By using this website, you agree to our Terms of Use (click here)
I need assistance to be able to restrict user role to change the Vendor Bank Details on screen AP30 30 00, Payment Instructions. On the Access rights by screen I do not find the Vendor bank details tab.
I do find the payment method details tab - when I want to change the access right to view only, it jumps back to Inherited.
Is it possible to restrict a user to remove attachments from any Document?
Make sure the level above where you are defining the permissions is explicitly defined and not inherited.
As for removing attachments, try changing permissions on the File Maintenance (SM202510) screen.
Perfect Thank you for the hint!
Intercompany Documents:
I am experiencing challenges with Access right to company documentation.
We have a 3 step process
Step 1 - Receive supplier invoice for expense in Company A
Step 2 - Create ARInvoice for the on charge to my sister company, create in Company A
Step 3 - Generate the APInvoice from the ARInvoice - APInvoice in Company B
We use the Intercompany Document process in Acumatica for step 3.
The ARInvoice values originate from a Supplier/Vendor Expense APInvoice (Step 1).
My challenge and I hope you can assist, I need to view the PDF/file attachment for the expense received from the APInvoice that is Step 1 on Inter company Process.
I managed this with the side panel
The challenge is that the user in company B does not have access to the Company Access Role (company A) & hence cannot view the Supplier Invoice.
We do not want to give the user access to the Company Access Role. How can the access rights be adapted to be able to view the Supplier invoice that was created in a different company?
Note I have updated the Access rights for the GI the supply the Grid and the Side Panel. This does not seem to be working. Any Suggestions will be great!
Online Members