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Customer and Vendor settlement issue when multiple employee execute the same daily tasks
Hey Guys
Issue we are facing is multiple finance people are settling vendor or customer transactions at the same time.
Employee A open vendor settlement from the Vendor form and select multiple transactions
Employee B open vendor settlement on the same Vendor.
No indications that user A already has marked transactions, these is just marked as as normal.
Employee B start to select transactions, and employee A select settle. The transactions employee B has done and not finalized in the process is getting settled by employee A, so many partially settled. An now updated that Employee A has settled all transactions, but is Employee B which had marked the transaction and is not finalized in the process.
An indication like marked transactions from a General journal or other journal will help so employees not settle unexpected transactions.
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