Deferral Security

  • Dynamics GP

    Deferral Security

    Posted by stephaniemyers@nafi.com on December 8, 2023 at 11:38 am

    I have been able to add the security task to the AP role to enter a deferral but she still cannot access the deferral profiles. Does anyone know what security task I need to enable for her to access?

    Thank you!

    stephaniemyers@nafi.com replied 5 months, 1 week ago 2 Members · 3 Replies
  • 3 Replies

  • Kerry Hataley

    Organizer
    December 8, 2023 at 2:56 pm
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    Hi Stephanie,

    You need to have both the “RED CLERK” and “RED MANAGER” assign in security roles.

  • stephaniemyers@nafi.com

    Member
    December 9, 2023 at 2:41 pm
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    Thank you!!!

  • stephaniemyers@nafi.com

    Member
    December 12, 2023 at 9:00 am
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    One last question – when entering the deferral in AP – the description is not flowing over with the deferral entry to financial. Is there a way to do this?

    Thank you!

The discussion ‘Deferral Security’ is closed to new replies.

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