I have noticed that if you enter a Supplier invoice from the "In-tray" the security function doesn't work. My preferences are ticked under Purchases to warn for duplicate Supplier Invoices; however, it works when you enter it from "Enter Purchases" but not from the "In-tray". Anyone else noticed this?
Hi CT59,
You can tweak user roles (like the purchase user role) to control what people can do, just jump into Setup > User Access > Manage Role and you’ll be able to turn off whole features if you need.
Totally get why it’s a bit annoying that anyone with In Tray access can create a transaction. If this is something you want changed, add it up on the Ideas Exchange board so others can vote on it, hopefully we can get it sorted in the future! I bet having read/write or read-only options can massively improve the feature usability.
Regards,
Genreve
Regards,
Genreve
Hi,
The problem is that the settings don't apply when you enter a supplier invoice from the In Tray. The "alert" function of a duplicate supplier invoice number doesn't work if done that way. However, it does alert you if you enter a bill from the Purchases menu. This needs to be fixed as it is quite annoying only finding out about duplicate purchases at the Reconciliation stage. Feedback appreciated.
