Sage 100

If Sage doesn't do it (and boo hiss if this isn't a compliance issues I don't know what is) then Sage Alerts or go to Premium and put a trigger on the table, although that still may not get you the who, only the when.

@Phil McIntosh I agree!  I just voted for the "Vendor Electronic Payment Table Audit" enhancement idea.  Add your votes!

If Sage doesn't do it (and boo hiss if this isn't a compliance issues I don't know what is) then Sage Alerts or go to Premium and put a trigger on the table, although that still may not get you the who, only the when.

@Susan Pawlowic - Can you post a link to vote?

@Phil McIntosh I agree!  I just voted for the "Vendor Electronic Payment Table Audit" enhancement idea.  Add your votes!

If Sage doesn't do it (and boo hiss if this isn't a compliance issues I don't know what is) then Sage Alerts or go to Premium and put a trigger on the table, although that still may not get you the who, only the when.

I created a Script to email when changes are done.  Learned it at Alnoor's class on scripting at MOTM.  Works great!!   

I've scripted custom entries added to the System Activity Log, then set up a Visual Cut report to email those entries daily... again, a script technique I learned from Alnoor.

I created a Script to email when changes are done.  Learned it at Alnoor's class on scripting at MOTM.  Works great!!   

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case: 

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

If you can attach a column pre-validate script to that table, a script to do a role check (and SetError when the user doesn't have the role) is something we've done before.  (Controlling Credit Limit increases for users that must have access to Customer Maintenance).  Using this method allows conditional control too (like allowing the user to add a value in a new record, but not change a value for an existing record).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
------------------------------


Original Message:
Sent: 05-30-2023 16:56
From: Wayne Schulz
Subject: Tracking changes to the AP_VendorElectronicPayment table

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT

@Alnoor Cassim to the rescue....  Highly recommend his script if others have a need.

Client also wanted a crystal report so I attempted to write one.  I think it is good enough for government work, but apparently not for the private sector....

As many know, Sage records time decimal value and then changes it to "HH:MM:SS time via program code.  I need a formula to do this for their report.   My Crystal chops are basic on a good day.  Is there anyone who hasn't left on vacation that can help me out?  It is OK to reply privately if you don't want others to know that you monitor the web site on weekends and holidays.....

Happy 4th of July week!

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444
------------------------------


Original Message:
Sent: 05-31-2023 11:37
From: Kevin Moyes
Subject: Tracking changes to the AP_VendorElectronicPayment table

If you can attach a column pre-validate script to that table, a script to do a role check (and SetError when the user doesn't have the role) is something we've done before.  (Controlling Credit Limit increases for users that must have access to Customer Maintenance).  Using this method allows conditional control too (like allowing the user to add a value in a new record, but not change a value for an existing record).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.


Original Message:
Sent: 05-30-2023 16:56
From: Wayne Schulz
Subject: Tracking changes to the AP_VendorElectronicPayment table

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT

HI Jeff,

  Here is a sample report that shows how to get times from Sage

@Alnoor Cassim to the rescue....  Highly recommend his script if others have a need.

Client also wanted a crystal report so I attempted to write one.  I think it is good enough for government work, but apparently not for the private sector....

As many know, Sage records time decimal value and then changes it to "HH:MM:SS time via program code.  I need a formula to do this for their report.   My Crystal chops are basic on a good day.  Is there anyone who hasn't left on vacation that can help me out?  It is OK to reply privately if you don't want others to know that you monitor the web site on weekends and holidays.....

Happy 4th of July week!

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444


Original Message:
Sent: 05-31-2023 11:37
From: Kevin Moyes
Subject: Tracking changes to the AP_VendorElectronicPayment table

If you can attach a column pre-validate script to that table, a script to do a role check (and SetError when the user doesn't have the role) is something we've done before.  (Controlling Credit Limit increases for users that must have access to Customer Maintenance).  Using this method allows conditional control too (like allowing the user to add a value in a new record, but not change a value for an existing record).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.


Original Message:
Sent: 05-30-2023 16:56
From: Wayne Schulz
Subject: Tracking changes to the AP_VendorElectronicPayment table

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT

@Alnoor Cassim to the rescue....  Highly recommend his script if others have a need.

Client also wanted a crystal report so I attempted to write one.  I think it is good enough for government work, but apparently not for the private sector....

As many know, Sage records time decimal value and then changes it to "HH:MM:SS time via program code.  I need a formula to do this for their report.   My Crystal chops are basic on a good day.  Is there anyone who hasn't left on vacation that can help me out?  It is OK to reply privately if you don't want others to know that you monitor the web site on weekends and holidays.....

Happy 4th of July week!

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444
------------------------------


Original Message:
Sent: 05-31-2023 11:37
From: Kevin Moyes
Subject: Tracking changes to the AP_VendorElectronicPayment table

If you can attach a column pre-validate script to that table, a script to do a role check (and SetError when the user doesn't have the role) is something we've done before.  (Controlling Credit Limit increases for users that must have access to Customer Maintenance).  Using this method allows conditional control too (like allowing the user to add a value in a new record, but not change a value for an existing record).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.


Original Message:
Sent: 05-30-2023 16:56
From: Wayne Schulz
Subject: Tracking changes to the AP_VendorElectronicPayment table

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT

Crystal Reports formula.

TimeValue(ToNumber({CI_Item.TimeCreated})/24)

@Alnoor Cassim to the rescue....  Highly recommend his script if others have a need.

Client also wanted a crystal report so I attempted to write one.  I think it is good enough for government work, but apparently not for the private sector....

As many know, Sage records time decimal value and then changes it to "HH:MM:SS time via program code.  I need a formula to do this for their report.   My Crystal chops are basic on a good day.  Is there anyone who hasn't left on vacation that can help me out?  It is OK to reply privately if you don't want others to know that you monitor the web site on weekends and holidays.....

Happy 4th of July week!

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444


Original Message:
Sent: 05-31-2023 11:37
From: Kevin Moyes
Subject: Tracking changes to the AP_VendorElectronicPayment table

If you can attach a column pre-validate script to that table, a script to do a role check (and SetError when the user doesn't have the role) is something we've done before.  (Controlling Credit Limit increases for users that must have access to Customer Maintenance).  Using this method allows conditional control too (like allowing the user to add a value in a new record, but not change a value for an existing record).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.


Original Message:
Sent: 05-30-2023 16:56
From: Wayne Schulz
Subject: Tracking changes to the AP_VendorElectronicPayment table

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT

Just had a similar request:  Client made changes yesterday but thinks they may have updated the wrong vendor.  So we pulled the VendElecPmt file into Excel and looked at the records with yesterday as the PreNoteDate, and then they reviewed the applicable data in the ElecPmt screen.  Luckily they always do a PreNote when making changes, otherwise we may not have been able to zero in on it so quickly as that file doesn't contain Created / UpdatedDate fields for some reason.

Crystal Reports formula.

TimeValue(ToNumber({CI_Item.TimeCreated})/24)

@Alnoor Cassim to the rescue....  Highly recommend his script if others have a need.

Client also wanted a crystal report so I attempted to write one.  I think it is good enough for government work, but apparently not for the private sector....

As many know, Sage records time decimal value and then changes it to "HH:MM:SS time via program code.  I need a formula to do this for their report.   My Crystal chops are basic on a good day.  Is there anyone who hasn't left on vacation that can help me out?  It is OK to reply privately if you don't want others to know that you monitor the web site on weekends and holidays.....

Happy 4th of July week!

------------------------------
Jeff Schwenk
Bottomline Software, Inc.
(540) 221-4444


Original Message:
Sent: 05-31-2023 11:37
From: Kevin Moyes
Subject: Tracking changes to the AP_VendorElectronicPayment table

If you can attach a column pre-validate script to that table, a script to do a role check (and SetError when the user doesn't have the role) is something we've done before.  (Controlling Credit Limit increases for users that must have access to Customer Maintenance).  Using this method allows conditional control too (like allowing the user to add a value in a new record, but not change a value for an existing record).

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.


Original Message:
Sent: 05-30-2023 16:56
From: Wayne Schulz
Subject: Tracking changes to the AP_VendorElectronicPayment table

I'm adding my question to this thread because it's somewhat related.

The customer would like their AP staff to be able to VIEW but NOT add//change vendor ACH information.

I know that I can lock them out from accessing Electronic Payments
Once I lock them out of add/change Electronic Payments for a vendor, there does not seem to be a read-only where the AP staff could verify the ACH information but not make changes.

Business Case:

The customer would like their AP staff to be able to answer questions from a customer about the ACH info that's already set up. For security reasons, the customer does NOT want AP staff to be able to change that ACH routing/accounting information.

I'm sure I've overlooked some role maintenance options somewhere

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT