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Roll Contracts - permissions

Roll Contracts - permissions

Description of Issue

Where is the Roll to NY button in Contract Change Orders?

Context

Version 11.3

Cause

In previous versions, user's needed FULL contract permissions in order to roll contracts. In 11.3 and higher, the Perform Contract Roll in replacement

Resolution

The Roll to NY button is under the More drop down in Contract Change Orders

If the button is not visible on the screen, there are two things that need to be checked:

  1. The permission Perform Contract Roll is not granted to the user
    1. Go to User Attributes > Security > Roles > Contract Management and grant the Perform Contract Roll
  2. Holding Current Year Open is not checked off in GL settings
    1. Go to Financials > General Ledger > End of Period > Fiscal Year End Processing > Set Holding Year Open Flag and check off the flag
Additional Information








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