Give access to receiving only

Epicor ERP 10
1

Hi All,
We recently contracted an outside warehouse that I’d like to have start doing receiving for us directly into Epicor (we are cloud based). What’s the best and easiest way to create a security that has access to receiving only (no other menu items or screens)?

Thanks

2

since epicor gives a structure that has implicit security your best bet might be to create a new top level menu item, disable all the rest at the top for users and create new menu items under the new top level one with just the stuff you want folks to have access too.

2 Likes
3

You can also set their starting menu id in the user account to this new level.

Client Start Menu ID

Defines the primary menu that displays when the current user logs into the Epicor application. Use this field to limit this user’s access to the Main Menu; only this parent menu identifier and any child items below this identifier display on the Tree View. The current user can only launch programs contained by this Menu ID.

You find the identifiers for specific menu items using Menu Maintenance . When you launch this program, all of the nodes for the Main Menu display on its Tree View. Select a node on this Tree View, and the identifier for the selected node displays within the Menu ID field. Copy this identifier and then paste it within the Client Start Menu ID field.

2 Likes
4

Thanks, guys, I’ll give that a shot.