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Prevent certain Generic Inquiries from being edited

  • March 13, 2025
  • 3 replies
  • 59 views

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A number of clients are creating GI’s.  We are concerned that they could accidently change existing GI’s that they had not created or even system GI’s.

 

Is there a way from preventing this from happening ?

 

Thanks

 

James

Best answer by bwhite49

Yeah, this can be a problem. Training users to make their own copy of a GI rather than editing an existing GI is probably the best way to go. Also taking regular system snapshots.

3 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • March 13, 2025

 ​@jmorgan I believe you would need to remove the customizer role from them to stop them from editing/creating GIs. This is probably not practical though, but there is an option for pre-built system GIs (like AR Invoices & Memos primary list) in the clipboard to Reset to Default:

 


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  • Author
  • Varsity I
  • March 13, 2025

Thanks Benjamin,

As you say, restricting the editing of GI’s defeats the purpose of  allowing the client being able to create their own GI’s.

 

 


bwhite49
Captain II
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  • Captain II
  • Answer
  • March 13, 2025

Yeah, this can be a problem. Training users to make their own copy of a GI rather than editing an existing GI is probably the best way to go. Also taking regular system snapshots.