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User Policies Overview
User policies allow you to customize user access in eFinancials
and affect the selected user's ability to complete work. User policies
are policies that are applied only to the selected user. Policies affect
purchase orders, invoices, check and direct deposits, vendors, posting,
imports, and the showing of budget graphs during purchase order and invoice
entry.
Note
Depending on the applications purchased by your company,
user-policy-related tabs can display from either eFinancials or ePO menus.
Refer to Effect of Purchasing later in this topic
for more information.
Setup Details
Setting up user policies is required. Each set of
policies have default settings. The default policy settings do not affect
the setup process. However, the second step in setting up should be addressing
the settings on each tab in user policies for each user.
Read all of the sections associated with policies. Your
selections of policies and combination of selections may impact the selected
user's access. For your records—and
in case you decide to make changes—create
a written list of policies you plan to activate for each type of user.
Topics titled Setup Questions in the Setup
Guide provide you with that list of questions that can assist you.
Note
Users and user groups must already be set up using options
on the System menu. For more information, make the following
selections from the main menu to display a System page, and then select the Help
button to access the System Help file: System—Security—Groups or
Users.
Effect of Purchasing
The application you use to enter purchase orders
affects the permissions setup. When you grant permissions to users and
user groups using the System menu, you need to
carefully examine the permissions for end of period related applications.
eFinancials
If your users or groups of users enter purchase
orders using eFinancials, they should have the following setup:
Grant permission to display and use the AP
Period Close Tab using the permission path eFinancials—Accounts
Payable—End
of Period—Period
Close.
Deny permission to display or use the Transfer
to AP Tab and PO Period Close Tab
using the permission path ePO—End
of Period—Transfer
to AP and Period Close. If an eFinancials user is able to select the Period Close menu option from the ePO menu and is able
complete the tab, the result is the closing of the accounts payable period
in eFinancials. If this event occurs, you can reopen
the closed AP period; however, a proper setup prevents the occurrence
of the event.
ePO
If your company did not purchase eFinancials,
and your users and user groups enter purchase orders using only ePO, they
should have the following setup:
Grant permission to display and use the Transfer
to AP Tab and PO Period Close Tab
using the permission path ePO—End
of Period—Transfer
to AP and Period Close.
Refer to Permissions Concepts and Processes
in the System User Guide for more information
on permissions.
Changing Policies
Policies can be changed after your initial setup
is complete; however, keep in mind that any change may impact a user's
ability to complete work. Be cautious about changing policy settings,
and consult with a support representative before resetting a policy to
find out what the impact may be on your users.
Policies and Setup Guide Topics
Read the following Setup Guide
topics for information about user policies:
Effect
of User Policies - PO Tab
Effect
of User Policies - Invoice Tab
Effect of
User Policies - Check Tab
Effect
of User Policies - Vendor Tab
Effect of User Policies
- Other
See Also
Setup User
Policies Tabs
Common
Setup Overview
Setup
Sequence