Customer - Bill To

Epicor ERP 9
1

By default, is the Customer Bill To available to manually update? The fields are grayed out and only allowed to be updated if we click on the ‘Copy Customer Address’ button which fills in the fields but is still grayed out to not allow edits. How does the Bill To Maintenance get edit/updated?

2

What would be the best way to limit who has access to edit the Bill To section within Customer Entry?

3

We have a customization that provides limited access for part maintenance edits based on user’s security group assignment. If person is within group with limited privileges then all controls are disabled on form load and then only particular ones are enabled, the ones we want to allow them to edit. Here’s an example of some of our vb in 905702

Nancy

Sub DisableControls2(Optional ByRef ctls As System.Windows.Forms.Control.ControlCollection = Nothing)

'in case of Buyer part privileges; due to SCR352
If ctls Is Nothing Then
ctls = oTrans.EpiBaseForm.Controls
End If

    For Each ctl as Control in ctls
        If ctl.HasChildren Then 
            DisableControls2(ctl.Controls)
        end if

        If  (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiTextBox) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.Controls.Combos.UOMCombo) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiUltraCombo) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiCheckBox) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiNumericEditor) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiUltraGrid) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiRadioButton) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiButton) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiCombo) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiUltraComboPlus) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiDateTimeEditor) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiTimeEditor) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiCurrencyEditor) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiPictureBox) _ 
        OR (TypeOf(ctl) IS Epicor.Mfg.UI.FrameWork.EpiRetrieverCombo) _ 
        Then 
            ctl.enabled = false
        end if

'Buyer, primary vendor, lead time and minimum order quantity.
'fix second line to be OR ctl.name = “tbPart” _
'now enable the fields that we want
'nh 6/2015 add DaysOfSupply as available field so that rules work for limited priv users
If ctl.name = “btnPart” _
OR ctl.name = “btnPart” _
OR ctl.name = “tbVendorNumVendorID” _
OR ctl.name = “btnVendorNumVendorID” _
OR ctl.name = “neMinOrderQty” _
OR ctl.name = “neLeadTime” _
OR ctl.name = “neDaysOfSupply” _
or ctl.name = “numUrgentMinOrdQty” _
or ctl.name = “numUrgentLeadTime” _
or ctl.name = “btnUrgentSupplier” _
or ctl.name = “txtUrgentVendorID” _
then
ctl.enabled = true
End If
Next ctl
FixToolbar

4

Have you tried adding field security to the fields on the billto table?

Bryan DeRuvo

5

I tried making the Customer.BTName read only in field security but I am still able to edit it.

6

Why is that when we go into Base Mode it isn’t really “base mode”? Are there some other customizations that are still being triggered even if we go into “Base Mode” on the Customer Maintenance form? What is all required to be disabled to actually go into a form as “Base Mode”?

7

If you have security manager rights you will override the read only security.

Bryan DeRuvo

8

How do you disable a customization in Customization/Personalization Maintenance? I tried going in Base Mode but it isn’t working so I would like to disable the customization and then re-enable it after testing. Would this work by checking the “work in progress” checkbox?