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maintenance:userprofiles:permissions

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maintenance:userprofiles:permissions [2017/03/27 19:37] – created emorenomaintenance:userprofiles:permissions [2022/09/23 20:44] (current) – emoreno
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 <WRAP round intro>This tab is used to select Accounts Receivable, Budget Amendment Requests, Finance, and Restock/Warehouse Requisition options for a specific user. <WRAP round intro>This tab is used to select Accounts Receivable, Budget Amendment Requests, Finance, and Restock/Warehouse Requisition options for a specific user.
  
-**Note**:  Refer to the [[districtadministration:maintenance:userprofiles:accounts|Accounts]] tab for more information about the **Add User**, **Delete User**, and **Remove Process** buttons.</WRAP>+**Note**:  Refer to the [[maintenance:userprofiles:accounts|Accounts]] tab for more information about the **Add User**, **Delete User**, and **Remove Process** buttons.</WRAP>
  
  
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 ^Lookup User|++Click to lookup a user.|{{page>general:lookup_user}}++| ^Lookup User|++Click to lookup a user.|{{page>general:lookup_user}}++|
  
-Under **Accounts Receivable**, select **Global Access** to allow the user to view all invoices regardless of the originator.+Under **Accounts Receivable**:
  
-Under **Budget Amendment Requests**: 
 ^Field ^Description ^ ^Field ^Description ^
 +^Global Access|Select to allow the user to view all invoices regardless of the originator.|
 +
 +Use the following fields to set default account codes to be used when creating invoices on the Accounts Receivable > Maintenance > Create/Modify Invoice page: 
 +
 +<WRAP box>**Note**: If these fields are blank, then the **Offset Obj** and **Offset Sobj** fields default to the values in the **Accounts Receivable**  field on the Finance > Tables > District Finance Options > Clearing Fund Maintenance tab and the **Offset Org** field is set to 000.
 +</WRAP>
 +
 +
 +^Offset Obj|Type a four-digit object code. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select an object code from the [[general:objects_lookup|Objects lookup]].|  
 +^Offset Sobj|Type a two-digit sub-object code. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a sub-object code from the [[general:subobjects_lookup|Subobjects lookup]].|  
 +^Offset Org|Type a three-digit organization code. Or, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select an organization code from the [[general:organizations_lookup|Organizations lookup]].|   
 +
 +Under **Budget Amendment Requests**:
 +
 ^Allow Account Creation|Select to allow the user to create account codes on the Finance > Budget Amendment > Budget Amendment Maintenance and Finance > Budget Amendment > Approve Budget Amendment pages.| ^Allow Account Creation|Select to allow the user to create account codes on the Finance > Budget Amendment > Budget Amendment Maintenance and Finance > Budget Amendment > Approve Budget Amendment pages.|
 ^Allow Multiple Functions on Expenditure Accounts|Select to allow the user to access multiple functions on the Finance > Budget Amendment > Budget Amendment Maintenance and Finance > Budget Amendment > Approve Budget Amendment pages.| ^Allow Multiple Functions on Expenditure Accounts|Select to allow the user to access multiple functions on the Finance > Budget Amendment > Budget Amendment Maintenance and Finance > Budget Amendment > Approve Budget Amendment pages.|
-^Global Access|Select to allow the user to view all budget amendment requests.|+^Global Access|Select to allow the user to view all budget amendment request records.|
  
 Under **Finance**: Under **Finance**:
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 ^Allow JV Account Creation|Select to allow the user to save a journal voucher entry with an account code that does not exist in the Chart of Accounts if all account code components exist in the tables. The account code is created upon clicking **Save** on the Finance > Maintenance > Postings > Journal Budget or Finance > Maintenance > Postings > Journal Actual tabs.| ^Allow JV Account Creation|Select to allow the user to save a journal voucher entry with an account code that does not exist in the Chart of Accounts if all account code components exist in the tables. The account code is created upon clicking **Save** on the Finance > Maintenance > Postings > Journal Budget or Finance > Maintenance > Postings > Journal Actual tabs.|
 ^ Post to Locked Account Period|Select to allow the user to post to the current accounting period even if **Lock Current Accounting Period** is selected on the Finance > Tables > District Finance Options > Accounting Periods tab. This field is not selected by default.|   ^ Post to Locked Account Period|Select to allow the user to post to the current accounting period even if **Lock Current Accounting Period** is selected on the Finance > Tables > District Finance Options > Accounting Periods tab. This field is not selected by default.|  
 +^Travel Global Approver|Select to allow the user to view all travel reimbursement request records.|
 +
 +Under **Restock/Warehouse Requisition**:
 +
 +^Global Access|Select to allow the user to view all warehouse and restock requisition records.|
 +
 +VCV Click **Save**. 
 +
 +====Other functions and features:====
  
-Under **Restock/Warehouse Requisition**, select **Global Access** to allow the user to view all warehouse and restock requisition records.+^Print|Click to print the User Profiles, Permissions report. {{page>general:nonemployee_report}}|
  
-Click **Save**. +{{indexmenu_n>2}}
maintenance/userprofiles/permissions.1490643476.txt.gz · Last modified: 2017/03/27 14:37 (external edit)

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