Payables & Cash Management

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Topic

    Baskar Chakravarthi
    Creating Bank, Branch and Bank Account access to specific...
    Topic posted August 8, 2019 by Baskar ChakravarthiBlue Ribbon: 750+ Points, tagged Cash Management, Payables 
    39 Views, 4 Comments
    Title:
    Creating Bank, Branch and Bank Account access to specific user
    Content:

    Hi,

    We need to assign the separate task for a bank branch and bank account access to the specific cashier instead of assigning setup and maintenance tasks for the implementation project.

     

    Comment

     

    • Patruni Suresh

      The banks, branches and accounts are controlled by the following privileges:

      Name    Manage Bank
      Code    CE_MANAGE_BANK_PRIV
      Description    Allows managing of banks.

      Name    Manage Bank Branch
      Code    CE_MANAGE_BANK_BRANCH_PRIV
      Description    Allows managing of bank branches.

      Name    Manage Bank Account
      Code    CE_MANAGE_BANK_ACCOUNT_PRIV
      Description    Allows managing of bank accounts.

      Is the requirement to enable these tasks to to as specific user? In that case you can create a separate job role, attach these privileges and provide the access of this job role to the user.

       

      Thanks,

      Suresh

       

       

    • Patruni Suresh

      These are setup tasks and are available via setup and maintenance navigator. You cannot add these tasks separately in the cash management navigator.

      Thanks,

      Suresh

      • Baskar Chakravarthi
        We should not give setup and maintenance access to cashier user for security purpose so kindly advice how to give specific tasks to user.