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Dynamics 365 Community / Forums / Finance forum / One account can see &q...
Finance forum

One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

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Posted on by 960

Hi All

         I have an non admin account. I have already add Privllege Financial journals, View ledger voucher information and View ledger journal transactions for this account. So I can see the "Post" in Invoice Journal; however, I cannot see it in Vendor payment journal.

         Both Journals are using same form, but why I only can see the post in Invoice Journal?

Best Regards, JustZM

5228.PNG

  • Suggested answer
    praveens007 Profile Picture
    16 on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Sukrit this worked for me. What a gem.

    regards

    PS

  • JustZM Profile Picture
    960 on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hi Satish Panwar

    Thank you very much!

  • Verified answer
    Satish Panwar Profile Picture
    14,651 Moderator on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hello..  I think i took the thread in a different direction.. you have been inquiring regarding Post. What happen is in Form LedgerJournalTable, you can check enableButtonsActive() method.  You will see that while enabling Post button, menu item is changed based on JournalType.

    E.g. for payment journal, code used is below:

    post.menuItemName(menuitemActionStr(LedgerJourPostLJTransVendPaym));

    Now if you take this menu item and do view reference, you will get privilege "Post vendor payment journal transactions". so this would control the posting permissions on the vendor payment journal.  Role that provides post access on payment journal is "Accounts payable payments clerk". Verified this before responding to you :) sorry for back n forth, hope this will make it clear, if still no, please let us know..

    Thanks,

    Satish Panwar

    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

  • JustZM Profile Picture
    960 on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hi Satish Panwar

             My question might be confuse. I adjusted it.

             LegerJournalTable5(MenuItemDisplay) open form Vendor payment Journal(LedgerJournalTable). The Post is controlled by menu LedgerJourPost(MenuItemAction). I do not know when I modify Privilege Maintain vendor payment journal transactions, why it will affect user to can see or cannot see button "Post"

    Best Regards,

    JustZM

  • Suggested answer
    Satish Panwar Profile Picture
    14,651 Moderator on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    The screenshot below explains it well: 

    Filtered on privilege, then clicked on display menu items > then you can see LedgerJournalTable5 as the 1st element. A privilege can provide access to multiple objects/forms etc, and LegerJournalTable5 is just one of them. Hope this helps.

    pastedimage1567637298349v1.png

    Thanks,
    Satish Panwar
    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

  • JustZM Profile Picture
    960 on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hi Satish Panwar

            Thank you very much for your reply. I still have question.

             In my understanding, Privilege controls user to can see or cannot see button/menu. For example, the Vendor payment Journal's menu is LedgerJournalTable5, and its privilege have

    "Maintain vendor payment journal transactions" and "View vendor payment journal transactions".

    But I do not understand how those privileges relate to the Post button in Journal?

    Best Regards,

    JustZM

  • Suggested answer
    Satish Panwar Profile Picture
    14,651 Moderator on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hi JustZM,

    At a high level, security diagnostics on the form will provide which role/ duties/ privileges are used on the form. If you want to identify which specific privilege, follow steps per below:

    1. Go to form and then right click on 'Post' field and click Form information > form name. it open up another window. scroll all the way to the end. On administration tab, you will find the menu item name. Screenshot below for the invoice journal form.

    pastedimage1567633767857v1.png

    Now go to visual studio (provided you have access) and select this menu item and right click > find references. then in the references window scroll down to view privileges 

    pastedimage1567633904070v2.png

    Double click on it and it will show you the privilege. Do know that the same privilege is going to contain other menu items as well. 

    You can repeat these steps for finding the menu item for any of the journals.

    See below so you can get an idea of how many such menu items exists:

    pastedimage1567633998278v3.png

    If you don't have access to VS, once you know the menu item name, start with roles identified from security diagnostics and then review the privilege to determine which privilege contains the menu item.

    Thanks,
    Satish Panwar
    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

  • JustZM Profile Picture
    960 on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hi All

             Thank you for your all your reply.

             Yes, I know MS will have security to control the "Post" in different Journal form. But in VS I only can check form LedgerJournalTable->PostJournal->Post(Menu Item Button). The Post is MenuItemAction LedgerJourPost. I check its Reference, I only find one Privilege "LedgerFinancialJournalsMaintain".

             However, this privilege does not control all different type Journal.

             Is there way I can find privileges to control Post in Invoice Journal, Vendor payment Journal, or other different journals?

    Best Regards,

    JustZM

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Hello JustZM,

    Isn't this actually a good practice to ensure that the people who enter invoices cannot pay them to avoid possible fraud?

    Best regards,

    Ludwig

  • Suggested answer
    Sukrut Parab Profile Picture
    71,682 Moderator on at
    RE: One account can see "post" in Invoice Journal, but cannot see "post" in Vendor payment journal.

    Posting is done through class LedgerJournalPost  for all these journals you mentioned . The purpose of creating different menuitems for example LedgerJourPostLJTransVendInvoice and  LedgerJourPostLJTransVendPaym for these journal is for handling security, see properties of these menuitem for more information. Just do find references on these menuitems and see how these menuitems are used in security privilages and how those privilages are used in security role.

    The privileges you mentioned must have view and delete access for these menuitems.

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