GL:Security Rule setup

Filed Under  rule elements, Security rule

Security Rules control user access to values in the Chart of Accounts for data entry users in GL or Subledgers. The accounting Flexfield should be structured so that security rules can be defined and maintained simply and easily. These rules are assigned to responsibilities, which are then assigned to individuals.
Responsibility: General Ledger SuperUser
Navigation: Setup > Financials > Flexfields > Key > Security > Define

Search for
Application: General Ledger
Title: Accounting Flexfield
Structure: EY_ACC_FLEX
Segment: Account

Click on Find

The Security Rules form opens with all the security rules defined for the accounting flexfield for the Account segment. Let us add our own security rule.
Click on the Security Rules section and add a new row

Add a new row with the details,
Name: Test
Description: Test
Message: This is a test Security Rule

Now we shall add the Account element values associated to the new Security Rule

We have added the elements. The logic is the following,

1. This rule allows all accounts (the Include line)
2. The rule does not allow accounts 1000 to 1101 (the exclude line)

Save the form. Now we shall assign this rule to the responsibilities. Click on Assign button on the form.

On clicking the Assign button you will find all the responsibilities already assigned to the Security Rule for the Account.
We shall assign a responsibility to the rule we have created. Add a new row

Enter the application, responsibility and the name as per the rule we created earlier, i.e. Test.

Save the form and the Security Rule will take effect.