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Role Maintenance

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Role Type

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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:

 Accounts Payable

Security Events	Description
Allow Access to Private Batches	Makes any batch marked Private available to the user.
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

Security Events	Description
Allow Access to Private Batches	Makes any batch marked Private available to the user.
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

Security Events	Description
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

Security Events	Description
Allow Access to Private Batches	Makes any batch marked Private available to the user.
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

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.

 

 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.

 

 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.

 

 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.
Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information	Allows the user to view, print and edit bank account numbers.

 

 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 Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

Security Events	Description
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
Allow Entry of Inactive Cost Codes	Allows the user to enter a cost code in a data entry task even if the cost code is inactive based on the selection in the Active Cost Code Based On field in Job Cost Options.
Allow Access to Private Batches	Makes any batch marked Private available to the user.
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.
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.

 

 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. This setting affects the accounting date only. It does not restrict changes to the general ledger posting date. 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 Paya, 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 on Other Workstations in Master Console (Sage 100 Advanced only)	Allows the user to terminate tasks running on other workstations from Master Console. Even if this option is not selected, users can still terminate tasks running on the workstation they are logged into.
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

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.

 

 Payroll

Security Events	Description
Allow Access to Private Batches	Allows the user to access any batch marked as private.
Allow Certified Payroll Reporting from Check Register/Update	If selected, users are asked if they want to print the Certified Payroll Report after updating the Check Register. If Payroll Departments are in use, the user must have access to all departments, and Federal and State Tax Reporting must be installed.
Allow Earnings Code to be Changed in Punch In / Punch Out	Allows the user to change his or her earnings code in the Punch In/Out window.
Allow Editing of Employee Tax History in Employee Maintenance	Makes the Fix button available on the Employee Tax History Detail window. The Fix button allows the user to edit the employer tax, employee tax, and wage amounts in that window.
Allow Payroll Tax Update	Allows the user to download and install Payroll tax updates. Updates may include new or updated tax types, tax rates, unemployment limits, and other settings that affect payroll tax calculations.
Allow Payroll Tax Update to be Forced When No Changes Exist	Allows the user to select the Force Payroll Tax Update check box in the Payroll Tax Update utility. Reinstalling the update may be necessary if there were issues with the previous update.
Allow Purging of Employee Audit	Allows the user to purge the data included on the Employee Audit Report after printing it.
Allow Purging of Employee Pay Rate Audit	Allows the user to purge the data included on the Pay Rate Change Report after printing it.
Allow Reactivation of Employees in Data Entry	Allows the user to reactivate an employee with an Inactive or Terminated status by manually entering the employee's employee number in Payroll Data 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.
Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information	Allows the user to view, print and edit employee information that is considered highly sensitive, including Social Security numbers and bank account information.
Display and Print Pay Rates in Time Track Tasks	Allows the user to view and print employee pay rates in Time Track tasks and on reports. Note This security event does not apply to the Certified Payroll Worksheet. If users have access to that report, they will be able to print pay rates.

 

 Purchase Order

Security Events	Description
Allow Access to Private Batches	Makes any batch marked Private available to the user.
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

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.

 

 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 Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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

Security Events	Description
Allow Automatic Update of Daily Transaction Register	For any series of journal and register updates that concludes with the Daily Transaction Register, the user will not receive a prompt to print and update the Daily Transaction Register. The register will be updated automatically.
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:

 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	Makes the Verify button available 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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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 Paya 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 Paya Exchange. Additionally, the user can edit the credit card number and expiration date in the Paya 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	Makes the Verify button available 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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 Mobility for Bar Code

Module Options	Description
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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	Makes the Verify button available 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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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.

 

 Customer Relationship Management

Module Options	Description
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 eBusiness Manager

Module Options	Description
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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: Accounts Payable Invoice Data Entry Accounts Payable Manual Check and Payment Entry Purchase Order Entry Purchase Order Receipt of Goods Entry (with invoice) Purchase Order Receipt of Invoice Entry
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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	Makes the Verify button available in the task's Batch Entry window. The user can then verify batch totals and other informaiton.
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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.
Enable FRx Access	Allows the user to access FRx. (FRx is no longer supported. This option is available for backwards compatibility only.)
Print Multiple PDFs for General Journal	Allows the user to create a separate PDF for each entry in General Journal Entry when printing the General Journal. When cleared, all General Journal entries are included in one PDF.

 

 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 be enabled. Also allows the user to view the Unit Cost and Extension columns in the Lot/Serial Transaction Inquiry window.
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	Makes the Verify button available in the task's Batch Entry window. The user can then verify batch totals and other informaiton.
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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.
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.

 

 Job Cost

Security Events	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	Makes the Verify button available in the task's Batch Entry window. The user can then verify batch totals and other information.
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 Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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/Lists	Allows the user to export the information listed in a lookup window, grid, or list box 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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.
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.

 

 Payroll

Module Options	Description
Allow Access to the Security tab in Department Maintenance	Allows the user to access the Security tab in Department Maintenance.
Allow Batches to be Verified	Makes the Verify button available in the task's Batch Entry window.
Allow Changes to Posting Statuses in Time Track Entry	Allows the user to change the Payroll and Job Cost posting status for an entry in Time Track 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 Out of Quarter Check Date	Allows the user to enter a check date in the Pay Cycle window that's not within the current quarter defined in Payroll Options.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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	Makes the Verify button available in the task's Batch Entry window. The user can then verify batch totals and other informaiton.
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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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	Makes the Verify button available in the task's Batch Entry window. The user can then verify batch totals and other informaiton.
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.
Allow Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.

 

 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	Makes the Verify button available in the task's Batch Entry window. The user can then verify batch totals and other informaiton.
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 Visual Integrator Exports	Allows the use to export data using Visual Integrator.
Allow Visual Integrator Imports	Allows the use to import data using Visual Integrator.
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.