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    Gaurav Saxena
    Restrict Reporting Currency/Ledger for manual entry
    Topic posted August 19, 2019 by Gaurav SaxenaGreen Ribbon: 100+ Points, last edited August 19, 2019, tagged Financials, General Ledger, Security, Setup / Administration 
    32 Views, 2 Comments
    Title:
    Restrict Reporting Currency/Ledger for manual entry
    Summary:
    Restrict Reporting Currency/Ledger for manual entry
    Content:

    We have a requirement to keep all data flow to Reporting Currency from Primary Ledger through conversion only which is set at Journal level right now. We wish to restrict access on Reporting Currency so that none of business user can enter any journal directly to Reporting Currency. Users should be able to create and post journals in Primary Ledger though and this process should be creating corresponding journal in Reporting Currency as well.

    Please share what are the best practices to achieve this. 

    Version:
    19C

    Comment

     

    • Linda Wong

      Same question as https://cloudcustomerconnect.oracle.com/posts/198d8109d6.

    • Ravi Kanth Vuddagiri

      1. Create two roles.

      (a). GL Manager - Create and Manage journals

      (b). GL User - Only view Journals

      2. Assign Data access to User-Role (a)- Only primary ledgers

      3. Assign Data access to User-Role (b)-All ledgers including Reporting ledger

      This should restrict accessing reporting ledger I believe. Please test and update.