Vendors Effect of User Policies

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. Vendor user polices affect the selected user's ability to approve vendors.

When setting up, the default is to not allow the selected user to approve vendors.

Vendors do not have to be approved prior to the vendors being available for use within the system. Approval can be entered on the General Tab Vendors later in the set up process. In global policies, you can accept a default to approve new vendors automatically. If you reject that default, you can grant selected users the ability to approve vendors on an individual basis. Your decision on this policy should be based on your company policy.

Effect of User Policies on Vendors