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Posting Proposal - create new posting information line

  • October 1, 2024
  • 2 replies
  • 124 views
B
Do Gooder (Customer)
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Hi All 

I am trying to work out an issue on user access, I have a user who can create a new manual supplier invoice and then save however when they move into the posting proposal screen they have access to see everything but they are not able to create a new posting line. 

the bit i am struggling with is we have 2 legal entity’s on our system and when they are in one this access is fine but when they switch to the other company they lose the ability to do this. 

they are in the correct user group, is there anywhere else you can think to check to see if this user needs to be added ?

Best answer by Thomas Peterson

Hi, 

The supplier invoice is created with a concept called invoice recipient.  This value is defaulted from the supplier. 

One way to describe an invoice recipient is to view this as the owner of the invoice. Unless 1) the user is the invoice recipient 2) the superior to the invoice recipient or 3) super access on the posting authorizer the user cannot truly mange the posting proposal. 

In the supplier invoice (more information) see the invoice recipient. You can set the invoice recipient to the AP user, That should solve the issue. 

Or if you see the invoice posting authorizers, see the superior attribute.  Or see the super access option. Note super access is just that, it allows override of some controls.  

 

Best regards, 

Thomas

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T
Superhero (Employee)
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Hi, 

The supplier invoice is created with a concept called invoice recipient.  This value is defaulted from the supplier. 

One way to describe an invoice recipient is to view this as the owner of the invoice. Unless 1) the user is the invoice recipient 2) the superior to the invoice recipient or 3) super access on the posting authorizer the user cannot truly mange the posting proposal. 

In the supplier invoice (more information) see the invoice recipient. You can set the invoice recipient to the AP user, That should solve the issue. 

Or if you see the invoice posting authorizers, see the superior attribute.  Or see the super access option. Note super access is just that, it allows override of some controls.  

 

Best regards, 

Thomas

T
1 person likes this
  • T
    Tharindu Nadeeshan
M
Do Gooder (Customer)
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  • ManilkaP
  • Do Gooder (Customer)
  • October 2, 2024

Hi Barron, 

The user has to be defined in the ‘Invoice Posting Authorizers’ window with the super access check box checked, as Thomas has explained. This is a company specific window which allows you to control who can do posting proposals per company. 

If the user has not been defined with the super access checked, they will be directed to the Posting Proposal Analysis window not the Posting Proposal window and will not be allowed to do any modifications to the posting proposal.

Regards

Manilka

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