General Ledger Security Authorizations

Sage 300 ERP

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General Ledger Security Authorizations

If security is turned on for your Sage 300 ERP system, the system administrator must assign users security authorization for General Ledger screens.

For information on turning on security, setting up security groups, and assigning authorizations, refer to the System Manager help.

Note: To change the print destination for forms and reports, you must have Change Print Destination security authorization for Administrative Services.

To view records and to print reports in General Ledger, you must belong to a security group with Common Inquiry authorization. Common Inquiry permission by itself does not let you edit any General Ledger records. To edit records or perform processing tasks, the system administrator must grant the group access to additional tasks from the following list:

General Ledger Security Authorizations
Security Authorization	Description
Account Maintenance	Update General Ledger account information entered on the Accounts screen; access the Account Mapping screen; view and print from setup screens.
Balance Sheet Snapshot	View the Balance Sheet snapshot in the Sage 300 ERP Portal.
Common Inquiry	If a group has access only to Common Inquiry, users who belong to that group will not be able to update G/L accounts, setup screens, setup reports, or the Account Mapping screen. If a group has access to any General Ledger function, users who belong to that group will automatically have access to Common Inquiry, too.
Create New Year	Use the Create New Year screen; view and print from setup screens.
Dashboard	Use the Executive Dashboard on the Sage 300 ERP Dashboard page. The Sage 300 ERP Dashboard page is on the Sage 300 ERP Dashboard Center, at http://AccpacDashboard/. Users with access to G/L Dashboard can access dashboard pages (if any) based on data stored in General Ledger.
Export General Ledger Data	Use the File > Export menu command on General Ledger screens.
Financial Reporter	Use Financial Reporter to customize and print Sage 300 ERP financial reports.
G/L Security Maintenance	Assign accounts to other users.
History/Budget Inquiry	View the Chart of Accounts, Account History Inquiry, and Budget Maintenance screens; access Source Currency Inquiry and Fiscal Set Comparison screens; print the Chart of Accounts and Trial Balance reports; view and print from setup screens.
History/Budget Maintenance	Use the Account History Inquiry, Budget Maintenance, Source Currency Inquiry, Fiscal Set Comparison, and Trial Balance screens; view and print setup information and the Chart of Accounts.
Import General Ledger Data	Use the File > Import menu command on General Ledger screens.
Income Statement Snapshot	View the Income Statement snapshot in the Sage 300 ERP Portal.
Journal Entry	Use the Journal Entry, Recurring Entries, Create Allocation Batch, Create Revaluation Batch, Create Recurring Entries Batch, Retrieve G/L Batch, Batch List, Batch Listing, and Batch Status screens; view and print from setup screens.
Journal Entry Inquiry	View the Batch List screen; view entries on the Journal Entry and Recurring Entries screens; print Batch Status and Batch Listings reports; view and print from setup screens.
Journal Posting	Use the Post Batches screen and inquiries associated with posted transactions. Note: Journal Entry rights are not automatically given when Journal Posting is assigned. You must set batch status to Ready to Post before posting a batch. A separate right, Set Batch Ready to Post, is required.
Period End Maintenance	Use the Period End Maintenance screen; view and print from setup screens.
Sage 300 ERP Inquiry	Query General Ledger data in the Sage 300 ERP Portal. If you also have Export Processing authorization for General Ledger, print or export the results of these queries.
Set Batch Ready to Post	Set batches ready to post.
Setup Maintenance	Edit information on the G/L Options, Segment Codes, Source Codes, Source Journal Profiles, Revaluation Codes, Account Structures, and Optional Fields screens.
Transaction Inquiry	View transaction history; print the Transactions Listing and Posting Journals; view and print from setup screens.
Transaction Maintenance	Access the Consolidate Posted Transactions screen; view and print Accounts and Transaction History; print the Transactions Listing and Posting Journals; view and print from setup screens; use the Clear History screen to clear printed posting journals.
Transaction Optional Fields	Add or delete optional fields for the Journal Entry, Recurring Entries, Create Allocation Batch, Create Revaluation Batch, and Create Recurring Entries Batch screens.
Transaction Optional Fields	Add or delete optional fields for the Journal Entry, Recurring Entries, Create Allocation Batch, Create Revaluation Batch, and Create Recurring Entries Batch screens.