Issues with Receipt Workbench 11.5.10.2

  Dear All,

 

We are operating under multiple SOB and OU environment. We have created customers globally and have addresses created under each OU. We are facing few problems under the Receipts Workbench while selecting customers, which is raising concerns with the management;

 

1.       Receipt workbench form provides access to all the customers globally. We would like to have access to customers related to only a particular OU.

2.       When a user selects a customer and saves the receipt, the status is changed to “Unapplied” and the unapplied account is credited. If any user wants to change the customer name, system should not allow us to do that.