Core Financial Modules

[jchandler]

We are running Mas90 V4.4.0.06.  I would like to be able to hide the profit numbers from the AR Customer Maint. and Inquiry screens / Summary and History Tabs for a few of the security roles I have in our system.  I prefer to hide the tabs completely for certain roles, as opposed to hiding the profit fields from these screens.

Any help is greatly appreciated!

jchandler

[TomTarget]

Use custom office to hide/disable the tabs for a group of employees  OR the advanced scripting in 4.4 could be used to hide/disable the tabs based on membership in a specific security role.

The first is the easiest to set up but more of a pain to maintain.  The second requires more work/knowledge to set up but is easier to maintain.  I've done similar things both ways over the years.  Would suggest assistance from your reseller on this.  Most should be able to do the first method but not all will have the knowledge to do the second.

[rbrooks]

Trying to do the same thing hide the History tab. Which method did you use? Can't seem to do this in custom office. Saw on KB that you perhaps can do this w/a dialog box? Thanks.

[rbrooks]

Got this to work. In Customizer Selection, you go into the History tab, add an external link, draw the box around the entire area and name it.

[jchandler]

I had not tackled this yet, but was heading down the path to create a script that ran upon loading that disabled the tabs, I want based on the User Role.

To clearify your solution: you gave a name to the box and then hid it?

Thanks.

[rbrooks]

I used the KB article below as a guide:

Resolution ID 407740 How to hide tabs using 'Customizer Selection'

Entry Type: Informational

Product: Sage MAS 90 ERP, Sage MAS 200 ERP, Sage MAS 200 ERP - SQL Server Edition

Application: Custom Office

Version Reported: 3.71

Subject:
How to hide tabs using 'Customizer Selection'.

Possible Resolution:
Create a dialog box to hide the panel.

This example uses the ABC Demo 'Sales Order Entry' task.

1. In 'Customizer Selection', select the following:
   Application: Sales Order
   Task ID: Sales Order Entry
   Form: SOWDAA (Sales Order Entry)
   ABC
   All users
2. Click the 'OK' button.
3. Double-click the 'Address' tab. In the 'Form Definition' window, select '&3. Lines' and click 'Go to Form'.
4. On the 'Customizer' toolbar, select 'External Link'. Position the mouse in the upper left corner of the area to be hidden.
5. Click and drag (making a box) around the area to be hidden and release the mouse.
6. In the 'External Link Definition' window, select the 'Link Settings' tab. Select 'Dialog' and click 'Add'.
7. Enter a title and click 'OK'.
8. Click 'OK' again to close the window. Exit 'Customizer Selection'.