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Disable Inventory Maintenance Reorder Screen for Some Users

  • 1.  Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-15-2022 22:28
    I have a client on Sage 100 2020 PU 4 Premium.  They want to disable Inventory Maintenance Reorder Screen for Most users, however still allow the users access to Inventory Maintenance.  I do not see anything in the Role setup to do this.  Any ideas?

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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 2.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 08:13
    Welp - I was able to eliminate Custom Office as a tool for this.  You can hide all fields on that screen except warehouse, minimum quantity, and maximum quantity.  It seems there is no way to hide the Reorder option on the More menu, unless someone knows a trick.

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    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
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  • 3.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 08:20
    Use custom office to disable the reorder fields.


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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 4.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 08:22
    Use custom office to disable the reorder fields.


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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 5.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 12:02
    Thanks!  I did look at that, I have to exclude about 30 users​ so I guess I will have to do them one by one.

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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 6.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 12:04
    @Michele Herzog  You don't have to exclude them one by one if you use the Customization Group in User Maintenance.  Set up the Customization Group for each user then use the group in custom office to apply the exclusions instead of using each user account.​

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 7.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 08:14
    You may be able to do this using a customization group in user maintenance and custom office.


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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 8.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-16-2022 08:15

    I have just drawn a large button across the entire screen before; that effectively hides all the information.

     

     

     

     

    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

    800.232.8913 toll free

    sagesupport@dwdtechgroup.com

    www.dwdtechgroup.com

     






  • 9.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-17-2022 03:48
    Edited by Alnoor Cassim 02-17-2022 04:14

    To add to the mix here's another way involving a quick UI script. It's easier to do than explain.

    1. Use Customizer to slightly customize DREORDER panel. It could be as simple as adding a text field. Doing it for ###-### (all users - all companies) would make most sense.
    2. In Customizer Selection (not via Ctrl-F9), go down to [Customized Panels], find Item Maintenance, expand the user-company combo you customized.
    3. Rt click on DREORDER and choose UI Script Events
    4. Click Add.
      1. For Event choose Panel - Post Load
      2. For Script, type in DReorder_Restrict or anything you want and press Enter. 
      3. Say Yes to create the script. You will get to the Edit Script window.
      4. Put this one-liner in:
        If oSession.IsMember("ADMIN")=0 Then oScript.Execute "CMD_STR$=" & CHR(34) & "E" & CHR(34)
      5. This sends a pvx command: CMD_STR$="E" which means to exit the current panel.
      6. Substitute "ADMIN" with the name of the role that should have access to Reorder Maint. If necessary, create a brand new role called Reorder, give it a description and click Accept. No need to assign it any tasks.  Then in User Maint add the Reorder role to the appropriate users . Back on script, substitute "ADMIN" with "Reorder"
    5. Click Accept on the Edit Script window.
    6. Keep clicking OK or Close until the Script Compile prompt appears then compile the script.
    7. Close Item Maint/Inquiry if it was open and now re-open it and give it a shot as both a regular user and one in the Reorder role. When you click Reorder now as a regular user the Reorder panel will never appear because it actually being shut down by the script.


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    Alnoor Cassim

    Email: alnoor@asifocus.com
    Ph: 949-689-9887
    Orange County, CA
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  • 10.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-17-2022 04:19
    This is great Alnoor.  Does this require "Allow external access" to be enabled?​

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------



  • 11.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-17-2022 11:42
    Hi Doug - Yes it does require checking Allow External Access in Company Maintenance.

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    Alnoor Cassim

    Email: alnoor@asifocus.com
    Ph: 949-689-9887
    Orange County, CA
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  • 12.  RE: Disable Inventory Maintenance Reorder Screen for Some Users

    Posted 02-18-2022 01:19
    Thank you @Doug Higgs, setting up the custom group worked.  Also, thank you @Alnoor Cassim, I have saved your resolution.​​

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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------