Copy Validations on Validation tab in Organizational Units window
Issue/Symptom/Question
- I am setting up a new Organizational Unit
- On the Validation Tab there is an option to Copy Validations for accounts from OU ID. Since we have OU authorization setup in Chart of Accounts I am pretty sure I want to do this so I do not have to go back to each account
- I am not sure if I need to copy validations for Job Types, Cost Types, and Payroll Classes - These are setup to be valid for all OUs. Do I need to copy anything for them?
Environment
- PENTA for windows
- Finance & Accounting
- Organizational Unit Window
Resolution/Fix/Answer
- If Accounts, Job Types, Payroll Classes, Vendors, and/or Customers have Organizational Authorizations setup use the copy validations tab to copy Validations from an existing OU to the new OU
- If you are not limiting access to Accounts, Job Types, Payroll Classes, Vendors, and/or Customers there is no need to copy those validations