Use function security to control user access to Receivables functions. By default, access to Receivables functionality is not restricted. Your system administrator customizes each responsibility at your site by including or excluding functions and menus in the Responsibilities window.
The following examples are common results that enforcing function security may produce:
Button is hidden
Field is not updatable
Tabbed region is hidden
Window is inaccessible
For example, your system administrator creates a Billing responsibility that lets users enter, update and delete all transactions except commitments. Depending on the type of restriction he wishes to impose, he could exclude one or more of the following functions:
Commitment: View
Commitment: Enter
Commitment: Update
Commitment: Delete
If Commitment: View is excluded from a responsibility, the user cannot perform any functions on commitments (for example, enter, update, delete, or view).
If Commitment: Enter is excluded from a responsibility, the user cannot enter new commitments, but can query existing commitments to view, update, or delete them.
If Commitment: Enter, Comm: Update, and Comm: Delete are excluded, the user can only query existing commitments for review, he cannot perform any other actions.
Function security is used in several setup windows and in each of the following areas: Transactions Workbench, Receipts Workbench, Bills Receivable Workbench, and in the Customers set of pages. If a workbench is completely removed from the menu, all functions associated with the workbench are automatically removed.
Attention: Your system administrator can submit the Function Security Menu Reports request set. This request set includes the Function Security Functions report, which shows a complete list of Receivables functions assigned to each preseeded responsibility.