Access to Accounts by User Inquiry

Menu Path: System Administration Images\bluerarw.gif Inquiries Images\bluerarw.gif Access to Accounts by User Inquiry

Purpose

View account access for users.

Overview

Use Access to Accounts by User Inquiry to view account security for a specific user. For information on setting up user access to accounts, see Access to Accounts by User Maintenance.

Using the Access to Accounts by User Inquiry

To use the inquiry:

  1. Enter a user ID or name for which you want to display account access in the User ID or User Name field.

  2. If your company uses consolidation ledgers, verify the ledger ID for which you want to view account access is entered in the Ledger ID field.

  3. If you want to filter the general ledger accounts, click the Lookup button to the right of the Lookup By field, select a method for filtering the general ledger accounts, and enter a filter criterion in the Value field.

  4. Select whether to display general ledger accounts the user can or cannot access.

  5. Click the Show Data button in the ribbon. General ledger accounts display based on the selected criteria.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Access to Accounts by User Inquiry window.

Show Data

Click this button to display general ledger account information for the selected criteria.

First

Click this button to display general ledger account access for the first user.

Prev

Click this button to display general ledger account access for the previous user.

Next

Click this button to display general ledger account access for the next user.

Last

Click this button to display general ledger account access for the last user.

Fields and Buttons

Field or Button

Description

User ID

Enter a user ID for which you want to view general ledger account access, or click the Lookup button to select a user ID.

User Name

Enter a user name for which you want to view general ledger account access, or click the Lookup button to select a user name.

Ledger ID

Enter a ledger ID for which you want to view general ledger account access, or click the Lookup button to select a ledger ID.

Note This field is only available if at least one consolidation ledger is set up.

Inquiry Tab Fields and Buttons

Field or Button

Description

Lookup By

Click the Lookup button and select a filtering method if you want to filter the general ledger accounts.

Value

Enter a filter criteria based on the selected filtering method entered in the Lookup By field.

Access/No Access

Select whether to display general ledger accounts to which the selected user does or does not have access.

Access To/No Access To

This grid displays the general ledger accounts to which the user does or does not have access based on whether you selected the Access or No Access radio button.