Restrict Posting for Credit Memos only

creb

Hello:
I need people from Accounting to be able to CREATE but DO NOT POST credit memos. Currently they can create AND post. Do you know what permissions (in a data table or form) should I change to restrict them to do not POST???
They should be able to post other transactions (checks, invoices, etc) but not post credit memos.

nunomaia

without customization you can’t.

Alex_Chow

creb wrote:

Hello:
I need people from Accounting to be able to CREATE but DO NOT POST credit memos. Currently they can create AND post. Do you know what permissions (in a data table or form) should I change to restrict them to do not POST???
They should be able to post other transactions (checks, invoices, etc) but not post credit memos.

You need to create a new role that basically stops them from INSERT into the Sales Cr.Memo Header table.

No customization required.

nunomaia

Alex Chow wrote:

creb wrote:

Hello:
I need people from Accounting to be able to CREATE but DO NOT POST credit memos. Currently they can create AND post. Do you know what permissions (in a data table or form) should I change to restrict them to do not POST???
They should be able to post other transactions (checks, invoices, etc) but not post credit memos.

You need to create a new role that basically stops them from INSERT into the Sales Cr.Memo Header table.

No customization required.

Sorry, stupid answer.
I would better stopping giving answers after working 14 hours .... #-o

creb

Alex, Nuno, thanks for your comments.
Alex I have a question: If I restrict the INSERT option in the credit memo table, do they will be able to create Credit Memos?? The only I want to restrict is to POST but they should be able to CREATE credit memos.
Thanks!!!

nunomaia

Control insert permissions in registered credit memo table.

apertierra

creb wrote:

Alex, Nuno, thanks for your comments.
Alex I have a question: If I restrict the INSERT option in the credit memo table, do they will be able to create Credit Memos?? The only I want to restrict is to POST but they should be able to CREATE credit memos.
Thanks!!!

Credit Memo table = posted credit memos.
Open credit memos go into the sales header/lines tables.

Alex_Chow

creb wrote:

Alex, Nuno, thanks for your comments.
Alex I have a question: If I restrict the INSERT option in the credit memo table, do they will be able to create Credit Memos?? The only I want to restrict is to POST but they should be able to CREATE credit memos.
Thanks!!!

Yes, because the table that you enter the credit memos is different than the table where the credit memo posts to.

Table 36 and 37 is where you enter credit memos
Table 114 and 115 is where you post the credit memos into.

creb

It worked fine!!..Thanks all of you for your help.

Alex_Chow

No problem. can you [SOLVE] it?