To create or edit actuals sub-versions, complete the Version Details described here. Actuals versions have different fields.
(required) Version name must be unique. For example: "Budget 2009" and "Profit Plan 2008 - Version 2."
Overrides the automatic abbreviation of the version name.
Describes the version, but only displays on this screen.
Access Control Section
Administrators define roles in Administration > Roles and Permissions, where permissions are selected for that role. Roles are then assigned to Users a assigned roles through Administration > Users. The user types listed in this section are identified by the permissions of the role assigned to them.
|Field Name:||Field Description:|
|Administrators||Roles with Model Management > Versions permissions.|
|Users||All users, regardless of permissions and roles.|
|Group||Global user groups are defined by your admin in Administration > User Groups. If users are part of more than one group and the group access conflicts with their role permission, their access defaults to the highest access available.|
|Actuals access||Roles with Privileged Actuals Access permissions. You'll only see this user type listed if you're creating or editing actuals, actuals sub-versions, journal entry versions, or virtual versions.|
|Editable sheet access||Roles with Access Sheets > Editable Sheet Access permissions. You'll only see this user type listed if you're creating or editing plan versions and folders.|
Access Options Per User
Different access options are available based on version type and whether or not it has versions nested below it. Select the access from the dropdown to the right of each user type (for groups the dropdown will be below the groups dropdown).
|Access Option Per User Type:||View in
|Visible||✓||✓||Available to Actuals ONLY|
|Hidden from Version Selector||Available to Actuals ONLY|
|Import and Notes Only||✓||✓||✓|
|Locked Except Notes||✓||✓|
|Drill into Transactions:||
(available only with transaction module) Enables the ability to drill into transactions for the version. See Transaction Reports and Drill Through. This option only works for Adaptive drill-through and does not work for NetSuite drill through. The default setting shows raw transaction reports. If a version with this option enabled is cloned, the clone defaults with this setting.