Division security by function: Customer

Function	Division control
Customer Setup Customer Inquiry	Search results are limited to customer records assigned to no division or allowed divisions only and where Restrict Data Access for AR is Yes. This includes hyperlinks to Customer Inquiry from the Customer # field in other functions. This restriction also applies to transactions created by another AR Group user who was not restricted. Record maintenance is limited by the Restricted Editing option, even if division is allowed.
Customer Ship To Setup	Search results are limited to customer ship to records assigned to no division or allowed divisions only and where the Restrict Data Access for AR option is Yes. This includes hyperlinks to Customer Inquiry from the Customer Ship To # field in other functions. Record maintenance limited by Restricted Editing option, even if division is allowed.
Customer Master Group Setup	Search results are limited to customer group records assigned to no division or allowed divisions only and where the Restrict Data Access for AR option is Yes. When assigning a group to a division, you are limited to only those divisions for which you are allowed.
Customer Maintain Transaction Entry	Access to transactions are limited to only those customer and AR transaction records associated with a division that is allowed and where the Restrict Data Access for AR option is Yes.
Customer Cash Receipts Entry	Search results are limited to customer groups containing customer records associated with no division or allowed divisions only and where the Restrict Data Access for AR option is Yes. The Restrict Data Access for AR setting is also applied to transactions (ARET) records.
Customer Storefront Corporate Group Setup	Search results are limited to customer records associated with no division or allowed divisions only and where the Restrict Data Access for AR option is Yes.
Customer Purchase History Setup	Access to transactions is limited to those associated with a customer record assigned to no division or allowed divisions only, and where the Restrict Data Access for AR option is Yes.

These Customer reports are limited to records assigned to no division or allowed divisions only.

• Customer Entry Cash Receipts Worksheet Report - based on Customer Setup and Customer Transaction Entry records and the user’s Restrict Data Access for AR option setting.
• Customer Entry eBill Statement Print Report - based on the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so a complete statement is generated for each customer.
• Customer Entry Journal Print Report - based on GL transaction (GLET) record with a GL account code where the division number segment is a restricted division. Report output includes journals that are excluded due to Division # Security.
• Customer Entry Invoice Print Report - based on AR transactions and GL journal transactions and the user’s Restrict Data Access for AR option setting.
• Customer Entry Roll Balances Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so that balances are updated properly.
• Customer Transaction Activity Report - based on Customer Setup and Customer Transaction Entry records and the user’s Restrict Data Access for AR option setting.
• Customer Balancing Audit Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so that all transaction records are audited.
• Customer Credit Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so that an accurate total is achieved for credit reporting.
• Customer Days to Pay Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so that Customer Setup balances are updated properly.
• Customer Payment History Analysis Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so that totals are calculated properly.
• Customer Trial Balance Report
• Customer Credit Reference Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting. All AR transaction records are selected, regardless of division number assignment so that totals are calculated properly.
• Customer Credit Early Warning Report - based on Customer Setup and Customer Ship To Setup records and the user’s Restrict Data Access for AR option setting.
• Customer Master Billing List Report - based on Customer Billing Setup records and their associated Customer Setup, Customer Ship To Setup, or Product Warehouse Description Setup records, and the user’s Restrict Data Access for AR option setting.
• Customer Master List Report - based on Customer Setup records and the user’s Restrict Data Access for AR option setting.
• Customer Group Master Report - based on Customer Master Group Setup records and the user’s Restrict Data Access for AR option setting.
• Customer Group Activity Report - based on Customer Master Group Setup records and the user’s Restrict Data Access for AR option setting.
• Customer Preliminary Liens Report
• Customer Payment History Master List Report - based on Customer Payment History Setup records that are joined with Customer Setup records, and the user’s Restrict Data Access for AR option setting.
• Customer Period Analysis Report
• Customer Ship To Master List Report - based on Customer Ship To Setup records and the user’s Restrict Data Access for AR option setting.
• Customer Ship To Group Master List Report - based on Customer Ship To Group Setup records and their associated Customer Setup and Customer Ship To Setup records, and the user’s Restrict Data Access for AR option setting.
• Customer Alpha Customer List Report
• Customer Open Activity Report
• Customer Administration Customer Exemption Export Report - based on Customer Setup and Customer Ship To Setup and the user’s Restrict Data Access for AR option setting.
• Customer Administration Loyalty Program Report - based on Customer Setup and Customer Ship To Setup and the user’s Restrict Data Access for AR option setting.