Adding Security
If your Sage 300 system requires user passwords and security profiles, you need to assign user security to Inter-Entity Transactions forms.
For details on activating security and setting up security groups, refer to the System Manager online Help (choose the Help menu on the Sage 300 desktop) or review the chapter, Setting Up Security, in the System Manager Administrator Guide
Changing Print Destination
If you want users to be able to change the print destination, permission to Change Print Destination must be assigned from the Administrative Services permissions list in the Security Groups form.
Assigning Inter-Entity Transactions and Trade security
Using the Security Groups form in the Administrative Services folder, you can assign the following security tasks to Inter-Entity Transactions forms.
Inter-Entity Setup – Modify Inter-Entity Transactions Options, import linked accounts and transaction routes, create AP/AR and OE/PO Trade partners.
Inter-Entity Reports – Print Inter-Entity reports
Generate Inter-Entity Transactions Journals - Inter-Entity Transactions only
Perform Period End Processing - If selected, users can perform the Inter-Entity Periodic Processing (for Inter-Entity Transactions and Trade).
Audit Inquiry - Inter-Entity Transactions and Inter-Entity Trade
Create Receipt Batch - Inter-Entity Transactions only
Reprocess Exported Transactions
Reprocess Exported Transactions - If selected, users can view and select the "Exported Transactions", check boxes on the Periodic Processing (for G/L Transactions, Cash Management, AP/AR Trade, and OE/PO Trade). This option is also required for the "Clear Audit Entries" on the Periodic Processing for /G/L Transactions and G/L Triggers and "Rebuild Audit Entries" for G/L Transactions.
Note that users need to have "Perform Period End Processing" selected for this security option to be taken into account.
Clear/Rebuild Periodic Audit – Applies to Inter-Entity Transactions Only.
Select this option for users to use the IET Periodic Processing options to Rebuild Audit Entries and to Clear Exported Audit Entries. Users need to have “Perform Period End Processing” option selected.
