deleting purchase orders

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Experienced Cover User richard_css
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deleting purchase orders

My admin lady can not delete purchase orders, (im sure she was previously able to). I have everything ticked in her profile role under Purchases. Can someone tell me exactly what option she needs to have to be able to delete them?
Regards

Richard Barnes
Commercial Security Solutions
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Experienced Cover User MMSretail
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Re: deleting purchase orders

Hi Richard,

 

You probably need to go into settings (Setup>Preferences>Security>1st option) and check the option to allow transactions to be deleted rather than reversed (I think).

 

......  geoff

Experienced Cover User richard_css
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Re: deleting purchase orders

Thanks Geoff,

 

But thats not the issue. I checked and that box isnt ticked .

 

Either way, i (as admin role) can delete them, however my office lady can not.

So it has to do with her role in MYOB. I just cant pin down which box it is or isnt that i need.

 

 

Regards

Richard Barnes
Commercial Security Solutions
Super User sholt73
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Re: deleting purchase orders

looks like you narrowed it down correctly.

 

sounds like their role/privilege thing might need to be reviewed/rebuilt.

 

you can look into this by going to: setup > user access, then note down what roles that User has. then click onto the manage roles tab at the top left and check out those roles.

 

here's the myob support note that goes through this: http://help.myob.com/wiki/x/K4FW

 

something I found is that it can be easier to just create a brand new custom role with what you need rather than constantly modify multiple roles to get to what you need.

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MYOB Moderator Steven_M
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Accepted Solution Solved

Re: deleting purchase orders

Hi @richard_css

 

Following on from @sholt73's message, the user's role would need to have General>>Allow Delete/Reversed enabled:

Attachment2.PNG

 

If their user role does have access to that function i.e it is ticked for their associated role, I would be interested to know if its just purchase orders they can't delete i.e. can they delete a Spend Money transaction?

Kind regards,
Steven

MYOB Community Support

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Experienced Cover User richard_css
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Re: deleting purchase orders

I checked what you had and it was the same.

I tried to get her to spend money and then delete it. She could.

 

So i got her to enter a PO and then delete. Now she can!!

 

Not sure why we couldnt the other day. but it appears like its all working.

 

Thanks all for your assistance

 

Regards

Richard Barnes
Commercial Security Solutions

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