Prerequisites

You may want to set up security for your profiles and users for General Ledger:

  • PeopleTools Security

    Anyone who uses or accesses the general ledger must have a user ID. User IDs are defined in PeopleTools, Security, User Profiles. Several pages require a user ID and validate against the user profile before admitting a user to the page.

  • ChartField Security

    Consider securing data access based on a user's role in the organization. ChartField Security is designed to work in conjunction with other security features, such as business unit and ledger security. ChartField security allows you to choose the ChartFields by which you want to configure access and rules that are specific to one or more products. It may further be used to configure access based on job function and activity. Restrict access to unauthorized ChartField values during journal entry or inquiry based on user, role or permission list.

    See Application Fundamentals: Understanding ChartField Security.

  • Journal Source Security

    Journal source security restricts online creation, copy, deletion and posting of journals based on permission added to User / Role for the specific journal source. In addition, users cannot post journals with sources beyond the date specified in the Period End Cutoff Definition Page, unless the User / Role has override exception.

    See Enabling Journal Source Security for more information.

  • User Preferences

    Many applications have application-specific preferences. In PeopleSoft General Ledger, these preferences are defined on the User Preferences - General Ledger page. Many of the preferences that are specified on this page apply to entering, editing, and processing journals. While you can restrict users to specific business units, tablesets, ledgers, and so forth, the user preferences pages define only default settings for pages and reports. They do not necessarily define security.

  • Enable Document Sequencing for each business unit if you use document sequence numbers to number your journals sequentially and open item journals.

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