” and “reports” most people are used to seeing.
3.) Ensure that the appropriate PO document types are selected for the task you’re looking at.
4.) Save any changes
5.) Have the user log out and log back in.

Give that a shot.  You may need to review several different security tasks to find the one that’s most appropriate for you to add those document access points to as that may vary from company to company.

Thanks,

Samantha

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Samantha Higdon ,CPA,CGMA
Consultant
Lagom, LLC
Carmel IN
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[Penny Lyon]

Thank you.  That was the issue!

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Penny Lyon
Leonard Buildings & Truck Accessories
Mt. Airy NC
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[Samantha Higdon]

Glad we got it sorted! 🙂

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Samantha Higdon ,CPA,CGMA
Consultant
Lagom, LLC
Carmel IN
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