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Interfund Management Setup

  • 1.  Interfund Management Setup

    SILVER CONTRIBUTOR
    Posted 6 days ago
    Recently someone with access to the Interfund Setup Window inactivated Interfund Management  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.

    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.  
    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
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Interfund Management Setup

    GPUG ALL STAR
    Posted 6 days ago
    @Brian Heiple

    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
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Interfund Management Setup

    SILVER CONTRIBUTOR
    Posted 5 days ago
    @Jo deRuiter, 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
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Interfund Management Setup

    SILVER CONTRIBUTOR
    Posted 5 days ago
    Hi @Brian Heiple,

    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
    ------------------------------

    Academy - Online Interactive Learning from Experts


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