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Security on Shipment v Shipment/Invoice Types

  • 1.  Security on Shipment v Shipment/Invoice Types

    TOP CONTRIBUTOR
    Posted Jan 22, 2019 01:50 PM
    In GP, there are some 'Document Access' security operations.

    Ex.) Purchase Order Window, 'Document Access' options for Standard, Drop-Ship, Blanket, Drop-Ship Blanket.

    Assuming I'm not just overlooking options for the receivings transaction types (Shipment, Shipment/Invoice, In-Transit Inventory), what are some other options to grant a person access to the receivings transaction entry window but ultimately prevent them from being able to enter shipment/invoices?

    Can't use Field-Level security because it's a required field...


    Thanks in advance!
    Kyle

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - http://ALaCarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    ------------------------------


  • 2.  RE: Security on Shipment v Shipment/Invoice Types

    GPUG ALL STAR
    Posted Jan 23, 2019 02:17 AM
    Hi @Kyle Malone

    You are registered for GP Power Tools including the Developer Tools module. This can be easily written as a quick trigger and assigned to the users you want to lock down, or to all users.

    Let me know if you need assistance.

    Regards

    David​

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

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

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



  • 3.  RE: Security on Shipment v Shipment/Invoice Types

    GPUG ALL STAR
    Posted Jan 23, 2019 01:50 PM
    There may be a couple of options including a Field Level Security option.

    The options in this post seem reasonable, but I haven't tried them yet.

    https://community.dynamics.com/gp/f/32/t/155836 

    Mark

    ------------------------------
    Mark Polino
    Director of Client Services
    Fastpath
    Altamonte Springs FL
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  • 4.  RE: Security on Shipment v Shipment/Invoice Types

    TOP CONTRIBUTOR
    Posted Jan 24, 2019 09:29 AM
    Both options were suitable and will do the trick!
    Thanks gentlemen!

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - http://ALaCarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    ------------------------------



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