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How to limit the use of the Transfer Type by user


jesuscruz97
Jr Varsity II

Hi: 

I need to setup security by user in order to let some user create only 2-step Transfers. With this I can reduce the human error at the trasfer process. 

 

Please let me know if someone has achieved this or if there is a way to do it. 

 

Thanks, 

 

Jesus. 

Best answer by jesuscruz97

We create a user role and assign it to the users. using a customization, if the user logged belongs to that role only allows 2-step transfer. 

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4 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • August 23, 2023

Hi @jesuscruz97 

You can not limit based on Transfer Type. It is just like Order Types and you can not limit that either. 

You would need a customization for this. 


jesuscruz97
Jr Varsity II
  • Author
  • Jr Varsity II
  • 17 replies
  • August 23, 2023

We are thinking to restrict the Transfer type by creating a checkmark on the user or create a role and assign it to the user and restrict the transfer type by this role. This using customization of course. 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2809 replies
  • September 18, 2023

Hi @jesuscruz97 were you able to find a solution? Thank you!


jesuscruz97
Jr Varsity II
  • Author
  • Jr Varsity II
  • 17 replies
  • Answer
  • September 18, 2023

We create a user role and assign it to the users. using a customization, if the user logged belongs to that role only allows 2-step transfer. 


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