Forum Discussion

Julian_h's avatar
Julian_h
Cover User
4 years ago

Select purchases by account name not working

The Preferences setting "Select and Display Account Name, not Account Number" does not work for all our users.  However there is no option to set this per user.  The setting is ticked, and works for ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Julian_h 


    The Select and Display Account Name, Not Account Number preference in Setup>>Preferences>>Windows is a user-defined preference. This is opposed to a system-wide preference like the security preference: Transactions Can't be Changed; They Must be Reversed. As it's a user-defined preference some users can have it enabled while others don't have it.

     

    If a user does need that preference enabled for their user ID they would need to go to Setup>>Preferences>>Windows and enable that preference.

     

    Note: Depending on their user ID access they may not have access to that Preferences window to make the change. As such, you would need to go grant them that access through the Setup>>User Access window either by updating their role to be Accountant/bookkeeper or enabling that access for their role through the Manage Roles section. Once they have enabled that preference that access can be revoked if not required.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Julian_h 


The Select and Display Account Name, Not Account Number preference in Setup>>Preferences>>Windows is a user-defined preference. This is opposed to a system-wide preference like the security preference: Transactions Can't be Changed; They Must be Reversed. As it's a user-defined preference some users can have it enabled while others don't have it.

 

If a user does need that preference enabled for their user ID they would need to go to Setup>>Preferences>>Windows and enable that preference.

 

Note: Depending on their user ID access they may not have access to that Preferences window to make the change. As such, you would need to go grant them that access through the Setup>>User Access window either by updating their role to be Accountant/bookkeeper or enabling that access for their role through the Manage Roles section. Once they have enabled that preference that access can be revoked if not required.

  • Julian_h's avatar
    Julian_h
    Cover User
    4 years ago

    Problem solved, thanks! 

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