Data Access Set in Fusion

Data Access Set

Data Access Sets secure access to ledgers, ledger sets, and portions of ledgers using primary balancing segment values. If you have primary balancing segment values assigned to a legal entity, then you can use this feature to secure access to specific legal entities.

You can combine ledger and ledger set assignments in single data access sets if the ledgers share a common chart of accounts and calendar. If you have primary balancing segment values assigned to a legal entity within the ledger, then you can use data access sets to secure access to specific legal entities. You can also secure access to primary balancing segments assigned directly to the ledger.

When a ledger or ledger set is created, a data access set for that ledger or ledger set is automatically created, giving full read and write access to those ledgers. You can also manually create data access sets to give read and write access, or read-only access to entire ledgers or portions of the ledger represented as primary balancing segment values.

The Full Ledger access set type provides access to the entire ledger or ledger set. This could be for read-only access or both read and write access to the entire ledger.

The Primary Balancing Segment Value access set type provides access to one or more primary balancing segment values for that ledger. This access set type security can be specified by parent or detail primary balancing segment values. The parent value must be selected from the tree that's associated with the primary balancing segment of your chart of accounts. The specified parent value and all its descendants, including middle level parents and detail values are secured. You can specify read only, read and write access, or combination of both, for different primary balancing segment values for different ledgers and ledger sets.

Setups

·        Create Data Access Set

·        Provide Data Access for User

·        Run LDAP Job

Create Journal to Test

Create Data Access Set

For example, BSV 1000 and 2000 should be given Read and Write access and BSV 3000 should be given with only Read access. We can achieve this by create custom Data Access Set.

1000      Read & Write
2000      Read & Write
3000      Read Only

Task: Manage Data Access Sets à go to task

We never created Data Access Set with “CP US Primary Ledger”, but when checking we see this created. This is created by system automatically with full ledger access.

Let us create our own Data Access Set, Click +

Save and Close

Provide Data Access for Users

Task: Manage Data Access for users à Go to Task à Click +

‘Create Data Access for Users’ for two GL Roles

·        General Accountant

·        General Accounting Manager

Save and Close

Run LDAP job

N: Navigator à Scheduled Processes àGo to Schedule New Process à LDAP

Login with same user login id to test the process

Check if user is allowed for posting transactions in BSV 3000 Co