192.168.5.1: /* Sales Orders */

2009-10-22T18:06:31Z

Sales Orders

← Older revision		Revision as of 13:06, 22 October 2009
Line 155:		Line 155:
	\| Can edit sales orders		\| Can edit sales orders
	\| The user can modify existing sales orders in the system, no matter who created them		\| The user can modify existing sales orders in the system, no matter who created them
			\|-
			\| Can finalize all sales orders
			\| The user is able to finalize any type of sales order.
			\|-
			\| Can finalize quotes
			\| The user is able to finalize sales orders that do not affect inventory.
	\|-		\|-
	\| Can override credit limits		\| Can override credit limits
	\| Whether the user can override credit limits on customers. This is done on the credit approval screen.		\| Whether the user can override credit limits on customers. This is done on the credit approval screen.
			\|-
			\| Can return inventory
			\| The user is allowed to do returns on inventory. If disabled, no items with a negative quantity may appear on an invoice.
	\|-		\|-
	\| Can view sales orders		\| Can view sales orders

Duff: Added a summary of how permissions work at the top of the page, and altered the lists to use sexy tables.

2009-09-29T20:08:22Z

Added a summary of how permissions work at the top of the page, and altered the lists to use sexy tables.

Show changes

Duff: ITrack/Enterprise/Permissions (Enterprise) moved to ITrack/Enterprise/Permissions

2009-09-29T19:43:17Z

ITrack/Enterprise/Permissions (Enterprise) moved to ITrack/Enterprise/Permissions

← Older revision	Revision as of 14:43, 29 September 2009
(No difference)

Jmckinstry: Permissions (Enterprise) moved to ITrack/Enterprise/Permissions (Enterprise): Needs to be located in the enterprise area for searchability.

2009-09-25T22:12:46Z

Permissions (Enterprise) moved to ITrack/Enterprise/Permissions (Enterprise): Needs to be located in the enterprise area for searchability.

← Older revision	Revision as of 17:12, 25 September 2009
(No difference)

Jmckinstry: New page: The following is a list of tags used by the database to edit a user's permissions. ==Accounting== * '''Can approve purchase order postings''' - This controls if a user can approve PO post...

2009-09-25T22:10:01Z

New page: The following is a list of tags used by the database to edit a user's permissions. ==Accounting== * '''Can approve purchase order postings''' - This controls if a user can approve PO post...

New page

The following is a list of tags used by the database to edit a user's permissions.

==Accounting==
* '''Can approve purchase order postings''' - This controls if a user can approve PO postings and finalize PO prices
* '''Can recreate general ledger account entries''' - Whether the user can clear out and mass-recreate GL accounting entries for ranges of documents (this should be disabled except for advanced users)
* '''Can use advanced mode when recreating general ledger account entries''' - Whether the user can use advanced mode in the recreate GL entries dialog. This requires knowledge of the database and should only be used by advanced users.

==Customers==
* '''Can add/edit customer records''' - Whether the user can add or edit customer records on the customer information screen
* '''Can edit account limit''' - Allows the user to adjust a customer's account limits on the customer screen
* '''Can Edit Customer Addresses''' - Whether the user can add/edit/delete addresses from a customer

==Global==
* '''User administrator''' - A user administrator can create users and manage the permissions, stores, and groups of users in the system
* '''View Advanced Reports''' - Whether the user can print or preview advanced reports on the report viewer screen

==Inventory Setup==
* '''Can Add Models''' - Allows the user to add new manufacturers, series, and models. If they want to edit existing models, they must also have the Can Add Models permission.
* '''Can Edit Models''' - Allows the user to change information about manufacturers, models, and series including default pricing information.

==Options==
* '''Can view options''' - Whether a user may open/view the edit->options page, where many computer settings are stored. (Suggested default: True)

==Parts==
* '''Can clone parts''' - Enables the clone/copy parts button on the parts screen
* '''Can Edit Part Information''' - Whether the user can change informational fields on the parts creen like description, oem number, etc.
* '''Can Edit Part Locations''' - Whether the user can change a part's location information.
* '''Can Edit Part Prices''' - Whether the user can change any of the pricing or core pricing on a part.
* '''Can Edit Part Statuses''' - Whether the user can change a part's quantity or status; these fields affect inventory accounting.
* '''Insert/Update Parts''' - Whether the user can save or create part records on the parts screen
* '''Load/View Parts Detail''' - Whether the user can open parts on the parts screen

==Payments==
* '''Can Edit Payments''' - Whether the user can add/edit/delete payments from a customer
* '''Can void payments''' - Whether the user can void payments (if the user has store level permission, he can only void payments that were created at their stores)

==Purchase Orders==
* '''Can close POs without specifying sufficient serial #'s''' - This is whether a user can save a PO when any items on the screen have received greater quantity than serial #'s entered
* '''Can void purchase orders''' - Allows user to void purchase orders for one of their stores/globally

==Sales Orders==
* '''Can change back order settings''' - Whether the user can adjust the customer defaults for back ordering and partial ordering on a sales order
* '''Can change store credit method''' - Whether the user can change the store that will receive credit for a sale on a particular sales order
* '''Can change tax item''' - Whether the user is able to change the taxitem from the customer default on a sales order
* '''Can change terms''' - Whether the user is able to change the terms of the order from the customer default
* '''Can create sales orders''' - The user can create new sales orders in the system
* '''Can edit adjustments''' - Whether a user may add/edit/delete adjustments to a sales order. (Suggested default: False)
* '''Can edit closed SOs''' - This is whether a user can edit sales order that has been closed (finalized)
* '''Can edit sales orders''' - The user can modify existing sales orders in the system, no matter who created them
* '''Can override credit limits''' - Whether the user can override credit limits on customers. This is done on the credit approval screen.
* '''Can view sales orders''' - The user can open and view the detail information of sales orders in the system
* '''Can void sales orders''' - Whether the user is able to void a sales order

==Settings==
* '''Global settings administrator''' - A global administrator can manage global level settings
* '''Group administrator''' - A group administrator can create/edit user groups, change the permissions of groups, and manage group-level settings
* '''Store settings administrator''' - A store administrator can manage store-level settings

==Transfer Orders==
* '''Can administrate other stores' transfer orders''' - Whether a user may edit transfer orders that are neither to or from the user's store. (Suggested default: False)
* '''Can close TOs without specifying sufficient serial #'s''' - This is whether a user can save a TO when any items on the screen have received greater quantity than serial #'s entered

==Vehicles==
* '''Can change stock availability''' - Allows user to use the 'Available' checkbox to change whole unit stocking levels without using a PO (suggested for advanced users only)
* '''Can view vehicle performance''' - Allows user to view vehicle costs and profits on the vehicle screen

==Vendors==
* '''Can edit vendors''' - Enables the user to add/edit vendors using the vendor screen

==Work Orders==
* '''Can Edit Templates''' - Allows the user to create, edit, and remove job templates on work orders.
* '''Can Void Work Orders''' - Allows the user to void a work order. It is recommended that you restrict permission as voiding a work order can affect the accounting system in complex ways.
* '''Work Orders Configuration''' - Allows the user to set up work order types, to set up customer units, and to perform administrative tasks on the work order system.

ITrack/Enterprise/Permissions - Revision history

192.168.5.1: /* Sales Orders */

Duff: Added a summary of how permissions work at the top of the page, and altered the lists to use sexy tables.

Duff: ITrack/Enterprise/Permissions (Enterprise) moved to ITrack/Enterprise/Permissions

Jmckinstry: Permissions (Enterprise) moved to ITrack/Enterprise/Permissions (Enterprise): Needs to be located in the enterprise area for searchability.

Jmckinstry: New page: The following is a list of tags used by the database to edit a user's permissions. ==Accounting== * '''Can approve purchase order postings''' - This controls if a user can approve PO post...