How to turn on G/L Security on Sage 300 General Ledger

Steps:

  1. Open General Ledger > G/L Setup > Options.
  2. On the Account tab:
    1. Select the G/L Security option.
    2. From the Default Access list, select the default level of account access to permit all users.  You can set the default account access as follows:
      • All Accounts. Allows all Sage 300 users unrestricted access to General Ledger accounts unless you set up restrictions in the G/L Account Permissions screen.
        • Note: You do not require permission for all accounts to perform periodic
          maintenance functions, such as deleting inactive accounts. However,
          occasionally, you may find that you cannot edit or delete a structure code,
          segment, or source code because it is used by an account that you cannot see.
          In this case, a user with access to all accounts must modify the accounts that use the code or segment you are trying to delete.
      • No Accounts. Prevents all Sage 300 users except user ADMIN from seeing
        accounts and account data in General Ledger and subledger applications unless you grant individual access rights to accounts in the G/L Account Permissions window.  
      • If you choose No Accounts, other Sage 300 users cannot enter Accounts
        Receivable invoices or post transactions unless you assign them permissions.
  3. Click Save.
  4. Close and then reopen your company database.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.