Credit Card Approve Transactions - need a "View Only with Attachments" security configuration
The Credit Cards > Approve Transactions screen does not have a security configuration that allows approvers to see attachments to the transaction without having edit access to the transaction. "CC AT View Only.png" shows 1,1 security access on WF\AP\CC\AT; there are no Notes or Attachment buttons despite the transaction having an attachment. "CC AT View Edit" shows 2,1 security access on WF\AP\CC\AT, attachments can be viewed but this configuration allows approvers to edit transactions that they are approving. Our district feels this would be an audit finding criticism; in our Credit Card approval hierarchy we want approvers to deny transactions back down to the submitter if anything needs to be changed. Is there any way a security configuration can be enabled for "View Only" access but includes view only Attachment access?
Robert Jarvis
shared this idea
Previously, users with level 1 security did not have access to the Notes or Attachment options on the Credit Card Activity browse. The ability for Level 1 security users to view the notes and attachments became available on 2/18/2021 with the 05.21.02.00.02 – Feb 2021 Release PMP0 Addendum2.
You must be on February addendum 2 or a more recent addendum release to access this functionality.
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Robert Jarvis
commented
Attachment for "CC AT View Edit"
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Robert Jarvis
commented
Attachment for "CC AT View Only"
