Maintain Acceptable Transaction Date: Difference between revisions

Latest revision as of 08:07, 4 December 2018

Menu: Tools | Maintain Acceptable Transaction Date...

Introduction

1. You set the date range to ALLOW/DISALLOW the users to CREATE, EDIT, and DELETE.

2. This is to avoid the users go back previous month to amend/delete the final data.

3. You can assigned this function to be access in Users Access Control.

4. You can assigned 'override' action in Users Access Control.

To set Allow Date

1. For example, to allow the user to enter the entries trans start from 01/01/2012 to 31/12/2012.

2. PRESS( + ) button to insert...See screenshot below.

   Date From = 01/12/2018
   Date To = 31/12/2018
   Context = Sales Order

The above example only Sales Order within the Range is allow to Save & other document not checking
Just leave the Context field empty if wanted to Lock All the Document

Who can set the ALLOW DATE?

To allow user to insert the acceptable transaction date. You need to follow the steps below.

1. Go to Tools | Maintain User...

2. Select and double click on the user.

3. Click on More | Access Control.

4. You browse into the Group : Tools.

5. Example screenshot below is to allow the user to access the Maintain Acceptable Transactions Date.

Who can OVERRIDE/SKIP the ALLOW DATE?

If you allow certain users to skip the checking on the Maintain Acceptable Transaction Date, then you have to follow the steps below.

1. Go to Tools | Maintain User...

2. Select and double click on the user.

3. Click on More | Access Control.

4. You browse into the Group : Tools.

5. Example screenshot below is to allow the user to OVERRIDE the Acceptable Transactions Date.

@@ Line 1: / Line 1: @@
 ''Menu: Tools | Maintain Acceptable Transaction Date...''
-=='''Introduction'''==
+==Introduction==
-* You set the date range to ALLOW/DISALLOW the users to CREATE, EDIT, and DELETE.
+:1. You set the date range to ALLOW/DISALLOW the users to CREATE, EDIT, and DELETE.
-* This is to avoid the users go back previous month to amend/delete the final data.
+:2. This is to avoid the users go back previous month to amend/delete the final data.
-* You can assigned this function to be access in Users Access Control.
+:3. You can assigned this function to be access in Users Access Control.
-::[[File:Users Access Control-Maintain Accept Trans Date.jpg  | 640px]]
+:4. You can assigned 'override' action in Users Access Control.
 <br />
-* You can assigned 'override' action in Users Access Control.
-::[[File:Users Access Control-Override Acceptable Transaction Date.jpg  | 640px]]
+==To set Allow Date==
+:1. For example, to allow the user to enter the entries trans start from 01/01/2012 to 31/12/2012.
+:2. PRESS( + ) button to insert...See screenshot below.
+    Date From = 01/12/2018
+    Date To = 31/12/2018
+    Context = Sales Order
+::[[File:AllowDate.jpg‎  |center]]
+{| style="margin: 1em auto 1em auto;"
+|-
+|
+----------------------------------------------------------------------------------------------------------------------------------------------------
+{|
+|-
+| [[File:Template.Tips-01.jpg|60px]]||
+:* The above example only Sales Order within the Range is allow to Save & other document not checking
+:* Just leave the Context field empty if wanted to Lock All the Document
+|}
+----------------------------------------------------------------------------------------------------------------------------------------------------
+|}
 <br />
+==Who can set the ALLOW DATE?==
+To allow user to insert the acceptable transaction date. You need to follow the steps below.
+:1. Go to Tools | Maintain User...
+:2. Select and double click on the user.
+:3. Click on More | Access Control.
+:4. You browse into the Group : Tools.
+:5. Example screenshot below is to allow the user to access the Maintain Acceptable Transactions Date.
+::[[File:Users Access Control-Maintain Accept Trans Date.jpg  | 640px|center]]
 <br />
-=='''TO SET ALLOW DATE'''==
+==Who can OVERRIDE/SKIP the ALLOW DATE?==
-* For example, to allow the user to enter the entries trans start from 01/01/2012 to 31/12/2012.
+If you allow certain users to skip the checking on the Maintain Acceptable Transaction Date, then you have to follow the steps below.
-* PRESS( + ) button to insert...See screenshot below.
+:1. Go to Tools | Maintain User...
-    Date From = 01/01/2012
+:2. Select and double click on the user.
-    Date To = 31/12/2012
+:3. Click on More | Access Control.
+:4. You browse into the Group : Tools.
-::[[File:AllowDate.jpg‎  | 640px]]
+:5. Example screenshot below is to allow the user to OVERRIDE the Acceptable Transactions Date.
+::[[File:Users Access Control-Override Acceptable Transaction Date.jpg  | 640px |center]]
 <br />