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restricting old invoices viewing for particular users in Nav 5

  • 1.  restricting old invoices viewing for particular users in Nav 5

    Posted Oct 01, 2018 03:13 PM
    it's weird requirement. For particular users, we  wants to disable their viewing access on past posted invoices on the old months, they can create the invoice but they can read old invoice upto current month, previous months invoice access need to restricted.

    How to achieve this permission in Nav 5.0 ? please advise

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    ever for
    Ever For
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  • 2.  RE: restricting old invoices viewing for particular users in Nav 5

    TOP CONTRIBUTOR
    Posted Oct 01, 2018 05:21 PM
    #Security

    A little tricky, but you may be able to create a permission set with a securty filter (Posting Date > mm/dd/yy).  I don't think you can use any date coding there so that people can always see for example invoices from the last three months.  You can put a specific date in filter so for example, the users cannot see invoices older than a specified date.

    I tested the setup below and it worked.



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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA

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    Wednesday, October 17th 2:30pm – 3:30pm

    NEW88 - Hot Topic: 25 Tips and Tricks for New-ish Users
    Thursday, October 18th 9:45am – 10:45 am
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  • 3.  RE: restricting old invoices viewing for particular users in Nav 5

    Posted Oct 02, 2018 05:22 AM
    Edited by ever for Oct 02, 2018 05:36 AM

    Thanks for reply, security filter is working and one month old invoices are not visible but creating new invoice is failing with below error. Any advise?





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    ever for
    Ever For
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  • 4.  RE: restricting old invoices viewing for particular users in Nav 5

    TOP CONTRIBUTOR
    Posted Oct 02, 2018 09:12 AM
    ​Make sure that user has permission to READ table 112 (Sales Invoice Header).

    If the user does have READ permissions on table 112 try removing the security filter to see if that is causing the error.  I wouln't expect that to be the cause, but I suppose it is possible that when creating a new invoice it is checking the filter before a posting date is assigned.

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA

    -----------------------------------------------
    NAVUG Summit 2018 - Phoenix:
    -----------------------------------------------
    NEW86 - RapidStart - a Veritable Swiss Army Knife
    Wednesday, October 17th 2:30pm – 3:30pm

    NEW88 - Hot Topic: 25 Tips and Tricks for New-ish Users
    Thursday, October 18th 9:45am – 10:45 am
    -----------------------------------------------

    NAVUG Board of Advisors, Programming
    NAVUG Programming Committee
    NAVUG Membership Committee
    ------------------------------



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