Ideas for separating AR Invoicing Responsibility by Customer

Epicor ERP 10
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1

I am looking for a way to define permissions around AR Invoicing such that certain customers are invoiced by one person and other customers are invoiced only by a different person.

2

Hi Marykay,

Many ways you can make it possible. We handled as explained below,

  1. Created User Security Groups (ex. abc1,abc2…) and assigned to users as needed.

  2. Created Attributes with same name as User Security Group(ex. abc,abc2…) and assigned to Customers.

  3. Created BPM for invoice customer validation with compare current user group = invoice customer attributes.

Thanks

Surendra Pal
Surendra.Pal@hotmail.com

1 Like
3

i like @surendrapal approach. here are some other alternatives

  1. use workforce and tie-up with customer and validate in bpm during invoicing.
  2. create user codes(mapping cust id/with epicor user id) and validate in bpm during invoice
  3. maintian ud table with list of customers and permitted epicor users and validate in bpm during invoicing.