Document Types tab

 

This tab allows the user to define the document type(s) to which security is to be applied for this security definition.

 

Document Types tab field definitions

Title

Description

Active Indicator

Indicates whether the specified document type is active or inactive as a security criterion. Remove the check mark to deactivate the specifiedtype.

Document Type Name

From the list, select the type of document to which the security definition is to be applied.

go-arrow-red.gif   See information below regarding other selections that restrict access to more than one type of document.

 

As indicated in the table below, a few options in the Document Type Name list apply security to multiple types of documents.

 

Document Type Name selections that pertain to multiple types of documents

Document Type Name

Types of Documents Affected

All

All types of documents in the list

AccountsPayableTransactionalDocument

Vendor Credit Memo (CM)

Payment Request (PREQ)

FinancialProcessingTransactionDocument

Advance Deposit (AD)

Auxiliary Voucher (AV)

Budget Adjustment (BA)

Cash Receipt (CR)

Credit Card Receipt (CCR)

Disbursement Voucher (DV)

Distribution of Income and Expense (DI)

General Error Correction (GEC)

Indirect Cost Adjustment (ICA)

Internal Billing (IB)

Intra Account Adjustment (IAA)

Journal Voucher (JV)

Non-Check Disbursement (ND)

Pre-Encumbrance (PE)

Procurement Card (PCDO)

Service Billing (SB)

Transfer of Funds (TF)

FinancialProcessingYearEndDocument

Budget Adjustment (YEBA)

Distribution of Income/Expense (YEDI)

General Error Correction (YEGEC)

Transfer of Funds (YETF)

LaborDistributionTransactionDocument

Benefit Expense Transfer (BT)

Labor Journal Voucher (LLJV)

Salary Expense Transfer (ST)

Year End Benefits Expense Transfer (YEBT)

Year-End Salary Expense Transfer (YEST)

More:

Security Model