How to avoid the posting of a ARInvoice for a particular user?

Yahoo Archive
1
Out of the box - 
If you mark the Sales Order Line - Time and Material the invoice will be created automatically on hold.
This will prevent it from Printing or Posting.

Through field security - limit who can uncheck the hold flag on the invoice.

Bruce
bruce@...

2
Hello;

Please advice me how I could allow a user to do the AR Invoice entry and block the right to post the invoice.

Regards

Sreejith
3

A BPM will do this.  I use one to keep our controller from posting before we are ready for him to.  Here is a simplified version.  You can also change this to a user instead of a group.

 

Directive (Pre-60): POST_Sec

(Group:  Posting / Status: Enabled)

 

Purpose:  Keeps the controller from posting the group before it is ready.

 

Actions: 

1.       Conditions:

a.       The user who called the method belongs to Financial Controller group

TRUE:  (Continue - #2 Exception)

FALSE: (DONE/STOP)

2.       Exception (Error):

a.       Raise exception based on the NoPost template:

 

The <Group/> Group is NOT ready for posting.

 

 

Brenda

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, January 21, 2016 3:22 AM
To: yahoogroups
Subject: [Vantage] How to avoid the posting of a ARInvoice for a particular user?

 

 

Hello;

 

Please advice me how I could allow a user to do the AR Invoice entry and block the right to post the invoice.

 

Regards

 

Sreejith

4

Btw this in on the Erp.InvcGrp.GetInvcGrp

 

Brenda

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, January 21, 2016 6:40 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] How to avoid the posting of a ARInvoice for a particular user?

 

 

A BPM will do this.  I use one to keep our controller from posting before we are ready for him to.  Here is a simplified version.  You can also change this to a user instead of a group.

 

Directive (Pre-60): POST_Sec

(Group:  Posting / Status: Enabled)

 

Purpose:  Keeps the controller from posting the group before it is ready.

 

Actions: 

1.       Conditions:

a.       The user who called the method belongs to Financial Controller group

TRUE:  (Continue - #2 Exception)

FALSE: (DONE/STOP)

2.       Exception (Error):

a.       Raise exception based on the NoPost template:

 

The <Group/> Group is NOT ready for posting.

 

 

Brenda

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, January 21, 2016 3:22 AM
To: yahoogroups
Subject: [Vantage] How to avoid the posting of a ARInvoice for a particular user?

 

 

Hello;

 

Please advice me how I could allow a user to do the AR Invoice entry and block the right to post the invoice.

 

Regards

 

Sreejith