Miscellaneous Permissions - Transaction Analysis

  1. Specify this information:
    Apply Restrictions - Transactions
    Use these options to determine whether members of this operator group require permissions to enter, or report/inquire on, ledger transactions with ledger analysis dimensions 1 to 10. You can apply particular restrictions to individual analysis codes by assigning Data Access Groups (DAG) to them in Analysis Codes (ANC), or to an entire dimension in Analysis Dimensions (AND).

    The options available are as follows:

    Ledger Entry / Import
    The Ledger Entry / Import options determine whether this operator group must comply with, or ignore, the assigned data access groups when entering analysis codes on ledger transactions using Ledger Entry (LEN), Ledger Import (LIM), Account Allocations (ACA), and Payment Run (PYR).
    Reporting and Inquiry
    The Reporting and Inquiry options determine whether this operator group must comply with, or ignore, the data access groups when extracting or listing transactions, for example when using Ledger Inquiry (LAQ).

    You can apply Ledger Entry / Import restrictions to an analysis dimension without necessarily doing so for Reporting and Inquiry, and vice versa. In other words, using the options in this tab (in conjunction with the data access group (DAG) specified on an analysis code or dimension) you control whether an operator group can:

    • Enter that analysis on a ledger transaction
    • View transactions already posted with that analysis
    • both enter and view transactions with that analysis
    • Or neither
    Note: Setting the Apply Restrictions options is only effective if one or more of the Ldgr Analysis Data Security check boxes are checked on the Business Unit Setup (BUS).
  2. Save your changes.