Set up user permissions for posting/invoicing of documents

You can customize permission settings for users regarding the posting of document for the areas Purchase, Sales and Service.
You can, for example, grant a user the permission to post invoices and deliveries from the Purchase area.
At the same time, you can specify that a user shouldn’t have the permission to post documents in this area.

Error Message

The contents of this chapter are divided into the following sections:

Set up User Permissions for Purchase

This section describes how to set up permissions for a user regarding the area Purchase.

Proceed as follows to set up permissions regarding the area Purchase for a specific user account:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page User Setup.
  • The page User Setup is displayed.
  • From the list, select the user account that should have permissions for this area.
  • Click Card in the menu bar.

User Card

  • The User Setup Card is displayed.
  • Scroll to the Purchase tab.
  • From the drop-down list Permission Purchase, select the permissions for Purchase documents. You can choose between the following options:
Option Description
Empty If you select this option, the permission to post or deliver documents will be withdrawn. An error message will appear for this user if they try to post a document for this area.
Receive If you select this option, the permission to deliver documents will be granted to this user. However, the account won’t have the permission to invoice documents.
Invoice If you select this option, the permission to invoice documents will be granted to this user. However, the account won’t have the permission to deliver documents.
Receive and Invoice If you select this option, the permission to post and ship documents will be granted to this user. The user account won’t be restricted in any way when it comes to posting/invoicing documents.

As soon as you select an option, the changes will be saved.
You have successfully set up user permissions for the area Purchase.

Set up User Permissions for Sales

This section describes how to set up permissions for a user regarding the area Sales.

Proceed as follows to set up permissions regarding the area Purchase for a specific user account:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page User Setup.
  • The page User Setup is displayed.
  • From the list, select the user account that should have permissions for this area.
  • Click Card in the menu bar.

User Card

  • The User Setup Card is displayed.
  • Scroll to the Sales tab.
  • From the drop-down list Permission Sales, select the permissions for Sales documents. You can choose between the following options:
Option Description
Empty If you select this option, the permission to post or deliver documents will be withdrawn. An error message will appear for this user if they try to post a document for this area.
Receive If you select this option, the permission to deliver documents will be granted to this user. However, the account won’t have the permission to invoice documents.
Invoice If you select this option, the permission to invoice documents will be granted to this user. However, the account won’t have the permission to deliver documents.
Receive and Invoice If you select this option, the permission to post and ship documents will be granted to this user. The user account won’t be restricted in any way when it comes to posting/invoicing documents.

As soon as you select an option, the changes will be saved.
You have successfully set up user permissions for the area Sales.

Set up User Permissions for Service

This section describes how to set up permissions for a user regarding the area Service.

Proceed as follows to set up permissions regarding the area Service for a specific user account:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page User Setup.
  • The page User Setup is displayed.
  • From the list, select the user account that should have permissions for this area.
  • Click Card in the menu bar.

User Card

  • The User Setup Card is displayed.
  • Scroll to the Service tab.
  • From the drop-down list Permission Service, select the permissions for Service documents. You can choose between the following options:
Option Description
Empty If you select this option, the permission to post documents will be withdrawn. An error message will appear for this user if they try to post a document for this area.
Ship (all) If you select this option, the permission to ship all lines in a service document will be granted to this user. This user account won’t have the permission to invoice documents.
Ship (Items) If you select this option, the permission to ship the lines that contain items will be granted to this user. This user account won’t have the permission to invoice documents or ship lines that contain resources.
Ship and Invoice If you select this option, the permission to post and ship documents will be granted to this user. The user account won’t be restricted in any way when it comes to posting/invoicing documents.

As soon as you select an option, the changes will be saved.
You have successfully set up user permissions for the area Service.

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