Hi there,
I’m looking to set permissions that separate the AR and AP teams’ access to vendors. The AR team needs to be able to extend customers as vendors in order to process refunds. They should not, however, be able to create other/regular vendors. Currently, they’re able to extend the customer as a vendor, but they cannot save the “new” vendor because they don’t have that permission. Is there a combination of permissions that would allow this?
Best answer by nickcerri32
If that doesn’t work, you can create a UDF on the Customers screen that the AR team has access to, call it “Mark for Vendor Extension” or something like that. Then you set up a business event that handles the vendor extension throughout the day (or however frequently you need it) so that the system does all the work and the user doesn’t need any special access.
+4
+1
If that doesn’t work, you can create a UDF on the Customers screen that the AR team has access to, call it “Mark for Vendor Extension” or something like that. Then you set up a business event that handles the vendor extension throughout the day (or however frequently you need it) so that the system does all the work and the user doesn’t need any special access.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
