NAV 2017 - Hiding Purchase Cost

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Hello,

Our company has directive to hide purchase cost from some users and not others. Has anyone here done this before? Any suggestion on how to approach this? One way I heard was to remove this field from the form, menu, reports, etc. by role center. Is there a "smarter" way of doing this?

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keoma 32,729 on at

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you can handle that via permission sets.

with permission sets you can enable/disable e.g. access to table/table data at a base level. so when disable access to a table, for a user with this permission set the table is not usable in the whole nav system (all pages, reports, ...).

other options: create a profile for these users, there remove/hide the fields and buttons. Or use a bool variable in the pages to toggle the visibility.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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Hi,

You can deal with this issue by using user permission set.

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Community Member on at

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Will the permission sets allow me to hide the purchase cost everywhere that the cost field resides? For example, on certain reports, in certain forms, etc.?

I am new to NAV so still not too sure how I can achieve this through user permission set.

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Community Member on at

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Thank you. Will the bool variable hard to program? Will this affect upgrades later on?

I am new to NAV and is coming from a business user perspective. Appreciate if more info can be shed on this.

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Stefano Demiliani 37,166 Most Valuable Professional on at

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You can use a Boolean variable called IsVisible, set it to TRUE or FALSE via code (for example on OnOpenPage) and then set the VISIBLE property of the field to IsVisible.

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RobertasR 5,004 on at

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Hi,

there isn't a standard way of doing it. As some other members suggested, you could use permission sets but that will not automatically hide all costs throughout the system. However, if you understand what the groups of people are, that can't see the cost, then with the hep of permissions and role centers you can limit their accessibility to certain tables/pages.

For example, if warehouse employees can't see the cost, then they should only be allowed to access warehouse documents (receipts, put-aways) but not finance documents (POs, COA, Item Ledger, etc.). It's a helluva task, but I've seen it done multiple times before.

Otherwise, if you just hide certain fields on pages, people can simple view list of all pages and access the cost information.

Hope that helps.

Robertas

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Community Member on at

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Thank you all for your responses so far.

Roberta - would the combination of user permission and role center be able to limit the reports they see / run, or would that need to be taken off manually, as others have suggested to create a different profile and hide/remove the field from the forms and reports?

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Stefano Demiliani 37,166 Most Valuable Professional on at

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User permissions are not enough for what you want to obtain (hiding fields on pages and reports based on the user). You’ve to work also via code as suggested.

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RobertasR 5,004 on at

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Yes it would, if applied correctly. That is, if you don't allow people to see Posted Purchase Invoices (Headers and Lines), and restrict from viewing Item Ledger Entries, the reports will not be able to pick up data from these tables.

I think reports and bespoke pages might be the issue, as these can expose data with having 'indirect' permissions, so might need reviewing, but theoretically it should do the trick.

Robertas

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Stefano Demiliani 37,166 Most Valuable Professional on at

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Yes, but what if you want to permit to open a purchase invoice but to see only certain fields in the card? I think this is the requested problem... this is not only permission-related.

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