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I need to block the ability for a user to approve the ap and invoice journal. does anyone know which privilege this is. they just need to be able to report as ready but not approve>
Hi Janie Ven,
This is a manual approval methodology (no workflow) that you have to set in the 'Journal names' form which is controlled by User group.
So, it will work in this way.. you create an user group and do not add that user in this group who is not supposed to approve the document. Set this user group in the 'Journal names' form as displayed below.
Therefore, when that user creates the document, he/she can only click on "Report as ready" after creation but cannot click on 'Approve' and 'Reject' as both these options will be disabled for him.
Below screen shot is taken from D365 Finance just for your understanding.
Regards,Sourav
Yes this is a manual process.
I tried that as she is still able to approve the journal even though she is not in that specific group. Is there a specific privilege that I can remove this button all together? no access at all?
There is no separate privilege for this as this is fully controlled by the user group.
If that user is not part of that group, then ask her to create a new record and then check if still she is able to approve by her own!
I believe she will not have it. Please check and confirm.
what about old journals they do not want her to be able report as ready and they approve she still has that option?
and then if If i remove her from the approve she can no longer create a journal with that journal name?
Is it working fine now for new record?
For old records, can you please clarify this as you mentioned "they do not want her to be able report as ready". Do you mean that the user should not even have access to click on this 'Report as ready' option also? From your initial post, I can see the user is supposed to click only on this option, that's why asking.
You can also check by resetting the usage data for that user. In addition you can also check by re-open the AX application.
For your 2nd question.. no she will be able to create new record with same journal name unless you set any specific user group to control such journal creation where she is not part of it. The user group in the approval section only decide who will be responsible to take approval or rejection action and that's it.
here is what I am trying to accomplish-
the user goes in create a journal AP Invoice journal and reports as ready/ or maybe another user goes in and reports as ready.
that user right now can approve that journal- WE DO NOT WANT HER TO BE ABLE TO APPROVE AT ALL
if I add her to the approver group I see that she cannot approve but then she also cannot see that journal name or journals associated to that journal when she goes in and tries to create a new one.
Please check if any customization you have done!
Also check if you have set any specific user group who will be responsible to use such journal!
there are no customizations
Has anyone figured this out so I can completely remove the approve button from the invoice and payment journal?
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