Solved

Masking details of a invoice

  • 14 February 2022
  • 4 replies
  • 98 views
M
Rank
Userlevel 2
Badge

Hello Everyone,

 

 

Is there a way that I can mask or hide the details of an invoice [e.g. item sold] so that when payment is applied to an invoice, the AR Clerk can only see the invoice number and amount of invoice? Thanks in advance!

 

 

Kind regards,

Mrivera67

icon

Best answer by Kandy Beatty 17 February 2022, 22:12

View original

4 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @mrivera67  You can do that by Access Rights by Role and adjust the AR Clerk Role.

 

I created a test user and Revoked their rights to Details tab and they can not see the details.

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
M
Rank
Userlevel 2
Badge

thanks kbeatty21, but whenever I do that and try to save it...it goes back to “inherited”...am I missing a step? 

Chris Hackett
Rank
Userlevel 7
Badge

Hi @kbeatty21 anything further you can offer for @mrivera67 ? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Rank
Userlevel 7
Badge +16

@mrivera67  Ensure the Receivables level on the Rights by Role is edited before you go further down the hierarchy.

 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
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