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the line section of form PurchAgreement contains a tab "financial dimensions". This tab is visible only for system administrators.
Even for a user, who has all relevant roles assigned, this tab does not show up.
Problem occurs in company "CEU" which means: system was not set up manually nor by data migration from an earlier version.
Is there someone, who can tell based on which decision (security key, setting, ...) this tab is being displayed?
Any help is appreciated,
Thanks in advance
This is because the form control TabHeaderFinancialDimensions has a property NeededPermission set to Manual.
You have to grant permissions on the privilege or the role. Go to the AOT and select the Role or Privilege. (maybe the role is easier to find)
Expand the Permissions node and select Forms. Then right-click and choose Add form. You can select the form PurchAgreement in the property value. Then select the PurchAgreement node and do another right-click. Choose Add control. Now fill the property with the value TabHeaderFinancialDimensions. Then select this new node and you can select the EffectiveAccess level. Save the Security object and the Financial dimensions (on header) are visible.
The same applies for the Financial dimensions on the Lines. This object is called TabFinancialDimensions.
Thanks a lot.
This helped me too thanks.
hi andre- I am having issues seeing the financial dimensions when I create a new customer system asks for me to fill it in but I cannot see the financial dimensions fields?can you advise what I need to do with my security??? or where I find the priv for this? Thanks
Have you tried the steps provided in the verified answer above? Also the customer details form has a similar tab page. Probably the form you are using to create the custoners is the creation form where you can quickly enter some details and then save and open e.g. de customer details form?
In that case you might need to customuze this creation form to have the dimensions available. So which exact form are you referring to?
I am referring to the creation form (cust create form) exactly what you said. how would I do that?
The creation form is a dynamic build form based on the form DirPartyQuickCreateForm. This form itself is not aware of the customer table. It creates a global address book record and directly a customer in the background. This form does not have the tab control to be able to display the dimensions. I think customizing this form would be a bit difficult.
You said the dimension was mandatory. Did someone change the property Mandatory on the DefaultDimension field of the CustTable? If so, this needs to be reverted back. Then you are able to create a customer without the error. When opening the details form you can specify the dimensions.
so is there anyway to see financial dimensions on the customer create form- I have sys admin and I am able to see the financial dimensions when I click new customer but when I change roles I cannot...the financial dimensions.....I ma just not sure how to add this to my current role....Thanks..if u can provide steps on how I add this to my current role that would be great is there a separate priv or duty for this?
on the default quick create form there is no support for financial dimensions. Can you check if this is a customization?
That helped me as well Thanks
I already tried the step you give above, but when I want to add new control there are no value. Its empty.
Here is the screen shoot of what I've done before
Can you give some advice why there no value when I want to add control ?Thanks and Regards,
The lookup is not working for these form elements. Nevertheless you can type the control name manually. It is not dependent on the lookup values.
Can you help me with some problems when I apply security matrix for Finance. I created a Role "AP_Finance" that only has access to input Invoice & Payment Journal in Module Account Payable. But when I try to apply the Role into user, the user can't input the Financial dimension in Invoice Journal Lines. I try to input all menu item/tables/class that has a relation to 'Dimension' things but it doesn't work. I still can't input the financial dimension value.
Picture below is the appearance financial dimension field before I apply the role AP_Finance
and picture below is the appearance financial dimension field after I apply the role AP_Finance
and also I've check to other Journal menu (e.g. Payment Journal, Fixed Asset Journal, General Journal) have same problem like that.
any solution to solve this problem? I already tried to do like you suggest above, but still not working.
Thanks and Regards,
If you follow the procedure in the verified answer above, it should work. Note that the control name of the financial dimensions can be different.
Hi Andre, This information is much valuable. Thank you for sharing your knowledge with us.
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