Business Rules

 

•      Invoice Templates may only be created or edited by users who are associated with the billing chart/org assigned to that template. Kuali Financials checks for this association in three ways, in the following order; if one of them matches the billing chart/org assigned to the template, the user may edit the template:

o  KFS-AR namespace on the user’s KFS-SYS User role.

o  KFS-SYS namespace on the user’s KFS-SYS User role.

o  User’s primary department

More:

Method of Invoice Transmission