web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Unable to Access Smart...
Microsoft Dynamics GP (Archived)

Unable to Access Smart Lists (GP 10)

(0) ShareShare
ReportReport
Posted on by Community Member

 Summary of problem:

 - User "POWER USER" role can access smart lists (ie click on magnifying glass in Inquiries, etc)
 - All other users roles (at least all the ones I tested) unable to click on magnifying glass.  User gets message "you don't have security privileges to open this window" (in all modules).

 Obivious Security Roles / Tasks are checked, including a role to access SmartLists.

 Thank you in advance for suggestions.

Paul Walker
Meadowbrook Golf
www.mggi.com

*This post is locked for comments

I have the same question (0)
  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Unable to Access Smart Lists (GP 10)

    Paul,

    What is the exact version of GP?  I seem to recall this being fixed in SP 1 for GP 10.

  • Community Member Profile Picture
    Community Member on at
    Re: Re: Unable to Access Smart Lists (GP 10)
    GP Version is 10.00.1061  (SP 1 has been applied)
  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Re: Re: Unable to Access Smart Lists (GP 10)

    Paul,

    Sorry, I was thinking SmartList Builder.  Do you mean actual SmartLists?  Or the lookup windows with the lists of things?  Like a list of customer id's vendor id's etc.?  The ones that used to be in the SmartList alternate window list?  If so, those are in the GP dictionary now and they're kind of all over the place, so you will need to be specific about which windows you're looking for.  For example, the customer lookup window is called Customers and Prospects.  From what I can see, most of the lookup windows are under the DEFAULTUSER Task ID.  Is there a particular window that you're looking at?

  • Community Member Profile Picture
    Community Member on at
    Re: Unable to Access Smart Lists (GP 10)

    From what I can tell its all of the lookup windows (advanced lookup?):  Accounts, Vendor IDs, etc.  I was under the impression they were smartlists.  The only way to give everyone access to those windows is to move them into the Power User Group.  

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Re: Unable to Access Smart Lists (GP 10)

    Paul, 

    I think we're talking about the same thing now - in prior versions of GP those were in the 'SmartList' dictionary and you could grant access to them in Advanced Security under the Alternate Modified and Custom view.  Is it possible that this is just an issue with how security was ported over during an upgrade?  Can you create a new user, give them the DEFAULTUSER task and see if it's still an issue?

  • Community Member Profile Picture
    Community Member on at
    Re: Unable to Access Smart Lists (GP 10)

    Victoria:

    Thank you for the assistance.

     I have tried creating new accounts without any luck - same results & security message.  Im stumped!

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Re: Unable to Access Smart Lists (GP 10)

    Paul, that is very strange and I am suspecting there is something else going on.  Do you have any 3rd party products or customizations that may be changing security for these windows?  I just tested this on GP 10.0 SP 1 and GP 10.0 SP 3 (you're on SP 2 based on your version number) and creating a new user and assigning them the AP CLERK security role (and nothing else) gives that new user access to lookups for the vendors and account numbers....

  • Community Member Profile Picture
    Community Member on at
    Re: Unable to Access Smart Lists (GP 10)

    No special customizations, no 3rd parties other than Mekorma.

    One other note - system was upgraded from GP V8

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Re: Unable to Access Smart Lists (GP 10)

    Was the security 'migrated' over or done clean?  I know I have heard of issues with migrated security - that's the only thing I can think of that would cause this.  Might be worth starting a support incident with Microsoft to see if they can help you straighten this out.

  • Community Member Profile Picture
    Community Member on at
    Re: Unable to Access Smart Lists (GP 10)

    User IDs were re-created..... although I guess some things were "migrated" with the DB converion process.

    Is there a security reconcile process?  Would you recommend running it? 

    Perhaps I can find someone at Convergence to assist next month

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans