Security Rules
Security rules are used to restrict values of the segments of
our chart of accounts to a particular responsibility. Security rules always
restricted at responsibility level. Using security rules we can restrict all
the segments.
Securities types:
1.
Hierarchical security
2.
Non hierarchical security
In
hierarchical security we secure a parent value it is going to automatically
secure all the child values associated with a parent.
In non-hierarchical security when we
secure a parent value only parent value is secured but not the child values
associated with the parent
We are not allowed to create
transactions on parent value. Parent values are useful while generating the formulas,
preparing FSG (financial statement generator) reports and summary accounts.
Steps
required defining security rules
Step1:
1.
Enable security enabled
2.
Select security type
Navigation:
Setup
=> financials => flexfield => key => segments
·
Select
structure
·
Disable
freeze flexfield definition
·
Click
on segments
·
Select
segment which segment do you want secure
·
Click
on open
·
Enable
security enabled
·
Save
your work
·
Click
on value set
·
Select
security type
·
Save
your work
·
Enable
freeze flexfield definition
·
Compile
your structure
Step2:
Define
security rules
Navigation:
Setup => financials => flexfields => key => security =>
Define
1.
Select
segment
Note: this window will show
only the list of segments which we have enabled “security enabled” option
2.
Enter
security rule name description and message
3.
Enter
security rule elements
·
Include:
select all segments
·
Exclude
: select which segments do you want to restrict
4.
Save
your work
NOTE: this
security rule has to be assigned to responsibility
5.
Click
on assign
6.
Select
application, responsibility and rule name
7.
Save
your work
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