Setup > Purchasing > Entry transactions > Invoices/Credit memos > Invoices/Credit Memos - Implementation
Invoices/Credit Memos - Implementation
Prerequisites
The table of access codes must be entered before any use of this function.
It is possible to assign an access code to each transaction which then makes it possible to filter the transactions by user profile. If the access code is not entered at the level of the transaction, this transaction is available regardless of the user profile. Otherwise, users can only access transactions with an access code identical to one of those indicated in their user profile, provided that the execution code for this access code has the value Yes. (see the Access codes documentation.)
It is therefore preferable to load this table with access codes prior to any transaction creation. If this is not the case, it will be necessary to modify the transactions one by one.
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
Dependent activity codes
These codes are never entered in folder management, because their value is calculated :
FEE (Fees declaration).
Functional
DEB : EU exchange declaration
ECC : Product version management
PTX : Regional taxes
SVC : Periodic accruals
Sizing
PPR : Max purchasing charge/discount
Localization
KPO : Portuguese Localization
KSP : Spanish localization
General parameters
The following general parameters may change the way the function is working :
Localisations
PORVAT (defined at level Company) : Portuguese VAT
SPAVAT (defined at level Company) : VAT Spain
Authorizations
This function is object managed. The creation, modification, anddeletion operations can be activated or deactivated for a given user.Filters by rolescan also be associated with this function.
A filter by access code is performed, based on the field named ACSCOD. If an acess code is given, the inquiry and modification rights are granted according tothe reading and writing rights associated with the code of the current user in their function profile.