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Please Help! GP 8 Newb

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Hi.  I am new to GP (version 8 here) and have dropped into supporting it without any history or resource at my disposal.  I am barely scraping by with the requests.  I have a request from a user which I am having a lot of difficulty understanding.  Any help would be very greatly appreciated.  The first request was sent by a manager:

"Jennifer needs access to A/R in Great Plains for Tom, Jeff, Harry & Joe."

then a followup request was sent by the user herself:

 "Mark I am set up for my customers in Great Plains but I can’t get into Tom, Jeff's, Harry’s or Joe’s customers,"

So.  I have no clue where to look for this.  I keep exepecting to find an NTFS type ACL where I just give Jennifer permissions for the 4 guys customers but I don't see anything remotely resembling this.  I don't even think I understand the request fully and have nowhere else to turn.  Please help.  TIA!

Mark

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  • winthropdc Profile Picture
    winthropdc on at
    Re: Please Help! GP 8 Newb
    Hi Mark
    I would use Advanced Security and its By Menu view to control your access forms based on the navigation.
    
    To get more information on Advanced Security, look at the following FAQ KB article:
    
    https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-us;894705
    
    For data or row level filtering you would need a customisation.  Have a look at my blog post on the the topic:
    
    http://blogs.msdn.com/developingfordynamicsgp/archive/2008/08/13/row-level-filtering-proof-of-concept.aspx
    
    David Musgrave [MSFT]
    Escalation Engineer - Microsoft Dynamics GP
    Microsoft Dynamics Support - Asia Pacific
    
    Microsoft Dynamics (formerly Microsoft Business Solutions)
    http://www.microsoft.com/Dynamics
    
    mailto:David.Musgrave@online.microsoft.com
    http://blogs.msdn.com/DevelopingForDynamicsGP
    
    Any views contained within are my personal views and not necessarily Microsoft policy.
    This posting is provided "AS IS" with no warranties, and confers no rights

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