Note: G/L Account Permissions is part of G/L Security, an option that you select on the Account tab of the G/L Options screen. The G/L Account Permissions screen is available only after you select the Use G/L Security option.
Fields and controls
Buttons
Test
After specifying account permissions for a user, click Test to test the account segments you have specified.
The G/L Permissions Finder lists only the accounts this user has permission to see and work with.
User ID
Select the ID of the user for which you want to add account permissions.
- If you have already added the user to G/L Security, you can use the Finder
to select the user. - If you have not added the user for
whom you want to set permissions, click Find User on the User ID
menu to display a list of all users.
Segment Tab
Use the Segment tab to allow or deny user access to ranges of account segments—for example, to restrict access to a particular department.
Allow
Select Yes to allow access to an account or range of accounts.
Generally, if the default access for General Ledger is All Accounts (on the Account tab of the G/L Options screen), select No in the Allow column to restrict account access.
If the default access is No Accounts, select Yes in the Allow column to allow access to a range of accounts.
From/To
Specify the range of segment codes for which to allow or deny access.
Segment
Select the segment for which you want to restrict or allow access.
You cannot select the Account segment here. Use the Account tab to specify a range of account numbers.
Account Tab
Use the Account tab to allow or deny user access to ranges of account numbers—for example, to allow access to Accounts Receivable sales accounts.
Allow
Select Yes to allow access to an account or range of accounts.
Generally, if the default access for General Ledger is All Accounts (on the Account tab of the G/L Options screen), select No in the Allow column to restrict account access.
If the default access is No Accounts, select Yes in the Allow column to allow access to a range of accounts.
From/To
Specify the range of account numbers for which to allow or deny access.
Overview
Use the G/L Account Permissions screen to define account access permissions for individual Sage 300 users.
Note: Depending on the Default Access setting (on the Account tab of the G/L Options screen), you use the G/L Account Permissions screen mainly to grant access to accounts, or to restrict access.