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SOP New Quotation/Proforma should not allow new accounts to be created if user's role doesn't allow it

In SOP Enter New Quotation and Proforma there is a "New..." button, which allows new sales accounts to be created.  This button should not be visible if the user's role doesn't allow the Sales Ledger Enter New Customer Account feature.

This is Known Issue 7036, reported in 2016, so probably not on the fix list yet.  Maybe adding it here may make someone at Sage notice it.

  • If you're using Professional, this VB script will prevent the New Customer button from doing anything if the user isn't allowed to add new customers.

    Imports Sage.MMS.SAA.Client
    Imports System
    Module addInModule
    'Sage.MMS.SOP.EnterNewQuotationForm.vbs
    'Sage.MMS.SOP.EnterNewProFormaForm.vbs
    'Hide New Customer button if no permission
    Public Sub Main
    	dim allowNew as Boolean
    	dim targetGUID="921e8818-c932-4b6f-8d6f-6148a3dbabc3" 'Sage.MMS.SalesLedger.EnterNewCustomerAccountForm
    	SAADesktopAPI.HasUserAccessToTarget(Sage.Accounting.Application.ActiveUserNumber,targetGUID,allowNew)
    	if not allowNew then
    		form.FindControlByName("accountSelectionGroupBox").UnderlyingControl.Controls.Remove(form.FindControlByName("newCustomerButton").UnderlyingControl)
    	end if	
    End Sub
    End Module
    

    Get your Business Partner to package and install it.

  • Any ideas if this is going to be fixed in the near future as it causing major credit control issues with a new company that has just starting using Sage 200

  • Absolutely! It defeats the whole purpose of a credit control system if any user can open a New account and extend unlimited credit simply by entering a new quotation or proforma.