Connect User Group to Periods

Explanation

Use this activity to connect a user group to one or more accounting periods within a company. This mandatory task is to be performed by a system administrator or equivalent person.

Prerequisites

Before a user group is connected to accounting periods, the following must have been completed:

• The accounting periods must be entered in the Accounting Periods window in IFS/Accounting Rules.
• The user group must be entered in the User Groups window in IFS/Accounting Rules.

System Effects

• The user group is connected to one or more accounting periods in the company.
• Users belonging to the user group are allowed to enter postings for the corresponding accounting period.

Window

Accounting Periods

Related Window Descriptions

Create Periods for User Groups, User Groups per Period

Procedure

Use the following procedure to connect a user group to one or more accounting periods:

1. Open the Accounting Periods window.
2. Query for the accounting periods.
3. Select one or more accounting periods, and right-click and then click Create Periods per User Groups. The Create Periods for User Groups window opens.
4. In the User Group list, click the group to connect, then choose the relevant User Group Period Status and click OK.
5. Repeat steps 3 and 4 for each user group to connect.
6. Save the changes.