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#67370 - 12/08/21 06:48 AM Unable to edit a posted OE invoice
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 922
Loc: GTA & North America (Remote Su...
Client is running OE 9.3A(190117).
In Company Profile, we turned ON the option: Allow editing of invoices/credits.
in the Allowable editing fields, we turned ON every field.
The user belongs to a Security Group which has full rights in OE.
Yet, when I double click on a posted Invoice and we would like to add a Reference (PO #), we still are unable to edit the field. In fact, all the fields are still read-only.
What am I missing?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#67373 - 12/08/21 08:31 AM Re: Unable to edit a posted OE invoice [Re: Samuel Kopstick]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4514
Loc: Wynnewood, PA
Hi Samuel

The "allow editing" options in Company Profile do nothing if Security Groups are being used, except to serve as defaults for when a new Security Group is created.

Nor does it matter if a Security Group has full rights to OE.

You must visit the Security Group(s), and click on the Entry Template button to set the options there.

Steve

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#67374 - 12/08/21 08:31 AM Re: Unable to edit a posted OE invoice [Re: Samuel Kopstick]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4422
Loc: Vancouver, BC
Samuel:

Like all Templates, the Company Profile and/or Maintenance | Template are only applicable to any new Security Groups. For existing Security Groups, edit the Template and then select the Editable Fields tab. Here you need to select which things this group can edit.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#67377 - 12/08/21 09:24 AM Re: Unable to edit a posted OE invoice [Re: Douglas Dickie]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 922
Loc: GTA & North America (Remote Su...
Thank you Steve & Doug.
I had forgotten about the Entry Templates.
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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