- [Instructor] Of all the aspects of Dynamics GP security,
in my experience the most confusing to a new user
who is just trying to learn the system
is this concept of alternate modified forms and reports.
Let's clear up that confusion right now.
Under administration and system,
we see alternate modified forms and reports.
Now there's an ID which comes with the system
called default user.
I have only set up one ID here.
I recommend you stick to one ID
because if you have multiple IDs,
it becomes very difficult to administer
and you lose track of who is pointed to what
because this is a tool to point you
to alternate versions of your screens or forms
and modified versions of your screens or forms
as well as alternate versions of built-in reports
and modified versions of built-in reports.
Let's define a few terms right off the bat.
By alternate they mean
that there was a third party product installed
and it has a different version of some window,
say it has a vendor card
which includes the project accounting fields
and it's different from your out-of-the-box
regular vendor card.
And if you have installed the project accounting module,
you will see that there are plenty of alternate forms,
meaning windows or screens,
and alternate built-in reports
that include those project accounting fields
and so you have to point to those specifically
so that that will be the form or the report
that will appear when a user clicks on a menu item.
So if you've created multiple IDs
and have set them up to point to different things,
a lot of confusion can follow.
Okay, let's see how this works.
Under the default user ID, I select all products
and then I select reports
and it shows that there are some modified
or alternate objects out there.
And if I look under the sales series,
I see that in one case
I had modified the receivables management customer report
so there is a modified version of it available.
Now even though I took the trouble
to create that modified report,
unless I click here, the users will not have access to it.
So I can assign access to that report
and when you go to run the customer report,
this modified version will run instead.
Also you see here
under the SOP purchase orders generation register
that there's a project accounting version of the report.
So I can either run that
or I can select the out-of-the-box Dynamics version
of that same report.
And this is how you specify
alternate modified forms and reports in Dynamics GP.