Hello. Is it possible to limit an approver’s visibility on the Bills & Adjustments screen to only those bills that have been assigned to them? We have employees who need to approve bills related to their department, but we do not want them to see other company bills of a sensitive nature. I can only see an all-or-nothing approach to access on the Access Rights screens. Thank you.
Answer
Limit Bill Visibility by User
Best answer by Md Kalim Ashraf
Hi, Yes, it's possible to limit an approver's visibility to only their assigned bills. While the basic Access Rights screen might show an all-or-nothing approach, you can achieve this through a combination of settings:
- Role-Based Access Configuration:
- Create a custom role for approvers with restricted access
- In the Access Rights by Screen (SM201020), grant access to the Bills & Adjustments screen (AP301000) with restricted rights
- Row-Level Security:
- Navigate to Configuration → Security → Configure Row Level Security
- Create a new policy for the AP Bills table
- Set up conditions to filter records based on the ApproverID field
- Generic Inquiry:
- Create a custom Generic Inquiry for bills
- Add a condition WHERE ApproverID = @UserID
- Replace the standard Bills & Adjustments screen with this Generic Inquiry for restricted users
Which version of Acumatica are you currently using? This might affect the exact implementation details.
Hi, Yes, it's possible to limit an approver's visibility to only their assigned bills. While the basic Access Rights screen might show an all-or-nothing approach, you can achieve this through a combination of settings:
- Role-Based Access Configuration:
- Create a custom role for approvers with restricted access
- In the Access Rights by Screen (SM201020), grant access to the Bills & Adjustments screen (AP301000) with restricted rights
- Row-Level Security:
- Navigate to Configuration → Security → Configure Row Level Security
- Create a new policy for the AP Bills table
- Set up conditions to filter records based on the ApproverID field
- Generic Inquiry:
- Create a custom Generic Inquiry for bills
- Add a condition WHERE ApproverID = @UserID
- Replace the standard Bills & Adjustments screen with this Generic Inquiry for restricted users
Which version of Acumatica are you currently using? This might affect the exact implementation details.
Md Kalim Ashraf || https://www.linkedin.com/in/md-kalim-ashraf-902793217/ || Acumatica Developer
Hi
Hoping to get more detail on the provided suggestion.
I cannot figure how to create this new policy
- Row-Level Security:
- Navigate to Configuration → Security → Configure Row Level Security
- Create a new policy for the AP Bills table
- Set up conditions to filter records based on the ApproverID field
Also not sure which two tables to join in order to be able to reference the ApproverID with the Bill information
- Generic Inquiry:
- Create a custom Generic Inquiry for bills
- Add a condition WHERE ApproverID = @UserID
- Replace the standard Bills & Adjustments screen with this Generic Inquiry for restricted users
Your guidance will be much appreciated.
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