Suggested by Philip Potgieter – New
Link multiple resources to the same closing roles in the Financial period close configuration, resources.
Currently 1 resource is allowed to be linked to a closing role per legal entity. but we have many users linked to the same system roles.. for example we have 3 AP Clerks. but we can only assign 1 resource/employee the AP Clerk Closing Role. But the 3 resources has slipt there work between them to close AP.
This means the actual task must be managed somewhere else and only 1 resources then has access to update the task in D365 to update everyone's tasks.
- Or we create Multiple closing roles: AP Clerk 1, AP Clerk 2, AP Clerk 3 as a work around or Accountant 1 and Accountant 2.
- but then I could just drop the closing role and simply assign resources to tasks instead, but that is also not possible with closing roles that are mandatory.