Security Role modification: Accounts receivable vs. Vendor settlement

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Hello;

I'm configuring a new role for Accounts receivable. For this role, when received a vendor credit (check), The accounts receivable clerk needs to apply this credit in the vendor invoice. For that we need the role to mark the invoice, but a permission (privilege, duty or table) is missing. I need to get access to VendTransOpen.editMarkTrans . Could you, please, help me with the permission that is required. The path to get there is : Accounts Receivable/Journals/Payments/Payment Journal/Choose a journal/Lines/Choose Account Type: Vendor/Functions/ Settlement/ Once in this table mark a voucher. Here is where I'm having the issue, the role doesn't mark.

Thank for your help in advance.

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Mahmoud Hakim 17,887 on at

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you can assign him Maintain vendor payments duty or Accounts payable payments clerk role

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André Arnaud de Cal... 301,095 Super User 2025 Season 2 on at

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You can assign the privilege "VendOpenTransProcess" Process vendor settlements to a duty or role. This is a specific task without granting access to all vendor payment functionality.

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Chaitanya Golla 17,225 on at

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Hi,

You can assign the following privilege/duty to your custom role which has full access to the VendOpenTrans(Settle open transactions) form.

Security Privilege Name : VendOpenTransProcess
Label: Process vendor settlements

(or)

Security Duty Name: PaymVendorPaymentsMaintain
Label: Maintain vendor payments.

If you want to assign full access only to specific VendTransOpen.editMarkTrans() i.e MarkTrans control on the form VendOpenTrans then set NeededPermission property value to Yes for this control.

On your custom role, under the Forms node (Path: \Security\Roles\<RoleName>\Permissions\Forms) include the form VendOpenTrans and add the control MarkTrans with effective access as Delete.

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Community Member on at

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Thank you. That's an idea, but as I'm configuring a new role I won't like to give access that are not required. So, for now the solution of giving privileges works better for us. Thank you !

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Community Member on at

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Thank you. This is working perfectly !

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