User Customize Invoice Rights in Sage 50 Quantum.

Question

I made a custom invoice (printout) I want all users to access, but can only access it through &lsquo;Admin&rsquo; logon. 
 I cannot even change the invoice display onscreen for other users. Customize is greyed out. 
 I set up seven users for Quantum Sage 50 
 User = Accounting has access to Receivables and Receipts and Journals. (Per &lsquo;Set up Users & Roles / Modify User&rsquo;). 
 I log in as that user, with AR and AP Custom role, and try to use &lsquo;Customize Journal&rsquo;. No access. So, I cannot change the invoice display onscreen. Nor can I use the customized invoice form I made.

Richard S. Ridings · Accepted Answer

You must be in single-user mode as the sysadmin user to customise for some reason. Then others should see the customisations. 
 For the forms settings, each user's settings are separate per user. Put the form in a central location where all users can see it (eg. the same location or a folder off the same location where the *.sai file is, but don't use the *.saj folder. Then log in as each user and set up the form as User-Defined.

Richard S. Ridings · Answer

I just did some testing in 2019.3 and 2020.1 because I don't know which version you are using. 
 You are correct, the use of sysadmin to change the column settings for subsidiary users no longer works in either version. I don't know when or why this was changed. Each user used to be able to change their own, then several years ago, only sysadmin could make the changes. Now it's a big hassle, but only using the Customise Journal option. 
 You can still log in as any user and drag the columns closed to hide them like you can in Excel. Just click on the column divider in the column headers and drag. 
 For the customised form, I was able to create a new form as sysadmin in 2019.3, then log in as a user than only has full access to Receivables (not Receipts or any other module) and access that same form on my server. 
 I then logged into 2020.1 as the same subsidiary user and set up the same form and was able to Preview it without any problems. So I don't know why you were not able to do it. Note in all this I only created the form once, I just set the path under the other users in the Reports & Forms, Invoices settings without using the Designer.

Mike Ott · Answer

I think preview was always available. I didn't think of that. It is an indirect route. I wanted to use the customize form icon/shortcut to 1)change the user screen and 2) user access the customized form. 
 As good as it gets for now...thanks.

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User Customize Invoice Rights in Sage 50 Quantum.

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