Role Maintenance - Fields

 

Role Maintenance

Expand/Collapse all Show/Hide All

Role

Enter the role name, or click the Lookup button to list all existing roles.

 

Description

Type a description for the role.

Expand or collapse item Entry Sample

Accounts Payable Clerk

 

1. Tasks

 

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.

  

Security permissions for maintenance/data entry tasks:

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.

Remove

Allows the user to delete entries. The View security permission is assumed if this check box is selected.

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.

 

Security permissions for update tasks:

Update

Allows the user to update entries. The Print attribute is assumed if this check box is selected.

Print Only

Allows the user to print update reports, but not update files.

 

Security permissions for set up tasks:

Modify

Allows the user to modify existing entries. The View security permission is assumed if this check box is selected.

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:

 

Common security event

Description

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:

Expand or collapse item Accounts Payable

Security Events

Description

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.

 

Expand or collapse item Accounts Receivable

Security Events

Description

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.

 

Expand or collapse item Bank Reconciliation

Security Events

Description

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.

 

Expand or collapse item Bill of Materials

Security Events

Description

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.

 

Expand or collapse item Business Insights

Security Events

Description

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.

 

Expand or collapse item Common Information

Security Events

Description

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.

 

Expand or collapse item eBusiness Manager

Security Events

Description

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.

 

Expand or collapse item General Ledger

Security Events

Description

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.

 

Expand or collapse item Inventory Management

Security Events

Description

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.

 

Expand or collapse item Job Cost

Security Events

Description

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.

 

Expand or collapse item Library Master

Security Events

Description

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 Payment 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 Override ACH Payment Transactions

Makes the Fix button available on the Payment tab in A/R Invoice Data Entry, Cash Receipts Entry, and S/O Invoice Data Entry. The Fix button allows the user to make changes to the ACH payment 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.

 

Expand or collapse item Paperless Office

Security Events

Description

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.

 

Expand or collapse item Payroll

Security Events

Description

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.

 

Expand or collapse item Purchase Order

Security Events

Description

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.

 

Expand or collapse item Return Merchandise Authorization

Security Events

Description

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.

 

Expand or collapse item Sales Order

Security Events

Description

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.

 

Expand or collapse item Work Order

Security Events

Description

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.

 

Security Events for all other modules

Description

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:

Expand or collapse item Accounts Payable

Module Options

Description

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.

 

Expand or collapse item Accounts Receivable

Module Options

Description

Allow Access to Add/Edit ACH Payments in Customer Credit Card and ACH Payment Maintenance

Allows the user to add ACH payment account information in Customer Credit Card and ACH Payment Maintenance and Customer Credit Card and ACH Payment Maintenance (On the Fly) for Sage Exchange.

Allow Access to Add/Edit Credit Cards in Customer Credit Card and ACH Payment Maintenance

Allows the user to add credit cards in Customer Credit Card and ACH Payment Maintenance and Customer Credit Card and ACH Payment 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.

 

Expand or collapse item Bank Reconciliation

Module Options

Description

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.

 

Expand or collapse item Bill of Materials

Module Options

Description

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.

 

Expand or collapse item Common Information

Module Options

Description

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.
Show Prompt to Remove Forms From Printer When selected, a message appears after forms are printed reminding the user to remove forms from the printer and replace with paper.

 

Expand or collapse item Custom Office

Module Options

Description

Allow Customization of Forms via Hot-Key

Allows the user to launch the Customizer module by pressing CTRL+F9 from any task.

 

Expand or collapse item Fixed Assets

Module Options

Description

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:

 

Expand or collapse item General Ledger

Module Options

Description

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.)

 

Expand or collapse item Inventory Management

Module Options

Description

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.

 

Expand or collapse item Library Master

Module Options

Description

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.

 

Expand or collapse item Purchase Order

Module Options

Description

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 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.
Allow to Increase Cost in Receipt of Goods Entry and Receipt of Invoice Entry Allows the user to increase the cost for line items that were brought in from the original purchase order.

 

Expand or collapse item Return Merchandise Authorization

Module Options

Description

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.

 

Expand or collapse item Sales Order

Module Options

Description

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.

  

Security permissions for 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.

 

 

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