{"id":13804,"date":"2016-05-02T12:33:04","date_gmt":"2016-05-02T12:33:04","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=13804"},"modified":"2016-05-02T12:33:04","modified_gmt":"2016-05-02T12:33:04","slug":"document-security-configuration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/05\/02\/document-security-configuration\/","title":{"rendered":"Document Security: Configuration"},"content":{"rendered":"

Now a days document security is becoming the basic need of every organization which restricts the user of one business unit from viewing another unit\u2019s data. As we have seen in our last blog \u201cDocument Security for Sage 300<\/a>\u201d,in this blog, we will see the configuration and working of Document Security Module.
\n\u2022 Document Security Setup \/\/ User Authorization : :{ Document Security –> User Authorization }
\nAt the User Authorization screen, the Admin can set a combination of Account Set, Bank Code, Location, Item and Tax group to every user so that the user will only have an access of particular vendors and customers who is having Account Set, Bank Code, Location, Item, Tax group as per configuration done in the user authorization screen.
\nBefore Giving rights to Particular User, Admin has to create User by following below given two steps:-
\n1. Create User from Administrative services
\n2. Specify Security Group to each Module and assign rights to user at User Authorization screen at Administrative services
\nThere are Two types of User we can create in this module,
\n1. Corporate User: who has all the rights of all the Modules same as per Admin.
\n2. Non corporate User: Who has a specific rights given by admin using Document security module.
\n<\/a> \"User<\/a>
\nHere as shown in image, the Admin has \u00a0to create User names ( E.g. ABC) at administrative Services \u00a0and \u00a0then activate Document Security module . Then after Open User Authorisation Screen and specify the combination of digits of Account Set, Bank Code, Location, Item, Tax group which \u201cABC\u201d user can access or use . Providing the rights of the particular masters are done by setting up permission whether it is Grant or Deny action against each Account set, location. Item, tax group. Corporate User checkbox is meant for giving admin rights to the user.
\n\"A\/c<\/a>
\nNew Stuff :<\/span><\/em><\/span>\u00a0Migrate A\/P Payment Terms from Quickbooks to Sage 300 ERP<\/a>
\nAccount set \/ GL Account: In this tab, the admin can assign single or Multiple Business unit which are the digits of account set, for Eg. Vendor \u201cV00001\u201d having an account set \u201cCE0011\u201d, so the admin has to assign \u201c001\u201d Business Unit to ABC user. When User is doing Transaction at multiple module and they \u00a0want to selects \u00a0Account set that time system can only display list of Account Set which having Business Unit \u201c 001\u201d, \u201c002\u201d,\u201c005\u201d. For e.g. \u201cCE001\u201d, \u2018\u201dDW0051\u201d etc.
\n
\n<\/a> \"Location\/Bank<\/a>
\n<\/u>
\nLocation \/ Bank code: In this tab admin can assign single or Multiple Business segment which are the digits of Bank Write Off and also assign the Single or Multiple Location Segment which are digits of Integration of IC Location to user, for E.g. Vendor \u201cV00001\u201d having a Bank \u201cAEKNK001\u201d which having write off \u201c022\u201d, so admin Assign \u201c022\u201d Business segment to ABC user as bank code and assign Location Segment as \u201c015\u201d. When User is doing Transaction at multiple module and they \u00a0want to select location from Finder that time system can only display list of Location which having integration of \u201c015\u201d. For e.g. \u201cI0009\u201c\u201d, \u2018\u201dI0005\u201d etc.
\n\"Item<\/a>
\nItem : \u00a0In this tab admin can allow single or Multiple segment Code which are the starting letters of Item code, \u00a0admin Assign different type of item code like \u00a0\u201cBB\u201d, \u201c HO\u201d Item Segment code to ABC \u00a0User .. When User is doing Transaction at multiple module and they \u00a0want to select Item that time system can only display list of Item which having Segment code \u201c BB\u201d, \u201cHO\u201d. \u00a0For e.g. \u201cBB00001\u201d, \u201cHO00001\u201d etc.
\n\"Tax<\/a>
\nTax Group: In this tab admin can assign single or Multiple Company segment and Business Segment which are the digits of Tax group, for Eg. Vendor \u201c V00001\u201d having a Tax Group Of \u201c022811P001\u201d , so admin Assign Company Segment \u201c02\u201d Business Segment \u201c281\u201d to ABC user.. When User is doing Transaction at multiple module and if vendor is having Tax Group Other than \u201c02281\u201d series or other than \u201cNOTAXGRP\u201d system will give an error message of Tax Group to user so user can change tax group from finder and that time system can only display list of which having Tax Group having code \u201c02281\u201d for e.g. \u201c022811P001 \u201c022811P002\u201d \u201c022811P004\u201d etc.
\n\u201cNOTAXGRP\u201d Is default tax group which all vendor and Customer can have. So any user can do the transaction for all the vendors and all customers by changing its NOTAXGRP to assigned Tax group successfully.
\nAlso Read:<\/span><\/span>
\n1.Creating Purchase Order By Using Sales Order details in Sage 300.<\/a>
\n2.Terms Code feature in Account Payable in Sage 300 ERP<\/a>
\n3.AR Customers-OE Sales Inquiry<\/a>
\n4.Business Security in Sage 300<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Now a days document security is becoming the basic need of every organization which restricts the user of one business unit from viewing another unit\u2019s data. As we have seen in our last blog \u201cDocument Security for Sage 300\u201d,in this blog, we will see the configuration and working of Document Security Module. \u2022 Document Security\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[27,329,814,1394,2606,2814,2948],"class_list":["post-13804","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-ac-set","tag-bank-code","tag-document-security","tag-item","tag-security-based-on-location","tag-tax-group","tag-user-authorization"],"yoast_head":"\nDocument Security: Configuration - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/05\/02\/document-security-configuration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Security: Configuration - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Now a days document security is becoming the basic need of every organization which restricts the user of one business unit from viewing another unit\u2019s data. 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