Check Security for Viewing and Authorising Non-Order Documents

CUSTADMIN access only

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to Checking Security for Viewing and Authorising Non-Order Documents .

Users who are responsible for viewing and authorising Non-Order Invoices must be in a user group with the relevant security settings.

To view and authorise Non-Order Invoices, the user group must have: 

• Full Access to the IRIS Financials application with Access Level of 3 or above
• Post permissions for Non Order Purchase Invoices (XXPI) documents
• Permissions to access the:
  • Purchase Accounts ledger and account
  • 9500 - Purchase Ledger Control nominal
• Permissions to access any other ledgers, accounts, and nominals Non-Order Invoices could be posted to or linked with

Some settings might not be applied until the user next logs in.