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Ability To Grant Users Access to Create and Save Journal Transactions, but Restrict "Hold" or "Release"


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  • Freshman II
  • 20 replies

Hello - 

Is it possible to grant users the ability to create and save Journal Transactions, but not allow them to take it off of hold or release them? I am able to restrict the ability to create new transactions via the access rights by screen, but I have not been able to figure out how to allow the creation of them without release. 

Thanks!

Best answer by Laura02

Hello,

Revoke rights to the Release Transactions screen in Finance module, as shown below for AP Admin role, and users in the AP Admin Role will not be able to release transactions.

 

If you want to take away the rights to Remove Hold, please follow these detailed instructions provided by Manikanta in a previous post:

Laura

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Laura02
Captain II
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  • Captain II
  • 3132 replies
  • Answer
  • March 29, 2024

Hello,

Revoke rights to the Release Transactions screen in Finance module, as shown below for AP Admin role, and users in the AP Admin Role will not be able to release transactions.

 

If you want to take away the rights to Remove Hold, please follow these detailed instructions provided by Manikanta in a previous post:

Laura


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  • Author
  • Freshman II
  • 20 replies
  • March 30, 2024

THANK YOU


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