Company Specific Actions Sub-Tab

This section includes the fields and descriptions for the Company Specific User Actions sub-tab.

Field	Description
Company No.	In this field you can select the company for which the actions selection are valid.
User Action Group	In this field you can specify a user action group. When an action group is specified, all action fields receive the value from the action group and cannot be modified individually.
Use Post-Entry Periods	If this field is marked, the user can post in prior-periods by selecting a prior-period in the windows General Journal and Vendor Invoices.
Submit Journals	If this field is marked, the user can submit general journals, customer payment journals and job journals using the action “Submit” in the window General Journals, Customer Payments and Job Journal.
Post Own Journals	If this field is marked, the user can post customer payment journals and job journals submitted by himself or herself. The field is only relevant if the system parameter “Allow Posting of Own Journals” has not been marked, as all users will otherwise be able to post journals submitted by themselves. Note: This functionality is no longer supported for general journals as part of the approval hierarchy for general journals (introduced with version 2.5).
Post	If this field is marked, the user can use the action “Post” in the windows Posting, General Journal, Vendor Invoices and Job Journal. This does not affect the user’s access to post in the window Print Posting Journal.
Release Customer Payments	In this field, you can specify whether or not the user should be able to release customer payments for posting. If you do not mark this field, the user cannot manually mark the field “Released” on lines in the window Customer Payments.
Submit Purchase Orders	Select this check box to enable the user role to submit purchase orders.
Approve purchase order	If this field is marked, the user can access the action “Approve Purchase Order” in the window Purchase Orders.
Reopen purchase order	If this field is marked, the user can access the action “Reopen Purchase Order” in the window Purchase Orders.
Approve request for quote	If this field is marked, the user can access the action “Approve Request for Quote” in the window Requests for Quote.
Reopen request for quote	If this field is marked, the user can access the action “Reopen Request for Quote” in the window Purchase Orders.
Approve requisition	If this field is marked, the user can access the action “Approve Requisition” in the window Requisitions.
Reopen requisition	If this field is marked, the user can access the action “Approve Requisition” in the window Requisitions.
Submit Vendor Invoices	Select this check box to allow all users in the selected group to release vendor invoices. It gives users the ability to submit invoices for approval in the Vendor Invoices and Invoice Allocation workspaces.
Approve Vendor Invoices	Select this check box to enable the user role to approve vendor invoices.
Pre Post Vendor Invoices	If this field is marked, the user can pre-post vendor invoices in the Reallocate Invoices window.
Submit Jobs	Select this check box to enable the user role to submit jobs.
Approve Jobs	Select this check box to enable the user role to approve jobs.
Submit Draft Invoice	Select this check box to enable the user role to submit draft invoices.
Approve Draft Invoice	Select this check box to enable the user role to approve draft invoices.
Submit Job Budgets	Select this check box to enable the user role to submit job budgets. Only users with access rights can select this field. Note: If a user without access rights tries to select the Submit Job Budgets field, Maconomy displays an error message.
Approve Job Budgets	Select this check box to enable the user role to approve job budgets. Only users with access rights can select this field. Note: If a user without access rights tries to select the Approve Job Budgets field, Maconomy displays an error message.
Submit General Journals	Select this check box to enable the user role to submit general journals in the company specified on the line.
Approve General Journals	Select this check box to enable the user role to approve general journals in the company specified on the line.