EGL9.2:Users Losing Existing Chartfield Security When Additional Rules Are Assigned

(Doc ID 2372694.1)

Last updated on MARCH 12, 2018

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Issue :

When users who have previously been assigned a Chartfield Security rule are added to an additional rule on a different effective date, the previously assigned rules are no longer effective.
Chartfield Security is used to secure products by Department and Project chartfields.  In many cases, users will be assigned their Department IDs when they're hired or transferred to an area.
Subsequently, as needed, they will be assigned additional project rules to give them access to their relevant projects.

However, when users are added to the project rule, the effective dating logic of PS_SEC_USER and PS_SEC_RULE_USER conflict, and they are effectively removed from their previous assignments.

The Define Security Rules page is used to complete the assignments so that user can confirm that the  correct values are being assigned to the user.


Steps to replicate:

Navigate to SetUp Financials/Supply Chain > Security > Chartfield Security > Secure Chartfield Options
- Secure by User ID (Grant Access)
- Secure Department and Project
Implement CF security for all products

1st Chartfield (DEPARTMENT):
1. Define Security Rules:
     Chartfield Security Rules
     Security Rule = TSTDEP (Department)
     Detailed Value = 14000
2. Users for a Rule Definition
     User ID = VP1
     Effective Date = 10/01/2017
3. Build Security Rules (SEC_BLD)
     Process Instance = 135760
     Message Log:
             '34 rows inserted in security table SEC_DEPT_USER'
4. Validation:
     Create/Update Journal Entries ¿ Lines:
     Check chartfields:
     Dept = has access only to 14000 (check!)

2nd Chartfield (PROJECT):

5. Define Security Rules:
     Chartfield Security Rules
     Security Rule = TSTPRJ (Project)
     Detailed Value = 0000000116
6. Users for a Rule Definition
     User ID = VP1
     Effective Date = 10/04/2017
7. Build Security Rules (SEC_BLD)
     Process Instance = 135761
     Message Log:
        '34 rows inserted in security table SEC_PROJ_USER'
8. Validation:
     Create/Update Journal Entries ¿ Lines:
     Check chartfields:
     Project = has access only to 0000000116 (check!)

However, when both Department and Project is run altogether in batch:

1. Navigate to SetUp Financials/Supply Chain > Security > Chartfield Security > Maintain Security Rules > Security Build Request
2. Populate the Security Method = User ID and populate Field Name = Department, Project
3. Run SEC_BLD process - Process Instance = 135762
     Status = Warning
     Message Log:
     Request number 1 (for Department):
     'No security rules were selected and processed for Request 1'
     Request number 2 (for Project):
     '34 rows inserted in security table SEC_PROJ_USER'
4. Validation:
     Check Journal Lines (Create/Update Journal Entries)
     Check chartfields:
     Department = VP1 has access only to 14000
     Project = VP1 has access only to 0000000116

Changes

 

Cause

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