Data Access Sets

The Data Access Set assigned to your responsibility controls whether or not you can change the status of a ledger's accounting period.

Full Ledger Access: You must have read and write access to the ledger and all of its balancing segment values or management segment values to open and close a ledger's periods.

To obtain full ledger access, your data access set must be one of the following types:

Partial Access: If you have read-only access to a ledger or read and write access to some of its balancing segment values and management segment values, you will not be able to open and close its accounting periods. You will only be able to view the status of the accounting periods in the Open and Close Periods window after the First Ever Opened Period has been opened.