GL Account Access

Form ID: (GL104000)

By using this form, you can create restriction groups for managing the visibility of accounts and subaccounts to users, or modify existing restriction groups by adding or removing users, accounts, or subaccounts.

Note:

You can also use the Restriction Groups by GL Account (GL104020) and Restriction Groups by Subaccount (GL104030) forms to manage the visibility of accounts and subaccounts to users, but you cannot create restriction groups on these forms.

For more information about restriction groups for accounts and subaccounts, see Account and Subaccount Security.

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.

Users Tab

On this tab, you can view the list of users defined in the system and select those 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	An unlabeled check box that indicates (if selected) that this user is included in the restriction group.
Login	Read-only. The username of the user.
Full Name	Read-only. The full name of the user.
Comment	Read-only. The additional information that has been specified for the user on the Users (SM201010) form.

Accounts Tab

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

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

Table 1. Table Columns
Column	Description
Included	An unlabeled check box that indicates (if selected) that this account is included in the restriction group.
Account	Read-only. The account that can be included in the restriction group.
Type	Read-only. The account type, which can be Asset, Liability, Income, or Expense.
Account Class	Read-only. The account class to which this account belongs.
Active	Read-only. A check box that indicates (if selected) that the account is active.
Description	Read-only. The description of the account.
Currency	Read-only. The account currency, for a currency-denominated account.

Subaccounts Tab

By using 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.

Table 2. Table Columns
Column	Description
Included	An unlabeled check box that indicates (if selected) that this subaccount is included in the restriction group.
Subaccount	The subaccount to be included in the restriction group. You can click the subaccount to open the Subaccounts (GL203000) form.
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

By using 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 3. 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.