Published at: 2026-10-12

Configure account authorization

Configure payout authorization and posting authorization for documents that deduct or increase customer fund account balances.

Overview

Account authorization is not a role permission matrix. Payout authorization decides which documents can deduct which fund accounts. Posting authorization decides which documents can post to which fund accounts, the default account, and whether posting is automatic.
alt text ## Before you begin
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  • Customer Fund Account is enabled.
  • Enable advanced capabilities before you use validated deduction.
  • Except Payment and Expense Reimbursement, other Standard Object records do not currently support tenant-created authorization because of data and logic limits.

Steps

Configure payout authorization

  1. Open account authorization. Review the preset sales order payout authorization and edit which fund accounts an order can deduct.
alt text alt text 2. If shipments, outbound orders, work orders, or custom documents also deduct fund accounts, create payout authorization and bind the object.
alt text 3. After you save payout authorization, select Initialize. Until initialization finishes, the Authorized Object cannot deduct through the component, Direct Deduction, or Validate Deduction.
alt text 4. For Validate Deduction such as freeze on the order and deduct on the shipment, set Unfreeze Authorization on payout authorization and specify the unfreeze document.
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Validation rules can select only fund accounts that appear in payout authorization. Add more deductible accounts in payout authorization first.

Configure posting authorization

  1. Create posting authorization. Bind the CRM account name field and amount field, then set the posting account range and default account.
alt text 2. Save and select Initialize. Wait until initialization finishes. Before that, the object does not get posting fields, buttons, or business control.
alt text alt text 3. After initialization, the object shows Post to Account and Cancel Posting. Selectable accounts follow authorization. The default value comes from the default account. 4. To post automatically after a document becomes valid, enable automatic posting on the posting authorization and set conditions such as Record Type or Invoice Date. Multiple conditions use AND.
alt text alt text After a custom object posts successfully, the system creates an account transaction log with Income Type.
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Payment posting accounts are also limited by posting authorization. Edit the payment posting authorization if you need to change the range.

Verification

  • A sales order can deduct only fund accounts allowed by payout authorization.
  • After initialization, a custom object shows Post to Account and Cancel Posting, and posting creates an income log.
  • After automatic posting is enabled, a document in the normal status posts by condition.

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