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How to lock the salesperson ID field in sales customer detail entry

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Posted on by Virgilio

Hello does anyone know if there is a way to lock the field salesperson id

we have had some issues where some sales people go to an order and replace the sales id to get the commission

does anyone know of a way to stop this

right now we are using a field located in sales transaction entry, right besides customer id blue arrow opens sales customer detail entry.

hope this is enough info

thank you

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Microsoft Dynamics GP

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David Musgrave MVP ... 14,149 Most Valuable Professional on at

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This will need customization.

GP Power Tools can lock the field with a few minutes work. Or you could audit when the field changes and send emails or write logs, or you could require a password to change or any combination of those ideas.

https://winthropdc.wordpress.com/2017/12/22/gppt-using-gp-power-tools-to-set-default-values-on-windows/

https://winthropdc.wordpress.com/2017/11/09/gppt-using-gp-power-tools-to-track-specific-changes/

https://winthropdc.wordpress.com/2021/08/18/gppt-using-gp-power-tools-to-track-specific-changes-revisited/

Regards

David

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Craig Fuller 411 on at

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Power Tools is awesome.

I'm also thinking that field level security (Microsoft Dynamics GP - Tools - Setup - System - Field Level Security) would work, putting a password on that field before entry.

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David Musgrave MVP ... 14,149 Most Valuable Professional on at

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Craig is correct FLS could give you a simple option without any auditing or notifications.

David Musgrave

Original creator and developer of Field Level Security.

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David Musgrave MVP ... 14,149 Most Valuable Professional on at

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Craig is correct FLS could give you a simple option without any auditing or notifications.

David Musgrave

Original creator and developer of Field Level Security.

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Virgilio 36 on at

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Thank you guys the field level security is what I would need, except I forgot to mention this is GP2010

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David Musgrave MVP ... 14,149 Most Valuable Professional on at

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I sold Omni Field Security to Microsoft for Dynamics GP 7.0 so GP 2010 will not be an issue.

David

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Craig Fuller 411 on at

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David is correct. We were using it with GP2010.

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Virgilio 36 on at

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thanks for some reason i do not have the option, i know it has been customized but this was way before my time

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David Musgrave MVP ... 14,149 Most Valuable Professional on at

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Check if you have the Advanced Security dictionary installed. It should be installed as part of the core Dynamics GP install, but might have been manually removed.

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Virgilio 36 on at

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weird yes I see the ADVSECUR.DIC

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