Solved

Branch Access

  • 7 March 2024
  • 2 replies
  • 57 views

Is there a way for a user to see all data for all branches when running a particular report regardless of access rights?

 

Scenario: Vendor asks a branch for full remittance details on a check but that branch only has access to there branches information so they can not send. Is there a way for them to pull all info on that check without changing access rights? 

icon

Best answer by jamesh 8 March 2024, 17:15

View original

2 replies

Userlevel 1

I believe that this is a limitation of user rights. The only way that I can think to do this would be to give users access to the other branches and then limit what they can see on those other branches.

Userlevel 6
Badge +6

Is there a way for a user to see all data for all branches when running a particular report regardless of access rights?

 

Scenario: Vendor asks a branch for full remittance details on a check but that branch only has access to there branches information so they can not send. Is there a way for them to pull all info on that check without changing access rights? 

@derekdutton87 - The user will need access to the branch to be able to view the data when they run the report natively.

You could attempt a workaround to this, and instead run the report from an automation schedule and under the branch field/parameter, use @@branch and it will report all branches.  You can further filter the report to that single vendor and that specific check and have the report emailed on a one time use schedule to the user that can verify the information and forward it to the vendor.  This automation schedule will have admin rights as a system user and won’t need additional permissions added (Assuming the user has access to automation schedules). Not sure how long this will work before they lock down this workaround.  ;) 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved