SOURCE: ONESTREAM CHAMPIONS
We have two security groups we use to manage journals, one with access to Post journals and one to Create journals (and Submit them). We’re seeing issues where the person with the access to post journals isn’t able to post auto-reversing journal types. They can post standard journal type fine though. Has anyone come across this before or have any insight? For the Workflow Profile, it seems to be the Journal Process Group security driving this, but we don’t want people who post to be able to create journals as well.
When posting an Auto Reversing journal, the Auto Reversal journal is automatically created in the next time period and set to the Approved state. This requires the user posting an Auto Reversing journal to also be assigned to the Journal Process Group in order to create the Auto Reversal journal.
To keep preparers and approvers separate, assign preparers to Journal Process and Post Groups and approvers to Journal Approval Group. Preparers may create, submit, reject after submitting before approval and post/unpost after approval. Approvers may approve/reject after submission or reject after approval before posting or after unposting.