Restricted Transactions
The following table lists all transactions that have some type of account security. The following notation is used to describe the type of account security:
• Account-oriented. This notation is used if the respective transaction uses basic account security (i.e., the user must belong to at least one data access role that has access to the account's access group in order to see the information).
• Person-oriented. This notation is used if the respective transaction uses person-oriented account security. Refer to Persons Can Also Be Secured for more information.
• Premise-oriented. This notation is used if the respective transaction uses premise-oriented account security. Refer to Premises Can Also Be Secured for more information.
• None of the above. Some unusual transactions have unusual implementations of account security. These are described below.
Transaction
Type of Account Security
Account
Account-oriented
Account Bill / Payment History
Account-oriented
Account Financial History
Account-oriented
Account Interval Info
Account-oriented
Account Payment History
Account-oriented
Account Person Replicator
Account-oriented
Account SAs for Debt Class
Account-oriented
Adjustment
Account-oriented
Adjustment Calculation Line Characteristics
Account-oriented
Appointment
Premise-oriented
Bill
Account-oriented
Bill Print Group
Person-oriented
Bill Segment
Account-oriented
Billable Charge
Account-oriented
Budget Review
Account-oriented
Case
Account-oriented, Person-oriented and Premise-oriented
Collection Agency Referral
Account-oriented
Collection Process
Account-oriented
Contract Option
Account-oriented
Control Central
Account-oriented, Person-oriented and Premise-oriented
Customer Contact
Person-oriented
Cut Process
Account-oriented
Declaration
Account-oriented
Deposit Review
Account-oriented
Field Activity
Premise-oriented
Field Order
Premise-oriented
Financial Transaction
Account-oriented
Financial Transaction on a Bill
Account-oriented
Financial Transaction on a Payment
Account-oriented
Interval Profile
Account-oriented (for SA-specific profiles)
Landlord Agreement
Account-oriented
Loan
Account-oriented
Match Event
Account-oriented
Multi-Cancel/Rebill
Account-oriented
Non-Billed Budget
Account-oriented
Order
Account-oriented, Person-oriented and Premise-oriented
Overdue Process
Account-oriented
Pay Plan
Account-oriented
Payment
Account-oriented
Payment Arrangement
Account-oriented
Payment Arrangement for Bills
Account-oriented
Payment Event
The user must have access to ALL accounts linked to the payment event.
Payment Event Quick Add
The user must have access to ALL accounts linked to the payment event(s).
Payment Quick Add
Account-oriented
Payment / Tender Search
Account-oriented
Person
Person-oriented
Premise
Premise-oriented
Premise Management
Premise-oriented
Quote
Account-oriented
SA Billing History
Account-oriented
SA Cash Accounting Balance
Account-oriented
SA Financial History
Account-oriented
SA Relationship
Account-oriented
Service Agreement
Account-oriented
Service Credit Event
The user must have access to ALL accounts linked to the service credit membership that has the service credit event.
Service Credit Membership
The user must have access to ALL accounts linked to the service credit membership.
Service Provider SA Relationship
Account-oriented
Severance Process
Account-oriented
Start/Stop
Account-oriented
Statement
The user can see the statement if they have access to at least one account on the statement's statement construct.
Statement Construct
The user can see the statement if they have access to at least one account on the statement construct.
Terms of Service
Account-oriented (User must have access to at least one account linked to the SA collection in the TOS.)
TOU Map
Account-oriented (for SA-specific TOU maps)
Umbrella Agreement
Account-oriented (User must have access to at least one account linked to the SA collection in the UA's TOS.)
Write Off
Account-oriented
Write Off Process
Account-oriented