Accounts Button Control in Compiere

The Financial Integration (FI) aspect of Compiere means Accounting Consequence, and stuff that makes Accountants rule. Well, IANA.

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Accounts Button Control in Compiere

Postby red1 » Thu Oct 21, 2004 10:35 am

Hi,
An accountant gave me the following which is another standard but very handy feature in Compiere:

Controlling COMPLETE and POST in Document Windows

The following question has been asked a number of times in the Sourceforge forums

"How can we restrict the usage of "Post" and "Complete"
button for particular role in various transaction screens.

We dont want to allow a particular role-user to post or
complete a transactions. Such as GRN, Sales Invoice,
etc".


TO PREVENT A USER FROM POSTING A DOCUMENT

In the Role window, untick the "Show Accounting" tick box.
The Role will then not see the Posting button.


TO PREVENT A USER FROM COMPLETING A DOCUMENT

Using Purchase Order as example ..

As System..
Copy the Purchase Order window and name the new one as 'PO Restricted',
Copy the tabs from Purchase Order into it.
Using Window Tab and Field, remove the 'Process' button from the displayed fields.
Add 'PO Restricted' to the menu as a Window pointing to your new 'PO Restricted' window.
Set the Role of the person with restricted authority so they can only access the 'PO Restricted' Window. They can then enter and save a PO but not Complete. Users with access to the standard Purchase Order window can then Complete.

seems to work ....

red1
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