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Answered

Invoice Journal Posting

Posted on by 105

Hi 

I have set up the invoice journal with following values

Approver_Group (user 2) as approver

Create_Group b (user 1) as 'Private for user group' 

User 1 creates the journal,  User 2 is able to approve the journal and it all goes to to script so far. 

But when user 1 goes back to post the journal AX throws the error - You do not have access to the APinvoice journal name.

Any clue as to why this is happening ?

Best wishes

DAX_369

  • DAX_369 Profile Picture
    DAX_369 105 on at
    RE: Invoice Journal Posting

    Hi Momen

    Will try using a workflow and see if AX allows...

    Thank you

    DAX_369

  • DAX_369 Profile Picture
    DAX_369 105 on at
    RE: Invoice Journal Posting

    Hi Jay

    No posting restrictions on the journal. Yes, I agree that the approver will also post but just wanted to see if AX would allow my scenario.

    Thank you

    DAX_369

  • DAX_369 Profile Picture
    DAX_369 105 on at
    RE: Invoice Journal Posting

    Hi Ludwig

    I know this was an option but just wanted to make sure that the error was not due to something I did.

    Thank you

    DAX_369

  • Suggested answer
    RE: Invoice Journal Posting

    Hi DAX_369, 

    What I can see from your setup, the business process required as follows: 

    1- User group A will have access to create, edit and view invoice journal. 

    2- User group B will have the ability to view and approve invoice journal. 

    3- User group A should post the invoice journal. 

    Correct? 

    If yes, I would recommend the journal workflow instead.

    Regards, 

    Momen Mansour

  • Verified answer
    Jay Barot Profile Picture
    Jay Barot 1,502 on at
    RE: Invoice Journal Posting

    Hi DAX_369,

    Can you check is there in posting restriction setup done for this invoice journal?

    Also in general scenario, whoever is approving the journal will post the journal. But it's not compulsory.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Invoice Journal Posting

    Hi DAX_369,

    If User1 would only have to press the post button then it might be easier and faster to let the approver also directly post.

    Best regards,

    Ludwig

  • DAX_369 Profile Picture
    DAX_369 105 on at
    RE: Invoice Journal Posting

    Hi

    Question - Should the user who approved the journal also has to be the one to post the journal ?

    Best wishes

    DAX_369

  • DAX_369 Profile Picture
    DAX_369 105 on at
    RE: Invoice Journal Posting

    Hi Ludwig

    No modifications at all.

    See below screen shot 

    Inv_5F00_Jrnl.png

    The LMB_UG group has the user who created the journal and is trying to post now but facing the error.

    User in the LMB_APP user group approved the journal without any issues.

    As you can see from the form, there is no workflow attached.

    Best woshes

    DAX_369

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Invoice Journal Posting

    Hi DAX_369,

    Do you know if there have been some modifications to the journal and the invoicing process?

    Do you use a workflow for the approval?

    Would be great if you could provide some additional information.

    Many thanks,

    Ludwig

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