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Security Task required to view / print Financial Posting Journals - Help!

  • 1.  Security Task required to view / print Financial Posting Journals - Help!

    GOLD CONTRIBUTOR
    Posted Jan 04, 2019 01:30 PM
    Hi There,

    Happy New Year to all. I need a help with regards to Security task setup to view / print the Report from Financial-->Reports-->Bank Posting Journals.

    We cleaned up the roles and tasks in December and the Accounting is not able to view or print reports. They get an error "Not privileged to run this report".

    I tried creating a test role and adding all the below tasks and it did not work. When I login as DYNSA - I can run this report without any issues.

    Security Task ID Security Task Name
    AADEFAULTUSER* Analytical Accounting Reports
    FADEFAULTUSER* Fixed Assets general user
    RPT_AA_001* Analytical Accounting Reports
    RPT_FIN_001* Financial statements
    RPT_FIN_002* AFA reports
    RPT_FIN_003* FRx reports
    RPT_FIN_004* General Ledger reports
    RPT_FIN_005* Budget reports
    RPT_FIN_006* Checkbook and Banking reports
    RPT_FIN_FA01* Fixed Assets reports
    TRX_AA_001* Analytical Accounting Entry and posting
    TRX_AA_002* Analytical Accounting Adjustment Entry and posting
    TRX_FIN_001* Enter journal entries
    TRX_FIN_002* Enter/edit General Ledger batches
    TRX_FIN_003* Post Financial series
    TRX_FIN_004* Enter bank deposits
    TRX_FIN_005* Enter bank transactions
    TRX_FIN_006* Enter miscellaneous checks
    TRX_FIN_007* Enter bank transfers
    TRX_FIN_008* Reconcile bank statements
    TRX_FIN_009* Transaction matching
    TRX_FIN_FA01* Depreciate Fixed Assets


    Please help to identify which task is required to print this report.



    Thanks and Regards,
    Mangala

    ------------------------------
    Mangala Shetty
    Sr. Business Analyst
    Saint Elizabeth
    Markham ON
    ------------------------------


  • 2.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GPUG ALL STAR
    Posted Jan 04, 2019 04:52 PM
    Edited by Steve Erbach Jan 04, 2019 04:52 PM
    @Mangala Shetty,

    There are four Bank Posting Journals along with the Outstanding Transactions Report that I can find:

    Bank Adjustments Posting Journal
    Bank Deposit Posting Journal
    Bank Transaction Posting Journal
    Bank Transfer Posting Journal
    Outstanding Transactions Report

    There are no default Security Tasks that can print all five.

    Here are the Security Tasks that can print at least one of these reports:

    ADMIN_COMPANY_011
    Bank Adjustments Posting Journal
    Bank Deposit Posting Journal
    Bank Transaction Posting Journal
    Bank Transfer Posting Journal

    RPT_FIN_006
    Bank Transaction Posting Journal
    Bank Transfer Posting Journal

    TRX_FIN_003
    Bank Adjustments Posting Journal
    Bank Deposit Posting Journal
    Bank Transaction Posting Journal
    Bank Transfer Posting Journal

    TRX_FIN_004
    Bank Deposit Posting Journal

    TRX_FIN_005
    Bank Transaction Posting Journal

    TRX_FIN_006
    Bank Transaction Posting Journal

    TRX_FIN_007
    Bank Transfer Posting Journal

    TRX_FIN_008
    Bank Adjustments Posting Journal
    Outstanding Transactions Report


    Does this help?

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
    Excel Webinar List
    ------------------------------



  • 3.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GPUG ALL STAR
    Posted Jan 04, 2019 08:55 PM
    @Mangala Shetty

    Using GP Power Tools will easily allow you to see what roles you need and allow you to quickly make changes of needed.

    Check out the demo video on the portal (http://WinthropDC.com/GPPT) and the Benefits presentation on the downloads page (https://www.winthropdc.com/products_GPPT.htm#Downloads)

    You can install and use the free 30 day trial to see how it can solve your issues and make your life simpler.

    Happy New Year

    David


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

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------



  • 4.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GOLD CONTRIBUTOR
    Posted Jan 05, 2019 04:32 PM
    Thank you Steve,

    I created a Test Role adding the below tasks as you suggested, unfortunately doesn't work for me. DYNSA login works, but when I login as a user, it gives me the same error.

    Security roles that I assigned to the user:



    The tasks are added under the role 'TEST' as below;


    Please advise if I need to run CheckLinks or need to add additional tasks. Sorry for the bother.

    Thanks,
    Mangala

    ------------------------------
    Mangala Shetty
    Sr. Business Analyst
    Saint Elizabeth
    Markham ON
    ------------------------------



  • 5.  RE: Security Task required to view / print Financial Posting Journals - Help!

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 11:46 AM
    Good Morning @Mangala Shetty

    @Steve Erbach gave you great advice, but I think you are going to the wrong place.

    You are going into "Security Roles" and selecting pre-exisitng tasks.

    Steve is pointing you to the Sub-Tasks on each of those "tasks" which are on each of those Roles.

    If you open up "Security Tasks" on your machine you'll be able to select the Product: Microsoft Dynamics GP, the Type - Report the series - Financial.

    Then there is a long list of reports that you can click to give access to.

    That's where you should make sure that the report you are looking for is assigned to one of the "tasks" you have assigned to your custom "roles".


    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)
    ------------------------------



  • 6.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GOLD CONTRIBUTOR
    Posted Jan 07, 2019 01:48 PM
    Thank you Joe,

    I checked the sub-tasks under the Tasks as you said. But I get the same error "Not privileged to run this report".
    Please see screen-prints below;  I can print other reports from the list eg., Bank Transaction Journal. Just the Outstanding Transaction Report is not printing.




    Thanks,
    Mangala

    ------------------------------
    Mangala Shetty
    Sr. Business Analyst
    Saint Elizabeth
    Markham ON
    ------------------------------



  • 7.  RE: Security Task required to view / print Financial Posting Journals - Help!

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 02:15 PM
    Hi @Mangala Shetty

    You may have products installed that change what reports should be printing.  Here is an awesome article by @Mahmoud Saadi that details how to find EXACTLY the report you need permissions to - and then you can go about giving permissions to those.

    Security in GP is extremely frustrating for everyone - so best of luck, and let us know if you find no answers after following the below blog post.


    Using DEXSQL.LOG to Track Security Issues "Not Privileged to run this report" - Microsoft Dynamics GP Community
    Dynamics remove preview
    Using DEXSQL.LOG to Track Security Issues "Not Privileged to run this report" - Microsoft Dynamics GP Community
    How many times have you encountered a security issue with a user clicking on a specific button and an error message pops up such as "Not Privileged to run this report" ! It must have been a hard time for...
    View this on Dynamics >

    ​​​

    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)
    ------------------------------



  • 8.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GOLD CONTRIBUTOR
    Posted Jan 07, 2019 03:04 PM
    Thank you Jo,

    I have started working with our Network Administrator to get the DEXSQL.LOG created. I will keep the group posted on my findings.

    Thank you so much Steve, David and Jo deRuiter.

    Regards,
    Mangala

    ------------------------------
    Mangala Shetty
    Sr. Business Analyst
    Saint Elizabeth
    Markham ON
    ------------------------------



  • 9.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GPUG ALL STAR
    Posted Jan 07, 2019 07:28 PM
    Hi @Mangala Shetty,

    @Jo deRuiter& @Steve Erbachprovided some very good guidance.. However, I think you missed to the check the proper Security Task setup in GP .. You showed us TRX*  & ADMIN* tasks that are responsible for granting access to Transaction windows and Setup forms ... not reporting.
    This is the task you should check out in GP :


    Make Sure the Security Role you created for that user is including this Task and that the Task resources includes the "Bank Deposit Reprint Journal" in the selection..
    If that still throws an error, than I can only see one other issue : the original report was modified and assigned to an Alternate Forms&Reports security profile.. which is something else to investigate.
    Please confirm if that one fixes the problem

    PS: David is right.. GP PowerTools would have solved that problem within 3 minutes with the Security profiler.. :-)

    ​​​​​​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------



  • 10.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GOLD CONTRIBUTOR
    Posted Jan 07, 2019 10:41 PM
    Thank you Beat,

    Just checked the Security sub task for 'RPT_FIN_006' and "Bank Deposit Reprint Journal" is part of the selected sub tasks.
    I have requested our Network Admin team to create the DEXSQL.Log and then will try to generate this report to check which security task is missing as Jo suggested.

    Installing GP Power tools is a good option and will discuss this with our IT asap. Thank you so much. Shall keep the group posted.



    Thanks,
    Mangala

    ------------------------------
    Mangala Shetty
    Sr. Business Analyst
    Saint Elizabeth
    Markham ON
    ------------------------------



  • 11.  RE: Security Task required to view / print Financial Posting Journals - Help!

    GOLD CONTRIBUTOR
    Posted Jan 30, 2019 11:57 AM
    Edited by Mangala Shetty Jan 30, 2019 12:03 PM


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