Note Locks

HelpID: 502622033

Note Locking provides the ability to lock a Dynamics GP Note window so that the note is not editable.

Any Note can be locked. This includes Form-level notes (such as the Note on the bottom, right-hand corner of Item Maintenance), Record-level notes (such as the Note just right of the Item Number field on Item Maintenance), and User Notes (attached to the User Setup window).

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to MODULE: Note Locking, then click DONE.

The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.

Using Note Locks

Open a Form-level or Record-level note. With the Note window open, go to Extras >> Additional >> Lock/Unlock Note (or press CTRL + K).

When the Note is unlocked, the Note Lock window will display three buttons: Lock, Lock with Password, and Cancel.

When the Note is locked, the Note Lock window will display three buttons: Unlock, Unlock with Password (if a password was used, otherwise this button is disabled), and Cancel.

The Lock/Unlock feature provides a “soft” lock, in that the Note can be easily unlocked by opening the Note Lock window and clicking Unlock. It is intended to prevent accidental changes to a Note.

The Lock/Unlock with Password feature provides a “hard” lock, in that locking/unlocking the Note requires entering the System Password. It is intended to prevent access to a Note that should not be changed, such as on historical documents.

Note Lock locks the text field, so that the note cannot be edited, and the Attach and Delete buttons. The OLE Attachment button is not locked because it would then be impossible to view the OLE Attachments. Further, there is no way to prevent editing such attachments if they exist.