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I want to inactivate shipment/Invoice so that the users can use only shipment when admitting items in the system so that the procurement and Invoicing can be split between two departments.Can VBA do this or its only dex. What about field level security?
It can be achieved by by both VBA(If you are licensed to VBA Modifier) & Dexterity with minimal customization. The field level security will not work because the Particular Field "POP Type" is a required field.
The fact mentioned above is absolutely true, you can not add a field level security restriction for a required field. Although, there is some happy news in here. You may use a specific feature in the Field Level Security to achieve this requirement.
1- Create a new field level security for the "Receiving Transaction Entry" window, POP Type field
2- On the actions, choose the "Password Before" in order to prevent changing the type without having the password to do so.
Hint: the "password after" option will never work because it will pop up as you open the screen which will never work for you
3- Now, as you open the receiving transaction entry window, when changing the type from "Shipment", which is the default to anything else, you will have to enter a password, see below:
You may assign this to specific users, leaving it accessible for other user so that they can enter an "In transit" type. If neither the (shipment invoice) nor the (in transit) are used for you, you can set this password for all users and make it completed restricted for all.
Your feedback is highly appreciated,
It was a good suggestion, In fact, we can completely avoid the customization for this requirement. But, I would like to add a point to Romryan, his requirement was the user not to Select the Shipment/Invoice. In this case, from the above steps(No. 2) you have to chose the Security Mode "Password After" so that when a user try to change the type from Shipment to other types. It will Pops Field Level Security Password window where a user cannot continue until he provides the right password to change the type or by clicking cancel it default to the Shipment Type.
Mahmoud, Correct me If I am wrong.
Mahmoud - provided the good suggestion for preventing users to use Shipment/Invoices by using field level security with password. Shan, if you click cancel button without entering password, then the field value will revert back to old even the field level security action has set to "Password After".Hope this helps!!!
I have conveyed the same in my earlier post.
We've investigated this and discovered that Field Level security can't be used on this field for GP Web Client windows.
And because this is a required field we can't lock this field from a Web Client user changing it to Shipment/Invoice.
Any suggestions for GP Web Client window?
This won't 'lock' the field, but it may work for you. Open the Receivings Transaction Entry window in Modifier. Click on the field POP Type. In the Properties window, double-click on the DataType property. The Data Type Definition window will open. Go down to Static Values and click the ellipses button to the right of Text. The Static Text Values window will open. Click on the Shipment/Invoice selection and change the text to DO NOT SELECT (or whatever), then click the Replace button. OK your way back to the window itself. Because you changed a Data Type definition, you do not need to change it to a Modified window in the Alternate Forms/Reports ID.
The user can still select the 'DO NOT SELECT' item, but hopefully, it will solve your problem without doing any 'customization'.
Thanks, that worked.
We suggest an Enhancement Request in the Setup of Purchase order Processing to allow/disallow Shipment/Invoicing and In-Transit Inventory
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