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Which Privilege or duty for end users to run Update Balance for Financial Dimension set?

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Posted on by 18

Hi All,

I am looking for the duty/privilege that can be enabled for end users to run Update Balance in Financial Dimension set screen. 

Currently, I assigned end users all following duties and privilege but they still can't do update balance. Still got the message said that they do not have required permission to do.

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error message: 
pastedimage1683788267959v4.png

Can you please let me know which Privilege / duty for end user to run this Update Balance function? 

Thank you

  • HangNguyen Profile Picture
    HangNguyen 18 on at
    RE: Which Privilege or duty for end users to run Update Balance for Financial Dimension set?

    Thank you a lot, André.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,971 Super User 2025 Season 1 on at
    RE: Which Privilege or duty for end users to run Update Balance for Financial Dimension set?

    Hi Hang,

    This is a tricky one to find out as the actual menu item is called from an event handler class. The menu item is an action menu item: DimensionFocusUpdateBalance.

    Permissions for this menu item is included in the privilege Initialize balances Menu item action (DimensionFocusProcess) and duty Maintain chart of accounts master (LedgerChartOfAccountsMaintain).

  • HangNguyen Profile Picture
    HangNguyen 18 on at
    RE: Which Privilege or duty for end users to run Update Balance for Financial Dimension set?

    Dear Jani,

    Thank you for replying me.

    In my case, each end user belong to 1 legal, so they do update for "current" legal entity only.

    Since at the end of month, when there is some reports that are not up to date yet, they want to do some update balance to check the data by themselves, without asking for IT support.

    Do you think they can run "update balance" if they have access to all legal entities? Since the Financial Dimension set is sharing table?

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: Which Privilege or duty for end users to run Update Balance for Financial Dimension set?

    Hi Hang Nguyen

    Is user is trying to update balance for "Current" legal entity or "All"? Does he have access to all relevant companies?

    Can you check if there are any changes in existing privilege?

    One more thing, why does user have to update it manually? As per best practice, I would suggest running a batch job on recurrence basis from service user.

    Please let us know if this helps.

    Thanks,

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