Enter the role name, or click the Lookup button to list all existing roles. Click the Role Template List button to list all templates.
Enter a description for the role.
Select a type.
Note For roles created in an earlier version of Sage 100, Converted is selected in this field. You cannot select Converted when creating a role.
Select Alphabetical to list the modules alphabetically.
Select Default Menu Order to list the modules in the default order in which they appear in the Desktop Modules menu.
Select check boxes to allow access. Clear check boxes to restrict access. All check boxes on the Tasks tab are cleared by default.
If you select the check box next to a task, all of the permissions for that task are automatically selected. If you clear the check box next to a task, the check boxes for all permissions are automatically cleared. Select individual permissions for more granular control.
Note Click items in the tree view to show or hide the items underneath them in the tree.
For most modules, the tasks have the security permissions shown in the tables below. For a few modules, you can select only Access or No Access.
Security permissions for maintenance and 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.
If you select the Create check box and clear the Modify and View check boxes for a task, the Modify and View check boxes 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.
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.
Use the Security Options tab to enable security options for the selected role. All check boxes are cleared by default. Select the Sage 100 check box to select all of the security options. Select the check box next to a module to select all of the security options for that module. Select the check box next to a specific security option to enable it for the current role. Clear check boxes to specify which security options are disabled for the current role.
Note Double-click the Sage 100 check box to expand or collapse the security options tree view. Use the Expand All and Collapse All buttons to expand or collapse the entire tree view.
Most modules allow you to assign individual security options, while some have only the Allow Supervisor Rights security option.
Select Module to group the security options by module. All security options will be grouped by module with no sub-grouping.
Select Group to group the security options by security group. The security options will be grouped by module with a sub-grouping by security group. For example, all of the security options related to batches will be grouped together.
The list of security groups varies by module. Examples include Data Entry, Import and Export, and Maintenance.
Select Security Option to list all security options in alphabetical order with no grouping by module. When you select this option, any security option that you enable will be enabled for all applicable modules.
For example, if you select the check box for Allow Batches to be Merged, users will be able to merge batches in all modules to which they have access.
After enabling a security option for all modules, you can select either the Module or Group grouping option and then disable the security option for a specific module.
Below are the common and module-specific security options.
Common Information
Common Information Security Options Security Option Description Security Group 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 option is disabled, the MICR button is not available. Maintenance 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. Maintenance Allow On-the-Fly Inactive Codes Allows the user to create inactive codes on the fly. Maintenance Allow User to Delete Image Files with the Image Viewer Allows the user to delete image files with the Image Viewer in Miscellaneous Item Maintenance and Item Maintenance. Maintenance Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export 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 option is disabled, the Direct Dep button is not available. Maintenance 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. System and Security
Accounts Payable Security Options Security Option Description Security Group Allow 1099 Payment History Data to be Maintained in Vendor Maintenance Allows the user to edit historical data in 1099 Payment History. Maintenance Allow Access to Private Batches Allows the user to access any batch marked as private. Batches 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 printed and updated automatically. Update Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Batches Allow Editing of History Data in Vendor Maintenance Allows the user to edit historical data in Vendor Maintenance. Maintenance Allow Editing of Statistic Data in Vendor Maintenance Allows the user to edit statistical data in Vendor Maintenance, except aging and credit information. Maintenance 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. Reporting Allow Invoice Payment Selections to be Cleared After Checks are Printed Allows the user to clear Invoice Payment Selection even after checks have been printed. Data Entry Allow Maintenance of Vendor Data During Data Entry Makes the Vendor button available in data entry, which allows the user to view or maintain vendor information. 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. Batches Allow On-the-Fly Vendors Allows the user to create vendors on the fly in various entry locations. Maintenance Allow Purging of Vendor Audit Allows the user to purge vendor audit data whether it is printed, previewed, or deferred Purge Data 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. Update Allow User Access to Remove Voided Checks Allows the user to purge data for voided checks using the Remove Voided Checks utility. Purge Data Allow User to Enter Payments for Inactive Vendors Allows the user to enter payments for Vendors that have been set to inactive in Check and Electronic Payment Maintenance. Data Entry Allow User to Quick Print Check in Manual Check and Payment Entry Makes the Quick Print Check button available in Manual Check and Payment Entry allowing the user to print a manual check. Data Entry Allow Vendor Electronic Payment Allows the user access to setup ACH Electronic Payments in Vendor Maintenance. Maintenance Allow Viewing, Printing, and Editing of Highly Sensitive 1099 Information Allows the user to view, print, and edit 1099 taxpayer ID and Social Security numbers. When cleared, the taxpayer ID and Social Security numbers will appear masked. System and Security Allow Viewing, Printing, and Editing of Highly Sensitive ACH Information Allows the user to view, print, and edit ACH and vendor electronic payment bank account and routing numbers. When cleared, the bank account and routing numbers will appear masked. System and Security Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export
Accounts Receivable Security Options Security Option Description Security Group 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. Credit Card and ACH 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. Credit Card and ACH 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 printed and updated automatically. Update Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Batches Allow Bill-To Customer Number Override During A/R Data Entries Allows the user to override the bill-to customer number during data entry. Overrides Allow Commission Override Allows the user to override the salesperson commission rate and amount. When not selected, the user will be asked for an override user logon and password. Overrides Allow Credit Limit Override Allows the user to enter invoices for customers that are over their credit limit. When not selected, the user cannot enter invoices for customers who are over their credit limit. Overrides Allow Editing of History Data in Customer Maintenance Allows the user to edit historical data in Customer Maintenance. Maintenance Allow Editing of History Data in Salesperson Maintenance Allows the user to edit salesperson historical data in Salesperson Maintenance. Maintenance Allow Editing of Statistic Data in Customer Maintenance Allows the user to edit statistical data in Customer Maintenance, except aging and credit information. Maintenance Allow Maintenance of Customer Data During Data Entry Makes the Customer button available in data entry, which allows the user to view or maintain customer information. 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. Batches Allow On-the-Fly Customers Allows the user to create customers on the fly in various entry locations. Maintenance Allow Purging of Customer Audit Allows the user to purge customer audit data whether it is printed, previewed, or deferred Purge Data 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. Update Allow User to Enter Cash Receipt for Inactive Customers Allows the user to enter cash receipts for customers that have been set to inactive. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Access to Private Batches Allows the user to access any batch marked as private. Batches
Bank Reconciliation Security Options Security Option Description Security Group 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. Data Entry 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. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Exporting of Auto Check Reconciliation Settings Allows the user to export the check format settings to a file. Import and Export Allow Exporting of Positive Pay Export Settings Allows the user to export the export format settings to a file. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Importing of Auto Check Reconciliation Settings Allows the user to import the check format settings to a file. Import and Export Allow Importing of Positive Pay Export Settings Allows the user to import the export format settings to a file. Import and Export 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. Update 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 printed and updated automatically. Update
Bill of Materials Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches Allow On-the-Fly Items Allows the user to create items on the fly in various entry locations. Maintenance Allow Entry of Negative Quantities in Disassembly Entry Allows the user to enter negative quantities for produced and purchased items in Disassembly Entry. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches 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. Batches Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Update 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 printed and updated automatically. Update 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. Batches
Business Insights Security Options Security Option Description Security Group 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. System and Security
eBusiness Manager Security Options Security Option Description Security Group Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export 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. Update
General Ledger Security Options Security Option Description Security Group Allow Fiscal Year Recalculation in Fiscal Year Maintenance Allows the user access to the Recalculate button in Fiscal Year Maintenance. Maintenance Allow Access to Private Batches Allows the user to access any batch marked as private. Batches Enable FRx Access Allows the user to access FRx. (FRx is no longer supported. This option is available for backwards compatibility only.) System and Security 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. Maintenance Allow Automatic Creation of Accounts Allows the user to create new accounts when all segments are valid. Maintenance 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. Maintenance Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches 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. Batches Allow Purging of Account Audit Allows the user to purge account audit data whether it is printed, previewed, or deferred Purge Data Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches Allow Out-of-Balance Journal Entries Allows the user to update entries that are out-of-balance. Data Entry 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. Update Allow Viewing, Printing and Editing of Highly Sensitive Personally Identifiable Information Allows the user to view, print, and edit bank account numbers across multiple modules. When cleared, the bank account number will appear masked. System and Security Print Multiple PDFs for General Journal Creates 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. This option also controls whether or not one PDF or multiple PDFs will be written to Paperless Office. PDF Documents Allow Journal Reversal in G/L Account Maintenance and Journal Drill Down Makes the Journal Reversal button available in Account Maintenance on the Transactions tab or when drilling down into a journal. When clicked, a reversing journal entry is created in General Journal Entry. Maintenance 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. Batches Allow Access to Read-Only Reports This is not used anywhere and can be hidden. Reporting
Inventory Management Security Options Security Option Description Security Group Allow Access to All Item Inquiry Tabs Including Main and Quantity Allows the user to have access to Item Inquiry. If not selected, 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. Maintenance Allow Access to Costing, Receipts, and Vendor Information in Item Inquiry Allows user to view the Last Sold, Average Cost, and Last Receipt fields in Item Inquiry. Transactions tab and Print button are enabled. Sales and Receipts options and the Compare PY, Transaction Detail, Customer Sales History, and Vendor Receipt History buttons are available. Vendor No. and Vendor Name columns and drill-down button are available. Cost columns are available. Access to Item Vendors Maintenance is enabled. User can view the Unit Cost and Extension in Lot/Serial Transaction Inquiry. Maintenance Allow Access to Private Batches Allows the user to access any batch marked as private. Batches 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. 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 printed and updated automatically. Update Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Batches 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. Data Entry Allow Deleting of Item Warehouse Records Allows the user to delete items from the warehouse records in Item Maintenance via the Quantity tab but only when there are no transactions or history for the record. Maintenance Allow Entry of Inactive Items in 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. Data Entry Allow I/M Transaction Entry Adjustments Allows the user to create adjustment transactions in Transaction Entry. Data Entry Allow I/M Transaction Entry Issues Allows the user to create issue transactions in Transaction Entry. Data Entry Allow I/M Transaction Entry Receipts Allows the user to create receipt transactions in Transaction Entry. Data Entry Allow I/M Transaction Entry Sales Allows the user to create sales transactions in Transaction Entry. Data Entry Allow I/M 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. Data Entry Allow Lot/Serial Item to be Sold, Used, or Returned After Allowed Date Allows the user to sell, use, or return items after their allowed date. 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. Batches Allow On-the-Fly Items Allows the user to create items on the fly in various entry locations. Maintenance 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. Reporting Allow Purging of Item Audit Allows the user to purge item audit data whether it is printed, previewed, or deferred Purge Data 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. Update Allow User to Create Alias Items During Data Entry Allows the user to create alias items on the fly in data entry tasks. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Modifying of Lot/Serial Expiration Date Allow the user to modify lot and serial expiration dates. Overrides 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. Maintenance 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. Maintenance
Job Cost Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches 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. Data Entry Allow User 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. Overrides Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Batches to Be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches 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. Batches Allow Batches to Be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Update 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 printed and updated automatically. Update 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. Batches
Library Master Security Options Security Option Description Security Group Allow Access to Activity Log Configuration Allows the user to access the configure button in the Activity Log System and Security Allow Access to All Scheduled Tasks Allows the user to access all task scheduling jobs in Task Scheduler. If this security option is disabled, the user can view only the jobs for the workstation. System and Security Allow Access to Crystal Designer Allows the user to access Crystal Designer from the Save As Report Setting window and form printing windows. System and Security 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. System and Security Allow Delete Reports for All Modules Allows the user to delete reports. System and Security Allow Export to Excel from Lookups/Grids/Lists Allows the user to export the information displayed in a lookup window, grid, or list box to Excel. Import and Export Allow Full Access to Private Reports for All Modules Allows the user to access private report settings. This security option 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. System and Security Allow Full Access to Read Only Reports for All Modules Allows the user to modify and delete read-only type report settings. This security option 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. System and Security 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. Credit Card and ACH Allow Printing from Lookup Windows Allows the user to print the information displayed in a lookup window. System and Security Allow Save Standard Reports for All Modules Allows the user to save changes to certain common fields for the Standard report settings. When not selected, the user must select Save As and create a new report setting. System and Security Allow User to Access File Maintenance Utilities Allows the user to access and run the file utilities such as Data File Display and Maintenance and Rebuild Key Files. These programs are located on the Utilities menu in Library Master. System and Security Allow User to Access Menu Wizard Allows the user to access the Menu Wizard to add reports to Report Manager. System and Security Allow User to Access Paya Exchange Allows the user to access Paya Exchange. Allow User to Broadcast Messages Allows the user to broadcast messages using the Broadcast button in Master Console. System and Security Allow User to Change Password Allows the user to change their own password. System and Security Allow User to Delete Activity Log Archive Files Allows the user to delete archived log files using the History button. When not selected, the user will not be able to see the delete button. System and Security 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. System and Security Allow User to Modify Theme in User Settings Allows the user to change themes in User Settings. System and Security Allow User to Override ACH Payment Transaction 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. Credit Card and ACH Allow User 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. Credit Card and ACH Allow User to Perform System Shutdowns Allows the user to perform system shutdowns using the Shutdown All button in Master Console. System and Security Allow User to View Activity Log Entries for All Users Allows the user to view Activity Log entries created by all users. System and Security Allow User to Void/Re-authorize ACH Transactions Allows the user to void or reauthorize ACH transactions. Credit Card and ACH Allow User to Void/Re-authorize Credit Card Transactions Allows the user to void or reauthorize credit card transactions. Credit Card and ACH Allow Users to Terminate Tasks Running on Other Workstations in Master Console 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. System and Security Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Enable File Run Allows the user to launch programs from File > Run. System and Security Receive Broadcast Messages Allows the user to receive broadcast messages from Master Console. System and Security Receive System Shutdowns Allows the user to receive notifications of system shutdowns from Master Console. System and Security Show Business Insights Dashboard Allows the user access to the Business Insights Dashboard on the user's Desktop. System and Security
Paperless Office Security Options Security Option Description Security Group Allow Deleting of Customer PDF Documents Allows the user to delete PDF documents from the Customer Viewer. PDF Documents Allow Deleting of Employee PDF Documents Allows the user to delete PDF documents from the Employee Direct Deposit Stub Viewer. PDF Documents Allow Deleting of Journal and Register PDF Documents Allows the user to delete PDF documents from the Journal and Register Viewer. PDF Documents Allow Deleting of Period End Report PDF Documents Allows the user to delete PDF documents from the Period End Report Viewer. PDF Documents Allow Deleting of Report PDF Documents Allows the user to delete PDF documents from the Report Viewer. PDF Documents Allow Deleting of Vendor PDF Documents Allows the user to delete PDF documents from the Vendor Viewer. PDF Documents Allow Editing of Associated Document for Journal and Register PDF Documents Allows the user to select a different associated document in the Journal and Register Viewer. PDF Documents Allow Viewing of Employee PDF Documents for All Users Allows all users to view PDF documents in the Employee Direct Deposit Stub Viewer. PDF Documents Allow Viewing of Journal and Register PDF Documents for All Users Allows all users to view PDF documents in the Journal and Register Viewer. PDF Documents Allow Viewing of Period End Report PDF Documents for All Users Allows all users to view PDF documents in the Period End Report Viewer. PDF Documents Allow Viewing of Report PDF Documents for All Users Allows all users to view PDF documents in the Report Viewer. PDF Documents Allow Viewing of Vendor PDF Documents for All Users Allows all users to view PDF documents in the Vendor Viewer. PDF Documents Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Viewing of Customer PDF Documents for All Users Allows all users to view PDF documents in the Customer Viewer. PDF Documents
Payroll Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches Allow Access to Security tab in Department Maintenance Allows the user to access the Security tab in Department Maintenance. Maintenance Allow Modifying of Pay Rates in Time Track Entry Allows the user to change employee pay rates in Time Track Entry. Overrides Allow Modifying of Earnings Code in Punch In / Punch Out Allows the user to change his or her earnings code in the Punch In/Out window. Data Entry Allow Modifying of 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. Statuses are automatically updated when entries are transferred or updated. Manually changing a status should only be done on an exception basis. Data Entry Allow Reversal of Checks not in Current Quarter in Payroll Data Entry Allows the user to delete checks not in the current quarter by typing in the check number. Checks outside of the current quarter will not appear in the lookup. Data Entry 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. Update Allow Out Of Quarter Check Date in Payroll Data Entry Allows the user to enter a check date in the Pay Cycle window that's not within the current quarter defined in Payroll Options. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export 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. Batches Allow Purging of Employee Audit Allows the user to purge employee audit data whether it is printed, previewed, or deferred Purge Data Allow Purging of Employee Pay Rate Audit Allows the user to purge pay rate change data whether it is printed, previewed, or deferred. Purge Data Allow Reactivation of Employees During Data Entry Allows the user to reactivate an employee with an Inactive or Terminated status in Payroll Data Entry. Once the user manually enters the employee number they will be prompted to reactivate the employee. Data Entry 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. Update 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. Update 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 option does not apply to the Certified Payroll Worksheet. If users have access to that report, they will be able to print pay rates. Data Entry 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. System and Security 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 printed and updated automatically. Update 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. Reporting 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. Maintenance 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. Batches
Production Management Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches 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 printed and updated automatically. Update Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Batches Allow Customizations to Employee Lookup Allows the user to customize employee lookups, which may include displaying additional information. System and Security Allow Deletion of Linked Work Ticket Lines in Purchase Order Entry Allows the user to delete a linked work ticket material line when deleting the purchase order line in Purchase Order Entry. Data Entry Allow Entry of Inactive Items in Work Ticket Entry, Template Maintenance and 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 Work Ticket Entry, Template Maintenance, or Transaction Entry. Data Entry Allow Entry of Miscellaneous Time during Labor Entry Allows the user to enter miscellaneous time in Labor Entry. Data Entry Allow Full Access to Labor Entry Allows the user to change the transaction date, enter negative hours, enter an end date before a start date, and view the budget hours. A warning message appears when the user enters a closed work ticket, enters a step that is on hold, or enters a step that has exceeded budget hours. 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. Batches Allow On-the-Fly Items Allows the user to create items on the fly in various entry locations. Maintenance Allow Production Management Admin Allows the user to see labor costs and budgets in Work Ticket History Inquiry and Work Ticket Entry. System and Security 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. Update Allow User to Override Earnings Code during Labor Entry Allows the user to change the regular or overtime earnings code in Labor Entry. Overrides Allow User to Override Parent Quantity After Work Ticket is Released Allows the user to change the parent quantity on a work ticket after it has been released. Maintenance 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. System and Security Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Work Ticket Release Allows the user to change the status of a work ticket to Released in Work Ticket Entry. Data Entry
Purchase Order Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches Allow Modifying of Completed Purchase Orders Allows the user to change fields in a purchase order with a completed status. Overrides 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. Maintenance Allow On-the-Fly Items Allows the user to create items on the fly in various entry locations. Maintenance Allow Editing of Sales Order Fields in Purchase Order Allows the user to edit sales order fields while in Purchase Order Entry. Data Entry Allow Entry of Inactive Items in 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. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export 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. When not selected, the user will be asked for an override user logon and password. Overrides Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches 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. When not selected, the user will be asked for an override user logon and password. Overrides Allow User to Override General Ledger Accounts in Purchase Order Data Entries Allows the user to override the general ledger account in all Purchase Order data entry windows. When not selected, the user will be asked for an override user logon and password. Overrides Allow Over Receiving and Over Invoicing of Order Quantity Allows the user to receive and invoice a quantity larger than the quantity ordered. When not selected, the user will be asked for an override user logon and password. Data Entry Allow Receiving and Invoicing of Completed Purchase Orders Allows the user to receive and invoice completed purchase orders. When not selected, the user will be asked for an override user logon and password. Data Entry Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Update 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 printed and updated automatically. Update 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. Batches
Return Merchandise Authorization Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches 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. 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. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches 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. Batches Allow Bill-To Customer Number Override During R/A Data Entries Allows the user to override the bill-to customer number during data entry. Overrides Allow Price Override During R/A Data Entries Allows the user to override the price in RMA Entry and RMA Receipts Entry if Allow Price Override in Setup Options is selected. When not selected, the user will be asked for an override user logon and password Overrides Allow Restocking Charge Override Allows the user to override the restocking charge in RMA Entry and RMA Receipts Entry if Allow Changes to Restocking Charges in Setup Options is selected. When not selected, the user will be asked for an override user logon and password Overrides Allow Cost Override Allows the user to override the unit cost in RMA Entry and RMA Receipts Entry if Allow Cost Override in Setup Options is selected. When not selected, the user will be asked for an override user logon and password Overrides Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches 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. Update 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. Batches
Sales Order Security Options Security Option Description Security Group Allow Access to Private Batches Allows the user to access any batch marked as private. Batches Allow User to Modify Comments on Item Lines in Shipping Allows the user to add or edit comments for items in Shipping Data Entry if Allow Comments on Item Lines in Shipping Setup Options is selected.When not selected, the user will be asked for an override user logon and password. Data Entry Allowed to Backorder All Items Allows the user to backorder items during data entry when Item Maintenance Allow Back Orders is not selected. If this option is selected when not shipping complete, the back ordered quantity will be set to the order quantity. Data Entry Allow Bill-To Customer Number Override During S/O Data Entries Allows the user to change the bill-to customer number during data entry when using National Accounts. Overrides Allow Profit Margin Percent Override During S/O Data Entries Allows the user to change the profit margin percent for an item during data entry. When not selected, the user will be asked for an override user logon and password. Overrides Allow User to Modify Miscellaneous Fields in Shipping Allows the user to change the warehouse, unit of measure, ship-to address, ship via, and backordered quantity in Shipping Data Entry. When not selected, the user will be asked for an override user logon and password. Data Entry Allow Warranty Override During S/O and R/A Data Entries Allows the user to change the warranty during Sales Order and Return Merchandise Authorization data entry. When not selected, the user will be asked for an override user logon and password. Overrides Allow On-the-Fly Cancel Codes Allows the user to create cancellation codes on the fly when deleting sales orders. Maintenance Allow to Invoice Orders with Hold Status Allows the user to create invoices from sales orders that have a status of Hold. Data Entry Allow On-the-Fly Items Allows the user to create items on the fly in various entry locations. Maintenance Display Vendor Number in Sales Order Entries Allows the user to display and edit the vendor number in Sales Order Entry. Data Entry Allow Editing of Purchase Order Fields in Sales Order Allows the user to edit purchase order fields while in Sales Order Entry. Data Entry Allow User to Overship Invoice in Shipping Allows the user to enter a shipped quantity that exceeds the ordered quantity in Shipping Data Entry if Allow Overshipment on Lines in Shipping Setup Options is selected. When not selected, the user will be asked for an override user logon and password. Data Entry Allow to Exceed Quantity on Hand Allows the user to enter and accept a quantity that is greater than the quantity available. Data Entry Allow Duplicate Customer PO Numbers Allows the user to enter and accept duplicate customer purchase order numbers in Sales Order Entry and Invoice Data Entry when Files to Check for Duplicate Customer PO Numbers in SO Setup Options is selected for the entry programs. Data Entry Allow Visual Integrator Exports Allows the user to export data using Visual Integrator. Import and Export Allow Visual Integrator Imports Allows the user to import data using Visual Integrator. Import and Export Allow Batches to be Merged Allows the user to merge batches using the Merge button in the task's Batch Entry window. Batches 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. Batches Allow Price Override During S/O Data Entries Allows the user to override the unit price or extension amount of an item during data entry. When not selected, the user will be asked for an override user logon and password. Overrides Allow Batches to be Renumbered Allows the user to renumber batches using the Renumber button in the task's Batch Entry window. Batches Allow User to Use Alternate Items in Shipping Allows the user to replace an existing item with an alternate item in Shipping Data Entry if Allow Alternate Items in Shipping Setup Options is selected. When not selected, the user will be asked for an override user logon and password. Data Entry 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. When not selected, the user will be asked for an override user logon and password. Data 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. Update 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 printed and updated automatically. Update 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. Batches
Visual Integrator Security Options Security Option Description Security Group Allow Supervisor Rights Select the Allow Supervisor Rights check box to assign supervisor rights to the current role. This allows the user to update the journal or register from the Preview button without printing a hard copy of the journal or register and to view hidden commands such as Fix, Period, and One. System and 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 for the current role. Clear check boxes to specify which SData security permissions are not available 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.
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.
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 allowed 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.
