Defining Cash Ledger security

You can define security for a cash code by identifying users who can update or access cash code information. To secure a cash code, you must first define a user class, then assign the user class to the cash code. If you secure a cash code, then any user not defined in the user class is unable to access cash code information. Use this procedure to define Cash Ledger security.

  1. Access Cash Ledger Security (CB04.1).
  2. To identify users who can update or access cash code information, use these guidelines to specify the field values:
    User Class

    Select a user class that represents a group of Cash Management users.

    Description

    Specify a description of the user class.

  3. Select Users to open Cash Ledger Users (CB04.2).

    Use this form to assign users to the user class and define access options for each user. Use these guidelines to specify the field values:

    User

    Specify the name of the user who you will assign to the user class.

    Note: You can assign a user to more than one user class. You also can define different access options in each class. For example, a user can have maintenance access to one bank account, but only inquiry access on another account.
    Inquiry Access

    Select Yes or No to indicate whether the user can display cash code information.

    Maintenance Access

    Select Yes or No to indicate whether the user can add, change, delete, or update cash code information.

    Note: The cash code access restriction applies throughout Cash Management but does not restrict access to Cash Code (CB00.2). Use Lawson Security to restrict access to this program.
  4. Access Cash Code (CB00.2).
  5. Select Security to open Cash Code Security (CB01.3).
    Note: Use this form to assign a user class to a cash code. If you leave the User Class field blank, then no user restrictions will apply for the cash code.