Solved

Restriction Group for SubAccounts

  • 23 July 2021
  • 6 replies
  • 643 views

Userlevel 1

Hello,

 

is it possible to have a Restriction Group on Sub Accounts?

 

Regards,

Laura

icon

Best answer by kristianharianja 23 July 2021, 11:16

View original

6 replies

Userlevel 6
Badge +3

Hi,

 

When I attempt this and get to the GL Account Access section.

My tabs say users, accounts, subaccounts.

I notice in the screenshots that yours say Subaccount Segments.

Can you advise on any additionial setup that may have been done?

Thank you.

 

 

Hey @Wpratley7 ,
Please ensure the Subaccounts feature is enabled, segments have been setup using the Segmented Keys & then Subaccounts have been created in the system. And then in the GL Accounts Access form, users can get the list of subaccount segments under the Subaccounts tab, as you can see in your screenshot, & then select the required segments.

Hi,

 

When I attempt this and get to the GL Account Access section.

My tabs say users, accounts, subaccounts.

I notice in the screenshots that yours say Subaccount Segments.

Can you advise on any additionial setup that may have been done?

Thank you.

 

 

Userlevel 1

Thank you kristianharianja

Userlevel 5
Badge +3

I left them blank.

 

Userlevel 1

Hi kristianharianja,

still not working for me.  What did you enter in the entity Type, Specific Type and Specific Module in the Registration Groups screen please?

Userlevel 5
Badge +3

Yes, create a restriction group and choose the appropriate group type.

 

The below example is allowing admin to access subaccount value FIN and block the users that are not included in the group to see that. This is how type A works.

 

 

Logging in as user that is not included in the group, I don’t see the FIN segment value.

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved