Role access to add Notes to Invoice

  • 21 August 2023
  • 4 replies

Userlevel 4

I need to give a role access to add notes to invoices, but do nothing else, beyond view, regarding invoices.

How do I do this?


Best answer by ChandraM 22 August 2023, 00:31

View original

4 replies

Userlevel 7
Badge +9

Hi @rcreasy 

Please find the below steps and the screenshots to create a new role and assign to a user.
1. In Access Right by Roles screen, create a new Roles as below:
2. Provide the below access right under the “Sales Orders” tree, as shown below.

3. Navigate to the tree Sales Orders -> Invoices and provide the “View Only” access.

4. Assign the Role to a new User
5. Verify: Login as the new user(in my case “Johns” is the new user) and verify adding notes.


Userlevel 7
Badge +9

Hi @rcreasy Please review the above and post the feedback.

Userlevel 4

@ChandraM Thanks! Worked well.

Userlevel 7
Badge +9

HI @rcreasy You're welcome. Thanks for the confirmation!!


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved