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Prevent user from changing employee status to Inactive if employee has open document

  • September 13, 2023
  • 2 replies
  • 114 views
C
Semi-Pro II

HI All,

Do you know how to prevent user from changing Employee Status to Inactive if Employee still has an Prepayment does not Closed?

Employee has been using as a Vendor ID so when recording advance for Employee, we use Employee ID too. When Employee left the company, HR will change the status to Inactive and current the system has no warning that Employee still own company an advance or not. And then when Payable want to apply that Prepayment, they have to change status of that Employee again.

This flow annoys us a lot and seem does not make sense to me. The system may have some setting to prevent user from changing Employee Status to Inactive if Employee still has a Prepayment does not Closed?

Appreciated to your advice,

Thank you so much,

Yên Chi

Best answer by Laura03

Hello @chidao ,

Please post your product Idea in the Ideas section of this community. Others have posted similar questions, but we can’t Vote the idea as a new feature yet. Similar question:

 

It seems that Employees become Vendors automatically, but the Employee’s Vendor record is distinct and separate from the Employee in some ways. When Inactivating Employees, Acumatica is not checking Accounts Payable for open records, in your case.  

Laura

Laura03

2 replies

Laura03
Captain II
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  • Laura03
  • Captain II
  • Answer
  • September 13, 2023

Hello @chidao ,

Please post your product Idea in the Ideas section of this community. Others have posted similar questions, but we can’t Vote the idea as a new feature yet. Similar question:

 

It seems that Employees become Vendors automatically, but the Employee’s Vendor record is distinct and separate from the Employee in some ways. When Inactivating Employees, Acumatica is not checking Accounts Payable for open records, in your case.  

Laura

~ Laura Barber, WM Synergy
Chris Hackett
C
C
Semi-Pro II
  • Christine
  • Author
  • September 13, 2023

Hi @Laura02 thanks for advice, I have posted it as link

Dont allow change Employee Status to Inactive if there is open transaction related to that Employee | Community (acumatica.com)

Laura03
Chris Hackett
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