Miscellaneous Permissions Setup - Header information

  1. Specify this information:
    Group Name
    Name of the user group.
    Business Unit Code

    Enter a business unit code for which you want to set restrictions for this user group. Leave this blank to set default permissions for all business units.

    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Business Unit Description
    The description of the business unit.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record. These statuses are available::
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.

    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.

  2. Save your changes.