Security Rules

Security Rules are used to restrict the end user access from entering the segment values. 

It will work at the Responsibility level.

Step 1:-Enable the security option at Value Set level.

Navigation:-Setup>Financial>Flex field >Validation>Sets.

Note:-We are going to apply the security rules for Department segment.

Query the Department Segment value set

Click on the “F11”

Enter the Value set Name

Click on the “Ctr+F11”

Click on the Security Type, it will display three list of values.

(a)No security (We are not using the security rule)

(b)Hierarchical Security (If security rule type is hierarchical Security, it will applicable for child and parent values)

(c)NON-Hierarchical Security(If we use this security type, it will applicable only fro child values only)

Select the Security Type is “NON-Hierarchical Security”

Save and close the form.

Step 2:-Enable the security options at segment level.

Navigation:-Setup>Financial>Flex field>Key>Segment

Query the segment structure

Enter the Code is “xyz%”

Click on the “Ctr+F11”

Unfreeze the Flex field Definition.

Click on the “Segment”

Place cursor on the “Department “Segment

Click on the “Open” Button.

Enable the  “Security Enabled”

Save and close the form.

After complete the changes “Freeze Flex Field Definition” and click on the “Compile” button.

Step 3:-Define the Security Rule

Navigation:-Setup>Financial>Flex field>Key>Security>Rules

Enter the Application

Enter the Title

Select the Structure

Select the Segment

Click on the “Find”

Enter the Security Rule Name and Description.

Enter the Error Message Name.

Select type include low and high values

Select the Exclude what are department to exclude from user

Here we have excluded 200 to 400 departments.

User can use 000 and 100 departments only. If user is trying to select other department system should through the error.

Save and close the form.

Step 3:-Assign the security rule to Responsibility

Navigation:-Setup>Financial>Flex Field>Key>Security>Assign

Enter the Application

Enter the Title

Select the Structure

Select the Segment

Click on the “Find”

Select the Application Name “General Ledger”

Select the Responsibility Name “XYZ General Ledger”

Select the Security Rule Name “Department”

Save and close the form.

Step 5:-Enter one journal and verify the security rule.

Navigation:-Journal>Enter

Click on the “New Journal”

Note:-Before entering the journal logout the application and re-login the application. If security rule are not working.

See the above screen shot, system is showing only two department values, because other segment values we have applied the security rule.