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

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, 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.
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.
   The user will receive this error if attempting to post:
   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:

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