#1101 1.3 - AP transaction screen workflow issue - bug or feature?

[Pongracz Istvan]

The Post on save and Post as shown buttons appears when I do a Copy to new from a saved draft AP transaction.
Steps to reproduce:
- Create a new AP transaction
- Save it, don't leave the form
- Copy to new
- New buttons appears, even this is an unsaved AP transaction

As I work with it, I found that, the following workflow is not forced:
- Create New AP (probably AR) transaction (Only update, save, schedule available)
- Save it - it goes to draft
- Go to Drafts and select transactions - post them
- Transactions go to the book

I found that, after saving a draft, the Post on save and Post as shown appears and it is possible to post the transaction from this screen. The same happens if I do the Copy to new, it is possible to post the transaction without put it to the drafts for revise.

So, if we force to put new transactions into drafts (which is a good idea in general, because the accountant or a second person can control the newly entered transactions) this behavior is likely a bug.

I understand, this "feature" can speed up posting directly to the books, but if a company wants to force their users to follow the previous workflow, this issue breaks that.

My opinion, from the security and control point of view, it is better to turn off direct post to books.

What is your opinion?

[Herman Vierendeels]

see also separate_duties in defaults table.

posting directly to the books is good for very small companies without
separation of duties.
Manager does all.

2014-03-28 9:02 GMT+01:00 Pongracz Istvan pongracz@users.sf.net:

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[bugs:#1101] 1.3 - AP transaction screen workflow issue - bug or feature?

Status: open
Group: 1.3
Created: Fri Mar 28, 2014 08:02 AM UTC by Pongracz Istvan
Last Updated: Fri Mar 28, 2014 08:02 AM UTC
Owner: nobody

The Post on save and Post as shown buttons appears when I do a Copy to new
from a saved draft AP transaction.
Steps to reproduce:
- Create a new AP transaction
- Save it, don't leave the form
- Copy to new
- New buttons appears, even this is an unsaved AP transaction

As I work with it, I found that, the following workflow is not forced:
- Create New AP (probably AR) transaction (Only update, save, schedule
available)
- Save it - it goes to draft
- Go to Drafts and select transactions - post them
- Transactions go to the book

I found that, after saving a draft, the Post on save and Post as shown
appears and it is possible to post the transaction from this screen. The
same happens if I do the Copy to new, it is possible to post the transaction
without put it to the drafts for revise.

So, if we force to put new transactions into drafts (which is a good idea in
general, because the accountant or a second person can control the newly
entered transactions) this behavior is likely a bug.

I understand, this "feature" can speed up posting directly to the books, but
if a company wants to force their users to follow the previous workflow,
this issue breaks that.

My opinion, from the security and control point of view, it is better to
turn off direct post to books.

What is your opinion?

---

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[Pongracz Istvan]

Ooooops, you are right, I am working as Manager, full rights, so, this should be the reason.
I have separate duties=1, is it ok?
Otherwise this ticket should be closed :)

[Herman Vierendeels]

i am working in 1.4 with separate_duties=0 without problems.

2014-03-28 11:15 GMT+01:00 Pongracz Istvan pongracz@users.sf.net:

Ooooops, you are right, I am working as Manager, full rights, so, this
should be the reason.
I have separate duties=1, is it ok?
Otherwise this ticket should be closed :)

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[bugs:#1101] 1.3 - AP transaction screen workflow issue - bug or feature?

Status: open
Group: 1.3
Created: Fri Mar 28, 2014 08:02 AM UTC by Pongracz Istvan
Last Updated: Fri Mar 28, 2014 08:02 AM UTC
Owner: nobody

The Post on save and Post as shown buttons appears when I do a Copy to new
from a saved draft AP transaction.
Steps to reproduce:
- Create a new AP transaction
- Save it, don't leave the form
- Copy to new
- New buttons appears, even this is an unsaved AP transaction

As I work with it, I found that, the following workflow is not forced:
- Create New AP (probably AR) transaction (Only update, save, schedule
available)
- Save it - it goes to draft
- Go to Drafts and select transactions - post them
- Transactions go to the book

I found that, after saving a draft, the Post on save and Post as shown
appears and it is possible to post the transaction from this screen. The
same happens if I do the Copy to new, it is possible to post the transaction
without put it to the drafts for revise.

So, if we force to put new transactions into drafts (which is a good idea in
general, because the accountant or a second person can control the newly
entered transactions) this behavior is likely a bug.

I understand, this "feature" can speed up posting directly to the books, but
if a company wants to force their users to follow the previous workflow,
this issue breaks that.

My opinion, from the security and control point of view, it is better to
turn off direct post to books.

What is your opinion?

---

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https://sourceforge.net/p/ledger-smb/bugs/1101/

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[Pongracz Istvan]

Seems the manager has permission to see/use these functions.