Setting up operators for National Program

The operator security settings determine whether National Program functions are available on the mega menu and which activities can be used within the allowed functions: create, change, delete. In addition, you should specify a variance account.

  1. Select System Administrator > Setup > Operator.
  2. Specify operator criteria and click Search.
  3. Select the record and click Edit.
  4. Click Other Options.
  5. Scroll to Accounts Payable.
  6. In the National Program Claim Account field, specify the account to use as a variance account for National Program.
    Note: Variances between original claim and vendor credit/debit are posted to a National Program claim variance account. Optionally, you can specify any general ledger account, or you can create a specific National Program variance account in GL Account Setup, and specify that account here. Consider that, with standard functionality, if a general ledger account code is specified at the operator-specific level, that code is used; otherwise the code is read from the R&D operator account. Your setting should avoid the situation where a claim is logged to a suspense account.
  7. Click Save.
  8. Select Function Security.
  9. In Menu Set, specify web.
  10. In the Name field, specify pd*.
  11. In the grid, select these functions:
    • PD Remove Expired National Program Records
    • PD National Program Claim Inquiry
    • PD Import/Export National Program
    • PD Pricing Setup
  12. Click Set Function Security.
  13. Set the security level at 3 or above and click OK.
  14. Click Save.