User Profile

Improvement - Define an invoice posting policy for various users


If possible, include the "Blank" option as a posting policy in the user setup. So we could restrict users from posting actions. If a user is nominated with the "Blank" option as a posting policy, that means the user can create document but it is restricted from posting.


Exampl...

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Category: Warehousing (151)

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Update Due dates and Document Date


When a sales order has been created from sales quote, due date & document dates are not updating accordance with document posting date. Which is incorrect.


Eg: Customer "A" has a payment term of 1M, Sales Quote Created on Aug 01, 2023, and converted to order on Sep 05, 2023.

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Category: Sales (746)

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Check Posting Validations before Send Approval in General Journals


If the user submits a request for general journal approval to a superior and if the superior grants the request. The system performs validations before posting the transaction when the user chooses the "Post" action. In the event of an error, the user must fix it and submit the request for app...

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Category: Financial Management (1278)

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