Document Access in User Security

It's been a long stretch of time since my last post but I tend to only post those things that I think are truly useful to users.  Here's one that heretofore, I never knew existed.

 

I'm implementing the Inventory (IV) and Purchase Order Processing (POP) modules for a client.  Their business model calls for the use of only Drop-Ship POs and they asked if there was any way to limit the PO Type that users can enter.  I initially told them it would require a slight customization to accomplish that.

 

However, I was reviewing the POP training materials supplied by Microsoft this morning, and lo and behold, I ran across a paragraph in Chapter 1 - Overview and Setup, that discusses this very topic.

 

Long story short, here's how you do it -

 

I tested it and it works like a charm!  When entering a PO, the Type defaults to Drop-ship and if you try to change it, you get an error indicating access is not available to any other types.

 

Further, Document Access is a Security Task Type in a number of other Tasks, such as Enter Sales Order Transactions, etc.

 

Until next post . . .