Creating cash code security groups

Cash code security groups are associated with a global ledger cash code group. Cash code group defines the cash codes that are members. Cash codes that are members of a cash code group are the cash codes to which actors have access when a security group is created and associated to the cash code group.

For information about managing cash code groups, see the Financials Setup and Administrator Guide.

  1. Sign in using one of these roles:
    • ApplicationAdministrator_ST
    • FinancialsAdministrator_ST
    • GLController_ST
    • FinancialBusinessAnalyst_ST
    • ProjectManager_ST
  2. One or more cash code groups must already be defined in Global Ledger before you define cash code security groups. Select Global Ledger > Setup > Cash Code Group and verify the applicable value in the Cash Code Group list.
  3. Open the applicable cash code group and verify the cash codes included on the Cash Codes tab.
  4. Select Global Ledger > Setup > Global Ledger Security Setup > Cash Code Security Groups.
  5. Click Create, specify this information, and then click Save:
    Cash Code Security Group
    Specify a unique name for the security group.
    Description
    Specify a description for the security group.
    Cash Code Group
    Select the cash code group to associate to this security group. Actors of this security group have access to the information that is defined by the selected cash code group.
  6. Verify the records on the Accessible Cash Codes tab.
Caution: 
Users must be added to a security group of this type before the data is secured.

See Adding users to security and business groups.