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.
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.
Supplier Portal Vendor ID	Enter, or click to select, the vendor ID with which to associate this user for this company. The vendor ID is used to retrieved the applicable purchase orders when loading the Supplier Portal dashboard.
	Note: This field is available if you are licensed to use the Supplier Portal.
Warehouse ID	Enter, or click to select, the default warehouse ID with which to associate this user for this company.
Company Name	This field displays the descriptive name for this Company ID.
Org Security Group Name	This field displays the descriptive name for this Org Security Group ID.
Supplier Portal Vendor Name	This field displays the descriptive name for this Supplier Portal Vendor ID.
Warehouse Name	This field displays the descriptive name for this Warehouse ID.
Taxable Entity Name	This field displays the descriptive name for this Default Taxable Entity 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 are 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

Field	Description
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.
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 appears. Blanks appear 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) Print Employee Basic Report (LDREMPL) Manage Employee Earnings History (PRMERF) Manage Payroll Records (PRMPTF) Create U.S. Treasury File (PRPFRBND) Print Certified Payroll Report (PRRCERT) Print Quarterly Federal Payroll Tax Report - Quarterly Federal Unemployment (FUTA) Payroll Tax Report (PRRFDTAX) Print Local Withholding Report (PRRLCWH) Print Quarterly State Unemployment Report (PRRSTTAX) Print State Withholding Report (PRRSTWH) Print Coverage Report (HBRCVG) Print Employee Medical Surveillance Data Report (HBREMED) Print Exit Interview Form Template (HPREFT) Print Completed Exit Interview Form (HPREF) Print Completed Review Form (HSRRF) Print Review Form Template (HSRRFT)
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.
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.