To restrict accessible branches for G/L accounts:Use this function to restrict which branches you can use in a G/L account. In addition, you must assign the GL.BRANCH.OVERRIDDE authorization key, which allows users access to post a journal entry to a G/L account that is not accessible to the designated branch.
When a user attempts to post a journal entry to an account that is not accessible to the branch, the system checks this authorization key, displays a warning, and does one of the following:
If this key is assigned, asks if the user wants to post to an inaccessible branch.
If this key is not assigned, prompts the user to enter a password to post to an inaccessible branch.
If the user continues, the system posts the journal entry to the designated account and then prompts the user to activate the G/L account for that branch.
If the user enters Y, the system adds the branch to the account's list of accessible branches.
If the user enters N, the system does not add the branch to the account's list of accessible branches.
To restrict accessible branches for G/L accounts:From the G/L > G/L Maintenance menu, select G/L Account Maintenance to display the G/L Account Maintenance screen.
Use the Branch hot key to display the Accessible Branches screen.
In the Type field, enter one of the following to determine to which branches you want to allow access:
Include - Includes the branches listed on this screen.
Exclude - Excludes the branches listed on this screen.
Null - Includes all branches. This is the default.
In the Branch field, do one of the following:
If you entered Include in the Type field, enter the branches or territories that you want to include.
If you entered Exclude in the Type field, enter the branches or territories that you want to exclude.
In the Description field, for each branch that you entered in the Branch field, enter a short description of that branch.
When you have finished setting restrictions, press Esc to return to the G/L Account Maintenance screen.