Intercompany Transaction Security Roles

An administrator with intercompany security rights can create a custom workspace for handling intercompany matching tasks and perform all intercompany tasks. Users who have been assigned the Intercompany Transaction User role can perform Intercompany Transaction and Intercompany Reporting functions.

If you are assigned the Intercompany Transaction User role, you can perform these tasks:

• Create transactions.

• Edit transactions.

• View list of transactions.

• Delete transactions.

• Load and extract transactions.

• Run transaction reports and matching reports.

• Drill through to transaction detail from other modules.

To perform matching tasks for transactions, you must be assigned one or more of these security roles for that task:

• Intercompany Transaction Match Template

• Intercompany Transaction Auto Match by Account

• Intercompany Transaction Auto Match by ID

• Intercompany Transaction Manual Match with Tolerance

• Intercompany Transaction Manual Match

To unmatch transactions, you must be assigned the Intercompany Transaction Unmatch security role.

To post and unpost transactions, you must be assigned the Intercompany Transaction Post/Unpost security role.