I was sure that was correct, but I started overthinking the whole thing!
We can definitely grab the supplier bank data from the existing database, so that’s super helpful. I think we’re going to run into issues with the fact that we currently just pull over 1 file that contains both check and ACH payments, then pick when we get into RegalPay. I’m not so sure I can get everyone onboard with having to do 2 files (with things being set up on the Supplier record from the beginning), and the fact that someone will have to go upload the files themselves. Although, if there is any sort of API I could connect to, I could probably manage it. Our CAO is also concerned about the security of the bank data in the supplier record. I already have Supplier locked down so that 1 group can only create suppliers, and another group can only approve suppliers. This would lead to the group that can’t approve being the only group that can change bank data. After our most recent audit, I can completely understand her trepidation about bank data.
So I set it up using Service Security.I have 2 security groups: Payment Entry - Post and Payment Entry - No Post.I set the security on the methods for Allow Process Payments and PrePostGrp to only allow access to users in the Payment Entry - Post group.
Monty, also remember that, way back when, we tried to DMT load new revisions onto parts, and it didn’t work out quite as we’d planned, and we ended up having to check each part out and then check it right back in, in order for the correct ones to show up when creating a job. Just something to test out after you upload!
Just as a new wrinkle. I believe part of our issue was that we had old Data Collection sessions that were still using a license. They were not, AT ALL, visible in the Admin Console, but they were showing up in the fine new Session Management screen inside of Epicor.Since the new MES sessions couldn’t pull a DC session type, they were pulling a Default User session, leading to more weird wackiness… I’ve let Epicor know, and asked them to look into it.
I may need to force this issue. Right now, the machines all log in as 1 of 2 users, so I have to allow multiple session at this time. I may need to force them to log on as different users (which I have available) and see what happens.
I do think I’ll have to split users, because I am, in reality, a functional user of Epicor. I create the GL Accounts (with a template, and express approval in a ticket) for Accounting, and a few other things. It’s just sometimes hard to get auditors to understand that, as an admin, you have access to everything, under one account or another, and we follow all proper protocol, and we don’t do things that are impactful in a negative way.Hopefully, at some point, I’ll get a new hire, and then I can back off to just doing new user creation!
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