Costpoint Help

Company Access Subtask

Use this subtask to add user data or edit existing company, organization security group, default taxable entity data, and data suppression options for a user.

Before you use this screen, first consider the following:

  • If you plan to assign a company to a user on this screen, you must first set up the company and the default taxable entity using the Set Up Company screen.
  • If you plan to assign a default organization security group to a company to which you have enabled user access on this screen, you must first set up the organization security group using the Manage Organization Security Groups screen.

Contents

Field Description
Company ID Enter, or click to select, a company ID with which to associate this user.
Default Taxable Entity ID Enter, or click to select, the default taxable entity for the company associated with this user.
Taxable Entity Name This field displays the descriptive name for this Default Taxable Entity ID.
Company Name This field displays the descriptive name for this Company ID.
Org Security Group ID Enter, or click to select, the organizational security group ID to which you want to add this. To add this user to another organizational security group, you must click to add another row in this table window.
Org Security Group Name This field displays the descriptive name for this Org Security Group ID.
Supplier Portal Vendor This field is available if you are licensed to use the Supplier Portal.
Supplier Portal Vendor Name This field displays the descriptive name for this Supplier Portal Vendor ID.
Warehouse Enter, or click to select, the default warehouse ID with which to associate this user for this company.
Warehouse Name This field displays the descriptive name for this Warehouse ID.
Rights Status This field only displays if the Enforce Segregation of Duties Rules check box is selected in the Corporate Settings group box of the Configure System Settings screen. One of the following status statements populates the field: System Approved: This status indicates that Costpoint has verified that there is no segregation of duties conflicts for this right. In Conflict: This status indicates that Costpoint has determined that one or more segregation of duties conflicts exist for this right. The rights cannot be used unless manually overridden using the Manage Segregation of Duties Conflict Overrides application. Delete Conflict: This status indicates that an attempt to delete this right has failed, since deleting the rights record would cause one or more segregation of duties conflicts. Manually Approved: This status indicates that Costpoint has determined that one or more segregation of duties conflicts exist for this right, but the conflicts have been manually overridden. Pending: This status indicates that an assigned right has yet to be checked for segregation of duties conflicts. The Identify Segregation of Duties Conflicts process must be run before this assigned right can be used. Delete Requested: An attempt to delete this right must be checked for segregation of duties conflicts. Identify Segregation of Duties Conflicts process must be run before this assigned right can be deleted.

Data Suppression

FieldDescription
Suppress Labor

Select this check box to suppress the display of labor information when this user opens a screen or prints a report in which labor data would normally display.

If you select the Suppress Labor check box, labor information will be suppressed when this user opens or prints reports in the following applications:

  • Apply Weighted Average Rates to Timesheets (LDPCOST)
  • Auto-Adjust Timesheets Report (LDPAUTO)
  • Close Payroll Year Report (PRPPYCLS)
  • Create Auto-Pay Timesheets (LDPDUMTS)
  • Create Leave Payout Timesheets (LDPLPTS)
  • Create Retroactive Pay Timesheets Report (LDPRETRO)
  • Create W-2 Table Report (PRPCW2)
  • Employee Labor Summary Report (LDRELSUM)
  • Manage Billing History (BLMBHIST)
  • Manage Closed Billing Detail (BLMCLOSE)
  • Manage Correcting Timesheets (LDMCTIME)
  • Manage Employee Information (LDMEINFO)
  • Manage Employee Salary Information (LDMEHIS)
  • Manage Leave Beginning Balances (LDMLBB)
  • Manage Leave Edit Table (LDMLEDIT)
  • Manage Open Billing Detail (BLMOPEN)
  • Manage Timesheets (LDMTIME)
  • Post Leave Accruals (LDPLHF)
  • Post Timesheets Report (LDPLDJ)
  • Print Employee Salary Information Report (LDREHIS)
  • Print General Ledger Detail Report (GLRGLDET)
  • Print Journal Entry Posting Summary Report (GLRPSTSM)
  • Print Leave Accrual Report (LDRLVR)
  • Print Leave Edit Report (LDRLEDIT)
  • Print Timesheet History Report (LDRTHFR)
  • Print Local Withholding Report (PRRLCWH)
  • Print Missing Timesheet Report (LDRMIS)
  • Print Open Billing Detail Report (BLROBD)
  • Print Project Labor Summary Report (PJRLABSM)
  • Print Project Ledger Detail Report (GLRPJDET)
  • Print State Withholding Report (PRRSTWH)
  • Print Timesheet Information Report by Account(LDRAEDIT)
  • Print Timesheet Information Report by Employee(LDRTEDIT)
  • Recast Overtime Premium to Timesheet Lines(LDPROTP)
  • Team Detail (HTMDETAIL)
  • Team Information Report (HTRTEAMINFO)
  • Update Employee Deductions/Contributions Report (PRPSDED)
  • Update Excess Life Deductions (PRPSEXLI)
  • View Employee Labor Inquiry (LDQLABOR)
  • View Account Activity (GLQAACTI)
  • View General Ledger Activity (GLQINQ)
  • View Project Activity by Level (PJQPROJP)
  • View Project Activity (PJQPROJ)
  • View Sales Analysis Information (OEQSALES)
  • View Timesheet History Inquiry (LDQTHF)
  • View Manufacturing Order Status (PCQMOST)
Suppress SSN

Select this check box to suppress the Social Security Number (SSN) when this user opens certain screens or prints certain reports on which this number normally displays. Blanks display on the screen and report instead of the number.

Note: This check box does not affect all screens and reports because you can use organization security to limit user rights to view certain employees or use the User Group module and application rights to limit user-access to certain screens, and because certain government tax reports require the SSN (W-2s for example).

If you select the Suppress SSN check box, SSNs will be suppressed when this user opens or prints reports in the following applications:

  • Manage Employee Information (LDMEINFO)
  • Assign Dependents to Benefit Plans (HBMADEP)
  • Create U.S. Treasury File (PRPFRBND)
  • Import Vendors (AOPUTLVU)
  • Manage 1095-C Data (HBM1095C)
  • Manage Accident Information (HPMAINFO)
  • Manage Employee Dependents/Beneficiaries (HBMEDEP)
  • Manage Employee Earnings History (PRMERF)
  • Manage Employee Exit Interviews (HPMEMPEF)
  • Manage Employee Review (HSMEMPRF)
  • Manage Payroll Records (PRMPTF)
  • Manage Vendors (APMVEND)
  • Print 1099 Edit Report (APR1099E)
  • Print Census Report (HBRCEN)
  • Print Completed Exit Interview Form (HPREF)
  • Print Completed Review Form (HSRRF)
  • Print Coverage Report (HBRCVG)
  • Print Deduction Summary Report (PRRDEDS)
  • Print Employee Basic Report (LDREMPL)
  • Print Employee Leave Report (LDRELV)
  • Print Employee Medical Surveillance Data Report (HBREMED)
  • Print Employee Salary Information Report (LDREHIS)
  • Print Exit Interview Form Template (HPREFT)
  • Print Local Withholding Report (PRRLCWH)
  • Print New Hire Report (LDREHIR)
  • Print Quarterly Federal Payroll Tax Report - Quarterly Federal Unemployment (FUTA) Payroll Tax Report (PRFDTAX)
  • Print Quarterly State Unemployment Report (PRRSTTAX)
  • Print Review Form Template (HSRRFT)
  • Print State Withholding Report (PRRSTWH)
  • Print Washington State Paid Family & Medical Leave Report (LDRPFML)
  • View Bond Information (PRQBADT)
  • View Employee Earnings (PRQERF)
  • View Employee Information (PRQEINFO)
  • View Payroll Edit Table (PRQPTF)
  • View Savings Bond File History (PRQBHS)

If you select both the Suppress SSN and Suppress AP Tax ID check boxes, the Tax ID will be suppressed when this user opens or prints reports in the following applications:

  • Import Vendors (AOPUTLVU)
  • Edit 1099 Information (APM1099)
  • Manage Vendors (APMVEND)
  • Print 1099 Edit Report (APR1099E)

If you select Suppress SSN only, the Tax ID will be suppressed when this user selects a vendor that is an employee of the company and opens or prints reports in the mentioned applications.

Suppress Cost

Select this check box to suppress the display of cost information when this user opens a screen or prints a report in which cost data would normally display.

Note: View the Data Suppression Application List for a list of applications affected by Cost suppression.
Suppress Price

Select this check box to suppress the display of price information when this user opens a screen or prints a report in which price data would normally display.

Note: View the Data Suppression Application List for a list of applications affected by Price suppression.
Suppress AP Tax ID

Select this check box to suppress the vendor Tax ID when this user opens certain screens or prints certain reports where the Tax ID normally displays. Blanks display on the screen and report instead of the Tax ID.

If you select both the Suppress AP Tax ID and Suppress SSN check boxes, the Tax ID will be suppressed when this user opens or prints reports in the following applications:

  • Import Vendors (AOPUTLVU)
  • Edit 1099 Information (APM1099)
  • Manage Vendors (APMVEND)
  • Print 1099 Edit Report (APR1099E)

If you select Suppress AP Tax ID only, the Tax ID will be suppressed when this user selects a vendor that is not an employee of the company and opens or prints reports in the mentioned applications.

Use this subtask to add user data or edit existing company, organization security group, default taxable entity data, and data suppression options for a user.

Contents

Field Description
Company ID Enter, or click to select, a company ID with which to associate this user.
Default Taxable Entity ID Enter, or click to select, the default taxable entity for the company associated with this user.
Taxable Entity Name This field displays the descriptive name for this Default Taxable Entity ID.
Company Name This field displays the descriptive name for this Company ID.
Org Security Group ID Enter, or click to select, the organizational security group ID to which you want to add this. To add this user to another organizational security group, you must click to add another row in this table window.
Org Security Group Name This field displays the descriptive name for this Org Security Group ID.
Supplier Portal Vendor This field is available if you are licensed to use the Supplier Portal.
Supplier Portal Vendor Name This field displays the descriptive name for this Supplier Portal Vendor ID.
Warehouse Enter, or click to select, the default warehouse ID with which to associate this user for this company.
Warehouse Name This field displays the descriptive name for this Warehouse ID.
Rights Status This field only displays if the Enforce Segregation of Duties Rules check box is selected in the Corporate Settings group box of the Configure System Settings screen. One of the following status statements populates the field: System Approved: This status indicates that Costpoint has verified that there is no segregation of duties conflicts for this right. In Conflict: This status indicates that Costpoint has determined that one or more segregation of duties conflicts exist for this right. The rights cannot be used unless manually overridden using the Manage Segregation of Duties Conflict Overrides application. Delete Conflict: This status indicates that an attempt to delete this right has failed, since deleting the rights record would cause one or more segregation of duties conflicts. Manually Approved: This status indicates that Costpoint has determined that one or more segregation of duties conflicts exist for this right, but the conflicts have been manually overridden. Pending: This status indicates that an assigned right has yet to be checked for segregation of duties conflicts. The Identify Segregation of Duties Conflicts process must be run before this assigned right can be used. Delete Requested: An attempt to delete this right must be checked for segregation of duties conflicts. Identify Segregation of Duties Conflicts process must be run before this assigned right can be deleted.

Data Suppression

FieldDescription
Suppress Labor

Select this check box to suppress the display of labor information when this user opens a screen or prints a report in which labor data would normally display.

If you select the Suppress Labor check box, labor information will be suppressed when this user opens or prints reports in the following applications:

  • Apply Weighted Average Rates to Timesheets (LDPCOST)
  • Auto-Adjust Timesheets Report (LDPAUTO)
  • Close Payroll Year Report (PRPPYCLS)
  • Create Auto-Pay Timesheets (LDPDUMTS)
  • Create Leave Payout Timesheets (LDPLPTS)
  • Create Retroactive Pay Timesheets Report (LDPRETRO)
  • Create W-2 Table Report (PRPCW2)
  • Employee Labor Summary Report (LDRELSUM)
  • Manage Billing History (BLMBHIST)
  • Manage Closed Billing Detail (BLMCLOSE)
  • Manage Correcting Timesheets (LDMCTIME)
  • Manage Employee Information (LDMEINFO)
  • Manage Employee Salary Information (LDMEHIS)
  • Manage Leave Beginning Balances (LDMLBB)
  • Manage Leave Edit Table (LDMLEDIT)
  • Manage Open Billing Detail (BLMOPEN)
  • Manage Timesheets (LDMTIME)
  • Post Leave Accruals (LDPLHF)
  • Post Timesheets Report (LDPLDJ)
  • Print Employee Salary Information Report (LDREHIS)
  • Print General Ledger Detail Report (GLRGLDET)
  • Print Leave Accrual Report (LDRLVR)
  • Print Leave Edit Report (LDRLEDIT)
  • Print Timesheet History Report (LDRTHFR)
  • Print Local Withholding Report (PRRLCWH)
  • Print Missing Timesheet Report (LDRMIS)
  • Print Open Billing Detail Report (BLROBD)
  • Print Project Labor Summary Report (PJRLABSM)
  • Print Project Ledger Detail Report (GLRPJDET)
  • Print State Withholding Report (PRRSTWH)
  • Print Timesheet Information Report by Account(LDRAEDIT)
  • Print Timesheet Information Report by Employee(LDRTEDIT)
  • Recast Overtime Premium to Timesheet Lines(LDPROTP)
  • Update Employee Deductions/Contributions Report (PRPSDED)
  • View Employee Labor Inquiry (LDQLABOR)
  • View Account Activity (GLQAACTI)
  • View General Ledger Activity (GLQINQ)
  • View Project Activity by Level (PJQPROJP)
  • View Project Activity (PJQPROJ)
  • View Sales Analysis Information (OEQSALES)
  • View Timesheet History Inquiry (LDQTHF)
  • View Manufacturing Order Status (PCQMOST)
Suppress SSN

Select this check box to suppress the Social Security Number (SSN) when this user opens certain screens or prints certain reports on which this number normally displays. Blanks display on the screen and report instead of the number.

Note: This check box does not affect all screens and reports because you can use organization security to limit user rights to view certain employees or use the User Group module and application rights to limit user-access to certain screens, and because certain government tax reports require the SSN (W-2s for example).

If you select the Suppress SSN check box, SSNs will be suppressed when this user opens or prints reports in the following applications:

  • Manage Employee Information (LDMEINFO)
  • Import Vendors (AOPUTLVU)
  • Manage Employee Earnings History (PRMERF)
  • Manage Payroll Records (PRMPTF)
  • Manage Vendors (APMVEND)
  • Print 1099 Edit Report (APR1099E)
  • Print Deduction Summary Report (PRRDEDS)
  • Print Employee Basic Report (LDREMPL)
  • Print Employee Leave Report (LDRELV)
  • Print Employee Salary Information Report (LDREHIS)
  • Print Local Withholding Report (PRRLCWH)
  • Print New Hire Report (LDREHIR)
  • Print Quarterly State Unemployment Report (PRRSTTAX)
  • Print State Withholding Report (PRRSTWH)
  • Print Washington State Paid Family & Medical Leave Report (LDRPFML)
  • View Employee Earnings (PRQERF)
  • View Employee Information (PRQEINFO)
  • View Payroll Edit Table (PRQPTF)

If you select both the Suppress SSN and Suppress AP Tax ID check boxes, the Tax ID will be suppressed when this user opens or prints reports in the following applications:

  • Import Vendors (AOPUTLVU)
  • Edit 1099 Information (APM1099)
  • Manage Vendors (APMVEND)
  • Print 1099 Edit Report (APR1099E)

If you select Suppress SSN only, the Tax ID will be suppressed when this user selects a vendor that is an employee of the company and opens or prints reports in the mentioned applications.

Suppress Cost

Select this check box to suppress the display of cost information when this user opens a screen or prints a report in which cost data would normally display.

Note: View the Data Suppression Application List for a list of applications affected by Cost suppression.
Suppress Price

Select this check box to suppress the display of price information when this user opens a screen or prints a report in which price data would normally display.

Note: View the Data Suppression Application List for a list of applications affected by Price suppression.
Suppress AP Tax ID

Select this check box to suppress the vendor Tax ID when this user opens certain screens or prints certain reports where the Tax ID normally displays. Blanks display on the screen and report instead of the Tax ID.

If you select both the Suppress AP Tax ID and Suppress SSN check boxes, the Tax ID will be suppressed when this user opens or prints reports in the following applications:

  • Import Vendors (AOPUTLVU)
  • Edit 1099 Information (APM1099)
  • Manage Vendors (APMVEND)
  • Print 1099 Edit Report (APR1099E)

If you select Suppress AP Tax ID only, the Tax ID will be suppressed when this user selects a vendor that is not an employee of the company and opens or prints reports in the mentioned applications.

Vendor Address Codes Subtask

Use the Vendor Address Codes subtask on the Manage Users screen to assign vendor addresses to Supplier Portal users who should only see vendor data, RFQs/quotes, purchase orders, and invoices for the organization address.

Related Topics:

Vendor Address Codes Subtask

Use the Vendor Address Codes subtask on the Manage Users screen to assign vendor addresses to Supplier Portal users who should only see vendor data, RFQs/quotes, purchase orders, and invoices for the organization address.

Parent Topic:

Contents of the Manage Users Screen