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Topic

    Chathurangika Perera
    Customized Accounts Receivable Manger Role - Remove Invoice...Answered
    Topic posted January 25, 2019 by Chathurangika PereraBronze Medal: 1,250+ Points, last edited February 6, 2019, tagged Financials, Receivables, Security 
    148 Views, 3 Comments
    Title:
    Customized Accounts Receivable Manger Role - Remove Invoice from Create Transaction
    Summary:
    There's a requirement to create a Customized Role and not to give access for entering Invoices but only for creating Debit Memo and Credit Memo.Is there a way to do this through Privileges/Duty Roles?
    Version:
    R 13

    Best Comment

    Felix Beaudoin

    Hey Chathurangika!
    I verified and it is quite strange. You can assign only the "Create Receivables Invoice", "Create Receivables Credit Memo", and "Create Receivables Transactions". I was unable to find the "Create Receivables Debit Memo" as it falls under the "Transactions" function security policy.
    It seems you can say that a custom role can create invoices AND debit memos OR credit memos. You can't split-up the debit memo from the standard transactions which at the same time makes sense because it relates to an Invoice.
    Attached are screenshots demonstrating this.
    Let me know if this helps.
    Regards,
    Felix

    Roles.zip (101KB)

    Comment

     

    • Felix Beaudoin

      Hey Chathurangika!
      I verified and it is quite strange. You can assign only the "Create Receivables Invoice", "Create Receivables Credit Memo", and "Create Receivables Transactions". I was unable to find the "Create Receivables Debit Memo" as it falls under the "Transactions" function security policy.
      It seems you can say that a custom role can create invoices AND debit memos OR credit memos. You can't split-up the debit memo from the standard transactions which at the same time makes sense because it relates to an Invoice.
      Attached are screenshots demonstrating this.
      Let me know if this helps.
      Regards,
      Felix

      Roles.zip (101KB)
      • Chathurangika Perera

        Hi Felix,

        Thanks and this was very useful. Then I'm going to try with Page Customizations to do this.

        Thanks,
        Chathurangika

        • Felix Beaudoin

          Sounds good Chathurangika!
          Please do let me know if you are able to achieve this. It is always interesting to see how some people manage to make specific requirements work.
          Regards,
          Felix