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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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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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Original Message:
Sent: Jul 28, 2020 11:58 AM
From: Emily Berlin
Subject: Customer Card Access

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

​​​

------------------------------
Emily Berlin
Service Express
------------------------------

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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Original Message:
Sent: Jul 28, 2020 11:58 AM
From: Emily Berlin
Subject: Customer Card Access

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

​​​

------------------------------
Emily Berlin
Service Express
------------------------------

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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Original Message:
Sent: Jul 28, 2020 12:45 PM
From: Samantha Higdon
Subject: Customer Card Access

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


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

Original Message:
Sent: Jul 28, 2020 11:58 AM
From: Emily Berlin
Subject: Customer Card Access

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

​​​

------------------------------
Emily Berlin
Service Express
------------------------------