This blog outlines the issues encountered when assigning specific User roles, which include AP Invoice Entry and AP Invoice Inquiry with data access for different business units.
The particulars are detailed as follows:
- AP Invoice Entry and AP Inquiry are assigned to the CANADA Business Unit.
- AP Inquiry is assigned to the US Business Unit.
Once these roles are assigned, the user initiates the creation of a new invoice by clicking on the “Create Invoice” tab. At this point, both business units are displayed, even though only the assigned Business Unit for the AP Invoice Entry role should be visible. This discrepancy is an error that requires correction.
To address this issue, follow these steps:
Step 1: Navigate to the Security Console and go to the Users tab.
Step 2: Select the specific User to assign the roles to.
Step 3: Attach the AP Inquiry and AP Invoice roles to this User.
Step 4: Click “Submit & Close.”
Step 5: Access the Setup & Maintenance section and perform a search for “Manage Data Access For Users.”
Step 6: Provide data access for AP Invoice Inquiry (US & CANADA Business Unit) and AP Invoice Entry (CANADA Business Unit).
Step 7: Log in as the User in question.
Step 8: Navigate to Payables > Invoices.
Step 9: Click “Create Invoice” and select the Business Unit. You will notice that both Business Units are visible in the dropdown box.
The example above illustrates that both business units are displayed, contrary to the intended configuration of the CANADA Business Unit for the AP Invoice Entry Role. This issue needs to be rectified.
Leave a Reply