Customization CR1527
New Customer/Vendor Security
Description of Need:
ACME needs to prevent associates from creating new customers and/or vendors, but still need the ability to make changes to existing records.
Description of Solution:
Navigation: Tools >> Setup >> Company >> Customer/Vendor Security
| Field | Function |
| User ID | Enter or select a User ID from the lookup. |
| New Customer | Mark this checkbox if the User ID is allowed to enter a new customer into GP. |
| New Vendor | Mark this checkbox if the User ID is allowed to enter a new vendor into GP. |
Customer ID Controls
A User ID MUST be listed in this table AND marked to add a new Customer in order to be able to enter a new customer into GP. If the user enters a Customer ID that doesn’t already exist in GP, they will be warned with the following message:
You do not have access to add this Customer.
The Customer ID field will then be cleared and the user cannot continue. If the Customer ID is already in the system, then no messages will be displayed and the user can continue.
Various windows within GP (ex. Sales Transaction Entry) prompt the user if they wish to add a new customer when one is entered that does not already exist:
This message box will still be presented, and the user will be allowed to click ADD, however when GP opens the Customer Maintenance window, the enhancement will step in and stop the add if the User ID does not have access.
Using this method will prevent the need to use an excessive amount of triggers and should ensure that all locations in GP and most third party products will trigger the enhancement to prevent creating customers.
As per the information in the Assumptions/Requirements section, many third party products will add Customers that will be captured with this method, but not guaranteed. Triggers can be added to the enhancement at an additional cost and are not covered under this estimate.
Vendor ID Controls
The Vendor ID Controls will function as described in the Customer ID Controls section.
Assumptions/Requirements:
- The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
- The functionality described above is intended for the GP Desktop client.
- National Accounts functionality is NOT used.
- Advanced Distribution functionality is NOT used.
- Unless otherwise noted in this document, reporting is not included in this estimate.
- Unless otherwise noted in this document, Word Template functionality is not addressed.
- Unless otherwise noted in this document, the enhancement will not integrate with 3rd party products. Some examples of 3rd party products would be:
- An ISV plug-in product including WilloWare products
- A dexterity customization designed by another developer
- Dynamics GP Modules including, but not limited to:
- Project Accounting
- MDA
- Analytical Accounting
- Copy functionality found in SOP, POP and Inventory
- Field Service
- Extended Pricing
- Manufacturing
For information on this design, or any other WilloWare customization or product, please contact us:
www.willoware.com/contact-me/