Note: The information in this topic has not been implemented. It is currently under review by the Finance team.
This configuration will provide separation of AP Payment Entry and Process Payments.
In the example,
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
Launch System Setup > Security Maintenance > Service Security Maintenance
Bring up Service ID “Rpt.ProcessPayment”
Uncheck Allow Access to All Groups/Users
Move the AP Payer Group to Selected Groups/Users and Save
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.
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.
Testing steps
Log on Epicor as the Payment Entry User and launch
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
2. Log on Epicor as the Payment Processing/Printing User and launch
Financial Mgt > Accounts Payable > General Operations > Payment Entry
Open the Group created by the Payment Entry User > Actions > Process Payments
