Project Transaction Visibility by Account Group
Form ID: (PM103000)
By using this form, you can create restriction groups for managing the visibility of project transactions with particular account groups by including or excluding these account groups in the restriction groups. For more information about restriction groups, see Restriction Groups in MYOB Acumatica.
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. |
Account Groups Tab
On this tab, you can view the list of account groups 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 account group is included in the restriction group. |
| Account Group ID | Read-only. The account group that can be included in the restriction group. |
| Description | Read-only. The description of the account group. |