Edit Workflow Step Screen - Accounting Restrictions

In the step actions section, you can choose what will happen as a user moves a matter to this step. For each switch that is displayed, there will be a number of options to choose what is created, what the user is prompted to do or what is allowed to happen on this step. 

Accounting Restriction Settings

For the accounting functionality options to show please switch the Accounting restrictions to "On".

Here, you can choose what accounting transactions can be created for this matter while on it is on this step.

• Can create sales quotes - This option has been deprecated and will be removed in the future.
• Can create sales orders - This option has been deprecated and will be removed in the future.
• Can create invoices - When this is switched to "off" it means that a warning box will appear when a user goes to create an invoice on this step. - Please note this will not stop the invoice from going through.

• Can create supplier quotes -  When this option is set to "off" users will not be able to create supplier quotes, they will be able to fill in all of the details but when they go to save/close the quote they will receive the message below.             

• Can create purchase orders - When this option is set to "off" users will not be able to send purchase orders, However they will be able to create purchase orders and save them as drafts. Users will receive the message below if they try to "close" the purchase order.

• Can create supplier invoices -This option has been deprecated and will be removed in the future.

 Related Articles:

• Edit Workflow Step Screen
• Edit Workflow Step Screen - File Note
• Edit Workflow Step Screen - Trust Accounting Data
• Edit Workflow Step Screen - Sales data
• Edit Workflow Step Screen - Parties