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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
  • 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)
Senior Acc ( Senior Accountant )
  • Adds a report on Debtor - "All Open Transactions"  (used for invoice factoring and Octet)

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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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  • XLS will be emailed at 1pm each workday with the Wholesale Orders at risk based on PO expected receipt dates

Sales Specific Features

Can Adjust Warranty Expiry

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  • Enable MATOverride ( /wiki/spaces/SI/pages/33055206 Target ) for up to 8 weeks from Start Date of Debtor
  • Add options 'Cancel and Rollback' and 'Cancel no Rollback' to the Status menu of a Sales Order, if permitted
  • Add options 'Cancel Invoice (even if Delivered)' and 'Rollback - unpick - Could not be delivered' to the Status menu of a Sales Order if the order status is Delivered, the order has been invoiced and the Host Company (your business/s) has 'Has Accounting Ledgers?' ticked on the 'G/L and BAS' tab
  • Add option 'Record a payment journal for this order*' to Customer Sales Order Status menu if Status is Plan and it is not a Gift Registry order
  • Add option 'Authorise this Easy3 order*' to Customer Sales Order Status menu if Status is Plan, 'Payment Method' is 'Easy 3' and the order is not yet invoiced
  • Add option 'Authorise this 60D order*' to Customer Sales Order Status menu if Status is Plan, 'Payment Method' is '60 Day Program' and the order is not yet invoiced
  • Add option 'This order was lost or misdirected - pick and ship again' to Customer Sales Order Status menu if Status is Despatched and order is not being re-picked and order is either an incentive order less than 40 days old or the order close date is less than 180 days old
  • Add options 'Order found - return to stock in shipping warehouse' and 'Order found - Add to consultant warehouse' to Customer Sales Order Status menu if order is missing
  • Add option 'Rollback - unpick - Could not be delivered' to the Status menu of an [EDI sales order]   (Electronic Data Interchange)
  • Add option 'Process import file filename' to Admin menu at bottom of Debtor form, provided that an import file has been loaded using the 'Upload/Import file...' button at the bottom right of the Customer tab
  • Enable the 'Payment Date' field of a debtor credit card payment
  • Enable the Authorisation field of a debtor payment
  • Enable Status field of an Order Batch or Delivery Run
  • Enable 'Sales Rep / Batch Owner' selection list of an Order Batch (Customers tab)
  • >10 Qualifier > POS will log the logged in user into the POS screen as the sales rep
Can Maintain Article Details
  • 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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