Customisation of Security - Possibilities?
Summary:
User requests custom security roles based on the Billing Specialist Segregated role and the AR Specialist role, with the following in mind.
Content (required):
The current Billing Specialist Segregated Role allows the end user to create AND complete an AR invoice. A new custom role is required which will allow the end user to create but not complete the AR Invoice and must allow the following:
- Create Transaction (invoice and credit) only to incomplete status
- Create Recurring bill plan only to incomplete status
- Should be able to review Journals BUT not be able to Adjust journals
- Should be able to review instalments
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