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Customer Card Access

  • 1.  Customer Card Access

    Posted Jul 28, 2020 11:59 AM
    We just implemented some custom security roles in Great Plains. We removed access to Cards for a lot of users so that they couldn't be modified by everyone. Is there a way to view Payment Terms for a specific customer with just Inquiry & Reports, rather than looking up through Cards?

    Thank you!

    #Security #Admin

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    Emily Berlin
    Service Express
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Customer Card Access

    TOP CONTRIBUTOR
    Posted Jul 28, 2020 12:44 PM
    Emily,
    You can use smartlist, just add the payment terms to the Customer Smartlist

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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Customer Card Access

    TOP CONTRIBUTOR
    Posted Jul 28, 2020 12:45 PM
    Hi @Emily Berlin,

    The Customer Inquiry (Sales>>Inquiry>>Customer) does not include payment terms unfortunately.

    However, there are other options available.  Off the top of my head...
    1.) Sales>>Reports>>Customer Setup  :  this report can be run for a single customer or range of customers.  It does include payment terms.
    2.) SmartList>>Sales>>Customers>>* :  this smartlist can have the Payment Terms added to it by going to Columns>>Add>Payment Terms ID
    3.) You can always create a custom SmartList, Excel Report, SSRS, etc. if needed
    4.) Depending on what all you want restricted from change, you could use Field Level Security or possibly GP Power Tools to require passwords before/after changes are made but before saved that way they can VIEW the card itself but can't make changes.

    I'm sure there are additional options that I'm missing, but those are the ones that immediately come to mind.

    Thanks,

    Samantha


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    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Customer Card Access

    TOP CONTRIBUTOR
    Posted Jul 29, 2020 08:57 AM
    Edited by Thaddeus Suter Jul 29, 2020 09:00 AM
    I tend to think its a nuisance to use smartlist, reports when I just want a simple customer inquiry answer, so I would drag the field out into the customer inquiry window where it belongs with Modifier. If you're not licensed, your VAR certainly is and they can do it for you. Takes less than five minutes. Then just import it in your dictionary.
    Same way you would hide SSN on employee inquiry. With Forms Security you can decide which User Roles see it and which don't.
    See below:


    edit: wow those screen shots are small!
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    Thaddeus Suter
    Retus, Inc
    HELOTES TX
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    Academy - Online Interactive Learning from Experts


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