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Effect of User Policies —
Other Tab
Setting user
policies allows you to customize user access in eFinancials and ePO and
affects a user's ability to complete work. User policies are policies
that are applied to
the selected user only. User policies that are set on the Other
tab affect users' ability to post in periods before and after the current
period, edit imported batches, or see a 
budget graph
during purchase order and invoice processing.
When Using Separate eFinancials and ePO Budgets
Your system may be set up to use separate
eFinancials and ePO budgets. If so, when the policy, Show
budget graph during PO and Invoice processing is selected, the
budget graphs that are accessible from the Check
Budget and Approval Processing
snap-ins, as well as from the Purchase Orders tab,
show budget and invoice/purchase order information based on whether the
user is seeing the graph from eFinancials or ePO. For users who have access
to both eFinancials and ePO, amounts are broken out by eFinancials and
ePO. In addition, over-budget and over-spending conditions are shown as
over for month-to-date (MTD) or year-to-date (YTD) on the budget graph.
You can click on the More info
link on the budget graph to view the global policy settings, including
the settings for separate budgets, as well as other information.
Note
When setting up, the default is to not allow users the
ability to post in periods before and after the current period, not allow
users to edit imported batches, and not allow users to see a budget graph
during purchase order and invoice processing.
Setup
Questions
Setup
Questions User
See
Also
Other Tab Policies
User
Policies
Budgets
Overview