Subaccounts by Branch Access

Form ID: (GL103060)

By using this form, you can create restriction groups for managing the visibility of subaccounts to branches, or modify existing restriction groups by adding or removing branches or subaccounts. For more information about restriction groups, see Restriction Groups in MYOB Acumatica.

CAUTION:

By restricting the visibility of accounts, subaccounts, and branches, you also restrict the visibility of the cash accounts that are linked to the restricted entities. We recommend that you carefully configure restriction groups that contain accounts, subaccounts, and branches because including these entities in different restriction groups may block the processing of the associated cash accounts.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In this area, you can enter the settings of a new restriction group or select an existing group and edit its settings.


Element	Description
Group Name	The name of the restriction group. You can type the name of a new group or select an existing group.
Description	The description of the restriction group. You can type a description if this box is empty or edit the existing description.
Group Type	The type of the restriction group. You can select one of the following types: A, A Inverse, B, or B Inverse. For more information, see Types of Restriction Groups.
Active	A check box that indicates (if selected) that the restriction group is active. You can clear the check box to make the group inactive, which means that restrictions imposed by the restriction group do not affect the visibility of entities to users. By default, this check box is selected.

Branches Tab

On this tab, you can view the list of the branches defined in the system and select the branches to be included in the restriction group.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	A check box that indicates (if selected) that the branch is included in the restriction group.
Branch	The ID of the branch. Branches are defined on the Branches (CS102000) form.
Branch Name	The name of the branch.
Posting Ledger	The default posting ledger for the branch, which is specified on the Inter-Branch Account Mapping (GL101010) form.

Subaccounts Tab

On this tab, you can view the list of subaccounts defined in the system and select those to be included in the restriction group. This tab is displayed on the form when the By Segmented Key mode is selected in the Lookup Mode box on the Segmented Keys (CS202000) form for the SUBACCOUNT segmented key.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that indicates (if selected) that this subaccount is included in the restriction group.
Subaccount	The subaccount that can be included in the restriction group.
Active	Read-only. A check box that indicates (if selected) that the subaccount is active.
Description	Read-only. The description of the subaccount.

Subaccount Segments tab

On this tab, you can view the list of subaccount segment values by the segment ID defined in the system and select those to be included in the restriction group. This tab is displayed on the form when the By Segment: All Avail. Segment Values mode is selected in the Lookup Mode box on the Segmented Keys (CS202000) form for the SUBACCOUNT segmented key.


Element	Description
Segment ID	The ID of the subaccount segment. When you select a value in this box, in the Segment Values table, the system displays the list of the segment values that correspond to this ID.

Table 1. Segment Values Table
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Included	An unlabeled check box that indicates (if selected) that this subaccount segment is included in the restriction group.
Segment Value	The value of the subaccount segment to be included in the restriction group.
Active	Read-only. A check box that indicates (if selected) that the subaccount segment is active.
Description	Read-only. The description of the subaccount segment.