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Dynamics 365 Community / Forums / Finance forum / Customer payment journal
Finance forum

Customer payment journal

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Posted on by 105

Hi,

I hope some one can help, when i go to customer payment journal in sales ledger to post a payment the new button at the top left is greyed out so i cannot click it to create a new payment journal. Can some one please help to fix this?

Thanks

I have the same question (0)
  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Can you check if you have correct security role assigned to your user? Screenshot etc. would help.

  • fasy Profile Picture
    105 on at

    customer-payment.jpg

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Can you also check if you have correct security role assigned to your user?  If you have access, elevate your permissions to admin and see if the button is still greyed out. This seems more security related than anything else.

  • fasy Profile Picture
    105 on at

    can you please tell where to go to check security roles assigned to me?

  • Suggested answer
    Sukrut Parab Profile Picture
    71,710 Moderator on at

    You should go to System Administration > Users > filter by your user and check what roles are assigned to you .

    sysadmin.JPG

  • fasy Profile Picture
    105 on at

    thanks, but i don't see this option

    alpha.jpg

  • Suggested answer
    Sukrut Parab Profile Picture
    71,710 Moderator on at

    That means you have limited access to certain things. You should contact system administrator  and request additional access if you need to do certain things like you mentioned creating customer payment journals.

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