user rights

[Former Member]

Can we set up controls in place where a particular user should not be able to change the price on an item in an invoice unless a manager overrides.

Also we donu2019t want the particular user should not be able to change the credit terms on invoices.

how can we achieve it can someone help us out please

[Former Member · Accepted solution]

Hi,

In your case, an approval process by an user query is the simplest solution.

Thanks,

Gordon

[Former Member · Accepted solution]

how can i achieve from user query. Gordon if you dont mind can you explain little bit more please.

[former_member218051 · Accepted solution]

Hi Bruno,

We have restriced our users from changing price by setting Chnge row Amounts Authorization and as far as invoicing is concerned we have set up an approval process.

Generate a qury in Query Manager and save it.

Define an Approval Template.

Set up orginator and authorizer of the document.

Assign a query and the A/R Invoice to the template.

Thanking You

Malhaar

[Former Member · Accepted solution]

we are using sales order -> sales invoice.

can you explain more on how to create a template and assign the query. what was the query. sorry i was asking too many questions.

[Former Member · Accepted solution]

hi malhaar,

if you dont mind can you give me the query.

[former_member218051 · Accepted solution]

Hi Bruno,

By restricting BP Master to read - only mode user will not be able to change the payment terms on the invoice.

By changing Change row amount authorization prices will not be altered.

These two simple things will serve your purpose.

As far as query is concerned I can give it to you but it is for restricting invoice by taking into consideration cr limit and payment terms.

if exists(SELECT ISNULL(sum(T1.[DocTotal]),0)

FROM [dbo].[PDF1] T0 INNER JOIN [dbo].[OPDF] T1 ON T1.[DocEntry] = T0.[DocNum]

INNER JOIN [dbo].[OCRD] T2 ON T2.[CardCode] = T1.[CardCode]

group by T2.[CardCode] ,T2.[CardName] , T1.[Canceled]

having T1.[Canceled] = 'N' and T2.[CardCode] = $[$4.1.0])

Select Distinct 'True' from OCRD T3

WHERE ($[$33.88.Number] > 0) and (($[$33.88.Number] > (T3.CreditLine - (abs(T3.Balance))+ (abs(T3.DNotesBal))

+ (SELECT ISNULL(sum(T1.[DocTotal]),0)

FROM [dbo].[PDF1] T0 INNER JOIN [dbo].[OPDF] T1 ON T1.[DocEntry] = T0.[DocNum]

INNER JOIN [dbo].[OCRD] T2 ON T2.[CardCode] = T1.[CardCode]

group by T2.[CardCode] ,T2.[CardName] , T1.[Canceled]

having T1.[Canceled] = 'N' and T2.[CardCode] = $[$4.1.0]))And T3.[CardCode] = $[$4.1.0] And (T3.[GroupNum] = 10 Or T3.[GroupNum]= 9 Or T3.[GroupNum]= 18)))

else

Select Distinct 'True' from OCRD T3

WHERE ($[$33.88.Number] > 0) and (($[$33.88.Number] > (T3.CreditLine - (abs(T3.Balance))+ (abs(T3.DNotesBal))) And T3.[CardCode] = $[$4.1.0] And (T3.[GroupNum] = 10 Or T3.[GroupNum] = 9 Or T3.[GroupNum]= 18)))

Give me your E - Mail Id so that I can send you the docementation for approval procedure.

thanking You

Malhaar

[Former Member · Accepted solution]

thanks a lot to everyone it worked out very well. Thanks again to all.

[Former Member]

What is your process for Invoice creation? Sales Order - Invoice or Delivery - Invoice? If you have mixed case, the query will be harder.

[Former Member]

Hi,

Check the thread

Regards

Jambulingam.P

[Former Member]

Hi

Refere to link:

Regards

[Former Member]

how can i use SP_Transnotification in this particular situation. i have never used SP_Transnotification.

[Former Member]

Hi

Why don't you use form setting option....

U can try this also:

In the Authorosation Window in the Sales A/R --> Sales Reports --> Change row amounts

Regards

Edited by: Pari Minhas on Nov 30, 2011 11:13 PM

[Former Member]

Also we donu2019t want the particular user should not be able to change the credit terms on invoices

[Former Member]

Hi

Give read only Authorization for price lists to the user;

Under Authorization---> Inventory -> Price Lists -> Price Lists

Regards