No Action button [Export Payment to File....] in Payment Journal

vh8000vh8000 Member Posts: 23
Hi

NAV2013R2 - Build 7.1.36703.0
Product Edition - Perpetual
Country - Canada

In our NAV "Payment Journal", there is no Action button [Export Payment to File...]. Is it license related issue?

Thanks in advance

Best Answer

Answers

  • KishormKishorm Member Posts: 921
    It could be but it's more likely to do with Role Configuration. Try opening the "Payment Journal" from the following and see if you get the option...

    Departments - Financials Management - Cash Management
  • vh8000vh8000 Member Posts: 23
    Thanks Kishorm for your reply.

    I tried to run the "Payment Journal" from "Departments - Financials Management - Cash Management", but the Action button [Export Payment to File...] still not exist.
  • mohana_cse06mohana_cse06 Member Posts: 5,504
    first, go to page payment journal from development environment and check whether above action is there or someone deleted it etc.
  • vh8000vh8000 Member Posts: 23
    To: Kishorm

    You're right, I checked our Accountant's NAV, and found the [Export] option is here. Her Profile ID is: ACCOUNTING MANAGER.

    Then I check mine and found the Profile ID is <blank>.

    Once I changed my Profile ID to: IT MANAGER (thru "User Personalization"), then the [Export] button appears on "Payment Journal" screen.

    Thanks a lot for your helps.
  • KishormKishorm Member Posts: 921
    Great, glad you got it sorted. :)

    BTW if you need it on a specific role centre that it doesn't currently appear on then you would need to run the RTC in configuration mode for the role center and then personalise the page to add the action to the ribbon.
  • vh8000vh8000 Member Posts: 23
    Hi Kishorm

    Thanks again for your useful information.
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