3465875 - How to set up authorizations for system queries

Symptom

You need to set up authorizations for any of the following reports in order to allow or prevent users from viewing the report(s):

• BP Bank Accounts Query
• Checks for Payment in Date Cross Section Report
• Customer Receivables by Customer Cross-Section
• Customers Credit Limit Deviation
• External Reconciliation by Due Date
• External Reconciliation by Exact Amount
• External Reconciliation by Sum (FC)
• External Reconciliation by Trans. Number
• G/L Account Location in Balance Sheet Templates
• House Bank Accounts Query
• Internal Reconciliation by Due Date
• Internal Reconciliation by Exact Amount
• Internal Reconciliation by Trans. Number
• Locate Exceptional Discount in Invoice
• Locate Journal Transaction by Amount Range
• Locate Journal Transaction by FC Amount Range
• Locate Reconciliation in Bank Statement by Row Number
• Locate Reconciliation/Row in Bank Statements by Exact Amount
• SE Commission by Invoices in Posting Date Cross-Section
• Transactions Received from Voucher Report

Resolution

The reports mentioned above are System Queries, which you can access either from the Main Menu or by choosing them from Tools → Queries → System Queries.

You can set up authorizations for system queries as follows:

1. In Tools → Queries → Query Manager, click the Manage Categories button to open the Create/Edit Categories window, and assign the desired Authorization Groups to the system queries.
2. You also need to assign the authorizations to users via Administration → System Initialization →  Authorizations →  General Authorizations section Reports  → Query Generator → Saved Queries - Group No. 1 - Group No. 15.