SAP Business One authorizations required to add Eralis Job transactions

This article has been written in order for users to understand the minimum SAP Business One authorizations that are required to enter certain transactions. This does not discuss license requirements or Eralis Job authorizations.

To Add a Job and Subsequently a Subjob

Administration > System Initialization > Document Numbering - Full
System Initialization > Authorizations > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Read-only

With these authorizations, users can also:

• Open the My Jobs screen and use the search function.
• Open all the transaction screens and view data.

To Add a Quote Line to a Job

Administration > System Initialization > Document Numbering - Full
System Initialization > Authorizations > Numbering Series - Full
Setup > Financials > Projects -Full
Financials > Journal Entry - Read-only
Sales - A/R > Sales Quotation - Read-only

To Add a Jobline to a Job

• Timesheet Entry
• Resource Entry
• Job Journal Entry

Administration > System Initialization > Document Numbering - Full
System Initialization > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Full

To Add a Jobline to a Job

• Material Entry

Administration > System Initialization > Document Numbering - Full
System Initialization > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Full
Inventory > Inventory Transactions > Inventory Transfer - Full

To Add a Jobline to a Job

• Job Card Entry

Administration > System Initialization > Document Numbering - Full
System Initialization > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Full
Inventory > Inventory Transactions > Inventory Transfer - Full
Purchasing > A/P Invoice - Full

To Add a Reimbursable Expense to a Job and Create an A/P Invoice

Administration > System Initialiation > Document Numbering - Full
System Initialization > Authorizations > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Full
Purchasing > A/P Invoice - Full

To Add a Stock Return

Administration > System Initialization > Document Numbering - Full
System Initialization > Authorizations > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Full
Inventory > Inventory Transactions > Inventory Transfer - Full
Inventory > Inventory Transactions > Goods Issue - Full
Inventory > Inventory Transactions > Goods Receipt - Full

To Add a Bulk Stock Check

Administration > System Initialization > Document Numbering - Full
System Initialization > Authorizations > Numbering Series - Full
Setup > Financials > Projects - Full
Financials > Journal Entry - Full
Inventory > Inventory Transactions > Inventory Transfer - Full
Purchasing > Purchase Order - Full