How can a user an AP / AR document's owner ?

[Former Member]

Hello

Can a user change the document's owner ? User is the admin clerk of the department and needs to allocate the documents to their rightful owners in the department.

I have been trying all sorts of combination in authorisation but it does not seem to allow a user to change the ownership of the document.

Are there specific rules for this ?

Regards

Fabrice

[wesleyhonorato · Accepted solution]

Dear Fabrice,

The default Owner in the document is selected by below logic:

1. When a default sales employee is defined for a business partner

(Business Partner Master Data>General tab page),the employee who

is linked to that that sales employee (Employee Master Data window)

will be displayed automatically.

2. If the sales employee name selected in the document is not linked to

an employee, the Owner field will display the employee linked to the

user who is currently logged in SAP Business One.

3. If there is no link between the user and an employee, the Owner

field will remain balnk.

4. If there is no Sales Employee defined for a business partner

(Business Partner Master Data>General tab page),the employee who

linked to the user who is currently logged in SAP Business One.

Hope this clears for you.

Regards,

Wesley Honorato

[Former Member]

If you do not link the user code for the clerk with an employee record, she will be able to select a document owner when processing the document

[tazoo08]

The attached picture described the relationship between the Users and the Documents Owner.