Forum Discussion

Tahina's avatar
Tahina
New Contributor II
6 months ago

Journal Quick Post Functionnality in v8

Hello,
 
We have recently upgraded to v8.
 
With the new security properties on Adjustment Workflow Profile disabled, users still don't have the "Quick Post" button after creating a journal : 
-Prevent Self-Post = False 
-Prevent Self-Approval = False
 
Users have access to the 3 journal steps : 
-Journal Process Group
-Journal Approval Group
-Journal Post Group
 
Does anyone know how to activate the Quick Post functionnality ? 
Thank you.
 
Regards,
Tahina

 

Security
  • FredLucas's avatar
    FredLucas
    6 months ago

    Hi Tahina,

    Unfortunately this seems to be a known issue:

    "From v8.1 and through v8.2, there is now a known issue with this functionality and QuickPost does not appear back as an option when you do the above mentioned.
    This bug has been submitted to our development team. You may use this reference ID, PF-31570, to check on the status at any time. You may also see this ID on future version release notes when it is fixed.
     
    The workaround for now is that non-admin users will have to follow the full ‘Validate/Approve/Submit/Post’ process in order to post a journal entry. "

  • FredLucas's avatar
    FredLucas
    Contributor III
    6 months ago

    Hi Tahina,

    Unfortunately this seems to be a known issue:

    "From v8.1 and through v8.2, there is now a known issue with this functionality and QuickPost does not appear back as an option when you do the above mentioned.
    This bug has been submitted to our development team. You may use this reference ID, PF-31570, to check on the status at any time. You may also see this ID on future version release notes when it is fixed.
     
    The workaround for now is that non-admin users will have to follow the full ‘Validate/Approve/Submit/Post’ process in order to post a journal entry. "

    • RashiP's avatar
      RashiP
      New Contributor
      4 months ago

      Hi Fred,

      Do you think it is resolved now as we are on 8.2.x and it doesnt seem to be working for us as well! I was unable to find the status. will keep checking.

      Regards

      • FredLucas's avatar
        FredLucas
        Contributor III
        3 months ago

        Hi RashiP,

        I had a quick look at the release notes and I could not find this issue on the list of fixes so I'd think it is still work in progress. However, in order to be 100% sure, do please feel free to open a case with support to ask for an update on the known issue PF-31570.

    • Tahina's avatar
      Tahina
      New Contributor II
      6 months ago

      Hi FredLucas,

      Thanks for the information 🙂

  • Henning's avatar
    Henning
    Valued Contributor II
    6 months ago

    Hi,

    Do your settings possibly vary by scenario type?

    Maybe the settings on "(Default)" appear fine, but Prevent Self-Post may be set to True on the (e.g.) Actual scenario type?

     

    • Tahina's avatar
      Tahina
      New Contributor II
      6 months ago

      Hi Henning,

      The settings don't  vary by scenario type. We only have Actual scenario type and all settings are set to (use default).

      Thank you.

      • Henning's avatar
        Henning
        Valued Contributor II
        6 months ago

        Too bad, that would have been a quick fix.

        Just to confirm, admins can use the Quick Post button?