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Limit Batch Release Access in Dynamics SL 7.0

Limit Batch Release Access in Dynamics SL 7.0

So how do you control who is posting batches to SL 7.0?

 

In order to be sure a batch is not posted before it has been approved, follow these directions to stop users from selecting the ‘Release Now’ option.  Keep in mind you must own ‘Customization Manager,’ and have sufficient rights within SL.

I’ll use the ‘Voucher and Adjustments’ screen as an example, but it would be the same steps for any other screen with the drop down box option of ‘Release Now’ as well.

First, go to the ‘Administration’ menu. Then click on the ‘Select Customization Level’ option.

Select ‘All Users’ and then click on ‘OK’ to save your change and close the screen.

Next select the Financial tab and then select the Accounts Payable menu.

Open the ‘Voucher and Adjustment’ input screen.

Click on ‘customize’, and then ‘customize mode.’

Click on the Handling box that defaults to ‘Hold’. It will mark the box in play with a blue box around it.

Then right click on the ‘Handling’ box and select the ‘Property Window’ option.

Look at the Property Window that opened and find the List option. Click on the elipse (…)

It will bring up another screen with the options for the ‘Handling’ box. Click on the box for ‘Active’ that corresponds to the ‘Release Now’ option.

Click ‘OK’ to save your change and then close the ‘Property Window’ by clicking on the ‘X’ in the upper right hand corner of the window.

Close the ‘Voucher and Adjustment’ screen by clicking on the ‘X’ in the upper right hand corner of the screen. You will get the following message:

Click on the ‘Yes’ option.

When you reload the ‘Voucher and Adjustment’ screen ‘Release Now’ will not be an option for ‘Handling’.

If you want to keep a user, or group of users, from running the menu option to release batches you will have to remove that item from the menu.

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