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Batch Posting Security Task

Posted on by Microsoft Employee

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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch Posting Security Task

    Thanks so much everyone for your responses.

  • Verified answer
    Shyam Nath Profile Picture
    Shyam Nath 505 on at
    RE: Batch Posting Security Task

    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.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch Posting Security Task

    Hi JKatulka,

    without knowing the appropriate Security task, please use Field Level Security to lock certain fields for specific users.

  • Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Batch Posting Security Task

    Hi JKatulka,

    I recommend using Field Level Security to disable the Post button for specific users.

    Kind Regards,

    Tristan

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Batch Posting Security Task

    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?

  • Suggested answer
    Howard Swerdloff Profile Picture
    Howard Swerdloff 845 on at
    RE: Batch Posting Security Task

    In the security tasks, choose Series Posting Permissions for the "Type" and remove access.

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