Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

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Posted on by HRF

470

Hello - I am trying to restrict users so that they cannot see the document note field button in the Sales Transaction Inquiry Zoom. I have identified the fields and have hidden them but it’s still showing up. I don’t know what else to do.

The notes fields that I have restricted are:

Note Absent Button – Window Area

Note Present Button – Window Area

Tried just the Absent button and then just the Present button plus even if I have hidden both fields already, it’s still showing up. Please advise. Thanks!

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HRF 470 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Thanks Leslie! I think I'll try this in my test. I appreciate all the responses. You guys rock! :)
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L Vail 65,271 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

I think Modifier is the best answer. Don't forget to mark both the 'Note Present Button' as well as the 'Note Absent Button'. You could also just move it off of the window. I like the invisible option, personally.

If you only want to hide it for the auditor, change the Dynamics.set file and add another group of paths (named AUDITOR) that points to the special 'auditor' Forms.dic. Then, change the switch Workstation2=Windows, to Workstation2=Auditor (or whatever you've named the second set of paths in Dynamics.set file. Then, create a special shortcut for the auditor to use that points to the custom forms dictionary. To make sure he doesn't try to use the 'real' forms dictionary, take his windows security away from that file.

Your shortcut for the auditor would look something like this, except you would use the correct paths:

"C:\Program Files\Dynamics\GP 2013\Dynamics.exe" "Server Name\Share Name\Auditor.set" "Server Name\Share Name\Auditor.ini"

It's a little convoluted, but it works :)

Kind regards,

Leslie
HRF 470 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Hi Somakarpagamoorthy,

We need to hide the field. But I guess push comes to shove, I can make use of the Lock or Disable field. Thanks again.
HRF 470 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Hi Mahmoud,

Unfortunately this screen is already modified so I can't add to it anymore because this requirement of hiding the field is just for audit purposes. Thanks!
Mahmoud Saadi 32,738 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

soma

You are always welcome my friend,

I believe it is not a matter of right and wrong, it is all related to the business requirement and what's required to be accomplished.

Both could be applicable accordingly,
soma 24,406 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Mohamoud, thanks for the update.

I think, auditors will find the information only on inquiry windows not on the transaction entry windows (May be I am wrong). If am I correct, I think no need to modify the SOP entry window for the above requirement.
Mahmoud Saadi 32,738 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

soma

I may have not stated it quite clearly, I was proposing to create a new modifier role starting from the sales transaction entry window, extending to sales transaction inquiry. It's not appropriate that auditors could find the note field hidden on the inquiry window while it showing on the transaction entry window.

The new modified role should encompass the sales transaction entry window and inquiry zoom as well. The same logic and steps can be applied on the sales transaction inquiry zoom as shown below:

Meanwhile, other users which are assigned to the original window can view the same windows without modifications and enter notes on a daily bases with no issues at all.
soma 24,406 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Mohamoud AlSaadi,

I hope this is for Sales Transaction Inquiry Zoom not Sales Transactions Entry window.
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Mahmoud Saadi 32,738 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Hello HRF

I may propose another work around solution to be considered for your specific inquiry. You can use Dynamics GP modifier and change the visibility of this field to "False"

This will result with invisible field on the screen as shown below:

Of course all these modifications are to be assigned for a specific role, which is assigned to specific users. You can by then keep the field hidden for specific users while showing it to other users.

Hopefully, this should cover your requirement.

Never hesitate to share any further inquiries,
soma 24,406 on at

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RE: Field Level Security - Sales Transaction Inquiry Zoom - Hide Document Notes

Is "Lock Field" suitable for your requirement? If so, then you can use Field Level Security to achieve the same.

Hope this helps!!!