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Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

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Posted on by GIB

Hi Experts,

I need to know role or privileges to use menu Accounts receivable > inquiries and reports > invoices > invoice journal.

I try to use role

Accountant

,accounting payble clerk

,accounting manager

,accounts receivable clerk

,Inventory account

,sales manager

but to can't see Invoice journal

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Role --> system admin

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Anybody suggest on it?

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GirishS 27,827 Moderator on at

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Hi Wathanavipa Charoensook,

Just open the invoice journal form - Navigate to options tab on action pane - Under Page options group - Click on Security diagnostics - It will open new window which will show you all the roles - duties - privileges that are using this form.

Thanks,

Girish S.

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GIB 75 on at

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Hi Girish,

Thank you for your advice.

Yes, I have tried at all role - duties - privileges that are using this form by Security diagnostics, it's not seen Invoice journal the same.

Thanks,

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GirishS 27,827 Moderator on at

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Have you tried with "Accounts receivable manager" role?

How are you assigning roles to users?

Thanks,

Girish S.

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GirishS 27,827 Moderator on at

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I tested with "Accounts receivable manager" role and its showing invoice journal form under Accounts receivable >> Inquiries and reports >> Invoices >> Invoice journal. Invoice journal form is showing first when you assign that role.

Thanks,

Girish S.

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GIB 75 on at

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I have tried with "Accounts receivable manager" role but not show the same.

I have check security role access report with "Accounts receivable manager" role and other role, about menu item display CUSTINVOICEJOURNA show no access

I'm not sure that is the problem.

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GirishS 27,827 Moderator on at

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I guess there is some extension done for that.

Check whether there is customization done for CustInvoiceJournal form menu item.

Thanks,

Girish S.

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Wathanavipa,

Can you check if there are customizations or configurations done in your environment related to security? It might be the case that someone did set deny permissions for the menu item CustInvoiceJournal.

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GIB 75 on at

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I've got a problem.

Thank you for your advice all.

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André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

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Hi Wathanavipa,

You found the culprit. The standard values for this menu item in this privilege are:

Read: Grant

Update: Unset

Create; Unset

Delete: Unset

It would be possible to set the values back to the original values. If there are users which are not allowed to see this menu item, ensure or they don't have it in a privilege. The deny option should be used carefully and with full awareness that a user with a particular role should never have access.

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