Working as AP: No rights to create POs, but rights to modify PO?

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Posted on by APane

Hello

I recently transferred to a company that uses Nav 2016 which is a new ERP for me. I have a practical question:

I work as AP in the company. User in organization will create and receive POs. I will receive invoice phsyically and post the corresponding PO.

Often the invoice amount differs slightly from the Direct Unit Cost on the PO. Right now I will use a lot of time to contact user and get them to change the Direct Unit Cost even though the difference is very small.

I will never get access to modify PO freely.

I was wondering if there is there a functionality in Nav, that would enable my role to modify the Direct Unit Cost within a threshold. For example in my previous ERP, I could modify up to 5 %.

So if user set Direct Unit Cost on the PO to 100.00 USD, but invoice amount is 105.00 USD, I would like to be able to re-open the PO, modify the Direct Unit Cost to 105.00 USD and release PO.

Please let me know if something is unclear.

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nmaenpaa 101,160 Moderator on at

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Hi,

you ended up in the Dynamics 365 for Finance and Operations forum. Let me move your question to the Nav forum.

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azelaya59 2,807 on at

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Hello

First you acknowledge where the the payment tolerance will be applied.

1) Go to Gen. Product Posting > Setup and populate which G/L account(s) will receive the Payment Tolerance:

2) Go to the General Ledger Setup and populate the "Application" Fast Tab:

3) Go to the "Ribbon" and click on the "Actions" Tab. Pick "Change Payment Tolerance"

4) Identify if you will use a percentage or a static value:

5) Hit "OK" and the percentage or value will be passed to the "Application Fast Tab":

I hope this answers your question.

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APane 7 on at

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Thank you for your answer.

I believe the payment tolerance functionality is only applicable on in-going payments from customers.

I am working with out-going payments to our vendors.

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azelaya59 2,807 on at

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The "Application" functionality is for both Payment and Receivable sides. Try it out in your test environment. If it does not satisfy the requirement, then a customization will need to be done.

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