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

8055.pastedimage1669695675312v1.png

Role --> system admin

5684.pastedimage1669695696113v2.jpeg

Anybody suggest on it?

Categories:

Administration and Setup

Development / Customization / SDK

Other

Financial Management

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André Arnaud de Cal... 290,524 Super User 2024 Season 2 on at

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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 64 on at

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

I've got a problem.

Thank you for your advice all.
André Arnaud de Cal... 290,524 Super User 2024 Season 2 on at

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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 27,828 Moderator on at

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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 64 on at

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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.

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.
GirishS 27,828 Moderator on at

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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 27,828 Moderator on at

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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 64 on at

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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 27,828 Moderator on at

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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.