Invoice - Restrict Invoice Changes

Overview

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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