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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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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Can see Venue Rent values (otherwise hidden)
Event Specific Features
Can Remove All Attendees
- Allow delete of any event attendee (Events menu, Event Maintenance, Attendees tab)
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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
- 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)
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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- 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 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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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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