Enter User Groups

Explanation

Use this activity to set up user groups within each company in IFS Applications. This mandatory task is to be performed by a system administrator or equivalent person.

The system can handle several user groups per company. Each user group can have a unique voucher type that can be used in large or geographically widespread organizations to simplify identification of the voucher origins. This can also simplify reconciliation on local levels. Two user groups are created automatically when a new company is created, user group AC and user group YE. You can delete a user group that has not been used in the system.

Prerequisites

This activity has the following prerequisites:

• The company must exist in IFS Financials.

System Effects

As a result of this activity:

• One or more users can be connected to a user group.
• The data is used throughout the application to verify permissions, e.g., whether an accounting period is open or closed to a user group.

Window

User Groups

Related Window Descriptions

User Groups

Procedure

To perform this activity, follow these steps:

1. Open the User Groups window.
2. Query for the user group for which you want to add or modify users.
3. To edit the description, use the User Group Description field.
4. To create a new user group, create a new record, and then enter the ID and a description.
5. In the Allowed Accounting Periods list, click either Ordinary Periods or Year-End Periods. Ordinary and year-end periods are not available at the same time for the same user group.
6. Save the changes.