Connect User Group to Voucher Number Series
Explanation
Use this activity to connect and view links
between a user group and a voucher number series. This is required for setting
up the access to each voucher type and series by a user group. This mandatory
task is to be performed by a system administrator or an equivalent person.
When a company is created, voucher types and
voucher number series are automatically created. The user group AC is linked to
all voucher number series, except for voucher type YE - Year End Accounting. The
user group YE is linked to the voucher number series for voucher type YE.
You can limit the authorization level for a user
group, indicate the default voucher type, and select the function group
connected to the voucher type. The authorization level
Approve Only is only applicable to user groups that are connected to
functions groups M, K and Q.
Prerequisites
- The user group must be entered in the
User Groups window in IFS/Accounting Rules.
- The voucher number series must be entered in
the Voucher Series
per Voucher Type window in IFS/Accounting
Rules.
System Effects
The users belonging to the user group can use
this number series throughout the application when creating vouchers, e.g.,
transferring inventory transactions.
Window
Voucher Series per Voucher Type
Related Window Descriptions
User Group per
Voucher Series
Create User Groups per Voucher Type
Procedure
Use this procedure to connect a user group to a
voucher number series:
- Open the
Voucher Series per Voucher Type
window.
- Query for the voucher type.
- Select one or more years, right-click and then
click User Groups Per Voucher Series. The
User Group per
Voucher Series window opens, displaying the voucher type ID,
description, year, period (only if the Voucher Number Series per Period
check box was selected when creating the company) and beginning and ending
series numbers.
- In the User Group field, create a new
record and select the group to add to the accounting year's number series
from the List of Values.
- In the Authorization Level
field select a value from the list. Selecting Enter Only allows the
user to only enter vouchers. Selecting Approve Only allows the user
to approve vouchers that are ready to be approved. Selecting Enter and
Approve allows users to enter and approve vouchers.
- To specify the default voucher type for the
function group, click Yes in the Default Type list.
- In the Function Group field, select
the function group to connect to the voucher type from the List of Values.
- Save the changes.
Note: When function group K is used for
automatic transactions the authorization level should be set to
Enter and Approve.