Credit hold security

We had a similar requirement where we wanted to restrict the changing
of pricing on Sales Orders to specific users. I ended up adding a
customisation using the BeforeFieldChange Event and the following
code:
Select Case args.Column.ColumnName
Case "SalesUM"
if args.Row("SalesUM").ToUpper() <> args.ProposedValue.ToUpper()
and SalesOrderForm.Session.UserID <> "manager" and
SalesOrderForm.Session.UserID <> "(UserID)" and
SalesOrderForm.Session.UserID <> "(UserID)" then
messagebox.show("You do not have permission to amend this
field." + chr(13) + "Please change it back.", "Error.",
MessageBoxButtons.OK, MessageBoxIcon.Error)
Throw new UIException()
end if

Case "DocUnitPrice"
if args.Row("DocUnitPrice") <> args.ProposedValue and
SalesOrderForm.Session.UserID <> "manager" and
SalesOrderForm.Session.UserID <> "(UserID)" and
SalesOrderForm.Session.UserID <> "(UserID)" then
messagebox.show("You do not have permission to amend this
field." + chr(13) + "Please change it back.", "Error.",
MessageBoxButtons.OK, MessageBoxIcon.Error)
Throw new UIException()
end if
Case Else
End Select

I had to use specific user IDs as I couldn't find a way to use
Security Groups.

HTH,

Nigel.



--- In vantage@yahoogroups.com, "sgotschall" <sgotschall@...> wrote:
>
> Vantage 8.03.407 on Progress
>
> I would like to set security to prevent people from changing the
credit
> limit or credit hold status on a customer but I want them to be
able to
> view this information in Customer Maintenance.
>
> I know I could customize the form to make the fields Read Only, but
> that would require me to make a different form for those people who
are
> allowed to change this information. Anyone have an easier way of
doing
> this?
>
Vantage 8.03.407 on Progress

I would like to set security to prevent people from changing the credit
limit or credit hold status on a customer but I want them to be able to
view this information in Customer Maintenance.

I know I could customize the form to make the fields Read Only, but
that would require me to make a different form for those people who are
allowed to change this information. Anyone have an easier way of doing
this?
Not really. Field-level security doesn't let you distinguish between
read and write privs. We've limited access to this based on
customizations and menu item access.



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sgotschall
Sent: Friday, January 02, 2009 3:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Credit hold security



Vantage 8.03.407 on Progress

I would like to set security to prevent people from changing the credit
limit or credit hold status on a customer but I want them to be able to
view this information in Customer Maintenance.

I know I could customize the form to make the fields Read Only, but
that would require me to make a different form for those people who are
allowed to change this information. Anyone have an easier way of doing
this?

.


<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007181/msg
Id=72518/stime=1230929113/nc1=3848641/nc2=3848586/nc3=5579911>




[Non-text portions of this message have been removed]
We made the Credit tab invisible for everyone but Accounting.

----- Original Message -----
From: "Brian W. Spolarich " <bspolarich@...>
To: <vantage@yahoogroups.com>
Sent: Friday, January 02, 2009 12:52 PM
Subject: RE: [Vantage] Credit hold security


Not really. Field-level security doesn't let you distinguish between
read and write privs. We've limited access to this based on
customizations and menu item access.



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sgotschall
Sent: Friday, January 02, 2009 3:45 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Credit hold security



Vantage 8.03.407 on Progress

I would like to set security to prevent people from changing the credit
limit or credit hold status on a customer but I want them to be able to
view this information in Customer Maintenance.

I know I could customize the form to make the fields Read Only, but
that would require me to make a different form for those people who are
allowed to change this information. Anyone have an easier way of doing
this?

.


<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007181/msg
Id=72518/stime=1230929113/nc1=3848641/nc2=3848586/nc3=5579911>




[Non-text portions of this message have been removed]


------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
I would be interested in how you did this. I know I could do this by using extended attributes in a customizaion, but I don't know how I would check to see if they are in Accounting or not. The only way I could think of doing this would be to hard code the user ids into the customizaion.




________________________________
From: Chris Robisch <bluewine@...>
To: vantage@yahoogroups.com
Sent: Friday, January 2, 2009 4:04:46 PM
Subject: Re: [Vantage] Credit hold security


We made the Credit tab invisible for everyone but Accounting.

----- Original Message -----
From: "Brian W. Spolarich " <bspolarich@advanced photonix. com>
To: <vantage@yahoogroups .com>
Sent: Friday, January 02, 2009 12:52 PM
Subject: RE: [Vantage] Credit hold security

Not really. Field-level security doesn't let you distinguish between
read and write privs. We've limited access to this based on
customizations and menu item access.

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of sgotschall
Sent: Friday, January 02, 2009 3:45 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Credit hold security

Vantage 8.03.407 on Progress

I would like to set security to prevent people from changing the credit
limit or credit hold status on a customer but I want them to be able to
view this information in Customer Maintenance.

I know I could customize the form to make the fields Read Only, but
that would require me to make a different form for those people who are
allowed to change this information. Anyone have an easier way of doing
this?

.

<http://geo.yahoo. com/serv? s=97359714/ grpId=20369/ grpspId=17050071 81/msg
Id=72518/stime= 1230929113/ nc1=3848641/ nc2=3848586/ nc3=5579911>

[Non-text portions of this message have been removed]

------------ --------- --------- ------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.. yahoo.com/ group/vantage/ linksYahoo! Groups Links






[Non-text portions of this message have been removed]
Go into Menu Maintenance and change all references to Customer Entry to the
customized form with the invisible Credit Tab... EXCEPT Accounting. They use
the non-customized version... but you could call it "Customer Maintenance
(Accounting)" to remind you it's different.

----- Original Message -----
From: "Steven Gotschall" <sgotschall@...>
To: <vantage@yahoogroups.com>
Sent: Friday, January 02, 2009 1:49 PM
Subject: Re: [Vantage] Credit hold security


I would be interested in how you did this. I know I could do this by using
extended attributes in a customizaion, but I don't know how I would check to
see if they are in Accounting or not. The only way I could think of doing
this would be to hard code the user ids into the customizaion.




________________________________
From: Chris Robisch <bluewine@...>
To: vantage@yahoogroups.com
Sent: Friday, January 2, 2009 4:04:46 PM
Subject: Re: [Vantage] Credit hold security


We made the Credit tab invisible for everyone but Accounting.

----- Original Message -----
From: "Brian W. Spolarich " <bspolarich@advanced photonix. com>
To: <vantage@yahoogroups .com>
Sent: Friday, January 02, 2009 12:52 PM
Subject: RE: [Vantage] Credit hold security

Not really. Field-level security doesn't let you distinguish between
read and write privs. We've limited access to this based on
customizations and menu item access.

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of sgotschall
Sent: Friday, January 02, 2009 3:45 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Credit hold security

Vantage 8.03.407 on Progress

I would like to set security to prevent people from changing the credit
limit or credit hold status on a customer but I want them to be able to
view this information in Customer Maintenance.

I know I could customize the form to make the fields Read Only, but
that would require me to make a different form for those people who are
allowed to change this information. Anyone have an easier way of doing
this?

.

<http://geo.yahoo. com/serv? s=97359714/ grpId=20369/ grpspId=17050071
81/msg
Id=72518/stime= 1230929113/ nc1=3848641/ nc2=3848586/ nc3=5579911>

[Non-text portions of this message have been removed]

------------ --------- --------- ------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.. yahoo.com/ group/vantage/ linksYahoo! Groups Links






[Non-text portions of this message have been removed]


------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Forgot to say... we limit A/R Setup to Accounting group. That's where the
non-customized reference to Customer Maintenance resides.
----- Original Message -----
From: "Chris Robisch" <bluewine@...>
To: <vantage@yahoogroups.com>
Sent: Friday, January 02, 2009 1:55 PM
Subject: Re: [Vantage] Credit hold security


Go into Menu Maintenance and change all references to Customer Entry to the
customized form with the invisible Credit Tab... EXCEPT Accounting. They use
the non-customized version... but you could call it "Customer Maintenance
(Accounting)" to remind you it's different.

----- Original Message -----
From: "Steven Gotschall" <sgotschall@...>
To: <vantage@yahoogroups.com>
Sent: Friday, January 02, 2009 1:49 PM
Subject: Re: [Vantage] Credit hold security


I would be interested in how you did this. I know I could do this by using
extended attributes in a customizaion, but I don't know how I would check to
see if they are in Accounting or not. The only way I could think of doing
this would be to hard code the user ids into the customizaion.




________________________________
From: Chris Robisch <bluewine@...>
To: vantage@yahoogroups.com
Sent: Friday, January 2, 2009 4:04:46 PM
Subject: Re: [Vantage] Credit hold security


We made the Credit tab invisible for everyone but Accounting.

----- Original Message -----
From: "Brian W. Spolarich " <bspolarich@advanced photonix. com>
To: <vantage@yahoogroups .com>
Sent: Friday, January 02, 2009 12:52 PM
Subject: RE: [Vantage] Credit hold security

Not really. Field-level security doesn't let you distinguish between
read and write privs. We've limited access to this based on
customizations and menu item access.

-bws

--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@advanced photonix. com ~ 734-864-5618 ~
www.advancedphotoni x.com

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of sgotschall
Sent: Friday, January 02, 2009 3:45 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Credit hold security

Vantage 8.03.407 on Progress

I would like to set security to prevent people from changing the credit
limit or credit hold status on a customer but I want them to be able to
view this information in Customer Maintenance.

I know I could customize the form to make the fields Read Only, but
that would require me to make a different form for those people who are
allowed to change this information. Anyone have an easier way of doing
this?

.

<http://geo.yahoo. com/serv? s=97359714/ grpId=20369/ grpspId=17050071
81/msg
Id=72518/stime= 1230929113/ nc1=3848641/ nc2=3848586/ nc3=5579911>

[Non-text portions of this message have been removed]

------------ --------- --------- ------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.. yahoo.com/ group/vantage/ linksYahoo! Groups Links






[Non-text portions of this message have been removed]


------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links





------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links