If anyone knows off-hand, can you tell me what specific security task(s) allow a user to post a batch? I'm able to prevent users from posting single transactions, but they are able to post a batch (either purchasing or sales) without a problem.
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Thanks so much everyone for your responses.
If you are looking specifically for task(s) list, this is what I found:
To remove access from 'Purchasing Batch Entry' window:
TRX_PURCH_003* - Enter/edit Purchasing batches
To remove access from 'Payables Batch Entry' window:
TRX_PURCH_023* - Enter/edit Payables batches
To remove access from 'Purchasing Series Posting' window:
TRX_PURCH_022* - Purchasing series post
To remove access from 'Receivables Batch Entry' window:
TRX_SALES_022* - Enter/edit Receivables batches
To remove access from 'Sales Batch Entry' window:
TRX_SALES_001* - Enter SOP transactions
TRX_SALES_002* - Enter/edit SOP batches
If you want to allow user to access corresponding Batch Entry window and stop user from posting batches, you can set the same in "Posting Setup" window (Tools >> Setup >> Posting >> Posting), please find below the screen shot.
Next time onwards when user tries to post the batch, system will request to approve the batch before it can be posted and to approve the user should know the password. This is another method of restricting user from posting the batch.
Hope this helps.
Cheers,
Shyam.
Hi JKatulka,
without knowing the appropriate Security task, please use Field Level Security to lock certain fields for specific users.
Hi JKatulka,
I recommend using Field Level Security to disable the Post button for specific users.
Kind Regards,
Tristan
Thanks Howard. I'm not sure why I'm having so much trouble with this. I have a user who is assigned the 'AP CLERK' role and I need to revoke their posting rights. I copied the AP CLERK role, and am trying to locate the specific security task that allows them to post batches in AP, but can't find it.
Do you know which task this would be hidden under?
In the security tasks, choose Series Posting Permissions for the "Type" and remove access.
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