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Restrict users to select a specific Chart of Account Segment value in Invoice Distribution

edited Jan 30, 2019 4:30PM in General Ledger & Intercompany 4 comments

Summary

Restrict users to select a specific Chart of Account Segment value in AP Invoice distribution

Content

Hi,

We have a requirement with the client where their AP is decentralized.  That is, under one business unit they have different Facilities/Locations who enters invoices in AP.  These Locations are part of COA Segment value as "Segment1".  They don't allow users from particular location to select a different Location value apart from their own Location value in  SEGMENT1.  How can we restrict users from selecting different SEGMENT1 values using a Custom Data role?  Seeded Roles that are available is by Business Unit and not at the Chart of account segment level.  Wondering if this can be achieved by creating a

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