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General Ledger Windows with the Attachments Feature

The Attachments feature in General Ledger has already been pre-seeded to be available in windows detailed in the table below. When you bring up these windows, a Paper Clip icon on the menu bar will be highlighted. Each window is assigned at least one Attachment Category. Form Level Security and Attachment Category assignments determine the ability to share attachments created in different windows via the Attachment Catalog. The Method specifies whether the attachment associated with a certain window can be changed, or if it can only be queried.

You will also have the flexibility to enable this feature in other windows where Attachments can be useful. Your System Administrator can update the seed data table to activate Attachments for additional windows.

 
Name of Window
Form Level
Security
 
Attachment
 
Method
Set of Books None Setup Change
Define Budget Set of Books Budget, Other, Organization Chart Change
Enter Journals (Batch) Set of Books Journal, Other Change
Enter Journals (Header) Set of Books Journal, Other Change
Enter Encumbrances (Batch) Set of Books Journal, Other Change
Enter Encumbrances (Header) Set of Books Journal, Other Change
Journal Entry Inquiry (Batch) Set of Books Journal, Other Query
Journal Entry Inquiry (Header) Set of Books Journal, Other Query
Define Consolidation Set of Books Consolidation, Other, Organization Chart Change
Define Recurring Journals Formula (Batch) Set of Books Journal, Other Change
Define Recurring Journals Formula (Header) Set of Books Journal, Other Change
Define Budget Formula (Batch) Set of Books Budget, Other Change
Define Budget Formula (Header) Set of Books Budget, Other Change
Define Budget Organization Set of Books Budget, Other, Organization Chart Change
Freeze Budget Set of Books Budget, Other, Organization Chart Query
Define MassAllocations (Batch) Set of Books Journal, Other, Allocation Change
Define MassAllocations (Header) Set of Books Journal, Other, Allocation Change
Define MassBudgets (Batch) Set of Books Journal, Other, Allocation Change
Define MassBudgets (Header) Set of Books Journal, Other, Allocation Change
Define Report Set Set of Books Report, Other Change
Define Financial Report Set of Books Report, Other Change
Row Set Set of Books Report, Other Change
Column Set Set of Books Report, Other Change
Enter Budget Amounts Budget Organization Budget Amounts Change
Enter Budget Journals Budget Organization Budget Amounts Change

See Also

Creating an Attachment

Types of Attachments

Attachments Security


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