Hi All,
I have identified certain security role requirements that may necessitate customization. Before proceeding, I would like to verify their feasibility and alignment with the business logic.
1. **Amendment of Pending Invoices:**
Currently, users are unable to modify pending invoices in the /pending vendor invoice/ table, as options like save, new, and delete are grayed out. We need to explore the possibility of allowing all users, not just the invoice creator, to amend/process pending invoices. Do you see I can customize a new role here or I will face challenges/limitations from D365 FO?
2. **Cancellation/Correction of Purchase Order Goods Receipts:**
There is a need for the ability to cancel or correct purchase order goods receipts to enhance inventory management. This functionality would enable users to rectify errors or discrepancies in goods receipt transactions. Do you see I can customize a new role here?
3. **Invoice Recall by AP Users:**
We require the ability for any Accounts Payable (AP) user to recall invoices from workflow, irrespective of the submission user. Currently, invoices uploaded via EDI with the user /admin/ restrict recall capabilities to only the admin user. Enabling any AP user to recall invoices would improve workflow efficiency.
Before initiating any customization, I seek confirmation on whether these requirements are feasible and align with our business logic.
Many thanks
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