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How To Prevent Users from Creating New GL Codes?

Posted on by 5

Hi,

It appears that the AP Clerk role in GP allows for new GL account creation.

When I look at the detailed listing of available permissions I do not see anything that identifies this function specifically.

Can you help me identify which box needs to be unchecked and what else this will affect?

Thanks,

Michael

  • Knight1 Profile Picture
    Knight1 5 on at
    RE: How To Prevent Users from Creating New GL Codes?

    A debt of gratitude is in order for the bit by bit instructional exercise My AARP Medicare.

  • Suggested answer
    David Musgrave MVP GPUG All Star Legend Moderator Profile Picture
    David Musgrave MVP ... 13,926 Most Valuable Professional on at
    RE: How To Prevent Users from Creating New GL Codes?

    Field Level Security does not allow you to specify business rules.

    I would look at using GP Power Tools Developer Tools module before any external customisation tools (VBA, Dexterity or VSTools)

    It can do everything Field Level Security can do and much more. It is easy to maintain, has no distribution or upgrade steps needed, works on the web client, is self contained inside GP.

    It has numerous other benefits and many free samples.

    www.winthropdc.com/.../GPPowerTools_Benefits.ppsx

    David Musgrave MVP

    Original creator of Field Level Security and Advanced Security.

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: How To Prevent Users from Creating New GL Codes?

    The functionality you are looking can be done by small customization as mentioned by Derek Albaugh.

  • Suggested answer
    RE: How To Prevent Users from Creating New GL Codes?

    The security roles and tasks pretty much give a user access to a window or not, it doesn't limit the functionality within the window, which is why you're not seeing any security operation that would allow/prevent a user from being able to create a new GL account.

    What you'll want to look at, is more Field Level Security, which can be used to disable buttons and fields within a GP window, that could potentially allow the user to have access to the windows they need, but keep them from being able to create new Gl accounts.

    Another option would be to remove access from the Cards windows for the user, and instead give them access to Inquiry windows where they could view the account information but there wouldn't be any functionality to create new GL accounts.

    If FLS security doesn't work, then the next option would be looking at Modifier and/or VBA on the window.

    Thanks

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