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Finance | Project Operations, Human Resources, ...
Suggested Answer

In Security Privilege, what privilege user should have to have the menu appear ?

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Posted on by 558
Hi all,
 
I have a custom role and currently I want to add menu from Inventory Management > Journals entry > Bill of materials
When run Security Diagnostic on the form, this is what I see ->
 
At first, I'm adding the 1st Privilege: Mantain inventory BOM Journal, so I want the role to create. But when trial run, I cannot see the menu. Thought I need to add both, so I add the other one: View inventory BOM Journals, still the menu won't come out.
 
What else I should add in my security Role to make it appear in the menu ?
Thanks
 
 
I have the same question (0)
  • Ramit Paul Profile Picture
    22,803 Most Valuable Professional on at
    What do you mean by menu? are you not able see the details of the form? or?
     
  • Suggested answer
    NikolajSorensen Profile Picture
    1,814 on at
    This is because the menu item is not directly linked to the main menu.
    You will need to find some other menu item from the Inventory management module (I usually prefer a report).
    Add access to that as well, which should get the module to show up and the users to be able to navigate to the module and the BOM journals.
  • Ken Manhattan Profile Picture
    558 on at
    Hi Ramit,
     
    The menu as the Navigation panel, main menu on the left.
     
     
  • Community member Profile Picture
    2 on at
    To make the "Bill of Materials" menu appear in your custom role's menu, you need to ensure that the role has the necessary privileges and permissions. It seems like you've already added the "Maintain inventory BOM Journal" and "View inventory BOM Journals" privileges, but there might be additional steps you need to take:
    Menu Access: First, ensure that the menu item for "Bill of Materials" is configured correctly in your ERP or application. The menu item should be accessible to the role you're creating. Verify that the menu item is assigned to a module that this role can access.
    Data Access: Sometimes, even if you have the privilege to view or maintain certain records, you might not see the menu because of data access restrictions. Check if there are any data-level security settings that might restrict access to specific inventory journals or bill of materials records.
    Cache Refresh: After adding privileges to a role, it's a good practice to refresh the cache or log out and log back in to the application. Sometimes, changes to roles and privileges may not take effect immediately, and a cache refresh can resolve this.
    Role Hierarchy: Ensure that the custom role you're working with is correctly assigned and inherits the necessary permissions from higher-level roles in the security hierarchy.
    Permission Sets: In some ERP systems, roles are associated with permission sets or duties. Make sure that the role you're configuring has the appropriate permission sets assigned, which in turn grant the necessary privileges.
    Workflow Approvals: If there are workflow approval processes associated with inventory journals or bill of materials, ensure that your custom role has the necessary permissions to approve these workflows.
    Consult Documentation: Review the documentation or user guides provided with your ERP or application to see if there are any specific configuration steps required to make the "Bill of Materials" menu visible.
    System Administrator Help: If you're still facing issues, it's a good idea to consult with your system administrator or IT support team. They may have insights into your specific ERP system's configuration that can help resolve the problem.
    By systematically checking these points and ensuring that your custom role has the appropriate privileges, permissions, and access to the "Bill of Materials" menu, you should be able to make it appear for users with that role.

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