Replication Template

Test Environment

Description How to restrict the usage of Reverse action via Review Receipt and Manage
Receipts screens?
 Action Screenshots

Proceeding and
creating a Custom
Role, by actually
making a copy of a
Seeded one.

Search by Accounts
Receivable Specialist
via Security Console >
Roles

In the same screen,

click on the Arrow
pointing down.

Click on Copy Role

Select the option

Copy top role and
inherited roles >
Copy Role
 Action Screenshots

Provide a Role Name

and a Role Code
unique, for easier
identification.

Copy the Role Code

in a Notepad file, as it
will be required later.

Click on Next button

until the end, in order
to create the custom
role.

Submit and Close via

the Summary screen.

Via Security Console

feature, switch to
Users tab and search
for the user for which
you want to assign the
newly created custom
role.

Access the user.

Add the newly created

custom role, to the
user’s role.

Proceed via Setup

and Maintenance >
search: Manage Data
Access for Users give
access to Reference
Data Set and Business
to the related Custom
Role Created
 Action Screenshots

While in the Main UI,

click on user’s initials
and access the
Manage Sandboxes

Click on add button (+

icon) in order to create
a new Sandbox.

A small window will

pop up. Provide a
name for the sandbox.
Remember the name
of the sandbox.

Click on Save and

Close.

The sandbox is
created.

Click OK

Proceed and search

the newly created
sandbox

Once found, click on

the lines in order to
select it and click on
Set as Active.
 Action Screenshots

The sandbox is now

active

Proceed to
Receivables >
Accounts
Receivables > Tasks
> Create Receipt.

Proceed and create a

new Manually Receipt
by completing all the
necessary fields.

Once done, click on

Submit and Apply
Manually

Once arrived in the

screen upon Save >
click on user’s initials
> click on Edit Pages

Click on Structure
tab

In the bottom of the

page, a new screen
will appear. Click and
Drag upwards the
black line, until the
menu is revealed.
 Action Screenshots

Proceed and click into

the Actions button,
where the Reverse
feature is.

After you click, the

field should be
surrounded by a blue
line.

Once clicked, a new

mini window will pop
up. Click on Edit

Notice that the mini

screen will change to
<>commandMenuIte
m: Reverse

Click on the Edit

button

The Component
Proprieties: Reverse
window will appear.

Via Visible option,

click on the little
black arrow pointing
down in order for a
Menu to pop out.
Access the
‘Expression Editor’.

Upon accessing it,

check the ‘Type a
value of expression’
option. Use the
following expression,
while you input the
custom role.

#{!
securityContext.userIn
Role['CUSTOM_ROL
E_CODE']}

Make sure to use the

code of the Custom
role, as defined when
it was created. Not
the name.
 Action Screenshots
Once done, click on
‘OK’.

In the following
screen, click on
‘Apply’ and ‘OK’.

Click on ‘Close’

Once closed, proceed

via ‘Manage
Receipts’, and search
for a Receipt.

Once is retrieved,
click on user’s initials
> click on Edit Pages

Click on Structure
tab

Proceed and click into

the Actions button,
where the 2nd Reverse
feature is.

After you click, the

field should be
surrounded by a blue
line.

Once clicked, a new

mini window will pop
up. Click on Edit
 Action Screenshots

Notice that the mini

screen will change to
<>commandMenuIte
m: Reverse

Click on the Edit

button

The Component
Proprieties: Reverse
window will appear.

Via Visible option,

click on the little
black arrow pointing
down in order for a
Menu to pop out.
Access the
‘Expression Editor’.

Upon accessing it,

check the ‘Type a
value of expression’
option. Use the
following expression,
while you input the
custom role.

#{!
securityContext.userIn
Role['CUSTOM_ROL
E_CODE']}

Make sure to use the

code of the Custom
role, as defined when
it was created. Not
the name.
Once done, click on
‘OK’.

In the following
screen, click on
‘Apply’ and ‘OK’.

In the following
screen, click on the
Sandbox line, and on
‘More…’ button
 Action Screenshots
Via the next screen,
click on ‘Publish’
button.

Note that once a

sandbox is published,
the same sandbox
can’t be un-
published.

However, its effects

can be reversed. Will
present at the end of
this Step by Step
how this can be
achieved.

Upon ‘Publishing’, the

system will return to
initial screen. Proceed
and log in via the
User(s), which have
assigned the Custom
Role for which we
have restricted the
access to ‘Entered
Amount’ tab. Proceed
and create a new
manually receipt.

The ‘Reverse’ field

tab is no longer
available 
In order to reverse
the published
sandbox, for the
‘Reverse’ tab to be
available again, for
the user(s) which
have assigned a
custom role, a new
sandbox must be
created, by following
the exact steps as for
the creation of the
initial one.

Upon following the

steps, make sure to
arrive in the screen
where you can
highlight the
‘<>commandMenuIt
em: Reverse’ line and
click on ‘Reset Task
Flow’.
 Action Screenshots
Via the following
screen, click on ‘Reset
Task Flow’.

Click again on ‘Close’

button, and proceed
and publish the
Sandbox.

The ‘Payment Details’

should be again
available.

Of course, an easier
solution, would be to
assign a new custom
role to the user,
while deleting old
one, which has the
restriction.