Account Filter

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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).

   2. Active box will be checked by default.  Unchecking this Active box will inactiviate the account filter and prevent the account filter from showing in the account filter dropdowns on certain reports.  When an Inactive account filter is used on a saved report, the report will return no results.    

   3. 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.
   4. 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.
   5. 'Wildcards' (% symbol) can be used in the account dimensions when giving access to more than one account.  For example:

   6. Ranges (value1..value2) can be used in the account dimensions when giving access to ranges of accounts. For example:      

      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.

      
      

   7. To exclude accounts from user, create a row with the account dimensions and leave the Access 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.

      
      

   8. To Insert an Item line, click the Plus sign to add a line below the current line:   
   9. To mass add the access on several account filter lines, click on highlighting the filter rows blue.  To unselect all, double click Select All button.  You can also unselect specific account filter lines which will un-highlight the row blue.  Once the desired filter lines are chosen, apply  to select the access to those selected rows.     A Pop Up box will allow user to select access to be applied to the selected account filter lines.  Click OK to save to all chosen filter rows.
4. Click on  to create the account filter, click on  to not create the account filter and return to the Account filter gird.

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The account filter grid allows the user to search for existing account filters by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record.  The Advanced Search can be utilized by clicking on the   in the upper right side of the grid.

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If no entries are made in the Account Filter option, access will be granted to all account codes. If one or more account codes are entered, access is denied to all other codes that were not entered. If two or more account codes are entered, the system will use the first matching account code entered to determine the access level. Thus if similar account codes are to be entered in, then the the more specific account codes should be entered before the generalized account codes. The order of the accounts displayed can be 'reordered' using the icons.

SSDT Filters

There are some account filters that are automatically created in USAS. These filters work with specific processes or reports and are labeled as "ssdt" filters.

Transaction Indicators

The TI field in the Account Filter indicates which level of accounts the filter row will apply to. Only fields relevant to that TI will be used in that filter row.