Organization Setup
Manage Access Rights for Accounts and Financial Dimensions
This section deals with the Organization Setup business component and its activity Manage Access Rights for Accounts and Financial Dimensions.
Managing Access Rights for Accounts and Financial Dimensions
The “Manage Access Rights for Accounts and Financial Dimensions” screen enables the access to transaction and reports based on users mapping to Accounts and financial Dimensions.
Ø Select “Manage Access Rights for Accounts and Financial Dimensions” activity under the “Organization setup” business component.
The “Manage Access Rights for Account and Financial Dimensions” page appears.
Ø Enter the following fields in the header section:
Entity |
Use the drop-down list box to specify the entity for which the access rights are provided to the users. The system lists the following values. The system displays the value 'Cost Center', by default. § Account Code § Analysis Code § Cost Center |
Ø Enter the following fields in the “Mapping Criteria” group box:
Company Code |
Use the drop-down list box to specify the company for which the access rights for Accounts and financial Dimensions is provided to the users. The system lists all the companies for which access rights is enabled for the selected entity along with the value “All”. The system displays the value 'All', by default. |
Basis |
Use the drop-down list box to specify the basis on which the access rights for Accounts and financial Dimensions to the user is to be enabled. The system lists the values “Exclusion” and “Inclusion” along with the value “All”. The system defaults the value “All”, by default. |
User Name |
The name of the user who is mapped to the Accounts and Financial Dimension. Smart search enabled. |
Role Name |
The role of the user who is mapped to the Accounts and Financial Dimension. Smart search enabled. |
Search by |
Use the drop-down list box to specify the option based on which the mapping details are to be retrieved. The system lists the values based on the entity selected. The system defaults the value “All”, by default. |
|
In the editable field alongside, enter the value for the option selected in the drop-down list box. Smart search enabled. Help facility available. |
Effective on |
The date on which the access rights for Accounts and Financial Dimension for the user is effective. |
Status |
Use the drop-down list box to specify the status of the access rights mapping with the user. The system lists the values “Active”, “Inactive” along with the value “All”. The system defaults the value “All”, by default. |
Ø Click the “Search” pushbutton to retrieve the results in the multiline.
Ø Enter the following in the “Mapping Details” multiline:
Company Code |
Use the drop-down list box to specify the company for which the access rights for Accounts and financial Dimensions is provided to the users. The system lists all the companies for which access rights is enabled for the selected entity. The system displays the first company, by default. |
Account Code |
The account code for which the access rights to the user is provided. Help facility available. Note: This field is visible only if the ‘Entity’ field is selected as "Account Code". |
Cost Center |
The cost center for which the access rights to the user is provided. Help facility available. Note: This field is visible only if the ‘Entity’ field is selected as "Cost Center". |
Analysis Code |
The analysis code for which the access rights to the user is provided. Help facility available. Note: This field is visible only if the ‘Entity’ field is selected as "Analysis Code". |
User Name |
The name of the user who is mapped to the Accounts and financial Dimensions. Smart search enabled. |
Role Name |
The role of the user who is mapped to the Accounts and financial Dimensions. Smart search enabled. |
Basis |
Use the drop-down list box to specify the basis on which the access rights for Accounts and financial Dimensions to the user is to be enabled. The system lists the values “Exclusion” and “Inclusion”. § Exclusion – Indicates that the access right for Accounts and financial Dimensions is to be excluded for the user. § Inclusion – Indicates that the access right for Accounts and financial Dimensions is to be included for the user. |
Effective From |
The date from which the access rights for Accounts and financial Dimensions to the user is effective. Mandatory. |
Effective To |
The date upto which the access rights for Accounts and financial Dimensions to the user is effective. |
Status |
Use the drop-down list box to specify the status of the access rights mapping with the user. The system lists the values “Active” and “Inactive”. The system defaults the value “Active”, by default. |
Remarks |
Any textual description regarding the access right details. |
The system displays the following fields in the multiline:
Created by |
The name of the user who created the access right mapping. |
Created date |
The date on which the access right mapping is done. |
Modified by |
The name of the user who modified the access right mapping recently. |
Modified date |
The date on which the access right mapping was modified recently. |
Ø Click the “Save” pushbutton to record the access right mapping details for the user.