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Security Privileges

Security Privileges determine what functions in the system a user can use or not. If the user does not have the security rights for a function, the function will not appear on his menu.

These privileges are set inside of the User Security option.

In this Help Guide, the Security Privileges needed for a function appear in a gray bar like this at the bottom of each page.

Listed below are the security privileges for all the menu selections. These security privileges can be assigned to users. Some functions have a second layer of detailed privileges, which allow you to fine tune the use of these functions. These details are shown at the bottom of the list.

Name Role Security Category Menu Sub-Menu Sub-Menu Option Command Option
Security Admin IT System Ledger Post Batches   Delete Accounting Batch
      System Change Change Costing Method  
      System Change Change Invoice Costs  
      System Change Change Item Utility  
      System Support Depreciated Options  
      System Support Rebuild Indexes  
      System Support Reserved Options  
      User Setup Reset Password  
      User Setup User Security  
System Maintenance Admin IT System Everywhere     Clear Soft Locks on Transactions
      Everywhere   Invoicing Clear Invoice in Use
      Interface Setup EDI Partner Aliases  
      Interface Setup EDI Partner Item Aliases  
      Interface Setup EDI Partner Transactions  
      Interface Setup EDI Trading Partners  
      Ledger Setup Accounting Periods  
      Payables Check Processing   Clear Record in Use
      Payables Vendor   Clear Vendor in Use
      Purchasing Vendor   Clear Vendor in Use
      Receivables Credit Collections Activity Clear Customer in Use
      System Change Change Broker on Invoices  
      System Change Change Route on Invoices  
      System Change Change Sales Rep on Invoices  
      System Rebuild Collapse POST File  
      System Retention Retention Options  
      System Setup Business Models  
      System Setup Customize Menu  
      System Setup Export Tables  
      System Setup Import Tables  
      System Setup System Options  
      System Support Remove Recycled Records  
      System Support Restore Data from Backup  
      System Transfer Transfer Account  
      System Transfer Transfer Customer  
      System Transfer Transfer Item  
      System Transfer Transfer Location  
      System Transfer Transfer Sales Rep  
      System Transfer Transfer Tables  
      System Transfer Transfer Vendor  
      System   Install New Release  
      User   Concurrent Users Clear Users
      Users Setup Users Printers Printers
System Administration Admin GL System Interface EDI Acknowledgments    
      Interface EDI Inbox Processing    
      Interface EDI Outbox Processing    
      Interface EDI Reissue Transaction    
      Interface EDI Transaction Batching    
      Interface Setup Interface Options  
      Inventory Setup Inventory Options  
      Inventory Standards Adjust Transfer Prices  
      Item Setup Item Options  
      Ledger Setup Ledger Options  
      Ledger Setup Tax Options  
      Payables Setup Payables Options  
      Purchasing Setup Purchasing Options  
      Receivables Setup Receivables Options  
      Sales Setup Remove from Ordering History  
      Sales Setup Sales Options  
      Shipping Setup Shipping Options  
      System Backup Databases    
      System Copy Invoices to History    
      System Rebuild Rebuild Credit Statistics  
      System Rebuild Rebuild Ordering History  
      System Rebuild Rebuild Pick Lists  
      System Rebuild Rebuild Price Lists from History  
      System Rebuild Rebuild Purchase History  
      System Rebuild Rebuild Slotted Volume  
      System Rebuild Rebuild Vendor Yields  
      System Reindex Files    
      System Retention EDI Retention  
      System Retention AR and AR Retention  
      System Retention Inventory Retention  
      System Retention Invoice History Retention  
      System Retention Ledger and Valuation Retention  
      System Retention Lot Retention  
      System Support Committed Inventory Integrity  
      System Support Complete Analysis  
      System Support Customer Balances Analysis  
      System Support Individual Lot Integrity  
      System Support Inventory Lot Analysis  
      System Support Slotted Inventory Integrity  
      System Support Slotted RSVD Integrity  
      System Support Vendor Balances Analysis  
      User Options     All Users
End of Day Admin GL System System Close End of Day    
End of Day Print Admin GL   System Print End of Day    
Contacts   System User eContacts    
      User eMessages    
Implementation   System System Setup Load Payables  
      System Setup Load Receivables  
      System Setup Load Inventory  
Profit Margin GL   Inventory Inquiry Hold Lot Inquiry See Costs
      Item Item   See Costs
      Ledger Commission Processing   See Costs
      Ledger Margin Reports Buyer Margin Report  
      Ledger Margin Reports Custom Margin Report Formatting  
      Ledger Margin Reports Custom Margin Reports  
      Ledger Margin Reports Customer Margin Report  
      Ledger Margin Reports Invoice Cost Register  
      Ledger Margin Reports Item Margin Report  
      Ledger Margin Reports Price Class Margin Report  
      Ledger Margin Reports Route Margin Report  
      Ledger Margin Reports Sales Rep Invoice Cost Register  
      Ledger Margin Reports Sales Rep Margin Report  
      Receivables Invoice Inquiry   See Costs
      Sales Inquiry Order Status See Costs
      Sales Inquiry Sales Cost Analysis See Costs
      Sales Inquiry Sales Inquiry See Costs
      Sales Reports Customer Item Report See Costs
      Sales Reports Inventory Availability See Costs
      Sales Reports Lot Controlled Item Report See Costs
      Sales Sales Orders Incoming EDI See Costs
      Sales Sales Orders   See Costs
      Shipping Inquiry Order Status See Costs
      Shipping Order Control   See Costs
      Shipping Reports Inventory Availability See Costs
      Shipping Reports Lot Controlled Item Report See Costs
Selling Prices Sales Sales Interface External System ESI Item Base Price  
      Interface External System ESI Items by Price Class  
      Sales Pricing Pricing Setup  
      Sales Pricing Print Base Prices  
      Sales Pricing Set Fixed Prices  
      Sales Pricing Set Selling Prices  
      Sales Pricing Set Substitute Prices  
      Sales Sales Orders   Override Min Gross Profit Prevent Setting
Price Exceptions Sales AR Sales Interface External System ESI Price Exceptions Export  
      Sales Pricing Price Exceptions  
      Sales Pricing Price Exceptions Inquiry  
      Sales Pricing Price Programs  
      Sales Pricing Price Exceptions Report  
Price Sheets Sales Sales Sales Pricing Price Sheet Setup  
      Sales Pricing Print Price Sheets  
Sales Orders Sales AR Sales Sales Sales Orders    
Override Strict Cool in Sales Sales OPS AR GL Sales Sales Sales Order   Change Strict COOL in Sales Orders
Packs in Orders Sales OPS AR GL Sales Sales Sales Order   Change Packs in Sales Orders
Lots in Orders Sales OPS AR GL Sales Sales Sales Orders   Assign Lots
      Shipping Order Control   Assign Lots
      Shipping Shipping   Assign Lots
      Shipping Update Pick List   Assign Lots
Slots in Orders Sales OPS AR GL Sales Sales Sales Orders   Assign Slots
      Shipping Order Control   Assign Slots
Costs in Orders GL Sales Sales Sales Orders   Assign Cost Buckets/Allocations
Credit Orders Sales Sales Sales Credit Orders    
Credit Order Approval AR Sales Sales Credit Orders   Credit Order Approval
Release Credit Hold AR Sales Customer     Credit Management
      Receivables Release Credit Holds    
Sales Inquiry Sales Sales Sales Inquiry Order Status  
      Sales Inquiry Sales Analysis  
      Sales Inquiry Sales Cost Analysis  
      Sales Inquiry Sales Inventory  
      Shipping Zero Price Check    
Sales Reports Sales Sales Interface External System ESI Orders  
      Sales Reports Customer Call Sheets  
      Sales Reports Customer Days Ordered Report  
      Sales Reports Customer Not Ordering Report  
      Sales Reports Customer Ordering Profile  
      Sales Reports Customers by Item Report  
      Sales Reports Customers Items Report  
      Sales Reports Daily Sales by Item Group Report  
      Sales Reports Daily Sales Report  
      Sales Reports Inventory Availability Report  
      Sales Reports Items by Customer Report  
      Sales Reports Items by Customer Weekly Report  
      Sales Reports Planning Report  
      Sales Reports Price Overrides Report  
      Sales Reports Sales Rep Activity Report  
      Shipping Reports Inventory Availability Report  
Terms in Sales Orders AR Sales Sales Sales Orders   Change Terms in Sales Orders
Shipping Papers OPS Shipping Shipping Shipping Papers    
Order Control OPS Sales AR GL Shipping Shipping Order Control    
OK to Ship Sales AR Shipping Shipping Order Control   Ok to Ship Approval
OK to Invoice AR GL Shipping Shipping Order Control   Ok to Invoice Approval
Shipping OPS AR Shipping Sales Sales Orders   Shipping
      Shipping Dispatching   Shipping
      Shipping Order Control   Shipping
      Shipping Out of Stick    
      Shipping Shipping    
Prices in Shipping AR GL Shipping Sales Pricing Set Zero Priced Orders  
      Sales Reports Sales Variation Report  
      Shipping Shipping   Selling Prices
Pick List OPS Shipping Shipping Update Pick List    
Dispatching OPS GL Shipping Shipping Dispatching    
Credit Returns OPS Sales AR GL Shipping Sales Credit Orders   Add Back to Inventory
Shipping Inquiry Sales OPS AR GL Shipping Sales Inquiry Items Ordered  
      Shipping   Shipping  
      Shipping Inquiry Order Status  
      Shipping Inquiry Items Ordered  
      Shipping Inquiry Shipped Unspecified  
      Shipping Inquiry Carrier Inquiry  
      Shipping Inquiry Committed Inventory  
Shipping Reports OPS Sales AR GL Shipping Sales Reports Lot Controlled Items Report  
      Sales Reports Weekly Weight Shipped Report  
      Sales Reports Short Shipments Report  
      Shipping   Totes and Pallets  
      Shipping Reports Ground Freight Schedule  
      Shipping Reports Lot Controlled Items Report  
      Shipping Reports Planning Report  
Re-Print Pick List OPS Shipping Shipping Shipping papers Reprint Pick List  
Purchase Order Buyer AP GL Purchasing Interface External System ESI Remote Shipments  
      Purchasing Purchasing   Open Purchase Order
      Purchasing Purchase Orders   Open Purchase Order
Receiving Purchases OPS AP GL Purchasing Purchasing Purchasing   Receive Purchase Order
      Purchasing Receive Purchase Order    
Complete Purchases AP GL Purchasing Purchasing Purchasing   Complete Purchase Order
      Purchasing Complete Purchase Order    
      Purchasing Reports SAFIS Reporting  
Product Returns OPS AP GL Purchasing for future use      
Returns Shipping OPS AP GL Purchasing for future use      
Returns Complete AP GL Purchasing for future use      
Other Purchasing Buyer OPS AP GL Purchasing Purchasing Other Purchase Orders Other Purchase Orders  
Other Receiving OPS AP GL Purchasing Purchasing Other Purchase Orders Receiving Other Purchase Orders  
Other Complete AP GL Purchasing Purchasing Other Purchase Orders Completing Other Purchase Orders  
Selling Hold Buyer GL Purchasing Purchasing Selling Hold    
Floor Reports OPS Purchasing for future use      
Purchasing Inquiry Buyer OPS AP GL Purchasing Purchasing   Purchase Orders  
      Purchasing Inquiry Items on Order  
      Purchasing Inquiry Purchase Inquiry  
      Purchasing Inquiry Purchasing Status  
      Purchasing Inquiry Vendor Purchases  
      Purchasing Purchasing    
Purchasing Reports Buyer AP GL Purchasing Purchasing Reports Daily Purchases Report  
      Purchasing Reports Goods In Report  
      Purchasing Reports Inventory Status Report  
      Purchasing Reports Planning Report  
      Purchasing Reports Print Open Purchase Orders  
      Purchasing Reports Purchasing Activity Report  
      Purchasing Reports Purchasing Forecast Report  
      Purchasing Reports Settlement Report  
      Purchasing Reports Vendor No Activity Report  
      Purchasing Reports Vendor Purchases Report  
      Purchasing Reports Weekly Weight Purchased Report  
      Purchasing Reports Weeks Onhand Report  
Work Orders OPS Inventory Inventory Work Orders    
Work Order Staging OPS Inventory for future use      
Work Order Complete OPS Inventory Inventory Work Orders    
Bill of Materials OPS GL Inventory Inventory Standards Standards Quick  
      Inventory Standards Bill of Material  
      Inventory Standards Standard Transfers  
      Inventory Standards Where Materials Used Report  
Standards - Yields OPS GL Inventory for future use      
Standards - Costs OPS GL Inventory Inventory Standards Adjust Standard Costs  
      Inventory Standards Adjust Standard Yields  
Inventory Transfer OPS Inventory Inventory Inventory Transfer    
Planned Transfer OPS Inventory Inventory Planned Transfer    
Transfer Receiving OPS Inventory for future use      
Transfer Complete OPS Inventory for future use      
Lot Charges OPS Inventory Inventory Other Lot Charges  
Inventory Adjustments OPS Inventory Inventory   Inventory Adjustments  
      Inventory Other Slot Adjustments  
Inventory Reconcilation OPS Inventory Inventory Inventory Reconcilation    
Cost of Goods Sold OPS Inventory Inventory   Cost of Goods Sold  
      Inventory Other Hold Lots Resolution  
      Inventory Reports Costed Items Accrual Report  
Change Item Info OPS Inventory Inventory Lot Info    
Non Owned OPS Inventory Inventory Non Owned Non Owned Inductions  
      Inventory Non Owned Non Owned Releases  
      Inventory Non Owned Non Owned Transfers  
      Inventory Non Owned Non Owner Slot Adjustment  
      Inventory Reports Lot Anniversay Report  
Floor Reports OPS Inventory for future use      
Inventory Inquiry OPS Sales Buyer AP AR Inventory Inventory Inquiry Hold Lots Inquiry  
      Inventory Inquiry Inventory Dates Inquiry  
      Inventory Inquiry Inventory Inquiry  
      Inventory Inquiry Inventory Transactions Inquiry  
      Inventory Inquiry Production Requests Inquiry  
      Inventory Inquiry Item Inquiry  
      Inventory Inquiry Lotted Inventory Inquiry  
Inventory Reports OPS GL Inventory Interface External System ESI Inventory  
      Inventory Reports Action Required Report  
      Inventory Reports Inventory Adjustments Report  
      Inventory Reports Inventory Aging Report  
      Inventory Reports Inventory Transactions Report  
      Inventory Reports Inventory Transfers Report  
      Inventory Reports Inventory Valuation Report  
      Inventory Reports Lot Aging Report  
      Inventory Reports Lot History Report  
      Inventory Reports Lot Valuation Report  
      Inventory Reports Physical Inventory Report  
      Inventory Reports Physical Slot Inventory Report  
      Inventory Reports Planning Report  
      Inventory Reports Production Planning Report  
      Inventory Reports Production Results Report  
Invoicing AR GL Receivables Sales Sales Orders   Invoicing
      Sales Credit Orders   Invoicing
      Shipping Shipping   Invoicing
      Shipping Dispatching   Invoicing
      Receivables Invoicing    
Invoice Posting AR GL Receivables Receivables Invoice Posting    
Cash Receipts AR GL Receivables Receivables Cash Applications    
      Receivables Misc Cash Receipts    
Receivable Adjustments AR GL Receivables Receivables Adjustments Credit Memos  
      Receivables Adjustments Debit Memos  
      Receivables Adjustments Hand Prepared Invoices  
      Receivables Adjustments Apply Finance Charges  
Bank Deposits GL Receivables Receivables Bank Deposits    
Credit Management AR GL Receivables Receivables Credit Collections Customer Credit  
      Receivables Credit Collections Credit Holds Report  
      Receivables Credit Collections Credit Limits Report  
      Receivables Credit Collections Insurance Carrier Report  
      Receivables Credit Collections Collections Report  
      Receivables Credit Collections Collections Activity  
      Receivables Reports Customer Credit Report  
      Receivables Setup Insurance Carrier  
Receivable Inquiry AR GL Receivables

Inside Sales Orders

   Open Invoices Inquiry
      Sales   Customer  
      Sales Setup Carrier  
      Shipping Setup Carrier  
      Receivables   Receivables Inquiry  
      Receivables Customer   Inquiry
      Receivables Reports Receivables Adjustment Inquiry  
Receivable Reports AR GL Receivables Interface External System ESI Invoices  
      Interface External System ESI Open AR  
      Receivables Reports Aged Receivables Report  
      Receivables Reports Cash Activity Report  
      Receivables Reports Cash Projections Report  
      Receivables Reports Cash Receipts Journal  
      Receivables Reports Credit Orders Report  
      Receivables Reports Customer Trial Balance  
      Receivables Reports Invoice Accrual Report  
      Receivables Reports Invoice Activity Report  
      Receivables Reports Invoice Register  
      Receivables Reports Misc Cash Receipts Journal  
      Receivables Reports Unapplied Cash Report  
      Receivables Statements Statements Corporate  
      Receivables Statements Statements Expanded  
      Receivables Statements Statements Itemized  
      Receivables Statements Statements Monthly  
      Receivables Statements Statements Weekly  
Vouchers AP GL Payables Payables Vouchers    
Voucher Adjustments AP GL Payables Payables Voucher Adjustments    
Checks AP GL Payables Payables Check Processing    
      Payables Hand Checks    
      Payables Misc Cash Disbursements    
      Payables Advances    
Commissions AP GL Payables Ledger Commission Processing    
      Ledger Setup Commission Type  
Payable Inquiry AP GL Payables Purchasing Vendor   Inquiry
      Payables Vendor   Inquiry
      Payables Payables Inquiry    
      Payables Reports Accrual Recovery Inquiry  
      Payables Reports Duplicate Voucher Inquiry  
Payable Reports AP GL Payables Interface External System ESI Open AP  
      Interface External System ESI Purchases  
      Payables Payment Selection Report    
      Payables Reports 1099 Report  
      Payables Reports Aged Payables Report  
      Payables Reports Check Activity Report  
      Payables Reports Check Register  
      Payables Reports Freight Reconciliation Report  
      Payables Reports Vendor Trial Balance  
      Payables Reports Voucher Accrual Report  
      Payables Reports Voucher Activity Report  
      Payables Reports Voucher Distribution Report  
      Payables Reports Voucher Register  
Post Batches GL Ledger Ledger Post Batches    
Journal Entries GL Ledger Ledger Journal Entries    
Bank Reconciliation GL Ledger Ledger Bank Reconciliation Clear Deposits  
      Ledger Bank Reconciliation Clear Checks  
      Ledger Bank Reconciliation Bank Reconciliation  
Budget GL Ledger Ledger Budget Budget Maintenance  
Accounts GL AP Ledger Ledger Accounts    
      Ledger Setup Cost Centers  
Cost Adjustments GL AP Ledger Ledger Setup Sales Account  
      Ledger Setup Cost Adjustment  
Ledger Inquiry GL Ledger Ledger Cash Balances Inquiry    
      Ledger Account Inquiry    
      Ledger Activity Statistics Inquiry    
Ledger Reports GL Ledger Interface External System ESI Operating Statistics  
      Interface External System ESI Posted Transactions List  
      Interface External System ESI Posted Tx Between Dates  
      Interface External System ESI Profit Projections  
      Interface External System ESI Trial Balance  
      Interface External System ESI Value Adjustments  
      Ledger Budget Budget Report - Monthly  
      Ledger Budget Budget Report - YTD  
      Ledger Budget Budget to Actual Comparison  
      Ledger Financial Reports Balance Sheet  
      Ledger Financial Reports Financial Statement Formatting  
      Ledger Financial Reports Income Statement  
      Ledger Financial Reports Income Statement Expanded  
      Ledger Financial Reports Journal Entry Activity Report  
      Ledger Financial Reports Posted Transaction List  
      Ledger Financial Reports Sales by State Report  
      Ledger Financial Reports Transactions by Journal List  
      Ledger Financial Reports Trial Balance  
      Ledger Financial Reports Value Added Analysis Report  
      Ledger Financial Reports Weekly Operating Statistics  
      Ledger Financial Reports Weekly Profit Projections  
Brokers Sales AR Tables Sales Setup Broker  
Carriers Sales OPS AR AP GL Tables Sales Setup Carrier  
      Shipping Setup Carrier  
Customers Sales AR GL Tables Sales Customer    
      Receivables Customers    
      Shipping Dispatching   Change Route for Customer
      Shipping Dispatching   Change Stop For Customer
Customer Tables AR GL Tables Sales Setup Customer ShipTo  
      Sales Setup Customer Class  
      Sales Setup Item Alias  
      Sales Setup Item Alias Group  
      Sales Setup Price Class  
      Sales Setup Chain  
      Sales Setup Region  
Items OPS GL Tables Item Item    
Item Tables OPS Tables Inventory Setup Country  
      Inventory Setup Methods of Production  
      Inventory Setup COOL Identity  
      Item   Item Group  
      Item   Item Digits  
      Item   Item Class  
      Item   Item Pack  
      Item Setup Pack Unit  
      Ledger Setup Sales Category  
      Ledger Setup Sales Adjustment Group  
Locations OPS GL Tables Inventory Setup Location  
Payment Terms AR GL Tables Payables Terms    
      Receivables Terms    
Vendors AP Buyer GL Tables Purchasing Other Purchasing Vendor Inquiry
      Purchasing Purchase Orders   Vendor Inquiry
      Payables Voucher   Vendor Inquiry
      Purchasing Other Other Purchase Orders Vendor Inquiry
Other Tables GL Tables Inventory Setup Department  
      Ledger Setup Next Day Freight Class  
      Ledger Setup Tax Type  
      Purchasing Setup Voiding PO Reasons  
      Purchasing Setup Buyer  
      Sales Setup Price Master  
      Sales Setup Sales Rep  
      Sales Setup Credit Order Reasons  
      Sales Setup Voiding Order Reasons  
      Shipping Setup Route  
      Shipping Setup Dispatcher  
      Shipping Setup Short Ship Reasons  

 

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