User encounters an error when attempting to eliminate Intercompany Transactions in the Period Closing task with the following message: “Invalid subsidiary reference key xx for accounting book xx”. One of the reasons is due to Roles & Permissions. The role should be associated with the Subsidiaries included in the Intercompany Transactions. Go to Setup > Users/Roles > Manage Roles (Administrator) to… Continue reading Resolve Error When Intercompany Transaction Elimination During Period Closing
Tag: role permissions
Restricting Line-Entry Custom Record Field Editing in Quote Form
The goal is to remove the plus symbol from the line-entry fields in the quote form for sales staff roles, ensuring that they cannot create or edit new records while still being able to view existing ones. Proposed Solutions 1. Update Permission Levels at the Role Level This approach involves adjusting the permission level for… Continue reading Restricting Line-Entry Custom Record Field Editing in Quote Form