Row Level Security to select only certain segments if one segment already selected

Question

Hi Everyone,We are working with subaccount segments and row level security. Let’s say we have 2 segments in the subaccount , XX-XXX. Both of these segments have a 1 for 1 on row level security groups, group ABD and group IPE. Both groups are type A. Both segment 1 and 2 will have subaccounts in group ABD and group IPE.       What we are trying to achieve is if we select subaccount segments from group ABD on the first segment, we segment 2 to only show the ABD subaccount segment value (and not see IPE). For example below, we select ABD in segment 1, but we also see subaccounts from IPE. -- We want to restrict this to only ABD in the second segment. For this testing, our user is part of both group ABD and IPE.  Currently I have not figured out a way to do this on GL Account Access. Is this possible in Acumatica?Thanks

Laura02 · Answer

Hello,One idea is to change the Subaccount Lookup Mode to By Segmented Key in Segmented Keys screen.When Lookup Mode = By Segmented key, the entire subaccount string of 3 segments is presented to the users for selection at time of data entry. Users won’t be able to see or select the wrong 3rd segments because only valid combined subaccount values are available.When entering new Subaccounts to the Subaccount profile screen in Finance module, administrative/financial management users must validate that segment combinations are accurate. If individual segments are selected ON to Validate, Acumatica will verify that each segment is valid (each Department & Sub Department is listed as a valid option in Segmented Values screen).You may still want to use Restriction Groups, to limit the group of subaccounts that each user has access to.Lookup Mode By Segmented Key requires a little more work setting up accurate subaccounts in Finance module, a one-time task that can be accomplished within Excel and loaded from file.Laura

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