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Effect of User Policies on Invoices
Setting user policies allows you to customize user access
in eFinancials and affects the selected user's ability to complete work.
User policies are policies that are applied only to the selected user.
User policies that appear
on the Invoice tab determine whether the user can enter invoices
without a PO and affect the ability of the selected user to exceed the
purchase order amount during invoice processing.
Details for Invoice Tab
When setting up, be aware of the effects of user policies
on invoices. Additional information is found on the Invoice
Tab and Other Tab topics.
Allow invoices without
PO
- By default, the policy
Allow invoices without PO is
unchecked; whether purchase orders are required to
enter invoices depends on
or
policy settings if unchecked.
- If this policy is
checked, then
and
policy settings are overridden; purchase orders are not required when
entering invoices for this user.
Invoice can exceed PO
by (amount and percentage fields)
- When setting up,
no pre-existing limit is set. You need to consider the "overage"
limits for purchase order amounts you want to impose on the selected user.
You can set a dollar limit or a percentage limit for the selected user.
User policies that appear
on the Other tab include an option that allows for the display
of a budget graph during invoice processing.
See
Also
Invoice Tab
Policies
Other
Tab Policies
Invoice
Overview
User
Policies