Miscellaneous Permissions Setup - Transaction Analysis

  1. Specify this information:
    Apply Restrictions - Transactions
    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).

    The options available are as follows:

    • Ledger Entry: The Ledger 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).
  2. You can apply Ledger Entry 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 user 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).
  3. Save your changes.
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