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Setup Questions for the Other Tab User Policies

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Instructions

1. Confirm that all users have been set up. Prior to setting up user policies, users must be established in System—Security—Users. Display the Users page to access the System Help file and get more information.  
2. Print this topic—one for each user you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
3. Confirm that you have read the setup details on the topic.
4. Answer each of the questions on this page for each user you want to set up. A field list follows the questions should you need additional information to answer a question.
5. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
6. Send a copy of your completed questionnaire to AMSI Support.
7. Use your answers to set up each user.

User ID

For what user ID am I setting policies?

Enter a user ID: __________________________

Questions for Other User Policies

Allow posting ___ periods before current period and ___ periods after current period.

Do I want to allow this user to post to periods before and after the current periods?

Circle one: Yes or No.

On the screen:

—If yes, enter the number of periods before and the number of periods after in the fields that appear in the prompt.

—If no, enter nothing in the fields that appear in the prompt.

Allow user to edit imported batches

Do I want to allow this user to edit imported batches?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Show budget graph during PO and Invoice processing

Do I want to display a graph for this user during purchase order or invoice processing?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Default value for "Variance based on budgets" on PL Variance reports

Do I want the check box on the P & L Variance and Departmental P & L Variance reports' selection criteria page to be checked by default?  

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Include these users for default user batch restrictions

This option is available when default batch restrictions are selected on the global policies setup Batch tab (refer to the Fields list).

Do I want to select any additional default users so that when I (the default user) add a new batch, the user restrictions set on the Batch tab automatically default to all the additional users added under this policy?  

Circle one: Yes or No.

On the screen:

—If yes, click the Select Users button and the Select Users pop-up box opens. Click to select users and then click Save. To remove any user that appears in the Include these Users box, click Remove next to the user name.

—If no, accept the default (no users selected)

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