Question

user should Access for only debit memo but not for payments

  • 13 December 2023
  • 7 replies
  • 68 views
B
Rank

Can someone help me to restrict the access of user to see only debit memos / debit memo but not to see payments under bills and adjustment??

7 replies

Laura02
Rank
Badge +18

Hello @balajib49 ,

There is an Idea to provide access by document type. Is this what you’re looking for?  If so, the idea is listed in the Ideas section of Acumatica community. Please vote:

Are you asking to hide the Applications tab of Bills so that Payments against a bill are not visible to the user?  Applications tab may be hidden in Access Rights by Role. Navigate to Payables → Bills and Adjustments. I’m not sure if you want to adjust Access Rights on ‘Adjust’ or ‘Payment’ node - please try.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
B
Rank

hi, this is not working. still he is able to see payment screen and create new.

 

B
Rank

@Laura02  If I do that Its completely blocking Checks and payments screen and showing only vendor names in Checks and payment screen. Same result I had achieved by going through the checks and payments under Bills and adjustment.

Thanks for your reply.

Laura02
Rank
Badge +18

@Laura02  If I do that Its completely blocking Checks and payments screen and showing only vendor names in Checks and payment screen. Same result I had achieved by going through the checks and payments under Bills and adjustment.

Thanks for your reply.

Hello,

Can you show the screen and areas you are trying to hide? It’s not clear whether access rights need to be changed in Bills & Adjustments screen or in Checks & Payments screen.

Please show us what you want to see and what you want to hide.  A clear picture helps us to accurately answer. Thank you!

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Chris Hackett
Rank
Userlevel 7
Badge

Hi @balajib49 were you able to find a solution? 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*.
B
Rank

@Chris Hackett  Hi, Yes, I found solutions and fixed somehow. Thanks.

Robert Sternberg
Rank
Userlevel 7
Badge +8

@balajib49 Would you share your solution with the community so others experiencing the same issue know where to find help.  Thank you!

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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