Thursday, November 29, 2018

Bill Payment Processing shows an error: Error occurred while loading transactions. Displaying partial results....

This happens when:

1) The EFT Custom Role has no permission to Record Type - Entity Bank Details

 

and/or

2) The Access Type in the Entity Bank Details record is not set to Use Permission List

To resolve:

1.    Log in as the Administrator

2.    Navigate to  Customization > Lists, Records & Fields > Record Type

3.    Click Entity Bank Details

4.    Make sure that the Access Type is set to Use Permission List

5.    Click Permissions tab > Make sure that the Custom EFT Role has given access to Entity Bank Details (Access Level = choose any except for None)

6.    Save

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