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Make certain the translator's profile (External Work for instance) allows them to edit the quote/invoice numbers, but not cost details. This can can be done by clicking on Settings in the Menu Bar and then Configure for Access Rights in the Accounts and Security section.
Then select the appropriate profile (External Worker, External Worker (Limited), etc.) by clicking on Select. In the example below, External Worker is chosen and will be modified.
Click on Edit to make changes to the profile access rights. Next, scroll down to the Finance Section and view the current setting for Option 52 - Can Edit Quotes and Invoices Cost Details for the chosen profile. This option must be disabled and this can be done by clicking on the radial to the left of the Red Circle.
Two additional options must be enabled for the chosen profile: Option 55 - Can Set Supplier Invoice Number and Date and Option 56 - Can Set Supplier Quote Number and Date
To enable these options, click on the radial located to the left of the Green Circle and Checkmark.
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Please note that the option number may be different depending on the chosen profile; however, the name and section will remain the same. |
Project Configuration (Standard and CoDyt)
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