Skip to Content

Archived discussions are read-only. Learn more about SAP Q&A

How To restrict undeposited funds (Cheques) by branch in Deposit grid?

Hi There

I'm trying to only show a single branch's undeposited cheques in the 'Deposit' Form. Business One shows all undeposited funds by default. The client would like to only see the logged on user's branch records. Is this possible?

Many Thanks

Svend Villsen

replied

Hi Svend

The best option is to create user defaults under Administration > Setup > General > Users. For each user in each branch create a G/L account for Checks Received. The assign these under the user defaults. As each branch receives checks, they will be posted to the relevant G/L account based on the user default. Under deposits, you can then select each Checks Received account by branch are select all. As for restricting, this would be an SDK or user discipline issue.

Kind regards

Peter Juby

0 View this answer in context
Not what you were looking for? View more on this topic or Ask a question