Domain Security Rights - Intelligent Reporting

Note: The following security rights only apply to objects in the domain(s) to which the user group is assigned. See Domains. Sometimes a combination of security rights is required for an activity. If in doubt, check the security note in the activity. Status Definitions may also limit which objects are selectable or editable.

Allow profit and loss journal maintenance

If assigned, the Journals tab displays on any Profit And Loss Report.

Allow the user to edit Cash Forecast reports

If assigned,

  • The Solution Explorer context menu options to create, rename and delete cash forecast stream categories; and to create, rename and delete cash forecast streams display.
  • Users can edit any Cash Forecast Stream.
  • Users can create, edit, run, lock, unlock and delete any Cash Forecast Report.

Allow the user to edit Profit and Loss reports

If assigned,

  • The Solution Explorer context menu options to create, rename and delete profit and loss categories; and to create, rename and delete profit and loss streams display.
  • Users can edit any Profit And Loss Stream.
  • Users can create, edit, run, lock, unlock and delete any Profit And Loss Report.

Allow the user to edit the QPP Reports

If assigned, users can:

Allow the user to edit the QPP Report Templates

If assigned, users can create, edit, rename and delete QP Profile report templates via the QP Profile Templates screen.

Allow the user to edit the Revaluations

If assigned,

  • The Solution Explorer context menu options to create, rename and delete revaluation categories; and to create, rename and delete revaluation streams display.
  • Users can edit any Revaluation Stream.
  • Users can create, edit, run, lock, unlock and delete any Revaluation.

Allow the user to maintain hedge revaluations

If assigned,

  • The Solution Explorer context menu options to create, rename and delete hedge revaluation streams display.
  • Users can edit any Hedge Revaluation Stream.
  • Users can create, edit, run, lock, unlock and delete any Hedge Revaluation.

Allow the user to modify parameters in revaluations

If assigned, users can edit any fields in the Revaluation Parameters field group of any Revaluation Stream and on the Parameters tab of any Revaluation.

Allow the user to override prices in revaluations

If assigned, users can:

  • Add despatch orders on the Pricing Overrides tab of any Revaluation.
  • Edit the price or comment for any despatch orders on the Pricing Overrides tab.

Allow the user to view Cash Forecast reports

If assigned, users can expand the Cash Forecast Categories node on the Reporting panel of the Solution Explorer and open any Cash Forecast Stream or Cash Forecast Report.

Allow the user to view commodity exposure

If assigned:

  • The Commodity Exposure node displays on the Reporting panel of the Solution Explorer.
  • Users can open the Commodity Exposure screen.

Allow the user to view FX exposure

If assigned:

  • The FX Exposure node displays on the Reporting panel of the Solution Explorer.
  • Users can open the FX Exposure screen.

Allow the user to view hedge revaluations

If assigned:

  • The nodes for hedge revaluation streams display on the Reporting panel of the Solution Explorer.
  • Hedge revaluation streams and hedge revaluations display in global search results.
  • Users can open any Hedge Revaluation Stream or Hedge Revaluation.

Allow the user to view Profit and Loss reports

If assigned:

Allow the user to view the QPP Reports

Does not deny any functionality.

Allow the user to view the QPP Report Templates

Does not deny any functionality.

Allow the user to view the Revaluations

If assigned:

  • The nodes for (invoice) revaluation streams display on the Reporting panel of the Solution Explorer.
  • Revaluation streams and revaluations display in global search results.
  • Users can open any Revaluation Stream or Revaluation.