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Finance | Project Operations, Human Resources, ...
Answered

Cannot create a draft version of the Payment advice

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Posted on by 67

Hi all,

I am trying to edit the Payment advice and, to do so, I have to create a draft version and then proceed with the changes.

However, I am currently not able to create the draft version.

pastedimage1601976231648v2.png

Can anyone help me with this situation?

Thank you,

Mafalda

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    303,669 Super User 2026 Season 1 on at

    Hi Mafalda,

    Looking at the screenshot, I think you are referring to a configuration in Electronic Reporting. To be able to create drafts,  you first have to create an own provider. You can't change it on the Microsoft provider reference.

  • mafalda Profile Picture
    67 on at

    Hi André,

    I already have my own provider and that is the one I am trying to change.

    Thank you

  • Sukrut Parab Profile Picture
    71,735 Moderator on at

    Hi Mafalda ,

    Can you please list out the steps you have done and what kind of challenges you are facing in modifying  it ? usually when you  change status  of one version another draft version is automatically crated for you  taking your previous version as a base.

  • mafalda Profile Picture
    67 on at

    Hi Sukrut,

    Thank you for your response.

    That is exactly what I am trying to do but the system does not allow me to change status of the existing version.

    Do you know why this is happening?

    Regards,

    Mafalda

  • Suggested answer
    Adrian Vlad Profile Picture
    on at

    Hello Mafalda,

    If you are looking for the draft line in the version box, please make sure you mark as Active the configuration provider mentioned in the header:

    pastedimage1603955977972v1.png

    pastedimage1603957884324v3.png

    pastedimage1603957914207v4.png

    If "Set active" is not enabling the draft version for your configuration, please try to toggle on or off the Feature "New grid control" and try to "Set active" the configuration provider again.

    pastedimage1603958288349v5.png

    Your user role should be one of the following:

    • Electronic reporting developer
    • Electronic reporting functional consultant
    • System administrator

    And make sure you enable design mode:

    pastedimage1603957671954v2.png

  • mafalda Profile Picture
    67 on at

    Hi Adrian,

    Thank you for your response. I have fixed my problem.

    Regards,

    Mafalda

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