Connect Several User Groups to Periods
Explanation
Use this activity to connect several user groups to one or more accounting
periods within a company. This mandatory task is to be performed by a system
administrator or equivalent person.
Prerequisites
This activity has the following prerequisites:
- The accounting periods must have been entered in the
Accounting Periods
window in
IFS/Accounting Rules.
- The user group must have been entered in the
User Groups window
in
IFS/Accounting Rules.
System Effects
As a result of this activity:
- The user group is connected to one or more accounting
periods in the company.
- The users belonging to the user group are allowed to enter postings
for the corresponding accounting periods.
Window
Accounting Periods
Related Window Descriptions
User Groups per Period, Create
Periods for User Groups
Procedure
To perform this activity, follow these steps:
- Open the Accounting Periods window.
- Query for the accounting year. All accounting periods for the year are
displayed.
- Select one or more accounting periods, and right-click and then click User
Groups per Period. The
User Groups
per Period window opens.
- In the Year list, select the period in the year.
- Create a new record.
- In the User Group field, select the group to connect, using the List
of Values.
- In the Period Status lists, click either
Open or Closed.
- Click OK.
- Save the changes.
- Repeat steps 49 for each period.