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Field level security does not work for NON-sa user

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on 21 Apr 2011
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Can I password protect adding/changing vendor records?

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internal control over vendor card changes

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mdbusapp
Posted by
on 18 Jan 2012 11:17 AM

We allow our accountspayable clerk to create new vendors.

We'd like to automate a work flow so that it goes to a second level for approval.

We'd also like to limit any changes to the vendor card at her level once it has been approved.

Question - how can we automate a work flow on vendor card initial set up

- and set permissions to allow her to create the card initially, but limit her making any future changes.

Security security on GP vendor security and permissions Secuirty Access security Access Security option in Microsoft Dynamics GP Security Role Security groups security permission security roles security roles access Security roles access privileges Vendor card Vendor Address vendor account maintenance
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  • Richard L. Whaley
    Posted by
    on 18 Jan 2012 1:21 PM
    Suggested Answer

    The first part of your question is easy and there are several directions.  One of the simplest that comes to mind is Business Alerts where a person or group can receive an email when a new record is added (or edited)

    As for restricting editing, one of the best approaches is simply to keep an audit trail of changes since many times there are legitimate reasons for changes to be made by the person creating the record.

    Richard L. Whaley Author, Publisher, Consultant

    http://www.AccoladePublications.com

    Enhancing your Dynamics Knowledge!
  • L Vail
    Posted by
    on 19 Jan 2012 2:39 AM

    Hello mdbusapp,

    Short of actually creating a workflow via programming, all we have is an 'after the fact' notification. My clients often use the 'created date' field in the vendor maintenance table to notifiy the powers that be of a new vendor. There is also a 'modified date' to alert of modifications. Still, it doesn't solve the problem of preventing the change to happen in the first place. Do you have the electronic signatures module? That could be a handy way to prevent changes.

    Everybody has the Activity Tracking module out of the box, no SQL experience required :)/

    Kind regards,

    Leslie

    Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITS
    ASCI, Inc.    *    PO Box 600965   *   Dallas, TX 75360    *   972-814-8550   *   leslievail@earthlink.net