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Does anyone know how to remove link for transaction matching by account inquiry via security settings? Why does it sill appear if a login has only Purchasing agent and Purchasing manager?
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Hi Nancy,
If you are using the default roles and tasks created by Microsoft, the following tasks and roles include the Transaction Matching by Account Inquiry window:
Tasks that include the window:
CARD_0101*
CARD_0105*
INQ_FIN_001*
INQ_FIN_005*
INQ_FIN_006*
INQ_FIN_009*
INQ_PURCH_002*
INQ_PURCH_004*
INQ_SALES_004*
INQ_SALES_005*
Roles that include one of these tasks:
ACCOUNTING MANAGER*
BOOKKEEPER*
CERTIFIED ACCOUNTANT*
AP CLERK*
LIMITED USER - FIN*
LIMITED USER - PURCH*
OPERATIONS MANAGER*
ORDER PROCESSOR*
PURCHASING AGENT*
PURCHASING MANAGER*
SHIPPING AND RECEIVING*
AR CLERK*
LIMITED USER - SALES*
CUSTOMER SERVICE REP*
WAREHOUSE MANAGER*
Check your users and see how else they might have gained access to the window.
Kind regards,
Leslie
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