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Class ID Set-up for AP New Vendor

  • 1.  Class ID Set-up for AP New Vendor

    Posted 12 days ago
    Hi,

    I need some assistance with finding out where the Class ID set-up is related to the security role for an AP Clerk role.  This relates setting up the Class ID for a new vendor in AP.

    Thanks-Denise




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    Denise Amundson
    Missouri River Energy Services
    Sioux Falls SD
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Class ID Set-up for AP New Vendor

    GPUG ALL STAR
    Posted 12 days ago

    @Denise Amundson,

    You should be able to find this in the Security Task Setup  - Administration >> Security Tasks:

    Product:  Microsoft Dynamics GP
    Type:  Windows
    Series:  Purchasing
     - Vendor Class Setup



    ------------------------------
    Bryan Robertson
    Director, ERP Operations

    GPUG All*Star
    Member, GPUG Advisory Committee
    Chairman, Florida (Ft Lauderdale/Miami) Regional GP Local User Group

    SBA COMMUNICATIONS CORPORATION
    8051 Congress Avenue Boca Raton, FL 33487

    561.226.9568 + T
    brobertson@sbasite.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Class ID Set-up for AP New Vendor

    TOP CONTRIBUTOR
    Posted 10 days ago
    Edited by Ryan Galang 10 days ago
    Hi Denise,

    Referencing default GP Tasks - it's the ADMIN_PURCH_002*. Based on GP2016 default Roles, it's only assigned to the ACCOUNTING MANAGER*.

    At any rate, this Task grants access to the following:


    If there are no issues, then you can assign this to a new role and assign it to the user.

    If there's a need to tweak this, then create a duplicate of this Task (using the Copy function), then edit it before assigning it to the role.

    Of course, there's also an option to just create a new Task from scratch.

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    Ryan Galang
    BTP Technologies LLC
    CHANTILLY VA
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    Academy - Online Interactive Learning from Experts


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