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Finance | Project Operations, Human Resources, ...
Answered

Remove menu action item reverse entire journal from journal entry forms

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Hi

I am wondering if any one can help with the following security configuration. I have always tried to keep the security set-up as simple as possible by using standard roles with minimum cutomisation.  But I do occasionally have the requirement to customise a role to provide read only access to some areas of the system typically for internal/external auditors.  

Annotation-2020_2D00_03_2D00_17-081409.png

I have successfully created a read only role that for the most part achieves what I want but one area I am struggling with is journal entry forms such as the vendor tax invoice journal, general ledger journal and fixed asset journals.

 I have given read only access to these functions so that a user with this role can view posted and unposted journals but I cannot work out how to remove the menu action item to reverse an entire journal. It seems strange to me that a role that only has privilege's to view journal txns can see the option to reverse the entire journal and they have the ability to attempt to do this, which fails because they do not have permissions to create a reversal but it would be far better for that option not to appear. But I have so far been unsuccessful in tracking down the relevant privilege and menu action item to be able to remove it.  Can any one help with where I should be looking the security diagnostics has not helped me so far. 

Thanks in advance

Simon

I have the same question (0)
  • Verified answer
    Sergei Minozhenko Profile Picture
    23,093 on at

    Hi Simon,

    By references in code, I see that menu item related privilege is only used in 2 duties "Reverse transaction" and "Use basic functionality". The most interesting thing that "Use basic functionality" duty is a part of "System user" role and I think you have added this role to auditor uses as well. If yes, the only way to fix it is to avoid usage of the standard "System user" role.

    I have no idea why "Reverse transaction" is added as basic functionality, maybe it's a bug.

  • Madhuri Ailavarapu Profile Picture
    on at

    Hi Simon,

    There is a Feature "Mass reversals for multiple documents" which can be disabled from Feature management for the menu item to not show up

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,075 Super User 2025 Season 2 on at

    Definitely, having the "reverse transaction" part of the system user role should be considered as a bug and needs to be reported to Microsoft Support.

    I can recall a similar issue, but thought it was then already reported, but not sure... Was about two years back.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Sergei

    Thanks for the prompt reply I think I agree with you and the others that have replied that this is a bug.  It should not be under system user role or any view only duties/privileges . For now my workaround is to hide this option for my read only user with form personalisation.

    Regards

    Simon

  • Community Member Profile Picture
    on at

    Hi Madhuri

    I appreciate the response but I don't want to completely remove this feature just restrict access to a read only user. It seems to be a bug.

  • Community Member Profile Picture
    on at

    Hi Andre

    thanks for your reply.  I agree with you this seems like a bug.  Th user can't actually reverse the transaction but they can attempt it and it fails with an error message because I have block access to reverse transactions. But it still shows up in the failed reversal history.  My current workaround is to hide the reverse entire transaction option using personilisation applied  to the read only user.

    Best regards

    Simon

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