User Group - Accounting Access Rights
When access rights are associated with a user group, all users assigned to the group are affected.To access the Accounting option access rights, as shown in Fig.1:
- Navigate to Property > Setup > User Groups > User Groups
- Double-click the desired user group
- Select Accounting from the Main Menu drop-down
- Add or modify access rights
- Select Save
Fig.1 - Accessing the Accounting access rights
Group Details
Fields | Description |
---|---|
Allowed segments for group | If a segment or segments are selected, then users assigned to the user group will only have access to products associated with those segments, and subsequent categories and subcategories. Note: a blank field denotes access to all segments. |
Submenu
Fields | Description |
---|---|
Invoices | Not required for the Invoice Entry, Invoice Entry Multiple PO/Invoice, and Invoice Inquiry menu options to be accessible. |
Invoice Entry | Provides full access to the Invoice Entry screen, located under the Accounting > Invoices drop-down menu, as seen in Fig.2. Fig.2 - Invoice Entry option becomes accessible |
Invoice Entry Multiple PO / Invoice | Provides full access to the Invoice Entry - Multiple PO/Invoice screen, located under the Accounting > Invoices drop-down menu, as seen in Fig.3. Fig.3 - Invoice Entry - Multiple PO/Invoice option becomes accessible |
Invoice Inquiry | Provides full access to the Invoice Inquiry screen, located under the Accounting>Invoices drop-down menu, as seen in Fig.4. Fig.4 - Invoice Inquiry option becomes accessible |
Invoice Review/Approval |
Provides full access to the Invoice Review/Approval screen, located under the Accounting > Invoices drop-down menu, as shown in Fig.5.
Fig.5 - Invoice Review / Approval option becomes accessible
|
Checkbook Maintenance | Provides full access to the Checkbook Maintenance screen, located under the Accounting>Budgets drop down menu, as seen in Fig.6. Fig.6 - Checkbook Maintenance option becomes accessible |
Import Budgets* |
Provides full access to the Import Budget screen, located under the Accounting > Budgets drop-down menu, as seen in Fig.7.
Fig.7 - Import Budgets option becomes accessible |
Maintain Revenue Potentials | Provides full access to the Maintain Revenue Potentials screen, located under the Accounting > Budgets drop-down menu, as seen in Fig.8. Fig.8 - Maintain Revenue Potential option becomes accessible |
Adjust Revenue Potentials |
Provides full access to the Adjust Revenue Potentials screen, located under the Accounting > Budgets drop-down menu, as seen in Fig.9.
Fig.9 - Adjust Revenue Potentials option becomes accessible |
Manufacturer |
Provides full access to the Manufacturer screen, located under the Accounting > Rebates drop-down menu, as seen in Fig.10.
Fig.10 - Manufacturer option becomes accessible
|
Manufacturer Program |
Provides full access to the Manufacturer Program screen, located under the Accounting > Rebates drop-down menu, as seen in Fig.11.
Fig.11 - Manufacturer Program option becomes accessible
|
Manufacturer Rebate Report |
Provides access to the Manufacturer Rebate Report screen, located under the Accounting>Rebates drop-down menu, as seen in Fig.12.
Fig.12 - Manufacturer Rebate Report option becomes accessible
|
Enter Outlet Sales | Provides full access to the Enter Outlet Sales screen, located under the Accounting > Period Reporting drop-down menu, as seen in Fig.13. Fig.13 - Enter Outlet Sales option becomes accessible |
Enter Outlet Adjustments | Provides full access to the Enter Outlet Adjustments screen, located under the Accounting > Period Reporting drop-down menu, as seen in Fig.14. Fig.14 - Enter Outlet Adjustments option becomes available |
Alcohol Declaration |
Provides full access to the Alcohol Declaration screen, located under Accounting > Period Reporting drop-down menu, as seen in Fig.15.
Fig.15 - Alcohol Declaration option becomes accessible
|
Import Outlet Sales |
Provides full access to the Import Outlet Sales screen, located under Accounting > Period Reporting drop-down menu, as seen in Fig.16.
Fig.16 - Import Outlet Sales option becomes accessible |
GL Interface Export | Provides full access to the GL Interface Export screen, located under Accounting > General Ledger, as seen in Fig.17. Fig.17 - GL Interface Export option becomes accessible
|
GP Journal Voucher Interface | No longer has any functionality. |
Accounts Payable | Not required for the A/P Interface menu option to be accessible. |
A/P Interface | Provides full access to the A/P Interface screen to export or revert exported invoices, located under the Accounting > Accounts Payable drop-down menu, as seen in Fig.18. Fig.18 - Account Payable Interface option becomes accessible |
Note: fields with an asterisk indicates a Submenu with additional access rights.
Note: once the appropriate access rights have been associated to the user group:
- Click Save
Additional Access Rights
Some of the Submenu access rights have extra access rights associated with them. To access:- Click ". . ." under the Access Rights column, as seen in Fig.19.
Fig.19 - Accessing additional access rights
When additional access rights are provided to the user group for the Invoice Review / Approval, the users assigned to that user group will be able to do more within that area.
The additional access rights are shown in Fig.20.
Fig.20 - Access Right - Invoice Review / Approval
Fields | Description |
---|---|
Non PO Invoices | The Create and View access rights are not available as those are already given with the Invoice Review / Approval access right. There is no Print functionality. Users with this access right will only see manual invoices for outlets to which they have access. Edit - provides the ability to modify existing manual invoices which have been created by the user and other users. Delete - provides the ability to remove existing manual invoices which belong to the user or other users. |
The Import Budgets submenu has additional access rights within it, as shown in Fig.21.
Fig.21 - Access Right - Import Budgets
Fields | Description |
---|---|
Budget API Access | Provides access to import a budget into Adaco via a third party application.
|
Fig.22 - Access Right - AP Interface
Fields | Description |
Restore Exported Invoices | Provides access to Accounting > Accounts Payable > Accounts Payable Interface screen and select the Log tab. From this screen the user can search for and select one or more previously exported invoices and use the Restore button at the top of the screen. |
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