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Product Ideas

User Access: Restrict access to sales/purchase on a per status basis

Cover User

4Posts

3Kudos

0Solutions

4 Posts
Cover User
Australia

Hello,

Our staff enter purchase orders on a daily basis & have full view of all the purchases in the company eg. open bills, closed bills, returns & debits & quotes if we could only have a purchase order register for staff entering orders this would be better to protect information we do not want users to see. It could also be good for staff doing invoicing as well Cheers

 

"Purchase Orders"

Current Status: Archived
Last Changed: August 2018

Thank you for the idea. Unfortunately, this request has had little support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

5 Comments
SharonPerth
Trusted Cover User
35 Posts
Trusted Cover User

Hi,

I'm not sure what verison of MYOB you're using. But you can allocate sections of MYOB to users.

In my verison (19.11) it's under

 

Setup / Preferences / Security 

there's a box at the bottom called "USER IDs"

 

click on that 

Allocate a new user id for the person concerned (or for the role, ie POR - shortcut for Purchase order register)... 


Set a password for this 

and on the right hand side of the main window select functions the user (ie POR) cannot access,

ie the only thing you want them to have access to in this case is "Enter Purchases".

 

Please note, depending on access rights already setup, you may have to be logged in as the administrator to be able to action the changes above.

 

I suggest  set up access for each staff member who has access to MYOB, set the levels of access etc per person, rather than use a generic login (ie POR), though if you do want to try it out, setup POR and have a play.

 

Regards

Sharon

VickiS
Experienced Partner
73 Posts
Experienced Partner

I have just noticed that you cannot turn off, in the User Access - Roles - Inventory, Receive Items.  Please add to the list.

Steven_M
MYOB Moderator
44,338 Posts
MYOB Moderator

Thank you for the idea. Unfortunately, this request has had little support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

RandL
4 Posts
Cover User

Can the access to purchases user access have a restricted access to entering only a "Quote" or  "Order" so that only users with a higher access can change them into a "Bill" when invoice has been confirmed or payment required? With a "read only" option on all other purchase reports?

 

At the moment we have multiple "Purchases" users wiith access and although requested only to enter the Quote or Order - mistakes happen. The "Bill" then needs to be reversed out - making accounts look messy and possible questions arising from Auditors.

 

Is there a possibility that this can be upgraded in a future upgrade - would be very helpful 

 

Lorelle

Liv3
Experienced User
18 Posts
Experienced User

Would be great if you could allow user access for sales staff to produce quotes only and not invoices.    This avoids them accidently creating an invoice.  Would be simple enough to do.  Under the user access for sales like you have with 'read only' you can have an option for 'quote only' and when the salesman selects 'Enter sales' it would select Sales type: Quote and does not allow them to record it as an invoice.