Accounts Payable clerk can't change the bank to pay from in NXT

Jennifer Hughes

Our organization processes payments using several bank accounts and in database view our accounts payables clerks can change the bank on the invoice record as it is entered. In FENXT they are unable to see the bank on the invoice record as they enter. The drop down selector is still showing but it is empty. Does anyone know what security setting gives them the ability to select the bank from the invoice entry page in FENXT?

Nikki Baldwin

@Jennifer Hughes, One thing to check before diving into security would just be to ensure that if you require invoices to be approved before being able to pay them, that the invoice in question is saved as ‘approved’ before it would allow one to edit the bank. That would be set up in your business rules as a requirement if this is the case.

If that's not the issue, I'd look into the Security Group to which the users are assigned to confirm they have rights to edit the bank account on a vendor record, which is what drives the bank on the invoice record. You can confirm the user role group for the user(s) via Control Panel > Security > User Management and then navigate to (Accessible via Control Panel > Security > Roles and look at the AP Records section to ensure that under Vendors, ‘Bank Information’ is able to view, add, and edit.

Jennifer Hughes

@Nikki Baldwin Thanks for the suggestions!