How to Hide a Field for A User.

SUGGESTED

I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that

  • 0
    SUGGESTED

    Try to use entry transaction(Setup>Sales>Entry transactions>Invoices and/or Orders) - you can hide them there.

    After - you can use access codes to control which entry transactions are available to specific users.

  • 0 in reply to Girts

    Can you please provide more details on the access code and assigning to a specific person. A good example is let say. I want to hide on the sales order the gross price for user x. How would I do that.

  • 0 in reply to Ancient Nutrition

    Best examples are on SEED demo folder: (Setup>Sales>Entry transactions>Invoices and/or Orders) - entry transaction ALL is available for users with Access Code ADMIN, but entry transaction STD for all users. 

    In your case: 

    - start with creation of Access code (or use some of existing) : for example "SPEC"  (Setup>Users>Access Code)

    - assign that access code for user/-s whom you want (Setup>Users>Users - tab Access), it is possible to specify also rights (inquiry, modification, execute).

    - create Order/Invoice  transaction and assign Access code SPEC to it. 

    Test user rights. Note - all transaction which aren't specified with access code will be still available (like STD entry transaction). Those are needed to deactivate. 

  • 0 in reply to Girts

    I tried this method as well but it didnt do the trick. I also tried to go to the screen level and next to the fields that I wanted gone I put the access code. But for the users that did not have the access code they were able to see it.

    Are you able to connect via Goto meeting and take a look real quick, in terms of what I am doing wrong. 

  • 0 in reply to Girts

    I have a similar requirement, and have spent far too long trying to get it to work as I need.  I have a sales order screen (entry transaction) that I have configured for our sales team that has restricted access to certain fields but I am unable to default the screen to the user/users. I have access codes set up as best I can but we have other screens used by our bespoke web order process that will break if I restrict these in the same way-- so they are still all available to sales reps (sorry if this is confusing..).

    Back in v6 I was able to use menu profiles to specify which users get which screen by default, but this no longer works.  I have set landing pages for users that I can assign screens to and that works but I can't do it from Navigation.  it seems very strange to me that this is no longer possible without setting access codes, which you would have to configure for every user in order to restrict a small subset.

  • 0 in reply to VindalooJim
    SUGGESTED

    System: SAGE X3 p9 u9 SEED demo folder Sales orders 
    For base used transaction code ALL for sales order- copied it as SPEC entry transaction.
    In entry transaction unchecked - tab Display field Margin and in tab Line changed Cost price to hidded.

    ALL entry transaction:

    SPEC entry transaction:

    Cost price and margin fields arent listed any more. 

    Create new Acces code - SPEC (named Special rights) in Setup>Users>Access codes

    Now it is needed to assign for users. For that I created test user. In Setup>User>User> used USR08 as example for rights. And in tab Acces codes added Access code SPEC with all rights.. 

    Now is needed to modify entry transactions to prevent TEST user  to use other transactions.

    For faster solution - I set for all other entry transactions access code ADMIN, but for SPEC entry transaction I set access code SPEC.

    For Test user will be available only one sales order entry transaction - SPEC and without visible cost price and margin fields. Same way it is repeatable also for sales invoices. 

    ... and yes - as it is only one available entry transaction it will be automatically selected for my test user.