Release: 25.1
Now it is possible to restrict which business users can add, delete, or edit invoice coding rows in Tasks and Documents for invoices assigned to them. A new user right "Edit coding data" has been introduced to manage these permissions.
By default, all business users with the existing "Review invoices", "Approve invoices", "Perform invoice row approval", "Perform invoice additional approval", or "Manage invoices in order matching" user rights will automatically get the new "Edit coding data" user right. To prevent specific business users from adding, deleting, or editing invoice coding rows in Tasks and Documents, go to P2P Administration and manually remove the new user right from those users.
It is also possible to prevent all business users from adding, deleting, or editing invoice coding rows within a specific activity. There is a new activity-level parameter "Prevent editing coding data" has been introduced to implement this restriction in the invoice process configuration. This parameter can be configured for various activities in the invoice process, such as header approval, row approval, and admin approval. When this new activity-level parameter is enabled for a specific activity, business users cannot add, delete, or edit invoice coding rows in Tasks and Documents in that activity. This restriction applies even if the user has the new "Edit coding data" user right. The new activity-level parameter is not enabled by default. If you want to take the new activity-level parameter in use, please contact your Basware consultant or Basware Support.
It is important to note that the new user right and the new activity-level parameter do not impact the Recipient and Next approver columns in coding. These columns remain editable in the business user's own coding rows, enabling the users to forward their tasks to a new recipient if needed. Additionally, the Next approver column remains editable in header level activities. Both of these new enhancements ensure that only specific business users can manage invoice coding, and only within the specific activities in the invoice process. This improves the quality of invoice coding and saves time, as AP clerks and other users no longer need to spend time correcting coding errors.