Miscellaneous Permissions Setup - Data Access Restrictions

  1. Specify this information:
    Transactions
    Use these options to determine whether members of this user group require permissions to enter certain account codes or journal types in ledger transactions, or to report/inquire on transactions already posted to those accounts or with those journal types. Set the options to apply the restrictions as appropriate.
    • Account - Entry: Determines whether this user group must comply with, or ignore, the data access group restrictions when entering an account code in a ledger transaction using Ledger Entry (LEN), Account Allocations (ACA), and Payment Run (PYR).
    • Account - Reporting & Inquiry: Determines whether this user group must comply with, or ignore, the data access groups associated with accounts, when inquiring or reporting on transactions.
    • Journal Type - Entry: Determines whether this user group must comply with, or ignore, the data access group restrictions when entering a journal type in a ledger transaction using Ledger Entry (LEN), Account Allocations (ACA), and Payment Run (PYR).
    • Journal Type - Reporting & Inquiry: Determines whether this user group must comply with, or ignore, the data access groups associated with journal types, when inquiring or reporting on transactions.
    • Asset - Entry/Asset process: Determines whether this user group must comply with, or ignore, the data access group restrictions when entering asset transactions process.
    • Asset - Reporting & Inquiry: Determines whether this user group must comply with, or ignore, the data access groups associated with asset transactions, when inquiring or reporting on transactions.
    Static Data

    Use these options to determine whether members of this user group require permissions to view and maintain the details of accounts, journal types and assets. Set the options to apply the restrictions as appropriate.

    You can apply restrictions to Update without necessarily applying restrictions to View. However, the reverse is not true. If you apply restrictions to View you must also apply restrictions to Update. This is because you cannot modify the details of an static data record without first viewing that record. For example, to update an account you must first access its account code and view the record in Chart of Accounts (COA), so restricting the ability to view the account therefore necessarily means restricting the ability to update it.

    • Account - Update: Determines whether this user group must comply with, or ignore, the data access group restrictions when updating the account details in Chart of Accounts (COA).
    • Account - View: Determines whether this user group must comply with, or ignore, the data access groups associated with accounts, when inquiring on the list of available accounts in functions that require you to select an account code, including Chart of Accounts (COA) itself.
    • Journal Type - Update: Determines whether this user group must comply with, or ignore, the data access group restrictions when updating the journal type details in Journal Type Setup (JNT).
    • Journal Type - View: Determines whether this user group must comply with, or ignore, the data access groups associated with journal types, when inquiring on the list of available journal types in functions that require you to select a journal type, including Journal Type Setup (JNT) itself.
    • Asset - Update: Determines whether this user group must comply with, or ignore, the data access group restrictions when updating the asset transactions.
    • Asset - View: Determines whether this user group must comply with, or ignore, the data access groups associated with asset transactions, when inquiring on the list of available asset transactions.
    Transactions Analysis
    Use these options to determine whether members of this user 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 Setup (AND).

    These options are available are:

    • Entry: The Entry options determine whether this user group must comply with, or ignore, the assigned data access groups when entering analysis codes on ledger transactions using Ledger Entry (LEN), Account Allocations (ACA), and Payment Run (PYR).
    • Reporting and Inquiry: The Reporting and Inquiry options determine whether this user group must comply with, or ignore, the data access groups when extracting or listing transactions, for example when using Ledger Inquiry (LAQ).
    Static Data Analysis
    Use these options to determine whether members of this user group require permissions to view and update the details of ledger analysis dimensions 1 to 10. The options available are as follows:
    • Update: The Update options determine whether this user group must comply with, or ignore, the assigned Data Access Groups (DAG) when entering or modifying the details of each analysis dimension in Analysis Dimensions (AND).
    • View: The View options determine whether this user group must comply with or ignore the assigned data access groups when inquiring on the details of each analysis dimension in Analysis Dimensions (AND).
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