Saturday, September 21, 2013

Unable to See the Legal Entity List of Value in the Bank Account Owner Field in R12

Issue:

Unable to See the Legal Entity List of Value in the Bank Account Owner Field in R12

Solution:

1. Login as System Administrator user and then switch responsibility to User Management.
2. Click in Roles & Role Inheritance link
3. Do the following search:
- Type: Role and Responsibilities
- Category: Miscellaneous
- Application: Cash Management
Choose the Cash Management responsibility where you want to create and maintain bank accounts.
4. Click in the Update icon
5. Click in Security Wizard button
6. Run the Wizard for CE UMX Security wizard.
7. Click in Add Legal entities and add the legal entity you will give the selected role access to
the all bank accounts within this legal entity and choose grants that you want to assign to this
role on the bank accounts of this legal entity ( Use, Maintenance, Bank Account Transfers )
8. Click in the Apply button and then click in the save button.
9. Now try to create or update a bank account in the chosen Cash Management Responsibility  

1 comment:

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