Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Attaching a File to a ...
Microsoft Dynamics GP (Archived)

Attaching a File to a Vendor

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I am trying to set up a user with the ability to attach a file to a vendor record and am having trouble.  The user will access the vendor maintenance card from the Purchasing module.  When they do and pull up a vendor and then click on the 'Attach" button they get the message:

"You don't have security privileges to open this window.  Contact your system administrator for assistance."

For troubleshooting purposes I have added every security role but poweruser to this user's account.  I get the same result.  If I add the poweruser role to the account I am able to attach a file. 

Can anybody help me get the account set up to attach a file without giving that account the poweruser role? 

Thanks for any help you can provide.

*This post is locked for comments

  • Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Attaching a File to a Vendor

    Hi Jim,

    Glad you sorted it out.. DEFAULT USER is not a GP security role as per say.. only Alternate/Modified Forms & Reports role.

    Either you create a new Security Role to assign the proper resources or you take an existing one, copy it and remove the unnecessary accesses from it. This is usually the road I take, as it's quicker and safer.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attaching a File to a Vendor

    Thanks for your help Spritely and Beat.  The thread you suggested led me to the answer.  What I ended up doing was modifying a task that gave rights to the Document Attachment Management window.  This allowed the user to access this window and attach files.  Yee Haaa!

    For some reason adding the tasks DEFAULT USER, 'ADMIN_COMPANY_001*' did not give the user access to the windows.  

    Thanks again for answering the post.

    Jim

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attaching a File to a Vendor

    k

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Attaching a File to a Vendor

    Hi Jim,

    Looks like you posted your question twice :-)

    https://community.dynamics.com/gp/f/32/t/199307

    if the answer provided by Spritely didn't help you, I suggest that you look into the user's security and check if they are assigned to the role 'ESS PURCHASE REQUESTER*'...
     This should provide access to the document attachment window in GP. Now it is fully possible that this role doesn't exist in your GP company... if that's the case, please check this link :

    https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/01/25/ess-security-roles-in-microsoft-dynamics-gp-2013-and-microsoft-dynamics-gp-2015-what-do-they-give-users-access-to

    and this one :

    https://community.dynamics.com/gp/b/dynamicsgp/archive/2014/12/02/new-security-roles-and-tasks-are-missing-when-upgrading-to-microsoft-dynamics-gp-2015

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attaching a File to a Vendor

    community.dynamics.com/.../122057

    I think the above article may help you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans