Securing Bank Statements by Bank Account / GL BU
Hi,
We're on PeopleSoft 9.2, PUM37 (going to PUM45), but currently working on a Banking / Treasury Project to improve our use of Banking / Cash Management functionality, including improved Bank Statement Accounting, Accounting Templates, and loading of Deposits from Bank Statements to Accounts Receivable.
As part of that process, we want to give users more access to view the bank statement details. All bank accounts are set up under the SHARE but do tie to multiple different business units. While the Accounting Review pages enforce Business Unit Security, we are wondering how others have approached security Bank Statements, so that users are limited to either (a) specific bank accounts or (b) bank accounts associated with Business Units they have access to based on row level security.