Enabling ChartField Security

PeopleSoft enables you to restrict access to your financial data within PeopleSoft Inventory and across all PeopleSoft Financials Supply Chain Management (FSCM) applications. The ChartField Security feature prevents unauthorized employees and contractors from viewing and editing financial data. Other security features within PeopleSoft enable you to restrict access by business unit, ledger, SetID, paycycle, book code, and project ID; however, the ChartField Security feature enables you to restrict access to specific financial data by restricting access to a ChartField value or combination. Security by ChartField combination enables you to allow access to most financial data (such as inventory accounts or accounts payable balances) and still restrict access to sensitive data (such as executive salaries or travel accounts). Using ChartField security, you can enable access to sensitive ChartField combinations by:

• User IDs

• User roles

• Permission lists

Within PeopleSoft Inventory, ChartField security is usually applied by securing the prompt edit table values. When a user clicks the prompt button or enters a value in a field containing a ChartField (Account, Department ID, and so on), then the system only displays values that the user is authorized to view.

The following components in PeopleSoft Inventory can be restricted with ChartField security by securing the prompt edit table values:

• Express Putaway

• Expense Issue Return

• Review Plan

• Manually Stage Putaway

• InterUnit and RMA Receiving

• Stockroom Feedback

• Correct Staged Errors

• Adjustments

• Express Issue

• Create/Update Stock Request

• Correct Demand Errors

• Maintain Stock Request

• Consumer Usage

• Consumer Usage Entry

• Define Par Location

• Maintain Par Locations

• Issue to Work Orders

For information on the setup and use of the ChartField Security feature, including specific information about PeopleSoft Inventory components, see Securing ChartFields in PeopleSoft Application Fundamentals