Hi all,
New to the forum
I am stuck with Navision 2018.
We have a process in our finance team, so we can control who can change banking details on the system. (we use permission sets to control access)
User 1 = The user can create a "New" vendor , and can also create a "New" Vender Bank Account (Sourcetable: 288 ).
This user is unable to assign the bank account that was just created for the vendor to the fields: Preferred Bank Account Co. / BACS Account No.
User 2 = Is unable to create Vendor Bank Account details, but is able to "assign the bank account details/(check info is correct)" to the vendor (Sourcetable: 23)
The above process works for us as a control method of what we need.
Where i am stuck is:
Once User 1 creates the Bank account detail, and User 2 assigns that bank,......... lets say User 1 wants to modify the "bank account" , User 1 can click into the Vendor Bank Account , and modify the record....
Sooooooooooooooo, on that note, i have a permission set that enables User 1 to " Insert, Modify, Delete" for the Vendor Bank Account card (Sourcetable: 288)
If i remove "YES" from the modify field, or select "Indirect" , Then User 1 cannot Modify the Bank details, which is Great!!
HOWEver!, it also stops User 1 from being able to create "NEW" Bank account details, despite having "insert" permissions for the bank account setup...
Its almost like a Flaw, that by changing the Modify field, remove the ability to create new.
When User 1 tries to delete the bank record, its the same as unable to create a New one...
But when i modify the permission set to say User 1 can modify the Bank account details (sourcetable 288) , then the NEW and DELETE functions both work....
Any ideas ? I am super baffled!
