Invoice - Restrict Invoice Changes


Updated 06/24/2021


These instructions are designed to restrict the access of Front Office-focused users from Back Office invoices. 

  1. Navigate to Start Page > Actions Menu > Admin Tools > System > Config Options

  2. Select User from the Select Type drop-down menu.

  3. Enter a user's name in the Select Category field.
  • As characters are entered into the field, user names matching the characters will generate. Select the user you wish to restrict.

  • Locate inv_InvoiceMerge and inv_InvoiceCorrection within the Select Option Type list.

  • Set both of these to inactive by removing the mark from their check boxes.

  • Repeat steps 2-5 as necessary for users.

  • Restart the application. Access to invoices will no longer be available on the user's actions menu.

  • Navigate to Start Page > Actions Menu > Admin Tools > System > Config Options

  • Click the Config Option By FKName tab.

  • Locate inv_btn_Summary1-4 by filtering the ConfigOptionType column.

  • Set the Caption and Action values to any other valid values (e.g. Preview Invoice/PreviewInvoice).

  • In the Select Config Option Value group on the right-hand side of the window, find the users or groups to restrict.

  • Put a mark in the Select for each of these entities.

  • Click Update selected row with default value to save changes.

  • Click the Avionté icon in the upper-left of the screen.

  • Click Restart Application.

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