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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

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

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David Musgrave MVP, GPUG All-Star

Managing Director
Winthrop Development Consultants

Perth, Western Australia

http://www.winthropdc.com
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Original Message:
Sent: 01-22-2019 01:49 PM
From: Kyle Malone
Subject: Security on Shipment v Shipment/Invoice Types

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)
------------------------------

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

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Mark Polino
Director of Client Services
Fastpath
Altamonte Springs FL
------------------------------

Original Message:
Sent: 01-22-2019 01:49 PM
From: Kyle Malone
Subject: Security on Shipment v Shipment/Invoice Types

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)
------------------------------

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)
------------------------------

Original Message:
Sent: 01-23-2019 01:49 PM
From: Mark Polino
Subject: Security on Shipment v Shipment/Invoice Types

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

Original Message:
Sent: 01-22-2019 01:49 PM
From: Kyle Malone
Subject: Security on Shipment v Shipment/Invoice Types

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)
------------------------------