Description of Issue

Need to grant a user the ability to manually adjust, distribute, or allocate a payment.

Context

Accounts Receivable
Payment Entry (arbilinq)
User Attributes (sprousrm)
Roles (sprolemt)

Cause

User does not have the ability to manually adjust, distribute, or allocate a payment.

Resolution

This issue is typically caused by the user not having the appropriate Accounts Receivable User Preferences enabled or by processing incorrectly, please attempt the resolutions outlined here first: How to allocate Payment in Payment Entry
If the resolution in the linked article above does not successfully resolve the issue, then attempt the following.
Ask a System Administrator to navigate to the User Attributes program either by searching or via the following path: System Administration > Security > User Attributes
Click Search.
Enter the user's User ID or Name. (Note: * can be used at the start and end of a search term to make it wildcard.)
Click Accept.
Use the Browse to view a list of users that have returned or the arrows to scroll through returned users if multiple users were returned with the search.
On the desired user record, click Effective Permissions.
Click the Filter Icon beneath Filter active set.
Choose Revenue Systems as the Product.
Choose Accounts Receivable as the Module.
Look for the Permission to Adjust partial payments. If this has a value of No, then the user cannot adjust partial payments.
To grant the user permissions to adjust partial payments, click Roles.
Select the Role that governs the user's Accounts Receivable Permissions and should be updated.
Click Edit Role.
Click Update.
Check the box to Adjust partial payments.
Click Accept.
Ask the user to log out and back in and re-attempt the process using the steps in the above article. They should now be able to manually adjust, allocate, and distribute the payment.

Additional Information

Additional resources for working in Payment Entry can be found here: Master Article - Payment Entry

Browser not supported