Receiving - Posting Period

Alfredo Vazquez

• March 07, 2023 14:44

Is there a way to prevent users to change the Posting Period back to Inventory Period when posting receiving? During the first 3 days of the month we have the system with Start Period Inventory and sometimes users may select No to the question "do you want to post to the current period" and the receiving gets posted to prior month. 

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  Jessica Sanderson

  • March 13, 2023 21:11

  Hi Alfredo,
  Thank you for your question.
  It is possible to prevent users posting into an inventory period as this is controlled via user group access.

  Please find below a link to the article regarding managing user groups

  https://help.hotschedules.com/hc/en-us/articles/360042296932-Adaco-Changing-Inventory-Access-Rights-in-User-Groups

  The particular access right you are looking for can be found in the user groups settings under Inventory - Enter Physical Inventory and remove access to Post While Inventory in Progress.

  By turning off this access right users will only be able to post into the current period and will no longer have the option to post into the inventory period.

  I hope this helps

  Thanks 

  Jessica 

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  Alfredo Vazquez

  • March 13, 2023 21:22

  Hi Jessica,

  I'm looking just to remove the access of the "Receiving" process not posting into the inventory period but leave the options under the Outlet Requestion and Transfer options. Is this possible?

   

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  Jessica Sanderson

  • March 13, 2023 21:25

  By turning off this access right users will not have the ability to post anything into the inventory period including transfers and requisitions. 

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