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maintenance:userprofiles:permissions

Permissions - DA3000

District Administration > Maintenance > User Profiles > Permissions

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 Accounts tab for more information about the Add User, Delete User, and Remove Process buttons.

Set permissions:

Retrieve UserClick to retrieve a user.
OR 
Lookup UserClick to lookup a user.

Under Accounts Receivable:

Field Description
Global AccessSelect 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:

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.

Offset ObjType a four-digit object code. Or, click Ellipsis Icon to select an object code from the Objects lookup.
Offset SobjType a two-digit sub-object code. Or, click Ellipsis Icon to select a sub-object code from the Subobjects lookup.
Offset OrgType a three-digit organization code. Or, click Ellipsis Icon to select an organization code from the Organizations lookup.

Under Budget Amendment Requests:

Allow Account CreationSelect 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 AccountsSelect 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 AccessSelect to allow the user to view all budget amendment request records.

Under Finance:

Allow JV Account CreationSelect 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 PeriodSelect 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 ApproverSelect to allow the user to view all travel reimbursement request records.

Under Restock/Warehouse Requisition:

Global AccessSelect to allow the user to view all warehouse and restock requisition records.

❏ Click Save.

Other functions and features:

PrintClick to print the User Profiles, Permissions report.
maintenance/userprofiles/permissions.txt · Last modified: 2022/09/23 20:44 by emoreno