mrsimonsez
asked on
Sharepoint 2010 w/Dynamics GP Business Portal 2010 permissions and usage issue
We are attempting to get Purchasing operational in Business Portal, for the purpose of users having the ability to send requests into the Purchasing dept. When we attempt to click on the Purchasing section in BP, we get the following erro in the logr:
Microsoft.BusinessFramewor k.Security .SecurityE xception: To use this page, you must be assigned to the Customer or Salesperson advanced role. (company/user) at Microsoft.GreatPlains.Web. OrderManag ement.User Helper.get _Salespers on()
On the front end, we get the same as this result in the link:
http://community.dynamics.com/product/gp/f/32/t/5267.aspx
Lastly, when we attempt to create a new purchase request, we get an error message popping up:
Business Portal - Requisition Management
Error in the application
with just a label MESSAGE.
What steps are needed to get this module working? We have Advanced Management, and our users have been setup in BP User administration and rights
Microsoft.BusinessFramewor
On the front end, we get the same as this result in the link:
http://community.dynamics.com/product/gp/f/32/t/5267.aspx
Lastly, when we attempt to create a new purchase request, we get an error message popping up:
Business Portal - Requisition Management
Error in the application
with just a label MESSAGE.
What steps are needed to get this module working? We have Advanced Management, and our users have been setup in BP User administration and rights
ASKER
HI Whoajack,
Thank you for the response.
These security configuration tasks have already been completed with the BP Administration. And, even with Backoffice, Purchasing Mgr, Requisition Administrator, Requisition Creator, and/or Requisition Purchaser, we still get the useless requisition message of "Error In the Application. Message" when clicking on EMPLOYEE CENTER:PURCHASE REQUESTS:NEW REQUEST.
Is there another more effective method, possibly, in this BP 5.1 to accomplish Requisition requests & requisition processing to POs?
Thanks again
Thank you for the response.
These security configuration tasks have already been completed with the BP Administration. And, even with Backoffice, Purchasing Mgr, Requisition Administrator, Requisition Creator, and/or Requisition Purchaser, we still get the useless requisition message of "Error In the Application. Message" when clicking on EMPLOYEE CENTER:PURCHASE REQUESTS:NEW REQUEST.
Is there another more effective method, possibly, in this BP 5.1 to accomplish Requisition requests & requisition processing to POs?
Thanks again
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ASKER
It turns out that the workflow needed to be configured further. Thanks for all of your guidance, as it is good info as well.
Even site collection admins can't access BP pages until they have the right access. You need to login as the domain account that you used to initially install BP, and then click on the Business Portal navigation link. From there, click Site Actions > Site Settings.
You should see a separate menu link set for Business Portal Administration.
Within there, then you click Users. From there, highlight the user on the left, then click on Modify.
From the user edit windows, you need to select the drop-down that says Back-office User and choose the Customer and/or Salesperson drop-down items.
From there you can then tag the BP Windows user to the Dynamics GP entity that is needed.