This section includes the fields and descriptions for the User Action Group tab.
User Action Group Island
| Field | Description |
|---|
| Name
|
Enter the name of a user action group.
|
Permitted Job/Cost Actions Island
| Field | Description |
|---|
| Submit Job Budgets
|
Select this check box to allow users in the selected group to submit job budgets.
|
Permitted G/L Actions Island
| Field | Description |
|---|
| Use Post-Entry Periods
|
If this field is marked, the users within this action group 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 users within this action group 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 users within this action group 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 users within this action group 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.
|
Permitted A/R Actions Island
| Field | Description |
|---|
| Release Customer Payments
|
In this field, you can specify whether or not the users within this action group 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.
|
Permitted A/P Actions Island
| Field | Description |
|---|
| Submit Purchase Orders
|
Select this check box to allow users in the selected group to use the
Submit Purchase Order action in the Purchase Orders workspace.
|
| Approve purchase order
|
If this field is marked, the users within this action group can access the action “Approve Purchase Order” in the window Purchase Orders.
|
| Reopen purchase order
|
If this field is marked, the users within this action group can access the action “Reopen Purchase Order” in the window Purchase Orders.
|
| Approve request for quote
|
If this field is marked, the users within this action group can access the action “Approve Request for Quote” in the window Requests for Quote.
|
| Reopen request for quote
|
If this field is marked, the users within this action group can access the action “Reopen Request for Quote” in the window Purchase Orders.
|
| Approve requisition
|
If this field is marked, the users within this action group can access the action “Approve Requisition” in the window Requisitions.
|
| Reopen requisition
|
If this field is marked, the users within this action group 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 allow all users in the selected group to approve vendor invoices for posting in the Vendor Invoices and Invoice Allocation workspaces.
|
| Pre Post Vendor Invoices
|
If this field is marked, the users within this action group can pre-post vendor invoices in the Reallocate Invoices window.
|