Accounts Receivable Security

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Posted on by Shane Sketchley

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In the Receivables Transaction Entry window (Transactions >> Sales >> Transaction Entry) under Document Type is there a way to only allow the functionality to raise Credit Notes and Returns to certain users? Basically, I'd like to restrict document access to certain users.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Nope. It's all or nothing.

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Community Member on at

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Frank:

Thank you. Can the form be modified with Modifier to remove credit memo and return so that one group of users sees the full list and the second group only sees a partial list?

Thanks!

Brenda Haynes

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Ian Grieve 22,784 on at

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You might be able to use VBA to reset the type to Invoice if a user of specific classes try to change it. There is a Change event available.

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Ian Richardson 4,150 on at

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try field level security as discussed toward the end of this tk

support.microsoft.com/.../894705

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Ian Grieve 22,784 on at

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I think Field Level Security would only work if you wanted to stop people changing the document type from Invoice so you would stop them doing any other transaction type.

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Community Member on at

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Thanks for your replies.

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Bashir Ahmad 5,248 on at

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Accounts receivable manager security role:

technet.microsoft.com/.../hh527103.aspx

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