Access Restriction Between Accounts Payable and Liaison Management Modules

Title: Bill Payment Access Restriction Between Accounts Payable and Liaison Management Modules

1. Overview

In StrategicERP, both the Accounts Payable (AP) and Liaison Management (LM) modules share a common relation form for bill payments.

• In Accounts Payable, this form is called “Admin Exp Bill Book.”
• In Liaison Management, it is referred to as “Liaison Payment.”

While both forms serve a similar purpose and share relation data, they have distinct access scopes based on the module from which they are accessed.

2. Functional Behavior

Explanation:

• When a user accesses the Liaison Payment form from LM, they can view only the bills created within the Liaison Management module.
• When a user accesses the Admin Exp Bill Book form from AP, they can view bills from both modules (AP + LM) by default.

3. Purpose of the Access Restriction

To maintain data security and modular segregation, administrators may want to restrict certain users in AP from viewing or modifying Liaison Management data.

This is achieved by applying custom data-level access conditions in the ERP Admin module.

4. Configuration Steps

Step 1: Navigate to Permission Management

• Go to ERPAdmin → Permission Management.
• Select the target module (e.g., Accounts Payable).
• Choose the target form (e.g., Admin Exp Bill Book).

Step 2: Add User-Specific Access Condition

• Select any state, then find the user for whom you want the condition to be applied.
• Click on ‘Edit.’
• Manually enter a filter condition that restricts visibility to specific module data.
• This ensures the user will only see bills created within Accounts Payable.
• Click on ‘Save Condition.’

Step 3: Verify Access

• Log in with the configured user’s credentials.
• Access the Admin Exp Bill Book form under Accounts Payable.
• Confirm that only AP-related data is visible, and LM-related records are excluded.