Securing Users to Particular Bank Codes and Journals

You can assign data types to specific users or groups of users. The data types determine the bank accounts or journals that are shown to the corresponding user or user group on the Voucher Maintenance form. For each data type, you can specify either a range of bank codes or a journal identifier.

Open the User Data Type Maintenance form.
Specify either a User Group or a User Name.
Specify this information:

User Group or User Name

Specify either a user group or a user name to which this data type applies.

Data Type

Specify Bank or Journal. Then complete the fields under the appropriate heading.

Include or Exclude

Select this check box if you want the user or group to be able to select a bank code within the specified range.

Low Value and High Value

If you selected Include or Exclude, specify the available range of bank codes.

Type Code

Specify the voucher type code to map to a journal.

Journal ID

Specify the journal to map to the voucher type. Only general journal or user-defined journals are listed. Read-only distribution journals such as AR Dist or PO Dist are not shown.When vouchers of the specified type are posted, they are placed in the corresponding journal as defined by this mapping.

Number

Specify the sequence number of this user and data type combination.
Save your changes.
Repeat this process to define every user or user group and data type combination.