Posting Controls will allow you to establish an authorized dollar amount that a user is allowed to post. In other words, a user-specific allowed batch or transaction posting amount. For Batches the control is applied to both the ability to Approve a batch and the ability to Post a batch.
Posting Controls are available for the following transactions:
- Transaction Entry
- Quick Journal
- Batch Entry
- Bank Deposit Entry
- Miscellaneous Check
- Bank Transfer Entry
- Sales Transaction Entry
- Sales Batch Entry
- Invoice Entry
- Invoice Batch Entry
- Receivables Transaction Entry
- Cash Receipts Entry
- Receivables Batch Entry
- Purchase Order Entry (ability to Print a PO)
- Purchasing Batch Entry
- Receivings Transaction Entry
- Purchasing Invoice Entry
- Payables Transaction Entry
- Payables Manual Payment Entry
- Select Payables Checks (ability to Print)
- Print Payables Checks (ability to Process)
- Payables Batch Entry
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to MODULE: Posting Controls*.
This feature requires additional setup. Double-click on “MODULE: Posting Controls*” to open the Posting Control Setup window (see below).
When done with Posting Control Setup, click the DONE button on GP PowerPack Setup to enable this feature. Other users must restart their Dynamics GP client to enable this feature.
On the GP PowerPack Setup window, double-click on “MODULE: Posting Controls*” to open the Posting Control Setup window.
In the Posting Control Setup window, select a User ID. Then select the Series (Financial, Sales, and Purchasing) and a Window where you want to apply the control.
The Posting Controls are applied on a company-basis. If you have multiple company databases, the same setup will need to be repeated for each company a user has access to.
If a user attempts to Approve a batch, or post a batch or transaction where the total of the document (or documents) is above their approved limit, they will receive this warning message:
The transaction or batch total exceeds your approval limit.
They will be prevented from approving or posting the batch, or posting the transaction.