Expenses

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Topic

    Wendy Ware
    Allowing Employees to Edit Product Segment on Expense...Answered
    Topic posted January 16, 2018 by Wendy WareBronze Crown: 15,000+ Points, last edited January 30, 2019, tagged Expenses, Financials, General Ledger, Payables, Setup / Administration, Subledger Accounting 
    87 Views, 2 Comments
    Title:
    Allowing Employees to Edit Product Segment on Expense Reports?
    Summary:
    Product Code is one of the segments of our account numbers. Is it possible to allow employees to edit that one segment without exposing the whole account string?
    Content:

    Product Code is the 4th segment in our 10-segment GL account numbers.  Is it possible to allow employees to edit that one segment, without exposing the whole account string, when they are creating/editing an expense report?

    In a related situation, I have been testing the use of granting the privilege ‘Override Expense Account Allocation’ to employees.  It seems that the two options are to allow expense report creators to edit Cost Center and Legal Entity -or- edit the entire 10-segment account string (depending on the setting of EXM_ALLOW_FULL_ACCT_OVERRIDE.) 

    Am I missing something?  Is it possible to provide them with a way to edit one specific account segment for each expense report?

    Any assistance appreciated.  Wendy

     

    Best Comment

    Shaan

    No. It's not possible to allow only access to the Product Segment in the GL Code. Either you have to open up the entire GL Code Combination for users or you have to restrict their update to Cost Centre and LE.

    However, if that's a critical requirement for you then you may explore this option. Create a DFF in the Expense Report to capture your desired Product Segment value by the users. Then modify the SLA (Subledger Accounting Rule) to get it updated based on that DFF value. Why I say explore is that, because I've not personally explored it and there are restrictions in modifications of SLA Rules as well. But I believe this is a possible option.

     

    Comment

     

    • Shaan

      No. It's not possible to allow only access to the Product Segment in the GL Code. Either you have to open up the entire GL Code Combination for users or you have to restrict their update to Cost Centre and LE.

      However, if that's a critical requirement for you then you may explore this option. Create a DFF in the Expense Report to capture your desired Product Segment value by the users. Then modify the SLA (Subledger Accounting Rule) to get it updated based on that DFF value. Why I say explore is that, because I've not personally explored it and there are restrictions in modifications of SLA Rules as well. But I believe this is a possible option.

       

    • Wendy Ware

      Thank you for your timely and detailed response to my question! 

      We are considering creating a DFF to capture this value, assuming we are able to report on this new user defined field.