How to give users access to a modified form or to a modified report in Microsoft Dynamics GP 10.0


INTRODUCTION


This article describes how to give users access to the modified forms and to the modified reports in Microsoft Dynamics GP 10.

More Information


Note To give users access to the modified forms and to the modified reports, you have to log on as the sa user or as a user who has access to the Microsoft Dynamics GP security windows.

Step 1: Grant security permissions to the DEFAULTUSER ID in the "Alternate/Modified Forms and Reports" window

Note The DEFAULTUSER ID is the default ID in the "Alternate/Modified Forms and Reports" window in Microsoft Dynamics GP.
  1. In Microsoft Dynamics GP, click Microsoft Dynamics GP, point to Tools, point to Setup, point to System, and then click Alternate/Modified Forms and Reports.
  2. In the "Alternate/Modified Forms and Reports" window, click the Lookup button in the ID field.
  3. In the "Alternate/Modified Forms and Reports Lookup" window, click DEFAULTUSER, and then click Select.
  4. In the Product field, select the product to which you want to grant security permissions.
  5. In the Type field, click the type.
  6. In the Alternate/Modified Forms and Reports List area, expand the folder for which you want to modify the security permissions.
  7. Depending on the product that you selected in step 4, use one of the following methods:
    • If you want to grant security permissions to a modified report, click Microsoft Dynamics GP (Modified).
    • If you want to grant security permissions to a window, click the window that is associated with the product that you selected in step 4.
  8. Click Save.
  9. Close the "Alternate/Modified Forms and Reports" window.

Step 2: Create a new ID, and then grant security permissions to the new ID

  1. In Microsoft Dynamics GP, click Microsoft Dynamics GP, point to Tools, point to Setup, point to System, and then click Alternate/Modified Forms and Reports.
  2. Use the appropriate method:
    • If you want to grant security permissions to an existing ID, select the ID that you want to grant security to in the ID field.
    • If you want to create a new ID, type the ID in the ID field, type a description in the Description field, and then click
      Save. Then, select the new ID in the ID field.
  3. In the Product field, select the product to which you want to grant security permissions.
  4. In the Type field, select the type.
  5. In the Alternate/Modified Forms and Reports List area, expand the folder for which you want to modify the security permissions.
  6. Use the appropriate method:
    • If you want to grant security permissions to a modified report, click Microsoft Dynamics GP (Modified).
    • If you want to grant security permissions to a window, click the window that is associated with the product that you selected in step 3.
  7. Click Save.
  8. Close the "Alternate/Modified Forms and Reports" window.

Step 3: Associate the modified forms and the modified reports with the new ID

  1. In Microsoft Dynamics GP, click Microsoft Dynamics GP, point to Tools, point to Setup, point to System, and then click User Security.
  2. In the User Security Setup window, enter information in the User field.
  3. In the Company field, select the company.
  4. In the Alternate/Modified Forms and Reports ID field, select the new ID.
  5. Click Save.
  6. Close the User Security Setup window.