Supplier Maintenance - Custom Permissions

Epicor ERP 10
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1

Hello,
Working with E10 in this case.

I’ve been asked to modify access to the Suppliers Maintenance form for users currently with that security group assigned to them.

Basically, there would be three ‘tiers’.

  1. Full Access (obviously no change to the current security group)
  2. Read Only
  3. Read Only for all but four fields.

These different levels of access would be applied to about 60 users, with varying security groups currently assigned to their ID.

What would be the best approach for this? I still struggle with the logic behind Epicor’s security.

Thanks!
Steve

2

Read only sounds like it would just be the supplier tracker. Read only all minus 4 fields sounds like something I would create a new security group for and then dink around with field security maintenance.

I’ve not worked with field security maintenance in Kinetic but in other ERP packages it was a royal PITA and I stayed away from it as much as possible. Maybe there is a better way in kinetic.

3

For the four fields it would simpler to make a condition that any of the fields have changed with ors wrapped in parens then a user does not belong to the full access group and throw an exception.

All widgets and clean.

4

Thanks Trevor. I was thinking the same thing, like using the field maintenance. There are a LOT of fields on the Supplier screen, and agree - it’s a PITA from the couple of times I’ve had to use this approach.

5

Thanks Greg! I like the sound of this, but have to confess that I’ve not created any conditions in the past. Can you point me to a quick primer on this topic?

6

This should do it. Just add more ors
Edit don’t miss the closing paren

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1 Like
7

Thanks again, Greg. I’ll work with this and test it out.
S.

2 Likes
8

Field Security is the terror that flaps in the night.