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

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  • If the user has a Role that has the Secure Feature 'Can See Item Buy Price' with a Qualifier greater than 0 then the 'Average Cost' field on the Article form (Stock menu, Articles) Prices tab will be enabled
  • Any user will see on the supplier > Articles supplied list > will see columns "Supplier Part Number" and "Supplier Part Name"
  • If user has qualifier > 0 then upload spreadsheet of SKU changes including a column "Average Cost" or "AvCost" will update the average cost and write a journal.  User without a qualifier will be notified by a yellow note that the average cost change failed
  • Enables RRP update on Furniture Wizard where estimating new RRP to charge

List of secure features

Secure features are listed here by functional area, with the details of what they do.

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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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  • Allows modification of Host Company
  • Shared Instances this feature is available to system managers only (ie persons who support all users of the shared instance).
  • Can update Article CategoriesAdds a report on Debtor - "All Open Transactions"  (used for invoice factoring and Octet)
  • Adds columns to Debtor Aging - Phone number, Email Address

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  • When a Bulk Pay Creditors batch has been created - allows user to rollback the batch.  Will not roll back if any journals have been reconciled in the bank

Customer (Debtor) Specific Features

See also 33042179 and 33042179

  • reconciled in the bank


Customer (Debtor) Specific Features

See also 33042179 and 33042179

Note that from the debtor screen creation of invoices, payments or credit notes will not be available if the entity is "invoice my parent" or "invoice my buying group"

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

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  • Allow Save of Debtor Payment with Payment Method of Credit Card, which will process credit card payment
  • Allow 'Authorise Now' option from Authorise menu on Debtor Payment form, which will process credit card payment
  • A Non Zero Value will allow visibility of the "Merchant" Value on Host Company (your business/s) bank accounts - this is where the merchant code is entered for gateways like Eway Credit Card Gateway Module
  • Required to do POS cash count if credit cards used in POS
Can change invoice due date

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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
Is Rental Manager

Can see Venue Rent values (otherwise hidden)


Event Specific Features

Can Remove All Attendees

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  • List Journal Batches marked Private that I did not create in the Journal Batch form (GL menu, Batches) Batch Locator tab
  • List Journal Batches marked Private that I did not create in the Batch drop-down list of various journal forms
  • Qualifier >= 10 = can reopen POS Credit Card Batchs
Can Change Account Opening Balance

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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 batchTYRO 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)

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.
Receive Marketplace Orders Report
  • 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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  • Users with no Qualifier get only for stores they are a manager forUsers with qualifier >5 get for all stores

  • Users with qualifier >5 get for all stores

Can Skip Terms And Conditions Signature
  • Can approve items that otherwise require an online signature
Can See All Sales Report Columns
  • Can see all columns in Sales KPI data reports
Can Confirm Cash Count
  • Required to do POS cash count


Stock Specific Features

Can see Sales Order Gross Profit

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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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  • Can track time on a Repair, add parts and update symptoms
Receive Retail O O S Alert
  • Email template (Repair / Alert / Management) is sent if a part is used on a repair and there is no stock of that part
Change Symptom Repair Price

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  • No qualifier > can see reports only for the entity they are logged into
  • Qualifier > 1 can see all Franchisees regardless of the entity they are logged into
Missing Repairable Parts
    Will receive email based on POS count of repairable parts when parts are not found when expected

    1. Receive an email when a repairable bag is sealed in store without scanning all parts.

    2. Receive an email when a repairable bag is closed in warehouse without scanning all parts.

Bookings Specific Features

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Drivers and Cash Counting Specific Features

Can Confirm Cash Count

  • Used to determine who can confirm other peoples cash counts - and hence who can see across cash counts.

  • User needs to also have access to the entity through employee context

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