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Create Limited Access

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Keith View Drop Down
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    Posted: October 15 2007 at 9:34am
Hi.  Good Internal Controls require that the person posting cash to customer accounts not also have access to posting credits/returns to the customer's accounts.  Our system was not setup with this control.  I have searched, but I have not been able to find how to implement this access control within GP-9.  Any suggestions?  Thanks.
Keith
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Joseph A Nader View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Joseph A Nader Quote  Post ReplyReply Direct Link To This Post Posted: October 15 2007 at 1:58pm

Activate password approval on batches...

Hope this helps
 
Good luck
Joseph Abou Nader, PMP



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Keith View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Keith Quote  Post ReplyReply Direct Link To This Post Posted: October 15 2007 at 2:08pm
Thanks for the suggestion.  When I look in GP, here are the A/R transactions it says to which I can limit access via password:

  • Enter transactions that exceed a customer’s credit limit
  • Override a customer hold, which restricts you from entering transactions for customers
  • Write off amounts that exceed the maximum amount you set for a customer
  • Waive finance charges you set for a customer


Unfortunately, I don't see that I can allow someone to enter invoices but not credits with this method.


Keith
Keith
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Joseph A Nader View Drop Down
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Joined: September 14 2006
Location: Lebanon
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Joseph A Nader Quote  Post ReplyReply Direct Link To This Post Posted: October 15 2007 at 11:39pm
You need to go to Tools>>Setup>>Posting>>Posting
 
Check the options that you have...
Joseph Abou Nader, PMP



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