Establishing Purchasing ChartField Security
To facilitate ChartField Security functionality, Oracle delivers PeopleSoft Purchasing with components that are already set up for use with ChartField security. You can deactivate the settings, modify the settings, or add security for components. ChartFields are the fields that store charts of accounts and provide the system with the basic structure to segregate and categorize transactional and budget data. PeopleSoft Purchasing enables you to secure specific accounts to prevent unauthorized users from viewing or editing financial information. The ChartField Security feature provides the framework for you to define the ChartField security method and configure and maintain security for specific PeopleSoft Purchasing ChartField fields and records. You can define the security method based on users, roles, and permission lists.
Customers can assign a group of users, roles, or permission lists to a rule in one page using a default effective date. The rule applies to all products. Customers can assign many rules to a user, role, or permission list in one page. Different rules can be assigned to different products for one user.
Chartfields are secured at the distribution level on the purchase order and requisition entry transactions. Values for ChartFields on the Purchase Order Defaults page for the purchase order header are not secured. When you create a transaction, the distribution values may default onto the transaction. When you save the transaction, the ChartField security will validate to ensure that the user can create and maintain documents using those secured ChartField values.
By default, most components in PeopleSoft Purchasing are secured when the product itself is enabled. You can activate or inactivate ChartField security for certain Purchasing components that include transactions, such as data entry for purchase orders and requisitions, search lists, inquiries, and prompts.
The core system for establishing ChartField security is described in the PeopleSoft Application Fundamentals 9.2. Also, the book provides descriptions of the Purchasing components and pages affected by ChartField security.