Restriction groups by branch (GL103020)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, you can view the restriction groups that contain a particular branch. You can also change the visibility of the branch in the system by including it in other restriction groups or excluding it from groups that currently contain it.

You can create restriction groups for managing the visibility of branches and general ledger accounts by using the General ledger accounts by branch access (GL103040) window, and for managing the visibility of branches and subaccounts by using the Subaccounts by branch access (GL103060) window.

For more information about restriction groups, see: About restriction groups in Visma Net.

CAUTION:
By restricting the visibility of accounts, subaccounts, and branches, you also restrict the visibility of the cash accounts that are linked to the restricted entities.
We recommend that you carefully configure restriction groups that contain accounts, subaccounts, and branches because including these entities in different restriction groups may block the processing of the associated cash accounts.

In this area, you can select the branch for which you want to view or edit its membership in restriction groups.
You can also view the posting ledger of the selected branch.

Element Description
Branch The branch of your organisation whose membership in restriction groups you want to view (and edit, if needed) in the table.
Posting ledger Read-only. The default posting ledger for the selected branch.
The system fills in this field automatically once you select a branch, based on the settings established in the Inter-branch account mapping (GL101010) window.

In this table, you can view the full list of restriction groups in the system, along with some basic information about each group.
The check box in the unlabelled Included column is selected for each group that contains the branch.
You can select and clear these check boxes to change the membership of the branch in restriction groups.

Column Description
Group name Read-only. The name of the restriction group.
Description Read-only. The description of the restriction group.
Active Read-only. A check box that indicates (if selected) that the restriction group is active.
The system does not enforce restrictions imposed by inactive groups.
Group type Read-only. The type of the restriction group: A, A inverse, B, or B inverse.
For more information, see: About types of restriction groups.