Forum Discussion

Kelly03's avatar
Kelly03
Member
2 months ago
Solved

User can't Receive Items

Hi,

I have set up our Purchasing officer with a limit on what he can do.

I need him to order items and receive items but not able to pay bills.

He is able to create an order but is unable to receive items on the order. When he goes in and enters items received there is no button to accept and I can't work out what he needs access to in Manage Roles for this to be available.

Can anyone help?

 

 

  • Kelly03's avatar
    Kelly03
    22 days ago

    Thank you for your help Sai.

     

    I contacted support for this.  I had attached 2 Roles to the User and it created conflict.

     

    Solution was to create a new Role that included both Sales and Purchasing - problem solved! 

     

    Thanks again,

    Kelly

2 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 months ago

    Hi Kelly03,

     

    Nice one setting up limits for your purchasing officer. That's a smart move. If he can create the order but can't accept the items received, jump into Manage Roles, then head over to Inventory and check the necessary permissions there. Make sure he's got the right Inventory access ticked so he can receive items, not just create orders. Once that's enabled, the accept/record button should pop up properly for him.

     

    If you've ticked everything there and it's still doing the same thing, best bet is to reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account so the team can take a closer look at the role setup with you.

     

    Regards,

    Sai

  • Kelly03's avatar
    Kelly03
    Member
    22 days ago

    Thank you for your help Sai.

     

    I contacted support for this.  I had attached 2 Roles to the User and it created conflict.

     

    Solution was to create a new Role that included both Sales and Purchasing - problem solved! 

     

    Thanks again,

    Kelly

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.