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Invoice Approval in Payable Module

Posted: Wed May 05, 2010 9:11 am
by aganguly
Hi,

We have a requirement.

We don't want all the users to approve the Invoices in Payment Module.

Only few authirised users will approve Invoices.

So we want to remove the 'Actions' button from the Invoice window for some users.

How this is possible.

I would like to know the procedure to remove the 'Actions' button from the Invoice window.

Can anyone help me in this regard.

Thanks in advance.

Amitava

Posted: Wed May 05, 2010 9:19 am
by AmanKhan
Create new responsibility & Exclude "Invoice Actions" function from responsibility to remove action button from invoice window.
Exclude "Payment Actions" from responsibility to remove action button from payment window.

Regards,

Posted: Thu May 06, 2010 12:26 am
by aganguly
Can you please tell me the procedure to exclude "Payment Actions" from responsibility to remove action button from payment window.

Thanks a lot.

Posted: Tue May 11, 2010 5:02 am
by shaikjohnpasha
Login to System Administratoe responsibility-->Security-->Responsibility-->Define.
1.Query your responsibility
2.In the Menu Exclusions tab selct Function and selct the fnction name as above mentioned.
3.Save

Regards,
John Pasha Shaik

Posted: Mon May 24, 2010 11:45 pm
by kenver
Hi aganguly#65292;
U can set up some personalizations for this requierment .
Regards
Kenver

Posted: Tue Jun 22, 2010 3:43 am
by aganguly
Hi Kenver,

Can you please tell me what personalisations can i do for this and how.

Regards.

Amitava

Posted: Tue Jun 22, 2010 5:21 am
by AmanKhan
We normally go for personalization when functions exclusion doesn't work.
You can follow exclusion from responsibility instead on personalization.