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Microsoft Dynamics GP (Archived)

Is this possible to give access to change credit limit of customer, based on GP user?

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Posted on by 2,845

Hi experts, 

I need to setup user access like some user only can change the credit limit of particular customers. Can anyone suggest me? 

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  • Suggested answer
    Angel Nuñez Profile Picture
    on at

    This is not possible out of the box. Your best option is VBA Modifier or probably a third party integration like SmartConnect if you have it.

  • Vaidy Mohan Profile Picture
    351 on at

    How about using Field Level Security and set a password and provide the password only to user(s) who are authorised?

  • Manikandan Profile Picture
    2,845 on at

    Hi Vaidhy,

    I need to implement this only for specified customers. If I build a field level security, it will affect to all the customers.

  • Suggested answer
    Vaidy Mohan Profile Picture
    351 on at

    I would certainly think about a customisation. Also check some ISV products that might already have these features. I don't think we have a GP out-of-box solution.

  • Tristan Clores Profile Picture
    2,812 on at

    Hi Mani,

    I think a customization is just about right for you. 

  • MattPaulen Profile Picture
    6,912 on at

    You could potentially use Rockton's Conditional Field Level Security as well.

    Here's a video overview of how it works:

    www.youtube.com/watch

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