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 |
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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 | Enter, or click to select, the vendor ID with which to associate this user for this company. The vendor ID is used to retrieve the applicable purchase orders when loading the Supplier Portal dashboard. |
Note: 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. |
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. |
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:
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Data Suppression
Field | Description |
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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:
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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:
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:
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.
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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.
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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:
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. |