Tuesday 21 May 2013

R12: Bank accounts are not visible

This is due to security set up. Please follow the steps:

1. Log in as Sysadmin.
2. Go to the User Management Responsibility. Path: Roles & Role Inheritance
3. In the Type field select Roles and Responsibilities
4. Wait until a new field appears, you will see the category field, please select Miscellaneous
5. In the Application select 'Cash Management' and click on GO button.
6. Search the responsibility name.
7. Click on the update icon.
8. A new window will be displayed, please click in the Security wizard button.
9. For CE UMX Security wizard click on the Run Wizard.
10. In this window, add the Legal Entity name that you want to grant the access to all the bank accounts and choose the privileges that you want to assign to this role on the bank accounts: USE, MAINTENANCE and BANK ACCOUNT TRANSFERS.
11. Save and apply the changes.

2 comments:

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