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

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Posted on by 64

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 

8055.pastedimage1669695675312v1.png

Role --> system admin

5684.pastedimage1669695696113v2.jpeg

Anybody suggest on it?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,419 Super User 2024 Season 2 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    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.

  • GIB Profile Picture
    GIB 64 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    I've got a problem.

    pastedimage1669708604361v1.png

    Thank you for your advice all.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,419 Super User 2024 Season 2 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    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.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    I guess there is some extension done for that.

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

    Thanks,

    Girish S.

  • GIB Profile Picture
    GIB 64 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

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

    pastedimage1669702934858v2.png

    pastedimage1669703087006v3.png

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

    pastedimage1669702823982v1.png

    I'm not sure that is the problem.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    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.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    Have you tried with "Accounts receivable manager" role?

    How are you assigning roles to users?

    Thanks,

    Girish S.

  • GIB Profile Picture
    GIB 64 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    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,

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Security role of Accounts receivable > inquiries and reports > invoices > invoice journal

    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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