Authorise contract management in Financial

Authorise this process so that users have access to the Contract management functionality.

Configure authorisation:

Go to: General / Management / Authorisation tool.
Go to the tab: Group maintenance.
Select the group to authorise.
Go to the tab: Menu.
Select the check box for the menu options to be authorised:
- Financial / Contract management / Contract
- Financial / Contract management / Reservation
- Financial / Contract management / Obligation
Go to the tab: Authorisation.
Go to: Financial / Creditor.
Authorise the Contracts tab.
Go to: Financial / Contract.
Authorise the tabs:
Authorise the actions.
Close the Authorisation tool.
Click on Yes in the message.

This environment automatically opens again with the new settings.

To set up the data filter authorisation for a contract:

You can set an authorisation filter for the view of contracts, so users have or do not have access to the data in the view of the contracts, for example the ones they are responsible for. To set up the authorisation, you can use the 'Financial - Contracts' data filter in the Authorisation tool.

Using the Resp. person field, you can set the authorisation filter for a contract.

Go to: General / Management / Authorisation tool.
Go to: Extra/Data filter maintenance (or click ).
The Data filters window is then opened.
Select the 'Financial - Contracts' data filter.
Select According to filter.
Click on Add.
Enter the description of the filter.
Select According to filter.
Set the filter to Resp. person.
Click on Refresh to check if the filter works as expected.
Click on OK.
A message appears notifying you that only the filter is saved, not the result just shown.
Click on Yes.
Click on Close .
Then grant the user (group) in question access to this data filter.
Go to the tab: User maintenance.
Select the user.
Go to the tab: Authorisation.
Select the file.
Select Filters.
Select the desired filter.
Select Filter active at the bottom.