Book Image

Microsoft Dynamics GP 2013 Financial Management

By : Ian Grieve
Book Image

Microsoft Dynamics GP 2013 Financial Management

By: Ian Grieve

Overview of this book

Microsoft Dynamics GP 2013 is a mature accounting software, ERP application, which is aimed at making life easier for financial professionals. This book is to assist readers in improving their use of Microsoft Dynamics GP by showing them how to get the most out of the financial aspect of the system. Microsoft Dynamics GP 2013 Financial Management is intended to add value to your organization by making use of additional modules and processes by introducing readers, new or experienced, to some of the financial management modules of Dynamics GP, such as Analytical Accounting, Cash Flow Management, and Encumbrance Management. Microsoft Dynamics GP 2013 Financial Management introduces the six essential financial modules. You will get acquainted with accounting to enable reporting, before gaining an oversight into inflow and outflow of cash. Budget studies cover all aspects of budget use in Dynamics GP for comparing actual figures against the budgets created and maintained within the system. The final chapters cover PO Commitments and Encumbrance Management; two sides of the same coin. Both modules allow for the control of purchasing by either committing or encumbering the transactions and preventing overspending.
Table of Contents (14 chapters)
Microsoft Dynamics GP 2013 Financial Management
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Assigning security roles and tasks


Now that Analytical Accounting has been activated, security needs to be configured, so that users without the POWERUSER role can use the functionality it offers. Analytical Accounting integrates into the standard Dynamics GP role-based security.

When installed, Analytical Accounting adds several default security roles and tasks. The default security tasks are:

ADMIN_AA_001*

CARD_AA_001*

RPT_AA_001*

ADMIN_AA_002*

INQ_AA_001*

TRX_AA_001*

AADEFAULTUSER*

INQ_AA_002*

 

The default security roles are:

AA CLERK*

AA MANAGER*

Custom roles and tasks can be created if the default ones do not meet the needs of your organization. Once the required roles have been created, they need to be assigned to the users.

To assign the AA MANAGER* role to a user:

  1. Open the User Security Setup window in Dynamics GP by selecting Administration from the navigation pane on the left, and then clicking on User Security in the area page under Setup | System.

  2. Enter the User: to have the role assigned, and tab from the field.

  3. In the Roles: scrolling window, mark the checkbox next to AA MANAGER*.

  4. Click on Save.

The AA CLERK* role (or any custom role) can be assigned to the users in exactly the same way.

Analytical Accounting integrates with the standard Dynamics GP security model by creating the required operations, tasks, and roles. This means any user who currently understands the process of maintaining security will be able to grant access, or create the appropriate security to the users.