Australia > EFT > Ability for Custom Roles to Process EFT Payments for Bills on Closed Periods

 

Custom Roles are receiving "Processing Error" when creating EFT Payment for Bills on Closed Periods. When user checks the Execution Log of the Script Deployment, it showed that the Custom Role does not have the permission to edit the transaction.

 

To resolve the problem:

 

1. Log in as Administrator and navigate to Setup > Users/Roles > Manage Roles.

 

2. Edit the custom role.

 

3. Under Permissions tab > Setup subtab, add Override Period Restrictions. Set Level to Full (default).

 

4. Click Save .

 

Note: If the administrator does not want users with this custom role be able to edit the transaction, he needs to make sure that the period is Closed. See