Note: The information in this topic has not been implemented. It is currently under review by the Finance team.
This configuration will require provide separation of AP Payment Entry and Process Payments duties.
In the example, Users assigned to
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Security Group AP User can create enter AP Payments but cannot Process/Print Checks. Users assigned to the They can also create and post AP Invoices
Security Group AP Payer can Process/Print Checks.
Configuration steps
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
Log on Epicor as the Payment Entry User and launch
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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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