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 ledger wise. 
• 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:

1. Open the Accounting Periods window.
2. Query for the accounting year and the ledger. All accounting periods for the year are displayed.
3. Select one or more accounting periods, and right-click and then click User Groups per Period. The User Groups per Period window opens.
4. In the Year list, select the period in the year.
5. Create a new record.
6. In the User Group field, select the group to connect, using the List of Values.
7. In the Ledger Type field, select  open.
8. Select a value for the Ledger Type field to specify the type of the ledger to which the user group should be connected. If you selected Internal Ledger, enter the relevant ledger ID in the Ledger ID field.
9. Save the changes.
10. Repeat steps 4-9 for each period.