Payment Journal Restriction

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Posted on by Trublu849

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Hey,

I am in need of assistance for restricting users on Payment Journals on a permission set but they have to be able to use the general journal still, I tried a security filter on General Journal but no luck. Any help would be awesome!
Thanks,

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Vaishnavi J 3,060 on at

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RE: Payment Journal Restriction

Hi

First create a copy of the permission sets and then set security filter on table data of general journal line based on template name "PAYMENT" and then assign this copied permission set to that user.

Please ensure that the user does not have any other permission sets which has permission of RIMD on table data on General Journal line.

other wise it will overrule.

So this will allow the users to access only the payment journal page and not any other journal page.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

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Trublu849 275 on at

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RE: Payment Journal Restriction

You are the best! Worked like a charm...Thank you VERY MUCH!!!!

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