Page Comparison

...

1. From the Utilities menu select 'Account filters'
2. Click on
3. Enter in the required information:

   1. Filter Name: Enter the name for the filter (this is a required field).

      
      

      Note
      title Case Sensitive
      Please make note that Filter Names are case sensitive.  For example, if you create a Filter Name called "ATHLETICS", when generating reports and entering a filter name parameter, the case must match.

      
      

   2. Enter the Order number in which the information should be entered and processed. When assigning order numbers, it is important to assign the more detailed accounts with lower order numbers (e.g. 1, 2, 3 ...) and the less detailed accounts a higher order number.
   3. Click on  to add accounts and check all boxes that apply (hover over the letter C, R, U etc and it will display a tool tip of what each letter means.)  Leaving a checkbox blank indicates that access will not be granted.
      1. C = Create which allows the user to create accounts for that filter
      2. R = Read which allows the user to view the accounts for that filter
      3. U = Update which allows the user to modify accounts for that filter
      4. D = Delete which allows the user to delete accounts for that filter
      5. P = Preencumbrance which allows the user to post requisitions against that filter
      6. E = Encumbrance which allows the user to post purchase orders against that filter.
   4. 'Wildcards' (% symbol) can be used in the account dimensions when giving access to more than one account.  For example, 
      

   5. Ranges (value1..value2) can be used in the account dimensions when giving access to ranges of accounts. For example, 
      Image Modified
      
      

      Note
      title Range
      The start and end values in a range must be a specific value. Wildcards cannot be used in combination with a range. For example, 400..999 will include accounts with 400, 500, 600, 700, 800, and 900 object codes.

      
      

   6. To exclude accounts, create a row with the account dimensions and leave the check boxes blank. 

      
      

      Note
      title Exclude Accounts
      When excluding accounts, these rows generally need to be at the top of the Account Filter Grid. If there are any rows prior to the row to exclude that give access to the account, it will not be excluded. Moving the exclude rows to the top will ensure those are recognized first.

      
      

4. Click on  to create the account filter, click on  to not create the account filter and return to the Account filter gird.

...

1. From the System menu select 'User'
2. Search for the desired username
3. Click on in the row beside the desired username
   
4. Select the desired account filter from the 'Filters' drop down
5. Click on  to update the username, click on  to not update the username and return to the User.

Clone Account Filter

1. Select desired Account Filter on grid under Utilities.
2. Click on Image Modified to view the Account Filter information.
3. Click on Image Modifiedto clone the Account Filter into a new Account Filter.
4. Make any desired changes and click on Image Modified to post the Account Filter to the system, or click on Cancel to return to the Account Filter grid without saving.  

Delete Account filter

 Click on   in the row beside the desired account filter . A confirmation box will appear asking to confirm that the account filter should be deleted.  An account filter that is assigned to a User in the system can not be deleted.

...