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Custom Role for Receivable

Hi.

I need to create a custom role for Receivable. It should basically be able to do almost everything that the Accounts Receivable Manager role can, except I want to restrict the user from doing the following actions:

  • Create transactions
  • Purge transaction data (scheduled processes)
  • Create customers
  • Update customers
  • Create approval limits
  • Delete approval limits

My understanding is that since Accounts Receivable Manager is a job role, I cannot remove privileges directly from it, and instead need to customize the duty roles from which the unwanted privilege are inherited. Is this the correct and best approach?

Thank you in advance.

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