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

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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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• 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
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• Can Credit Delivery Fees on Sales orders

Event Specific Features

Can Remove All Attendees

• Allow delete of any event attendee (Events menu, Event Maintenance, Attendees tab)

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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

• Useful things to know#SystemMessagestoUsers sent on change of any journal in the system

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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• 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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• Enable discount fields on sales order to be adjusted ($ and %)
• $ discount is an amount discounted from unit cost - updating $ will calculate %, updating % will calculate $
• Only Discount % is saved (Discount $ is calculated)
• Note $ cannot be adjusted if the article has zero unit cost
• Qualifier > % discount limit.  No qualifier = unlimited discount capability

Discount Portal Approver (518)

• Will be placed on the SMS approver list and can accept or reject discount requests
• This feature is also used for Inter-store Transfer requests. 

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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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• Allow saving of Record Stock Adjustment if 'Secure Stock Adjustments' is ticked on Stock Control form (Administration menu, Control, 'Maintain StockControl')
  • If this Secure feature "Can Record Stock Adjustment" has a non zero qualifier number when added to a role - then the user can select any GL account from the drop down
• Add option 'Journal stock differences (as reported) and Close (GL Acct GL account)' to Stocktake Action menu if stocktake status is Finalising and there are differences

Execute Store Transfers (273)

• Authority to approve store transfers 

Can See Item Buy Price

• 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 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.
  • XLS upload can upload average cost

    • If user does not have the secure feature

      1. Rest of record updated

      2. Yellow note Indicates average cost not updated due to lack of secure feature

  • 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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