Connect User Group to Periods
Explanation
Use this activity to connect a user group to one or more accounting
periods within a company. This mandatory task is to be performed by a system
administrator or equivalent person.
Prerequisites
Before a user group is connected to accounting periods, the following must have been
completed:
- The accounting periods must be entered in the
Accounting Periods
window in IFS/Accounting Rules.
- The user group must be entered in the
User Groups window
in
IFS/Accounting Rules.
System Effects
- The user group is connected to one or more accounting
periods in the company.
- Users belonging to the user group are allowed to enter postings
for the corresponding accounting period.
Window
Accounting Periods
Related Window Descriptions
Create Periods for User Groups, User
Groups per Period
Procedure
Use the following procedure to connect a user group to one or more accounting
periods:
- Open the Accounting Periods window.
- Query for the accounting periods.
- Select one or more accounting periods, and right-click and then click Create Periods per User
Groups. The
Create Periods for
User Groups window opens.
- In the User Group list, click the group to connect, then choose
the relevant User Group Period Status and click OK.
- Repeat steps 3 and 4 for each user group to connect.
- Save the changes.