Invoice Approval in Payable Module

[aganguly]

Hi,

We have a requirement.

We don't want all the users to approve the Invoices in Payment Module.

Only few authirised users will approve Invoices.

So we want to remove the 'Actions' button from the Invoice window for some users.

How this is possible.

I would like to know the procedure to remove the 'Actions' button from the Invoice window.

Can anyone help me in this regard.

Thanks in advance.

Amitava

[AmanKhan]

Create new responsibility & Exclude "Invoice Actions" function from responsibility to remove action button from invoice window.
Exclude "Payment Actions" from responsibility to remove action button from payment window.

Regards,

[aganguly]

Can you please tell me the procedure to exclude "Payment Actions" from responsibility to remove action button from payment window.

Thanks a lot.

[shaikjohnpasha]

Login to System Administratoe responsibility-->Security-->Responsibility-->Define.
1.Query your responsibility
2.In the Menu Exclusions tab selct Function and selct the fnction name as above mentioned.
3.Save

Regards,
John Pasha Shaik

[kenver]

Hi aganguly#65292;
U can set up some personalizations for this requierment .
Regards
Kenver

[aganguly]

Hi Kenver,

Can you please tell me what personalisations can i do for this and how.

Regards.

Amitava

[AmanKhan]

We normally go for personalization when functions exclusion doesn't work.
You can follow exclusion from responsibility instead on personalization.