Role
Enter the role name, or click the Lookup button
to list all existing roles.
Description
Type a description for the role.
Entry
Sample
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1.
Tasks
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|
Use the Tasks tab to
assign security permissions or to allow or restrict access to modules
and tasks for the current role. Initially, all check boxes on the Tasks
tab are defaulted to a cleared setting.
Select the Sage 100 check box to select
all of the tasks. Select the check box next to a module to select all
of the task types for that module. Select the check box next to a specific
task to specify that all of the security permissions for that task are
allowed. Clear check boxes to restrict access to tasks or to specify that
security permissions for tasks are not allowed.
Note Double-click
the Sage 100 check box to expand or collapse the tasks tree view.
Some modules offer the
Access/No Access method for setting security permissions, while other
modules allow you to set more refined levels of security permissions.
The following section lists the refined level security permissions that
are available for some modules.
|
Create
|
Allows the user
to create new entries. The Modify and View security permissions
are assumed if this check box is selected.
|
|
Modify
|
Allows the user
to modify existing entries. The View security permission is assumed
if this check box is selected.
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Remove
|
Allows the user
to delete entries. The View security permission is assumed if
this check box is selected.
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View
|
Allows the user
to only view entries.
|
Note Setup option tasks
can only use the Modify and View security permissions.
Note If you
select the Create security permission and clear the Modify and View security
permissions for a task, the Modify and View security permissions will
be selected the next time you access the Tasks tab. This occurs because
the Modify and View security permissions are assumed when you select the
Create security permission.
|
Update
|
Allows the user
to update entries. The Print attribute is assumed if this check
box is selected.
|
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Print Only
|
Allows the user
to print update reports, but not update files.
|
|
Modify
|
Allows the user
to modify existing entries. The View security permission is assumed
if this check box is selected.
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|
View
|
Allows the user
to only view entries.
|
|
2.
Security Events
|
|
Use the Security Events tab to assign security
events for the current role. Initially, all check boxes are defaulted
to a cleared setting on the Security Events tab. Select the Sage 100
check box to select all of the security events. Select the check box next
to a module to select all of the security events for that module. Select
the check box next to a specific security event to assign it for the current
role. Clear check boxes to specify which security events are not assigned
for the current role.
Note Double-click
the Sage 100 check box to expand or collapse the security events tree
view.
Some modules offer the Allow Supervisor Rights
security event, while other modules allow you to assign individual security
events.
The following section lists the common and module-specific
security events available for some modules.
Common Information
security events:
| Allow Access to Direct
Deposit Setup in Bank Code Maintenance |
Allows the user to
enter the banking information to use for direct deposit processing
in Bank
Code Maintenance. |
| Allow Access to MICR
Setup in Bank Code Maintenance |
Allows the user to
enter the MICR information to print on the checks in Bank
Code Maintenance. |
Module-specific
security events:
Accounts
Payable
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
|
Allow
Editing of History Data in Vendor Maintenance
|
Allows
the user to edit historical data in Vendor
Maintenance.
|
|
Allow
Editing of Statistic Data in Vendor Maintenance
|
Allows
the user to edit statistical data in Vendor
Maintenance, except aging and credit information.
|
|
Allow
Purging of Vendor Audit
|
Allows
the user to purge vendor audit data whether it is printed,
previewed, or deferred.
|
|
Allow
to Enter Payments for Inactive Vendors
|
Allows
the user to enter payments for inactive vendors in Check
and Electronic Payment Maintenance.
|
| Allow Updating
of Journals from Preview |
Allows the
user to update the journal or register from preview without
printing a hard copy of the journal or register. |
| Allow User
Access to Remove Voided Checks |
Allows the
user to purge data for voided checks using the Remove
Voided Checks utility. |
Accounts
Receivable
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
| Allow Bill
To Customer Number Override During A/R Data Entries |
Allows the
user to override the bill-to customer number during data
entry. |
|
Allow
Editing of History Data in Customer Maintenance
|
Allows
the user to edit historical data in Customer
Maintenance.
|
| Allow Editing
of History Data in Salesperson Maintenance |
Allows the
user to edit salesperson historical data in Salesperson
Maintenance. |
|
Allow
Editing of Statistic Data in Customer Maintenance
|
Allows
the user to edit statistical data in Customer
Maintenance, except aging and credit information.
|
|
Allow
Purging of Customer Audit
|
Allows
the user to purge customer audit data whether it is printed,
previewed, or deferred.
|
|
Allow
to Enter Cash Receipts for Inactive Customers
|
Allows
the user to enter cash receipts for inactive customers
in Cash
Receipts Entry.
|
| Allow Updating
of Journals from Preview |
Allows the
user to update the journal or register from preview without
printing a hard copy of the journal or register. |
Bank
Reconciliation
| Allow Exporting
of Auto Check Reconciliation Settings |
Allows the
user to export the check format settings to a file. |
| Allow Exporting
of Positive Pay Export Settings |
Allows the
user to export the export format settings to a file. |
| Allow Importing
of Auto Check Reconciliation Settings |
Allows the
user to import the check format settings to a file. |
| Allow Importing
of Positive Pay Export Settings |
Allows the
user to import the export format settings to a file. |
| Allow Updating
of Registers from Preview |
Allows the
user to update the register from preview without printing
a hard copy of the register. |
Bill
of Materials
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
| Allow Entry
of Negative Quantities in Disassembly Entry |
Allows the
user to enter negative quantities for produced and purchased
items in Disassembly
Entry. |
| Allow Updating
of Registers from Preview |
Allows the
user to update the journal or register from preview without
printing a hard copy of the journal or register. |
Business
Insights
| Allow User
to Maintain Public View Settings and Set Default View
Setting |
Allows the
user to maintain public views and set the default view
setting for all users. After the default view setting
is set, other users can change their own view settings. |
Common Information
| Allow Access
to Direct Deposit Setup in Bank Code Maintenance |
Allows the
user to access the Direct
Deposit Information window in Bank
Code Maintenance. If this security event is disabled,
the Direct Dep button is not available. |
| Allow Access
to MICR Setup in Bank Code Maintenance |
Allows the
user to access the MICR
Information window in Bank
Code Maintenance. If this security event is disabled,
the MICR button is not available. |
eBusiness
Manager
|
Allow
Updating of Journals from Preview
|
Allows
the user to update the journal or register from the Preview
button without printing a hard copy of the journal or
register.
|
General
Ledger
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
|
Allow
Fiscal Year Recalculate
|
Allows
the user access to the Recalculate button in Fiscal
Year Maintenance.
|
|
Allow
Out-of-Balance Journal Entries
|
Allows
the user to update entries that are out-of-balance.
|
|
Allow
Purging of Account Audit
|
Allows
the user to purge the account audit.
|
| Allow Updating
of Journals from Preview |
Allows the
user to update the journal or register from the Preview
button without printing a hard copy of the journal or
register. |
Inventory
Management
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
|
Allow
Automatic Display of Full Extended Item Description When
Not in a Grid
|
Allows
the user to automatically display the extended item description
after the item code is entered in Item
Maintenance.
|
|
Allow
Defaulting of Quantity on Hand to Quantity Counted in
Physical Count Entry
|
Allows
the quantity on hand amount to be defaulted into the Quantity
Counted field in Physical
Count Entry.
|
|
Allow
Inactive Items During I/M Transaction Entry
|
Allows
the user to enter an item for which the Inactive Item
check box is selected in Item
Maintenance when adding a new line in Transaction
Entry.
|
|
Allow
Printing of Quantity on Hand on Physical Count Worksheet
|
Allows
the user to print the item quantity on hand on the Physical
Count Worksheet.
|
|
Allow
Purging of Item Audit
|
Allows
the user to purge the item audit.
|
| Allow Updating
of Registers from Preview |
Allows the
user to update the journal or register from the Preview
window without printing a hard copy of the journal or
register. |
Job
Cost
| Allow to
Override Status Selections in Job Status Maintenance |
Allows the
user to enter a job number in a data entry task even if
the job's status is not allowed in Job
Status Maintenance. |
Library
Master
| Allow Access
to All Scheduled Tasks |
Allows the
user to access all task scheduling jobs in Task
Scheduler. If this security event is disabled, the
user can view only the jobs for the workstation. |
|
Allow
Accounting Date Beyond One Future Period
|
Allows
the user to set the accounting date beyond one future
period.
Note To restrict the
accounting date to the current and one future period,
you must clear this check box and select the Restrict
Accounting Date to Current and One Future Period check
box in Company
Maintenance.
|
|
Allow
Override of Credit Card on Credit Memo
|
Allows
the user to override the credit memo amount to be greater
than the credit card transaction total of payments made
by credit card in A/R
Invoice Data Entry and S/O
Invoice Data Entry. Additionally, a card other than
the one currently applied against the invoice for the
customer can be used to credit the credit card to adjust
the invoice balance.
|
|
Allow
Public Tasks for Editing
|
Allows
the user to edit public tasks.
|
| Allow Purging
of Activity Log |
Allows the
user to purge information from the Activity
Log. |
|
Allow
to Override Credit Card Authorization
|
Makes
the Fix button available on the Credit Card tab in A/R
Invoice Data Entry, Cash
Receipts Entry, Sales
Order Entry, and S/O
Invoice Data Entry. The Fix button allows the user
to make changes to the credit card transaction.
|
| Allow to
Void/Re-authorize Credit Card Transactions |
Allows the
user to void or reauthorize credit card transactions. |
| Allow User
to Access Credit Card Processing Application Form |
When a company
is not set up for credit card processing with Sage Payment
Solutions, allows the user to access the application form
from the web page that appears when launching the Sage
Payment Center. |
| Allow User
to Access File Maintenance Utilities |
Allows the
user to access and run the Library Master file utilities. |
|
Allow
User to Access Menu Wizard
|
Allows
the user to access the Menu Wizard to add reports to Report Manager.
|
| Allow User
to Access Payment Center |
Allows the
user to access the Sage
Payment Center. |
|
Allow
User to Lock/Unlock Users in User Maintenance
|
Allows
the user to lock and unlock users in User
Maintenance using the User Account Locked field.
|
| Allow Users
to Terminate Tasks in Master Console (Sage
100 Advanced only) |
Allows the
user to terminate tasks from Master
Console. |
|
Enable
File Run
|
Allows
the user to launch programs from File > Run.
|
| Full Access
to Private Reports for All Modules |
Allows the
user to access private report settings. This security
event affects the Type field in a report window, which
allows only the user who created the report setting to
have access to the report setting. Additionally, only
the user who created the report setting can delete and
save changes to the report setting. |
| Full Access
to Read Only Reports for All Modules |
Allows the
user to modify and delete read-only type report settings.
This security event affects the Type field in a report
window, which allows all users to change the report setting,
print the report, and save the report setting to another
report setting. Only the user who created the report setting
can save changes or delete the report setting. |
Paperless
Office
| Allow Deleting
of Customer PDF Documents |
Allows the
user to delete PDF documents from the Customer
Viewer. |
| Allow Deleting
of Employee PDF Documents |
Allows the
user to delete PDF documents from the Employee
Direct Deposit Stub Viewer. |
| Allow Deleting
of Journal and Register PDF Documents |
Allows the
user to delete PDF documents from the Journal
and Register Viewer. |
| Allow Deleting
of Period End Report PDF Documents |
Allows the
user to delete PDF documents from the Period
End Report Viewer. |
| Allow Deleting
of Report PDF Documents |
Allows the
user to delete PDF documents from the Report
Viewer. |
| Allow Deleting
of Vendor PDF Documents |
Allows the
user to delete PDF documents from the Vendor
Viewer. |
|
Allow
Viewing of Customer PDF Documents for All Users
|
Allows
all users to view PDF documents in the Customer
Viewer.
|
|
Allow
Viewing of Employee PDF Documents for All Users
|
Allows
all users to view PDF documents in the Employee
Direct Deposit Stub Viewer.
|
|
Allow
Viewing of Journal and Register PDF Documents for All
Users
|
Allows
all users to view PDF documents in the Journal
and Register Viewer.
|
|
Allow
Viewing of Period End Report PDF Documents for All Users
|
Allows
all users to view PDF documents in the Period
End Report Viewer.
|
|
Allow
Viewing of Report PDF Documents for All Users
|
Allows
all users to view PDF documents in the Report
Viewer.
|
|
Allow
Viewing of Vendor PDF Documents for All Users
|
Allows
all users to view PDF documents in the Vendor
Viewer.
|
Payroll
| Allow viewing and editing of highly sensitive personally identifiable information |
Allows the
user to view and edit employee information that is considered highly sensitive, including Social Security numbers and bank account information. |
Purchase
Order
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
| Allow Editing
of Sales Order fields in Purchase Order |
Allows the
user to edit sales order fields while in Purchase
Order Entry. |
| Allow Inactive
Items During P/O Return of Goods Entry |
Allows the
user to enter an item for which the Inactive Item check
box is selected in Item
Maintenance when adding a new line in Return
of Goods Entry. |
| Allow Updating
of Registers from Preview |
Allows the
user to update the journal or register from the Preview
window without printing a hard copy of the journal or
register. |
Return
Merchandise Authorization
| Allow Access
to Private Batches |
Makes
any batch marked Private available to the user.
|
|
Allow
Bill To Customer Number Override During R/A Data Entries
|
Allows
the user to override the bill-to customer number during
data entry.
|
|
Allow
Return of Non-Returnable Items
|
Allows
the user to enter nonreturnable items in RMA
Entry or RMA
Receipts Entry. An item is nonreturnable if the Returns
Allowed check box is cleared in Item
Maintenance.
|
| Allow Updating
of Journals from Preview |
Allows the
user to update the journal or register from the Preview
window without printing a hard copy of the journal or
register. |
Sales
Order
| Allow Access
to Disallowed Items and Product Lines |
Allows the
user to select items in Sales
Order Entry and Sales
Order Invoice Data Entry that are not allowed based
on settings in Purchase
Control Maintenance. |
| Allow Access
to Private Batches |
Makes any
batch marked Private available to the user. |
|
Allow
Bill To Customer Number Override During S/O Data Entries
|
Allows
the user to override the bill-to customer number during
data entry.
|
| Allow Editing
of Purchase Order fields in Sales Order |
Allows the
user to edit purchase order fields while in Sales
Order Entry. |
| Allow Updating
of Journals from Preview |
Allows the
user to update the journal or register from the Preview
window without printing a hard copy of the journal or
register. |
| Allowed to
Backorder All Items |
Allows the
user to backorder items during data entry when the quantity
shipped is less than the quantity ordered. |
Work
Order
|
Allow
Updating of Journals from Preview
|
Allows
the user to update the journal or register from the Preview
button without printing a hard copy of the journal or
register.
|
The Allow Supervisor Rights security event
is currently available for modules that have individual security events
defined on the Security Events tab.
|
Allow Supervisor
Rights
|
Select the Allow
Supervisor Rights check box to assign supervisor rights to the
current role. This security event allows users to perform the
following:
-
Update
journals and registers from the Preview window without printing
a hard copy of the register.
-
View
hidden commands, such as Fix, Period, and One.
|
|
3.
Module Options
|
|
Use the Module Options tab to assign module
options for the current role. Initially, all check boxes on the Module
Options tab are defaulted to a selected setting. Select the check box
next to each option you want to allow. Clear the check box next to each
option you do not want to allow.
Note Double-click
the Sage 100 check box to expand or collapse the module options tree
view.
The following section lists the module-specific
options available for some modules.
Module-specific
options:
Accounts
Payable
|
Allow
1099 Payment History Data to be Maintained in Vendor Maintenance
|
Allows
the user to edit historical data in 1099
Payment History.
|
|
Allow
Access to Quick Print Check in Manual Check and Payment
Entry
|
Allows
the user to quick print checks in Manual
Check and Payment Entry.
|
|
Allow
Batches to be Merged
|
Allows
the user to merge batches using the Merge button in the
task's Batch Entry
window.
|
|
Allow
Batches to be Renumbered
|
Allows
the user to renumber batches using the Renumber button
in the task's Batch
Entry window.
|
|
Allow
Batches to be Verified
|
Allows
the user to renumber batches using the Verify button in
the task's Batch Entry
window.
|
| Allow Electronic
Payment Information to be Printed |
Allows the
user to print vendor electronic payment information on
the Vendor
Listing and Vendor
Listing with Balances. |
| Allow Invoice
Payment Selections to be Cleared After Checks are Printed |
Allows the
user to clear the checks printed for the invoices selected
in Invoice
Payment Selection. |
| Allow Maintaining
of Vendor Data During Data Entry |
Allows the
user to maintain vendor information during data entry. |
| Allow Next
Batch Number to be Modified |
Allows the
user to modify the next batch number using the Modify
button in the task's Batch
Entry window. |
| Allow Next
Check Number to be Modified in Check Printing and Electronic
Payment |
Allows the
user to modify the check number in the Starting Check
Number field. |
| Allow Next
Check Number to be Modified in Manual Check and Payment
Entry |
Allows the
user to manually enter a check number in the Check No.
field instead of using the |
| Allow On-the-Fly
Vendors |
Allows the
user to create vendors on the fly. |
| Allow Access
to Vendor Electronic Payment |
Allows the
user to access the Vendor
Electronic Payment window in Vendor
Maintenance. |
Accounts
Receivable
|
Allow
Access to Add and Edit Credit Cards in Customer Credit
Card Maintenance
|
Allows
the user to add credit cards in Customer
Credit Card Maintenance and Customer
Credit Card Maintenance (On the Fly) for Sage Exchange.
Additionally, the user can edit the credit card number
and expiration date in the Sage Exchange vault.
|
|
Allow
Batches to be Merged
|
Allows
the user to merge batches using the Merge button in the
task's Batch Entry
window.
|
|
Allow
Batches to be Renumbered
|
Allows
the user to renumber batches using the Renumber button
in the task's Batch
Entry window.
|
|
Allow
Batches to be Verified
|
Allows
the user to renumber batches using the Verify button in
the task's Batch Entry
window.
|
|
Allow
Commission Override
|
Allows
the user to override the salesperson commission rate and/or
amount.
|
| Allow Credit
Limit Override |
Allows the
user to enter invoices for customers that are over their
credit limit. |
| Allow Maintaining
of Customer Data During Data Entry |
Allows the
user to maintain customer information during data entry. |
| Allow Next
Batch Number to be Modified |
Allows the
user to modify the next batch number using the Modify
button in the task's Batch
Entry window. |
| Allow On-the-Fly
Customers |
Allows the
user to create customers on the fly. |
Bank
Reconciliation
|
Allow
Access to the Select for G/L Posting Setting for Check
Entries
|
Allows
the user to access the Select for G/L Posting check box
on the Check,
Deposit and Adjustment Entry Checks tab to post the
transaction to the general ledger.
|
| Allow Access
to the Select for G/L Posting Setting for Deposit and
Adjustment Entries |
Allows the
user to access the Select for G/L Posting check box on
the Check,
Deposit and Adjustment Entry Dep/Adjust tab to post
the transaction to the general ledger. |
Bill
of Materials
|
Allow
Batches to be Merged
|
Allows
the user to merge batches using the Merge button in the
task's Batch Entry
window.
|
|
Allow
Batches to be Renumbered
|
Allows
the user to renumber batches using the Renumber button
in the task's Batch
Entry window.
|
|
Allow
Batches to be Verified
|
Allows
the user to renumber batches using the Verify button in
the task's Batch Entry
window.
|
| Allow Next
Batch Number to be Modified |
Allows the
user to modify the next batch number using the Modify
button in the task's Batch
Entry window. |
| Allow On-the-Fly
Items |
Allows the
user to create items on the fly. |
Common
Information
|
Allow
Editing of Current Balance in Bank Code Maintenance
|
Allows
the user to modify the amount in the Current Balance field
in Bank
Code Maintenance.
|
| Allow On-the-Fly
Inactive Codes |
Allows the
user to create inactive codes on the fly. |
Custom
Office
|
Allow
Customization of Forms via Hot-Key
|
Allows
the user to launch the Customizer module by pressing CTRL+F9
from any task.
|
Fixed
Assets
|
Allow
Assets to be Created from A/P and P/O
|
Allows
the user to create assets in Fixed Assets from the Accounts
Payable and Purchase Order modules. If this module option
is selected, asset information can be entered using the
following tasks:
|
General
Ledger
|
Allow
Access to Read-Only Reports
|
Allows
the user to have access to read-only reports.
|
| Allow Automatic
Creation of Accounts |
Allows the
user to create new accounts when all segments are valid. |
| Allow Batches
to be Merged |
Allows the
user to merge batches using the Merge button in the task's
Batch Entry window. |
| Allow Batches
to be Renumbered |
Allows the
user to renumber batches using the Renumber button in
the task's Batch Entry
window. |
| Allow Batches
to be Verified |
Allows the
user to renumber batches using the Verify button in the
task's Batch Entry
window. |
|
Allow
Next Batch Number to be Modified
|
Allows
the user to modify the next batch number using the Modify
button in the task's Batch
Entry window.
|
|
Allow
On-the-Fly Main Accounts
in G/L
|
Allows
the user to create main accounts on the fly in the General
Ledger module only.
|
|
Allow
On-the-Fly Sub Accounts
in G/L
|
Allows
the user to create sub accounts on the fly in the General
Ledger module only.
|
|
Enable
FRx Access
|
Allows
the user to access FRx. (FRx is no longer supported. This
option is available for backwards compatibility only.)
|
Inventory
Management
| Allow Access
to All Item Inquiry Tabs Including Main and Quantity |
Allows the
user to have access to Item
Inquiry. If cleared, the Additional, History, Transaction,
Orders, and Cost Detail tabs in Item Inquiry are disabled.
Additionally, the drop-down menu and Print buttons will
also be disabled. |
| Allow Access
to Costing, Receipts, and Vendor Information in Item Inquiry |
Allows the
user to view information for the Last Sold, Average Cost,
and Last Receipt fields in Item
Inquiry. The Transactions tab, and Print button will
be enabled. Additionally, the Sales and Receipts options,
and the Compare PY, Transaction Detail, Customer Sales
History, and Vendor Receipt History buttons on the History
tab will be available. The Vendor No. and Vendor Name
columns and drill-down to the order on the Orders tab
will be available. The cost columns on the Cost Detail
tab will be available. Access to the Item
Vendors Maintenance window from the drop-down menu
will also be enabled. |
| Allow Batches
to be Merged |
Allows the
user to merge batches using the Merge button in the task's
Batch Entry window. |
| Allow Batches
to be Renumbered |
Allows the
user to renumber batches using the Renumber button in
the task's Batch Entry
window. |
| Allow Batches
to be Verified |
Allows the
user to renumber batches using the Verify button in the
task's Batch Entry
window. |
| Allow Deleting
of Item Warehouse Records |
Allows the
user to delete items from the warehouse records in Item
Maintenance. |
|
Allow
Next Batch Number to be Modified
|
Allows
the user to modify the next batch number using the Modify
button in the task's Batch
Entry window.
|
| Allow On-the-Fly
Items |
Allows the
user to create items on the fly. |
| Allow Transaction
Entry Adjustments |
Allows the
user to create adjustment transactions in Transaction
Entry. |
|
Allow
Transaction Entry Issues
|
Allows
the user to create issue transactions in Transaction
Entry.
|
|
Allow
Transaction Entry Receipts
|
Allows
the user to create receipt transactions in Transaction
Entry.
|
|
Allow
Transaction Entry Sales
|
Allows
the user to create sales transactions in Transaction
Entry.
|
|
Allow
Transaction Entry Transfers
|
Allows
the user to create transfer transactions in Transaction
Entry if the Require Multiple Warehouses check box
is selected in Inventory
Management Options.
|
| Display Standard
Cost Information in Item Inquiry |
Allows the
user to view information for the Standard Cost field in
Item
Inquiry, Price
Lookup, and Item
Pricing Maintenance. Additionally, the Cost of Goods
and Cost of Goods PY columns for receipts will be available
on the History tab. The Print button will also be enabled
in Item Inquiry. |
| Display Vendor
Information in Item Inquiry |
Allows the
user to view vendor information in Item
Inquiry, such as the Primary Vendor field on the Main
tab, the Vendor No. and Vendor Name columns on the Orders
tab, and the Vendor button on the drop-down menu. Additionally,
the Print button will be enabled. |
Library
Master
| Allow
Access to Crystal Designer |
Allows
the user to access Crystal Designer from the Save As Report Setting
window and form printing windows. |
|
Allow
Delete Reports for All Modules
|
Allows
the user to delete reports.
|
|
Allow
Export to Excel from Lookups/Grids
|
Allows
the user to export the information listed in a lookup
window or a grid to Excel.
|
|
Allow
Printing from Lookup Windows
|
Allows
the user to print the information listed in a lookup window.
|
|
Allow
Save Standard Reports for All Modules
|
Allows
the user to save changes to the Standard report setting
in the General Ledger, Library Master, and Customizer
modules.
|
|
Allow
User to Broadcast Messages
|
Allows
the user to broadcast messages using the Broadcast button
in Master Console.
|
|
Allow
User to Change Password
|
Allows
the user to change their own password.
|
| Allow User
to Perform System Shutdowns |
Allows the
user to perform system shutdowns using the Shutdown All
button in Master
Console. |
|
Receive
Broadcast Messages
|
Allows
the user to receive broadcast messages from Master
Console.
|
|
Receive
System Shutdowns
|
Allows
the user to receive notifications of system shutdowns
from Master
Console.
|
|
Show Business
Insights Dashboard
|
Allows
the user access to the Business
Insights Dashboard on the user's Desktop.
|
Purchase
Order
| Allow Batches
to be Merged |
Allows the
user to merge batches using the Merge button in the task's
Batch Entry window. |
| Allow Batches
to be Renumbered |
Allows the
user to renumber batches using the Renumber button in
the task's Batch Entry
window. |
| Allow Batches
to be Verified |
Allows the
user to renumber batches using the Verify button in the
task's Batch Entry
window. |
| Allow Increasing of Cost in Purchase Order Data Entries |
Allows the
user to increase the cost for line items that were brought in from the original purchase order. |
|
Allow
Modifying of Back-Ordered Quantity on Partially-Received
Purchase Orders
|
Allows
the user to modify the back-ordered quantity on a partially
received purchase order.
|
| Allow Modifying
of Completed Purchase Orders |
Allows the
user to change fields in a completed purchase order. |
| Allow On-the-Fly
Cancel Codes |
Allows the
user to create cancellation reason codes on the fly when
deleting purchase orders or purchase order lines. |
| Allow On-the-Fly
Items |
Allows the
user to create items on the fly. |
| Allow Over
Receiving and Over Invoicing of Order Quantity |
Allows the
user to receive and invoice a quantity larger than the
quantity ordered. |
| Allow Overriding
of General Ledger Accounts in Purchase Order Data Entries |
Allows the
user to override the general ledger account in all Purchase
Order data entry windows. |
| Allow Receiving
and Invoicing of Completed Purchase Orders |
Allows the
user to receive and invoice completed purchase orders. |
Return
Merchandise Authorization
| Allow Batches
to be Merged |
Allows the
user to merge batches using the Merge button in the task's
Batch Entry window. |
| Allow Batches
to be Renumbered |
Allows the
user to renumber batches using the Renumber button in
the task's Batch Entry
window. |
| Allow Batches
to be Verified |
Allows the
user to renumber batches using the Verify button in the
task's Batch Entry
window. |
| Allow Cost
Override |
Allows the
user to enter a login and password to override the item
cost in RMA
Entry and RMA
Receipts Entry. |
|
Allow
Next Batch Number to be Modified
|
Allows
the user to modify the next batch number using the Modify
button in the task's Batch
Entry window.
|
|
Allow
Price Override in R/A Data Entries
|
Allows
the user to enter a login and password to override the
unit price or extension in RMA
Entry and RMA
Receipts Entry.
|
|
Allow
Restocking Charge Override
|
Allows
the user to enter a login and password to override the
restocking charge in RMA
Entry and RMA
Receipts Entry.
|
|
Allow
Return Quantity to Exceed Invoice Quantity
|
Allows
the user to enter a returned quantity in RMA
Entry or RMA
Receipts Entry that is higher than the quantity shown
on the invoice.
|
Sales
Order
| Allow Batches
to be Merged |
Allows the
user to merge batches using the Merge button in the task's
Batch Entry window. |
| Allow Batches
to be Renumbered |
Allows the
user to renumber batches using the Renumber button in
the task's Batch Entry
window. |
| Allow Batches
to be Verified |
Allows the
user to renumber batches using the Verify button in the
task's Batch Entry
window. |
| Allow Duplicate
Customer PO Numbers |
Allows the
user to enter duplicate customer purchase order numbers
in Sales
Order Entry and Invoice
Data Entry. |
| Allow Next
Batch Number to be Modified |
Allows the
user to modify the next batch number using the Modify
button in the task's Batch
Entry window. |
| Allow On-the-Fly
Cancel Codes |
Allows the
user to create cancellation codes on the fly when deleting
sales orders. |
|
Allow
On-the-Fly Items
|
Allow
the user to create on the fly items.
|
|
Allow
Price Override in S/O Data Entries
|
Allows
the user to override the unit price or extension amount
of an item during data entry if a valid logon and password
are entered.
|
|
Allow
Profit Margin Percent Override in S/O Data Entries
|
Allows
the user to override the profit margin percent for an
item during data entry if a valid logon and password are
entered.
|
| Allowed to
Exceed Quantity on Hand |
Allows the
user to enter and accept a quantity that is greater than
the quantity available. |
| Allowed to
Invoice Orders with Hold Status |
Allows the
user to create invoices from sales orders that have a
status of Hold. |
| Allow to
Modify Comments on Item Lines in Shipping |
When selected,
allows the user to add or edit comments for items in Shipping
Data Entry. When cleared, allows the user to add or
edit comments for items in Shipping Data Entry only if
a valid logon and password are entered. |
| Allow to
Modify Miscellaneous Fields in Shipping |
When selected,
allows the user to change the warehouse, unit of measure,
ship-to address, ship via, and backordered quantity in
Shipping
Data Entry. When cleared, allows the user to change
these fields only if a valid logon and password are entered. |
| Allow to
Overship Invoice in Shipping |
When selected,
allows the user to enter a shipped quantity that exceeds
the ordered quantity in Shipping
Data Entry. When cleared, allows the user to enter
a shipped quantity that exceeds the ordered quantity in
Shipping Data Entry only if a valid logon and password
are entered. |
| Allow to
Use Alternate Items in Shipping |
When selected,
allows the user to replace an existing item with an alternate
item in Shipping
Data Entry. When cleared, allows the user to replace
an existing item with an alternate item in Shipping Data
Entry only if a valid user logon and password are entered. |
| Allow Warranty
Override in S/O and R/A Data Entries |
Allows the
user to override the warranty during Sales Order and Return
Merchandise Authorization data entry if a valid logon
and password are entered. |
| Display Vendor
Number in Sales Order Entries |
Allows the
user to display the vendor number in Sales
Order Entry. |
|
4.
SData Security
|
|
Use the SData Security tab to assign SData
security permissions and allow access to individual data tables. Select
the Sage 100 check box to select all of the SData security permissions.
Select the check box next to a module to select all of the SData security
permissions for that module. Select the check box next to a specific table
to allow access to the current role. Clear check boxes to specify which
SData security permissions are not assigned for the current role.
Note Double-click
the Sage 100 check box to expand or collapse the SData security tree
view.
SData security is available only if the Enable
Native SData Provider and Access within Role Maintenance check box is
selected in System Configuration.
The
following section lists the security permissions that are available for
the data tables.
|
Create
|
Allows the user
to create new entries.
|
|
Read
|
Allows the user
to view entries.
|
|
Update
|
Allows the user
to update existing entries.
|
|
Delete
|
Allows the user
to delete entries.
|
|
5.
ODBC Security
|
|
Note This tab is
not available for Sage 100 Premium.
Use the ODBC Security tab to assign ODBC security
permissions and allow access to individual data tables and fields. Select
the Sage 100 check box to select all of the ODBC security permissions.
Select the check box next to a module to select all of the ODBC security
permissions for that module. Select the check box next to a specific table
or field to allow access to the current role. Clear check boxes to specify
which ODBC security permissions are not assigned for the current role.
Note Double-click
the Sage 100 check box to expand or collapse the ODBC security tree
view.
ODBC security is available only if the Enable
ODBC Security within Role Maintenance check box is selected in System
Configuration.
Role
Maintenance
