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Prevent certain Generic Inquiries from being edited

  • Mar 13, 2025 4:26 PM UTC
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Varsity I
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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.

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James Morgan

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    BenjaminCrisman
    Acumatica Employee
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     ​@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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      Varsity I
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      • jmorgan
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      • Varsity I
      • Mar 13, 2025 4:44 PM UTC

      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.

       

       

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      James Morgan
      bwhite49
      Captain II
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      • bwhite49
      • Captain II
      • Answer
      • Mar 13, 2025 5:57 PM UTC

      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.

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