Create advanced rules for journals

This procedure steps through creating advanced rules for journals. This includes setting up journal control and user posting restrictions. This procedure uses the USMF demo data company.

Set up journal control

1. Go to General ledger > Journal setup > Journal names.
2. In the list, find and select the desired record.
3. On the Action pane, click Journal control.
4. In the Which account types can be posted FastTab, click Add.
5. In the Company accounts field, click the drop-down button to open the lookup.
6. In the list, find and select the desired record.
7. In the list, click the link in the selected row.
8. In the Which segment values are valid for this journal FastTab, click Add.
9. In the Account structure field, click the drop-down button to open the lookup.
10. In the list, find and select the desired record.
11. In the list, click the link in the selected row.
12. In the Segment field, click the drop-down button to open the lookup.
13. In the list, click the link in the selected row.
14. In the From value field, click the drop-down button to open the lookup.
15. In the list, find and select the desired record.
16. In the list, click the link in the selected row.
17. In the To value field, click the drop-down button to open the lookup.
18. In the list, find and select the desired record.
19. In the list, click the link in the selected row.

Set up posting restrictions

1. Close the page.
2. Click Posting restrictions.
3. In the How do you want to set up posting restrictions field, select By user group.
4. In the tree, check The group that you want to allow posting for this journal name.
5. Click OK.