Creating a 'Super User' Custom Security Group

A 'Super User' Security Group can be created to allow overrides for Valid Dates for Data Entry and Closed accounting periods.

The Super User can then post or unpost from a closed accounting period, and also override Valid Dates for Data Entry for specific transactions screens.

Added indicators to the GL Journal Log screen to identify records that were posted/unposted to a closed period

To create a Super User Custom Security Group

  1. From the System Menu, click Security, and then click Security Groups.
  2. Type a 'Super User' for the Group in the Description field, and then press Tab.
  3. Enter any Notes that pertain to this Security Group, and then press Tab.
  4. In the Screens tab, click on the new row (marked with an asterisk), and select the following screens to add to the Security Group.

    5. If a User has the Can Override Valid Dates for Data Entry Security Feature selected for these screens and a transaction date is entered that is not within the From and To Dates specified as a Valid Date for Data Entry (on the SYS: Fiscal Year Setup screen), a message displays prompting you to override the date.

    These Security Features can be added to a Custom Security Group allowing a User to override dates on transaction screens that are outside of the valid date range.

    Screen Name Date Affected
    AP Drop Shipments Activity Date
  5. AP Invoice Entry
    		6. Invoice Date
    AP Invoice Entry Posting Date
    AP Payments Check Date
    AP Purchase Orders Activity Date
    AP Update Recurring Invoice Date
    AP Update Recurring Posting Date
    AR Cash Transfers Transfer Date
    AR Invoice Entry Invoice Date
    AR Invoice Entry Posting Date
    AR Payment Wizard Date Applied
    AR Payment Wizard Deposit Date
    AR Payments Deposit Date
    AR Payments Date Applied
    AR Unbilled Work Orders Invoice Date
    AR Unbilled Work Orders Posting Date
    AR Update Recurring Invoices Invoice Date
    AR Update Recurring Invoices Posting Date
    FA Defaults Last Updated To GL
    FA Asset Master File Date Last Updated
    FA Update to General Ledger Update Date
    GL Hourly Revenue Accrual Date From
    GL Hourly Revenue Accrual Date To
    GL Adjusting Journal Entries Reversal Date
    GL Adjusting Journal Entries Entry Date
    GL Update Recurring Journal Entries Update Date
    HR Benefits by Employee Date Available
    HR Benefits by Employee Transaction Date
    HR Benefits by Employee Effective Date
    HR Benefits by Employee Enrollment Date
    HR Benefits by Employee Date First Eligible

    HR Benefit Wizard

    Hours Date Range
    INV Adjustments Activity Date
    INV Physical Count Activity Date
    INV Received Activity Date
    INV Requests Activity Date
    INV Transfers Activity Date
    INV Usage and Resale Activity Date
    PAY Replace Checks New Check Date
    PS Update Scheduling to AR Invoices Invoice Date
    PS Update Scheduling to AR Invoices Posting Date
  6. Select the Can Override Valid Dates for Data Entry check box.
  7. In the Add Edit Lists tab, click on the new row, and select the add/edit lists to add to the Security Group.
  8. In the Groups tab, click on the new row, and select the Security Groups to add to the Security Group.
  9. DocLink Users - In the DocLink Document Types tab, click on the new row, and select the Document Types to add to the Security Group.
  10. Close the Security Group screen.

Tip:  For more information see Security Groups Overview and Security Groups By Module.