Security on Shipment v Shipment/Invoice Types

  • Security on Shipment v Shipment/Invoice Types

    Posted by Kyle Malone on January 22, 2019 at 1:50 pm
    • Kyle Malone, CPA

      Member

      January 22, 2019 at 1:50 PM

      In GP, there are some ‘Document Access’ security operations.

      Ex.) Purchase Order Window, ‘Document Access’ options for Standard, Drop-Ship, Blanket, Drop-Ship Blanket.

      Assuming I’m not just overlooking options for the receivings transaction types (Shipment, Shipment/Invoice, In-Transit Inventory), what are some other options to grant a person access to the receivings transaction entry window but ultimately prevent them from being able to enter shipment/invoices?

      Can’t use Field-Level security because it’s a required field…


      Thanks in advance!
      Kyle

      ——————————
      Kyle Malone, CPA
      GP Admin – CGB Enterprises, Inc.
      Lead Consultant/Blogger – http://ALaCarteGP.com
      Chapter Leader – Louisiana (New Orleans)
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    • David Musgrave

      Member

      January 23, 2019 at 2:17 AM

      Hi

      You are registered for GP Power Tools including the Developer Tools module. This can be easily written as a quick trigger and assigned to the users you want to lock down, or to all users.

      Let me know if you need assistance.

      Regards

      David?

      ——————————
      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
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    • Mark Polino

      Member

      January 23, 2019 at 1:50 PM

      There may be a couple of options including a Field Level Security option.Ā 

      The options in this post seem reasonable, but I haven’t tried them yet.

      https://community.dynamics.com/gp/f/32/t/155836Ā 

      Mark

      ——————————
      Mark Polino
      Director of Client Services
      Fastpath
      Altamonte Springs FL
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    • Kyle Malone, CPA

      Member

      January 24, 2019 at 9:29 AM

      Both options were suitable and will do the trick!
      Thanks gentlemen!

      ——————————
      Kyle Malone, CPA
      GP Admin – CGB Enterprises, Inc.
      Lead Consultant/Blogger – http://ALaCarteGP.com
      Chapter Leader – Louisiana (New Orleans)
      ——————————
      ——————————————-

    Kyle Malone replied 7 years, 2 months ago 1 Member · 0 Replies
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