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GL Budget Access - Budget Article Restriction Groups Question

  • May 30, 2025
  • 3 replies
  • 81 views

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I followed the instructions from this Acumatica help page: Access to Budget Nodes: Implementation Activity

 

A client of ours uses their subaccounts for their departments and I’ve configured a budget node for each subaccount. Each node contains leaves for each Account-Subaccount combination they budget for. I then created a restriction group (Group Type A) for each subaccount and added the respective budget node to each restriction group. I then added the 2 users for the 1000 subaccount/budget node to the restriction group. When I sign in as other users, I’m still able to view the 1000 subaccount/budget node and edit it. It was my understanding that adding users on the GL Budget Access screen would make it so that only those users would be able to view that budget node. Do some roles override restriction groups? I don’t understand what’s going wrong, any help would be greatly appreciated!

Best answer by dgranger70

Final update: GL Budget Access doesn’t apply new security to existing budgets. You should be able to convert an existing budget to the current configuration to apply security but when I tried this, it created duplicate account-subaccount combinations throughout the budget. I needed to configure all Budget security access first, and THEN create a new budget. Hopefully this post helps someone struggling with the same thing! 

3 replies

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  • Author
  • Varsity I
  • May 30, 2025

Update: It seems the restriction groups are getting applied to the Budget Configuration screen, not the Budgets screen. 


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  • Author
  • Varsity I
  • Answer
  • June 3, 2025

Final update: GL Budget Access doesn’t apply new security to existing budgets. You should be able to convert an existing budget to the current configuration to apply security but when I tried this, it created duplicate account-subaccount combinations throughout the budget. I needed to configure all Budget security access first, and THEN create a new budget. Hopefully this post helps someone struggling with the same thing! 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • June 3, 2025

Thank you for sharing your solution with the community ​@dgranger70!