Can't find Form in security...

[Borvik]

I'm looking for a particular form in the security options so I can restrict users access to it - but I can't seem to find it anywhere (GP9 btw).

The form is "Customer Maintenance Options", and I've look in both Security and Advanced Security under Forms for Microsoft Dynamics GP under Sales.

I was able to find it under resource descriptions however, right where I expected it to be.

Any ideas as to either where I can find the form so I can disable it for users, or why I might not be able to see it in the security windows?

Thanks.

 

[winthropdc]

Borvick

There is a simple explanation for your problem.

The Customer Maintenance Options window is not a form, it is a window.

Dexterity forms are a collection of windows and the RM_Customer_Maintenance form has 4 windows. RM_Customer_Maintenance, RM_Customer_Accounts, RM_Customer_Options and RM_Credit_Limit.

You wish to control the RM_Customer_Options window.

The security model in Great Plains allows control of entire forms, but not the individual windows that make up a form. So the Security model will only allow an all or nothing approach to these 4 windows. This will be the same regardless of the interface (standard security or Advanced Security) used.

Your Alternatives are:

1) Use Modifier to hide the button.
2) Use VBA to hide or disable the button.
3) Use VBA to close the window when it gets opened.
4) Use Field Level Security to hide or disable the button.
5) Use Field Level Security to ask for a password before allowing the button to be pressed.
6) Use Field Level Security to ask for a password before the window is opened.
7) Use Field Level Security to close the window when it gets opened.

You will need Modifier & VBA or Field Level Security registered to proceed with one of these options.

David Musgrave [MSFT]
Senior Development Consultant
Escalation Engineer - Great Plains
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)

http://www.microsoft.com/Dynamics

Any views contained within are my personal views and
not necessarily Microsoft Business Solutions policy.
This posting is provided "AS IS" with no warranties,
and confers no rights.

 

[Borvik]

Thanks Dave, that explains it - though doesn't solve my problem. I'm just trying to disable certain fields on it (have Modifier and VBA but not FLS), so that our salespeople cannot change the customers credit limit (though they could view it).

Would Field Level Security allow me to restrict those particular fields on that window?

 

[winthropdc]

Hi Borvik

Field Level Security could be used to prevent changing of the credit limit.

However, as you already have Modifier & VBA, I would look at using those tools.

You can disable/hide the button to the options window or disable/hide the credit limit fields. Using either tool.

The simplest is to hide the options button with Modifier and grant access to the modified window to your sales people.

David Musgrave [MSFT]
Senior Development Consultant
Escalation Engineer - Great Plains
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)

http://www.microsoft.com/Dynamics

Any views contained within are my personal views and
not necessarily Microsoft Business Solutions policy.
This posting is provided "AS IS" with no warranties,
and confers no rights.

 

[Borvik]

Thanks Dave - I will attempt that then, though I have no idea when with the projects I have at the moment.

Will post back the results once I've had a chance to try that out.