Ideas for Acumatica

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New Restriction Group: Subaccounts by GL Account

There are a number of different Restriction Groups screens available in Acumatica related to GL Accounts and Subaccount Segments:

  • You can designate which GL Accounts and Subaccount Segments are valid for a User/Users using the GL Account Access screen
  • You can designate which GL Accounts are valid for a Branch/Branches using the GL Accounts by Branch Access screen
  • You can designate which Subaccount Segments are valid for a Branch/Branches using the Subaccounts by Branch Access screen

But it would be nice to have a screen called Subaccounts by GL Account where:

  • You could designate which Subaccount Segments are valid for a GL Account/GL Accounts

I personally have found that most Accountants are expecting to have some way to easily connect Subaccount Segments to GL Accounts and easily determine which Subaccount Segments are valid for each GL Account.

  • Tim Rodman
  • Aug 17 2018
  • Already exists
  • Attach files
  • Guest commented
    October 17, 2019 21:31

    Can I get some feedback on how you made this work? I already have row-level security setup for all accounts and sub accounts. The customer wants to limit which sub-accounts can be used for a particular GL Account and when I try this method (leaving the users blank) I don't get the desired result. 

  • Guest commented
    August 16, 2019 21:56

    Thank you for posting. I had a customer request this today and I thought there had to be a way to accomplish this via restriction groups. Saved me a lot of testing!

  • Tim Rodman commented
    August 20, 2018 14:50

    Nevermind. You can delete this idea. I didn't realize that the Users tab could be left empty on the GL Account Access (GL104000) screen to accomplish exactly what I was trying to do.