FSCM Security - Process Groups
Purpose: Use this document as a reference for how to assign Process Groups to users in User Preferences. Process Groups can be selectively enabled for a specific user to set controls for the on-demand features on transaction pages accessible with their assigned roles.
Audience: Finance and Security staff
Only Local Security Administrators have access to update these via the ZZ Local Security Admin role and view them with the ZD Local Security Admin role
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Assigning Process Groups in User Preferences
On-demand Process Groups allow users to run processes directly from Accounts Payable and Accounts Receivable transaction entry pages. The Process Groups generally consist of logically-related and sequentially-ordered processes that a transaction might require.
It is recommended to establish each user with the specific access associated with their job duties, and is not recommended to simply copy one user's access to another user as this could lead to overallocation of access. However, there are situations where a group of staff within a single department all require the same access to perform similar work. In that case, the COPY function provides the ability to apply all Process Group definitions from one user to another without having to search and enter each Source Transaction and Process Group combination.
Local security administrators need to assess the users access needs individually. Some newer, and more inexperienced users may not need process groups, that would allow them to process transactions outside of batch processing. These newer users are probably limited to more of data entry type access and their transactions would be picked up when the batch processes ran, instead of running those directly on each transaction. It is important from an audit perspective to only allow transactional processing to the users that require that level of access and understand the impacts of those processes.
FSCM Security - Process Groups
Navigation: Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences
On the Process Group page, ensure the following boxes are checked:
- Allow Processing: This controls if on-demand processing is enabled, then the user will be able to run certain batch processes from the transaction screens. For example, a user can execute batch processes such as Voucher Post, Journal Generator, and so on from the voucher entry page itself rather than navigating to a different page to run that particular process.
- Use Event Notification: Check the box to allow the ability to use Event Notification.
Source Transaction: indicates a specific system feature from the Receivable or Payable module. For example, the VOUCHER source transaction controls the processing options for the voucher entry function in Payable, while ARPAYWS controls the actions that a user can perform for Payment worksheets in the Receivable module.
In the Source Transaction section, click the Look Up (spy glass) icon and select the Source Transaction, for example: VOUCHER-Voucher Entry.
Process Group: indicates what level of privileges is granted to a user for a selected source transaction. For example, the following options (Process Groups) are related to payment worksheets: ARACTIONA (Do not post), ARACTIONL (Batch standard), ARACTIONN (Batch priority), ARPOST (Post now), ARPOSTGL (Post now through to GL). If the user needs to be able to post the payment worksheets to GL, then selecting the value ARPOSTGL in the Process Group field will provide the needed access.
In the Process Group section, click the Look Up (spy glass) icon and select the following values, clicking the Plus (+) symbol between each entry to open a new row. For example for the Source Transaction VOUCHER - Voucher Entry the following values are listed:
- BUDGET_CHK- Budget Checking
- MATCHING- Matching
- PST_VCHR- All processes through Voucher Post
- PST_VCHRGL- All processes through Journal Generate
Click the Plus (+) symbol by the Source Transaction field to open a new Source Transaction block.
Accounts Payable
Accounts Payable transactions can be processed in a batch, or you can process it on demand on the following pages:
Accounts Receivable
In PeopleSoft Receivables a process group is not associated with a process; it is associated with a posting action. The posting action that is associated with a process group determines which processes to run, and when to run those processes.
Available Process Groups
| Available Process Groups | 9.2 FSCM Security - Process Groups QRG link: | https://ctclinkreferencecenter.ctclink.us/m/56084/l/1603308-9-2-fscm-security-process-groups | ||||
| This table shows the process groups, their associated processes and posting actions, and the products that use them: | ||||||
| Source Transaction | Source Description | Process Groups Available by Source Transaction | Process Group Definition | Related Roles | Related QRG | QRG Link |
| APMASSCNL | Mass Payment Cancellation v1 | APPMTCNL1 | Allows the user to perform a Payment Mass Cancellation. | ZZ Payment Processing | QRG for Mass Payment Cancellation not found. | |
| APPMTCNL2 | Allows the user to perform a Payment Mass Cancellation and run Payment Post. | |||||
| APMASSCNL2 | Mass Payment Cancellation v2 | APPMTCNL1 | Allows the user to perform a Payment Mass Cancellation. | |||
| APPMTCNL2 | Allows the user to perform a Payment Mass Cancellation and run Payment Post | |||||
| APPMTCNL2A | Allows the user to perform a Payment Mass Cancellation, run Payment Post, and Voucher Post. | |||||
| ARCASHCTL | Receivables Cash Control | ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | *Colleges may request adhoc runs of Receivables Update using Service Desk Ticket | 9.2 Processing Receivables Update | https://ctclinkreferencecenter.ctclink.us/m/79724/l/928243-9-2-processing-receivables-update |
| ARCASHCTL | ||||||
| ARDIRJRNL | Direct Journal Processing | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | |||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | |||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| AREPAYWS | EPayment Worksheet | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | |||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | |||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| ARITSPLT | Item Split | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Customer Maintenance | ||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARMNTWS | Maintain Receivables Worksheet | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Apply Payments | ||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | ZZ AR Item Entry | ||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| AROPIE | Online Pending Item Entry | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Apply Payments | ||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | ZZ AR Item Entry | ||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| ARPARUPOST | Partial Payment Unpost | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Apply Payments | ||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | |||||
| ARPAYWS | Payment Worksheet | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Apply Payments | ||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | ZZ AR Item Entry | ||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| ARTRNWS | Transfer Worksheet | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Item Entry | ||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | |||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| ARUNPOST | Unpost Groups | ARACTIONA | Allows the user to change the posting status to Do Not Post so that the group is not processed by a scheduled run of the Receivable Update. | Allows changes to the posting status. | ||
| ARACTIONL | Allows the user to change the posting status to Batch Standard so that the group is processed by a scheduled run of the Receivable Update | ZZ AR Apply Payments | ||||
| ARACTIONN | Allows the user to change the posting status to Batch Priority so that the group is processed by the next Priority or Scheduled Receivable Update | ZZ AR Item Entry | ||||
| ARPOST | Allows the user to run the Receivable Update job immediately. | |||||
| ARPOSTGL | Allows the user to run the Receivable Update job immediately and post the GL | |||||
| LINEWTHD | Withholding Inv Line Update | WHUPDPST | Allows the user to run the Withhold Post and Update | ZZ 1099 Processing | 9.2 Withholding Invoice Line Update | https://ctclinkreferencecenter.ctclink.us/m/72571/l/965094-9-2-withholding-invoice-line-update |
| WTHDUPD | Allows the user to run the Withhold Update. | |||||
| MTCHEXPN | Match Exception | MATCHING | Allows the user to run Matching | ZZ Voucher Processing | 9.2 Match Vouchers in Batch | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1077852-9-2-match-vouchers-in-batch |
| MTCHEXPTN | Match Exception | MATCHING | Allows the user to run Matching | 9.2 Unmatching an Accounts Payable Voucher | https://ctclinkreferencecenter.ctclink.us/m/72571/l/794678-9-2-unmatching-an-accounts-payable-voucher | |
| MTCHOVRD | Match Override | MATCHING | Allows the user to run Matching | |||
| PYMNCNCL | Payment Cancellation | PAYPOSTGL | Allows the user to run Payment Post and Journal Generator | ZZ Payment Processing | 9.2 Cancelling a Payment | https://ctclinkreferencecenter.ctclink.us/m/72571/l/794699-9-2-cancelling-a-payment |
| PAYVCHRJG | Allows the user to run Payment Post, Voucher Post and Journal Generator | |||||
| PAYVCHRPST | Allows the user to run the Payment Post and Voucher Post | |||||
| PYCNCLPOST | Allows user to run the Payment Post | |||||
| PYMNTPOST | Allows the user to run the Payment Post | |||||
| PYMNESCH | Payment Escheatment | PAYPOSTGL | Allows the user to run Payment Post and Journal Generator | ZZ Payment Processing | 9.2 Processing Escheated Payments | https://ctclinkreferencecenter.ctclink.us/m/72571/l/794694-9-2-processing-escheated-payments |
| PYMNTPOST | Allows the user to run the Payment Post | |||||
| QUICKVCHR | Quick Invoice | QVBUDGCC | Allows the user to run all processes through Budget Check for Quick Vouchers | *AP staff run all processes | 9.2 Entering a Quick Invoice | https://ctclinkreferencecenter.ctclink.us/m/72571/l/965222-9-2-entering-a-quick-invoice |
| QVBUDGDTCC | Allows the user to run all processes through Budget Check for Quick Vouchers | ZZ Voucher Processing | 9.2 Performing Voucher Build | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1070853-9-2-performing-voucher-build | ||
| QVDOCDT | Allows the user to run all processes through Document Tolerances for Quick Vouchers | |||||
| QVDOCDTCC | Allows the user to run all processes through Document Tolerances for Quick Vouchers | |||||
| QVJGEN | Allows the user to run all processes through Journal Generate for Quick Vouchers | |||||
| QVJGENCC | Allows the user to run all processes through Journal Generate for Quick Vouchers | |||||
| QVJGENDT | Allows the user to run all processes through Journal Generate for Quick Vouchers | |||||
| QVJGENDTCC | Allows the user to run all processes through Journal Generate for Quick Vouchers | |||||
| QVMTCH | Allows user to run all processes through Matching for Quick Vouchers | |||||
| QVMTCHCC | Allows user to run all processes through Matching for Quick Vouchers | |||||
| QVMTCHDT | Allows user to run all processes through Voucher Build and Matching DT On CC Off for Quick Vouchers | |||||
| QVMTCHDTCC | Allows user to run all processes through Matching for Quick Vouchers | |||||
| QVPOST | Allows user to run all processes through Voucher Post for Quick Vouchers | |||||
| QVPOSTCC | Allows user to run all processes through Voucher Post for Quick Vouchers | |||||
| QVPOSTDT | Allows user to run all processes through Voucher Post for Quick Vouchers | |||||
| QVPOSTDTCC | Allows user to run all processes through Voucher Post for Quick Vouchers | |||||
| QVVBLD | Allows user to run all processes through Voucher Build for Quick Vouchers | |||||
| QVVBLDCC | Allows user to run all processes through Voucher Build for Quick Vouchers | |||||
| QVVBLDDT | Allows user to run all processes through Voucher Build for Quick Vouchers | |||||
| QVVBLDDTCC | Allows user to run all processes through Voucher Build for Quick Vouchers | |||||
| REGISTER | Complete Register Voucher | BCHK_ONLY | Allows user to run Budget Pre-Check from the Online Voucher Page | ZZ Voucher Entry | 9.2 Entering Regular Voucher | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1064740-9-2-entering-regular-voucher |
| BUDGET_CHK | Allows the user to run Budget Check from the Online Voucher Page | |||||
| DOC_TOL | Allows the user to run Document Tolerance from the Online Voucher Page | |||||
| MATCHING | Allows the user to run Matching from the Online Voucher Page | |||||
| MTCH_DT_BC | Allows the user to run Matching, Doc Tolerance and Budget Check all together from the Online Voucher Page | |||||
| POSTAPAM | Allows the user to run all processes through Voucher post, Load AM in one step from the Online Voucher Page | |||||
| POSTAPGLAM | Allows the user to run all processes through Journal Generation and Load AM in one step from the Online Voucher Page | |||||
| PST_VCHR | Allows the user to run Matching, Doc Tol, Budget Check and Voucher Post Process from the Online Voucher page | |||||
| PST_VCHRGL | Allows the user to run Matching, Doc Tol, Budget Check, Voucher Post and Journal Generation from the Online Voucher page | |||||
| VCHMASSCLS | Voucher Mass Maintenance Close | MASSMAINT | Allows the user to perform the Voucher Mass Close | ZZ Voucher Entry | QRG for Mass Close Vouchers not found | |
| MASSPOST | Allows the user to perform the Voucher Mass Close and run the Voucher Post process | |||||
| MASSPOSTGL | Allows the user to perform the Voucher Maintenance, Post and Journal Generator | |||||
| VCHMASSDEL | Voucher Mass Maintenance Del | MASSMAINT | Allows the user to perform the Voucher Mass Delete | ZZ Voucher Entry | QRG for Voucher Mass Maintenance not found | |
| VCHMASSFLD | Voucher Mass Maintenance Field Update | MASSMAINT | Allows the user to perform the Voucher Mass Field Update | ZZ Voucher Entry | QRG for Voucher Mass Maintenance not found | |
| MASSMNTVB | Allows the user to perform a Voucher Mass Field Update and Voucher Build process | |||||
| VCHMASSUNP | Voucher Mass Manitenance Unpst | MASSMAINT | Allows the user to perform the Voucher Mass Unpost | ZZ Voucher Entry | QRG for Voucher Mass unpost not found | |
| MASSPOST | Allows the user to perform the Voucher Mass Close and run the Voucher Post process | |||||
| MASSPOSTGL | Allows the user to perform the Voucher Maintenance, Post and Journal Generator | |||||
| UNPSTJGEN | Allows the user to run the Voucher Mass Maintenance, Journal Generator, and Voucher UnPost | |||||
| VCHRCLOSE | Voucher Close | VCHRPOST | Allows the user to run Voucher Post | ZZ Voucher Processing | 9.2 Closing a Voucher | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1011936-9-2-closing-a-voucher |
| VCHRPOSTGL | Allows the user to run Voucher Post and Journal Generate. | |||||
| VCHR_MAINT | Voucher Maintenance | AP_VCHRBLD | Allows the user to run the Voucher Build process. | ZZ Voucher Entry | 9.2 Voucher Maintenance Page for Corrections | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1094401-9-2-voucher-maintenance-page-for-corrections |
| VCHR_STM | Voucher On-Demand Processes | POSTAPAM | Allows the user to run all processes through Voucher post, Load AM in one step from the Online Voucher Page | ZZ Voucher Processing | (various QRGs) | |
| POSTAPGLAM | Allows the user to run all processes through Journal Generation and Load AM in one step from the Online Voucher Page | |||||
| PST_VCHR | Allows the user to run Matching, Doc Tol, Budget Check and Voucher Post Process from the Online Voucher page | |||||
| PST_VCHRGL | Allows the user to run Matching, Doc Tol, Budget Check, Voucher Post and Journal Generation from the Online Voucher page | |||||
| VNDRWTHD | Withholding Supplier Update | WHUPDPST | Allows the user to run the Withhold Post and Update | ZZ 1099 Processing | 9.2 Withholding Supplier Update | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1084293-9-2-withholding-supplier-update |
| WTHDUPD | Allows the user to run the Withhold Update. | |||||
| VOUCHER | Voucher Entry | BCHK_ONLY | Allows user to run Budget Pre-Check from the Online Voucher Page | ZZ Voucher Entry | 9.2 Entering Regular Voucher | https://ctclinkreferencecenter.ctclink.us/m/72571/l/1064740-9-2-entering-regular-voucher |
| BUDGET_CHK | Allows the user to run Budget Check from the Online Voucher Page | |||||
| DOC_TOL | Allows the user to run Document Tolerance from the Online Voucher Page | |||||
| MATCHING | Allows the user to run Matching from the Online Voucher Page | |||||
| MTCH_DT_BC | Allows the user to run Matching, Doc Tolerance and Budget Check all together from the Online Voucher Page | |||||
| POSTAPAM | Allows the user to run all processes through Voucher post, Load AM in one step from the Online Voucher Page | |||||
| POSTAPGLAM | Allows the user to run all processes through Journal Generation and Load AM in one step from the Online Voucher Page | |||||
| PST_VCHR | Allows the user to run Matching, Doc Tol, Budget Check and Voucher Post Process from the Online Voucher page | |||||
| PST_VCHRGL | Allows the user to run Matching, Doc Tol, Budget Check, Voucher Post and Journal Generation from the Online Voucher page | |||||
0 Comments
Add your comment