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  • 1.  Error trying to access Sales Documents

    Posted 14 days ago
    So this is a weird one.  I have a user who has all the major GP roles: Accounting Manager, Order Processor, IT Operations Manager, pretty much anything with "Manager" in the title.  Yet when she tries to access sales documents in one company (and one company only) she gets the following message: "You don't have access to any of the document types."  Doesn't matter if she tries to go through the document search or a smartlist or directly.  Google has zero results.  Anyone seen this or know what I need to tweak to get this to work?

    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
    GPUG All-Star
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Error trying to access Sales Documents

    Posted 10 days ago
    Its going to be this Document Access setting where one or more Doc Types has been unchecked. The Security Task could be any Task or even custom Tasks. Not necessarily limited to Trx_SALES_001 Entry. Example Salespersons set to get Quotes and Orders but not Invoices and Returns
    Then you also have a couple Security Checklinks to run as well as a Reconcile Security to run that will clean up any messy records for users in the two SY tables.

    Thaddeus Suter
    Retus, Inc

    Academy - Online Interactive Learning from Experts

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