Adding Legal Entities in User management module for
Making it enable in Bank Account Owner
in creating Bank
Web
Address: For Help
Follow the below steps. There is one more important point along with
these steps. The Location attached to the LE organization must be same as what
you will define in user management. :-
Before Defining Bank Accounts, you must complete the setup of CE UMX Security functions under User Management Responsibility for cash management responsibility . After doing this setup only the Legal Entity will be visible to you while defining banks.
CE Bank Account Security setup wizard
1) Login as System Administrator
2) Select User Management responsibility
3) Select Roles and Role Inheritance menu function
4) Create (or query an existing) Role.
5) Click Security Wizards button and Run Wizard - CE UMX Security wizard
6) Click Add Legal Entities button, select your LEs and check Use, Maintenance and Bank Account
Transfers to reflect the activities for this Role.
check-box. Apply
8) Assign this role to your user (using the Users tab)
Before Defining Bank Accounts, you must complete the setup of CE UMX Security functions under User Management Responsibility for cash management responsibility . After doing this setup only the Legal Entity will be visible to you while defining banks.
CE Bank Account Security setup wizard
1) Login as System Administrator
2) Select User Management responsibility
3) Select Roles and Role Inheritance menu function
4) Create (or query an existing) Role.
5) Click Security Wizards button and Run Wizard - CE UMX Security wizard
6) Click Add Legal Entities button, select your LEs and check Use, Maintenance and Bank Account
Transfers to reflect the activities for this Role.
check-box. Apply
8) Assign this role to your user (using the Users tab)
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