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Secure features give users the Authority to do things.  They are attached to Roles.

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Can Maintain User Roles
  • Can save or delete Secure Features 33042179 (Administration menu, Control, Security, Secure Feature button)
  • Can save or delete Secure Feature for a Security and Roles in the system Role (Administration menu, Control, Security)
  • Can save or delete Security Role (Administration menu, Control, Security)
  • Can save or delete Security Role for an Employee (General Admin menu, Relationships, Employee) Roles tab

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  • Enable Secure and Encrypted check boxes on Symbols Config form (Administration menu, Configuration, Symbols Config)
  • Enable 'Company/Context Specific?' check box on Symbols Config form (Administration menu, Configuration, Symbols Config)
  • Can see and update encrypted value on Symbols Config form (Administration menu, Configuration, Symbols Config)
  • Can save or delete Secure Symbols Config (Secure box ticked) (Administration menu, Configuration, Symbols Config). Also requires 'Can Maintain Config' secure feature.
Email Copy
  • Any employee with a role of 'Email Copy' will be included in the To, CC and BCC lists of all composed emails.
Host Company Manager
  • Can update "Tenant Specific" Custom name on GL Chart of Accounts Accounts

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Customer (Debtor) Specific Features

See also CanMakeGlobalEntities33042179 and CanMergeBusinessEntities33042179

Maintain B E Details .... Note:B E stands for "Business Entity"

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  • Price list
  • Rating on customer - used for stock assignment
  • Exclude Sales from Raw Sales Data - used for stock sales forecasting
  • Fields in "Standard Profile" on Customer
  • Can Credit Delivery Fees on Sales orders


Event Specific Features

Can Remove All Attendees

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Rollback Creditors Payment Batch
  • on the Pay Suppliers form, Finder tab, there is a right click option to 'Rollback payment batch'. This action will unallocate and delete all journals in the batch, set the batch to Cancelled status, write an entry in the system event log showing the suppliers and payment amounts in the batch and set the Pay Suppliers batch back to Plan status.
FixedAssetManagement
  • Can create asset initial value from linked Creditor Invoices
  • Can create Monthly mass depreciation journals
  • Can adjust Financial Fixed Asset Fields on an Asset - Depreciation Method, Asset Expected Life, Taxable proportion, GL Class.
Notify on Journal Change
Asset Manager (not yet active)
  • Can update general asset details including owner, renter, bank card
Asset Financials (not yet active)
  • Purchased / Disposed area
Asset Certificates (not yet active)
  • Can update asset certificates
Asset Permissions log (not yet active)
  • Can update permissions log
Asset Status Changes (not yet active)
  • Can update asset status
Asset Maintenance Details (not yet active)
  • Can manage all asset maintenance details
Receive Tyro Discrepancies
  • An email is sent if the system transactions do not match the TYRO transactions reported when the POS tells TYRO to close the batch (the file from TYRO is attached to the batch)

Manufacturing Specific Features

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  • Lists all PO's in Sent, Confirmed, Shipped or Received Status
  • PO's filtered by employee branch - unless head office
  • Same columns and highlights as other PO reports

Users receive a daily email with the following attached

  • Each purchase order report list for all Branches

  • Each Move Order Report for all Branches

Receive Purchase Order Overdue Report
    • Users receive an email of the daily purchase orders highlighting overdue for their Branch  (note reports will be limited to users branch)

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  • Show 'Set Scan to Sent or Reqd on all lines' button under items list of Scan Receipt form
  • Will set Scan quantity to Sent quantity on all lines.
    1. If Sent quantity is null (shows as 0 in grid), will set Scan to Reqd.
    2. This will allow this feature to be used for receiving warehouse purchase orders where the Sent or Invoiced quantity might not have been set.
  • The Done button must still be clicked to finalise the process.

Sales Specific Features

Can Adjust Warranty Expiry

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  • Add option 'Authorise * unpaid Prepay Debtor' to Sales Order Status menu if system allows manual authorisation and order is not fully paid and debtor has no 'Terms (Days)' and 'Term Type' is Prepay
  • Allow automatic approval of orders in a selected order batch, either from the 'Auto Approve Orders' button on the Orders tab of the Order Batch form or from the 'Auto Approve Orders' option on the Order Batch form Action menu at the bottom of the form.
  • Enable CCTransactionSummary field on Secure Features 33042179 form Deliver/Log tab
Can Change All Order Statuses

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  • Allow update of Prices and MaxQty in Price Matrix (Stock menu, Price, Price Matrix)
  • Allow update of system generated carton barcode requires a qualifier of 9 or greater.
Can maintain prices
  • Allows update of prices in price matrix and price lists
  • Allows user to define and update promotions - requires a Qualifier of >0
  • Allows user to remove and upload Parcel Broker Freight Rate Tables - requires a Qualifier of >4

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  • Can save or delete an Article
  • Allow update of Prices and MaxQty in Price Matrix (Stock menu, Price, Price Matrix)
  • Can update SKU/Item Code in Article - only if qualifier is >0
  • Allow update of system generated carton barcode requires a qualifier of 9 or greater.
Can Maintain Item Sell Rate

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  • See journal details of creditor journals
  • See general (COGS, Cost Of Goods Sold) journals for a sales order
  • See 'Default Buy Price' on Article tab and 'Average Cost' and 'Alternate Buy Price' on Prices tab of Article form
  • Include 'AvgCost' column on Article form Audit tab, Log tab
  • Allow list of Cost Of Goods Sold on Article form, Audit tab, COGS tab
  • Allow list of Average Cost History on Secure Features 33042179 form, Audit tab, AvgCostHistory tab
  • Include 'AvgCost' column on Price List form (Stock menu, Price, Price Lists) Prices tab
  • Include 'AvgCost' column on Price Matrix form (Stock menu, Price, Price Matrix)
  • Include 'AvgCost' column on Stock Location form (Stock menu, Stock Location) Valuation tab
  • Include 'AvgCost' column on Stock Location form (Stock menu, Stock Location) Reports tab
  • See Total value of Purchase Order
  • See fields 'Unit Price', 'Requested Unit Price', Value and 'Value Inc Tax' in Purchase Order from PO to Goods Receipt items
  • Note - if the Qualifier is >0
    • then the user can also update average cost. An associated journal will be created. All changes to average cost are tracked.
    • Can see Cost and Sell Price columns on Repair Symptoms setup screen
  • Can run reports on Stocktake of value changes due to stocktake

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  • Add option 'Recalc Sell rate for all articles' to Special menu at bottom of Article form
  • Add option 'Update Item sales history' to Special menu on Forecasting form (Purchase menu, Forecasting)
  • Enable 'Use By' field on article stock display, e.g. Stock menu, Articles, Stock tab or Stock menu, Warehouses and Stock Locations, Stock tab
  • Enable Quantity field on article stock display, e.g. Stock menu, Articles, Stock tab or Stock menu, Stock Location, Stock tab, only if 'Allow Unjournalled stock adjustments' is ticked on Stock Control form (Administration menu, Control, Maintain StockControl)
  • Enable the article search code field on the order batch picking form (Sales menu, Daily Runs (Batches), Pick a Batch), centre bottom
  • Allow creation of stock from a stocktake
  • Can make Stock Locations Archived
  • Enable import of min max levels by warehouse
  • If the Host Company also has credentials for the API for Channel Advisor
    • Push available qty to Channel Advisor (absolute) all SKU's
    • IF dirty sku list has items > Push available qty to Channel Advisor (absolute) Dirty SKU's
    • Sync from Channel Advisor (Get CA ID from SKU)
  • Qualifier = 1
    • Remove Excess Stock from Retail store form > enables SOH and Sell Rate and Weeks Cover Values
Article Assembly Maintenance

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