Define System Profile Values for General Ledger

Set the following profile options at site level unless otherwise specified / required:

1. HR: Business Group


2. HR: Security Profile


3. HR: User Type (responsibility level)


4. GL: Ledger Name


5. GL: Data Access Set


6. MO: Operating Unit


7. MO: Security Profile

Refer to document 'Define System Profile Values' for detailed explanation on how to proceed.

GL: Data Access Set required only if you have defined Data Access Set

(Document to follow on 'Defining Data Access Set').

Shameem Bauccha

23 June 2009

Define System Profile Values

Introduction

System profiles direct how your application behaves, what default values it takes or what restrictions are in place.

Each module has its list of profile options which you have to define for your application to work properly.

You can specify the options at various levels. It is important to identify correctly at which level to set the profile value.  See the precedence pyramid below:

[caption id="" align="alignnone" width="496" caption="System Profile Precedence Pyramid"][/caption]

A profile set at user level will take priority over the same profile set at responsibility level or site level for example. Be cautious when setting profile options as site level as in this may affect other people who may be working on the same instance.

Define Profile Values

System Administrator --> Profile --> System





[caption id="" align="alignnone" width="576" caption="Find System Profile Values"][/caption]

The 'Site' and 'Profiles with No Values' check boxes on the Profile page are selected by default. Therefore, when a search is performed and a profile option is selected, the system lists the values defined only at site level. To see the values defined at all the levels, uncheck these checkboxes before performing a search and selecting a profile option.



Choose the ‘Levels’, specify the ‘Profile’ you wish to set and click on ‘Find’.

[caption id="" align="alignnone" width="996" caption="System Profile Values"][/caption]

In case the profile cannot be set at certain level, it will be greyed out even if you specify a profile option for it.

Type in or lookup up the appropriate option and save.

That’s it, your profile option value is set!



Shameem Bauccha

22 June 2009