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How to Prevent Users from Posting Sales & Purchase Invoices in Sage X3

X3 Tips & Tricks

Many companies have faced the issue of staff posting Sales and Purchase invoices to Sage X3 in error, causing headaches and confusion for the accounting department. However, with the simple steps outlined below, you can add an extra layer of security to your Sage X3 solution and prevent users from posting these invoices in error. By setting up this additional security measure, you can ensure that your financial records remain accurate and up-to-date.

Follow the steps provided below to make your Sage X3 Solution more secure:

  1. Go to Setup, Users, UsersSage EM Setup Users
  2. Tunnel to the ‘Function profile’ for the selected user.
  3. From the right column, click on the ‘Authorizations’ link for the Functional profile.Sage EM Functional ProfileFunctional Authorization
  4. Enter GESSIH (Sales Invoices) or GESPIH (Purchase Invoices) in the ‘Function’ field.
  5. Click the ‘Options’ action box to view the details of each security option available.
  6. Remove the Letter “V” to prevent the ability to post for any user in this functional profile.Selection
    The user will receive this error if attempting to post:X3 application error
    Now you know how to make your Sage X3 Solution more secure. If you are looking for more Sage X3 tips and tricks read these recent blogs:

How to Setup Purchase Signature Workflow in Sage X3
Quality Control on Work Order Receipts Process in Sage X3
Quality Control on Purchase Order Receipts Process in Sage X3

Tags: Sage X3
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.