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This configuration will require provide separation of AP Payment Entry and Process Payments.

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  • Users assigned to the Security Group AP User can create AP Payments but cannot Process/Print Checks.

  • Users assigned to the Security Group AP Payer

Configuration steps

  1. Launch System Setup > Security Maintenance > Service Security Maintenance

Bring up Service ID “Rpt.ProcessPayment”

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Move the AP Payer Group to Selected Groups/Users and Save

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2. Setup a User in the AP User Security Group.
This User will have the ability to create AP Payments but not process/print them.

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3. Setup a User in the AP User and AP Payer Security Groups.
This User will have the ability to create AP Payments and process/print them.

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Testing steps

  1. Log on Epicor as the Payment Entry User and launch

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  1. Financial Mgt > Accounts Payable > General Operations > Payment Entry

Create a Payment > Actions > Process Payments

Access Denied message appears and the User is unable to print checks

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2. Log on Epicor as the Payment Processing/Printing User and launch
launch Financial Mgt > Accounts Payable > General Operations > Payment Entry

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