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SOP New Quotation/Proforma should not allow new accounts to be created if user's role doesn't allow it

In SOP Enter New Quotation and Proforma there is a "New..." button, which allows new sales accounts to be created.  This button should not be visible if the user's role doesn't allow the Sales Ledger Enter New Customer Account feature.

This is Known Issue 7036, reported in 2016, so probably not on the fix list yet.  Maybe adding it here may make someone at Sage notice it.

Geoff Turner
Parents

  • If you're using Professional, this VB script will prevent the New Customer button from doing anything if the user isn't allowed to add new customers.

    Imports Sage.MMS.SAA.Client
Imports System
Module addInModule
'Sage.MMS.SOP.EnterNewQuotationForm.vbs
'Sage.MMS.SOP.EnterNewProFormaForm.vbs
'Hide New Customer button if no permission
Public Sub Main
	dim allowNew as Boolean
	dim targetGUID="921e8818-c932-4b6f-8d6f-6148a3dbabc3" 'Sage.MMS.SalesLedger.EnterNewCustomerAccountForm
	SAADesktopAPI.HasUserAccessToTarget(Sage.Accounting.Application.ActiveUserNumber,targetGUID,allowNew)
	if not allowNew then
		form.FindControlByName("accountSelectionGroupBox").UnderlyingControl.Controls.Remove(form.FindControlByName("newCustomerButton").UnderlyingControl)
	end if	
End Sub
End Module

    Get your Business Partner to package and install it.

Comment

  • If you're using Professional, this VB script will prevent the New Customer button from doing anything if the user isn't allowed to add new customers.

    Imports Sage.MMS.SAA.Client
Imports System
Module addInModule
'Sage.MMS.SOP.EnterNewQuotationForm.vbs
'Sage.MMS.SOP.EnterNewProFormaForm.vbs
'Hide New Customer button if no permission
Public Sub Main
	dim allowNew as Boolean
	dim targetGUID="921e8818-c932-4b6f-8d6f-6148a3dbabc3" 'Sage.MMS.SalesLedger.EnterNewCustomerAccountForm
	SAADesktopAPI.HasUserAccessToTarget(Sage.Accounting.Application.ActiveUserNumber,targetGUID,allowNew)
	if not allowNew then
		form.FindControlByName("accountSelectionGroupBox").UnderlyingControl.Controls.Remove(form.FindControlByName("newCustomerButton").UnderlyingControl)
	end if	
End Sub
End Module

    Get your Business Partner to package and install it.

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