Understanding How to Set Up Transaction Security

Transaction security enables you to define which transaction records a user can access, based on the business units they are associated with. Transaction security for business units is inclusive, which means that you define which transactions users can access based on the business unit to which the user ID or role is associated. To set up transaction security, you must define these items:

  • Business unit type.

    A business unit type serves as a logical grouping of business units. To define it, you name it and then specify the table (typically the F0006 table) and the data item within the table that contains the business unit values.

    Note: If you are setting up transaction security for an existing business unit type, use the Maintain Business Unit Security menu to add transaction security.
  • Tables to include in a transaction security definition.

  • Users associated with the business units.

The application that you use to set up transaction security, the Business Unit Security Maintenance application (P95300), is available in two modes: a mode that you can use for the initial transaction security setup and another mode to revise transaction security. The mode for the initial setup uses a director or wizard-like process to lead you through the P95300 application forms used to set up transaction security.

See Setting Up Transaction Security.

The mode to revise transaction security provides access to the same forms that are used for the initial setup, but without the wizard functionality. You can use these forms to add, update, or delete transaction security.

See Revising Transaction Security.