I would like for a selection to be added in the function security sections of the Accounts Receivable and the Time & Material Modules to be able to restrict the ability to delete an invoice. I would like to be able to set a security level for the ability to delete an invoice. The reason that I marked timing in such an urgent fashion is because it is an audit item for completeness of revenue recognition for our company. The ability to delete an invoice occurs with a "delete" button during the creation stage, prior to updating/posting an invoice.
Guest
| Company | Reliable Field Services (1888 Industrial Services) |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Good news!
The ability to delete an unposted T+M Billing record currently exists today. In Function Security, go to the Time + Materials module | Data Entry | Detail Billing Selection.
Click the plus icon to expand out the sub-record below it. The option is titled 'Delete T+M Detail'. You can change the security level as well as use Operator Override Security.
If the concern is that the person who updates the T+M Invoice will go over to Customer Invoice Entry and delete it, then I would restrict that user's access to Customer Invoice Entry. Hopefully the 'Delete T+M Detail' will suffice.
Thanks!
Geoff