User ID Control Panel

Use this program to make settings at the user level.

To create a new record, select User ID Control Panel, click Records and then select Create. The Create Record window appears.

Field Name	Description/Instructions
Initials	Enter the user's initials. The system uses these initials as the default for the Order Entry initials field. If this field is left blank, the Work Station Control Panel default initials are used in Order Entry.
Default Department	This code is used to group each user into departments. For example, CS could indicate customer service or PU could indicate purchasing. This code is used by the Event Management System and other department oriented functions. These department codes must also be defined using the System Cross Reference Tables Maintenance Program on the System Settings Menu.
Event Management Security Level	This field determines the security level of the user for the use of Event Management, which includes the Quote Management system. A= Administrator Level. The user accesses all Event Management records, and maintains the various codes and definitions. The user employs any department codes. U= User Level. The user can access all records, but cannot maintain codes and definitions. The user employs any department codes. D= Departmental User. The user can only access Event Management records for the department represented by the default department code on this screen. The user cannot maintain codes and definitions. This option is the most restrictive.
If User is Authorized to Access the Credit Release Screen:
Credit Release Company	Enter the company number of the company whose credit information this user may view. You can leave this field blank to include all companies. This option and the two following options pertain to the Credit Held Orders Screens.
Credit Release Credit Manager	Enter the credit manager code of the credit manager whose credit information this user may view. You can leave this field blank to include all credit managers.
Credit Release Branch	Enter the branch number of the branch whose credit information this user may view. You can leave this field blank to include all branches. Users restricted to a branch and to the Order Desk and Branch Manager menus can only run invoice registers and access Billto records for their assigned branch.
Costs in Order Entry	Use this parameter to establish, by user, who can view product costs in certain programs. Enter Y to allow costs to show on Order Entry. Optionally, enter N to indicate that costs or gross profit statistics should not be displayed to this user on Order Entry. This option affects the Order Entry, Order Change, Order Inquiry, and Invoice Inquiry Screens. Furthermore, prices on POs and transfers will not display while performing searches. If you enter an N in this field and the Cost field, the user is restricted to only running X by Y reports in customer version.
Business Entity	Business Entities are groupings of companies, branches, and/or cost centers. For example, you can group all your branches in one region into a business entity. Or you can create a business entity by product such as grouping ceramic tile and wood products. Entering a Business Entity code in the Limit to Business Entity field causes that business entity code to appear in any application that has the business entity parameter. This currently includes X by Y reports.
Allow access to these functions in Order Inquiry
Order Inquiry Credit Holds Order Inquiry Print Order Inquiry F24	Entering an N for Credit Holds denies the user access to the Credit Holds screen from within Order Inquiry. Entering N for Print? denies the user access to the Print function of the Order Inquiry program. Entering an N for F24 denies the user access to the F24 Additional Functions menu from within Order Entry and Order Change.
Default Order Inq Options: The following two options pertain to default selection values on the Order Inquiry Screen.
Open Orders Only	Enter Y to view only open orders. Optionally, enter N to view both open and closed (invoiced or cancelled) orders. You can override this default from the Order Inquiry Screen.
Open Orders Prior Months	Enter a number between 1 and 12. This is the default number of months prior to today that should be searched by the Open Order Inquiry Program. We recommend entering a number between 1 and 4 in this field. This field controls the default date span that displays on the Order Inquiry Screen. The user can override these defaults.
Allow User to Adjust Inventory. The following five options control the type of inventory adjustments the user can perform. These settings also apply to conventional terminals, PCs, and RF cycle count procedures. Adjust Inventory Locations Adjust Inventory Shades Adjust Inventory Status Adjust Inventory Onhand Adjust Inventory Costs
Billto Notepad	This field can be used to in addition to or instead of the Billto File passwords to control access to the Billto File Notepad. The option are as follows: I - Inquire only. User cannot update Billto File notepad regardless of password. U - Update - Billto File notepad can be updated when the user accesses the Billto File in update mode. The Billto File passwords are checked. S - Special Update Authority. The user can update the notepad even when in inquiry mode. This is recommended for users who require update access to the notepad but not to the other Billto File screens. Billto File password is not required for updating the notepad N - Notes only. The user can inquire or update the Billto Notepad depending on the password entered, but cannot update the other Billto File screens regardless of password. This option is recommended for salespeople who require update access to the notepad, but who need to be restricted from the other updates regardless of whether they know the passwords or not.
Allow Regular Order Entry	The following options can be set for this field: Y - the user can enter orders without any restrictions. This is the default. N - the user cannot even get in to the header of an order. H - the user can enter the order, but cannot use any of the options to process the order.
Allow Direct Ship Orders	This option can be individually set for each user. If left blank, the option defaults to Y.
Allow Purchase Orders	This option can be individually set for each user. If left blank, the option defaults to Y.
Allow Change Salesperson in Order Entry	The following codes are available for this field: Y - allows the Salesperson Number field to be updated or removed on the Order Entry Screens. Does not verify entries against the Salesperson File. N - blocks the Salesperson Number field from being updated or removed on the Order Entry screens. V - allows the Salesperson Number Field to be updated or removed on the Order Entry Screens, but verifies that any salesperson numbers entered are in the Salesperson File. B - means that the salesperson field on the header screen of Order Entry can only be updated if blank. This setting is recommended for retail sales environments in which you only want salespeople to override a salesperson number when the account does not have an assigned salesperson.
Limit to Salesperson	If a code is entered into this field, then the user is restricted to records related only to the corresponding salesperson. A record is considered to be related to a salesperson if the record itself or its related Billto file record contains that salesperson's number or related salesperson listed in the Salesperson Relationship File. This applies to the following programs: Salesperson File Billto File Open AR Inquiry AR History Inquiry Invoice Inquiry Order Inquiry (ORD 11, CUS 10) X by Y Reports Reports based on customer, that include a salesperson number option
Allow Build a Truck Updates	The Build-A-Truck Updates field designates if the user can perform updates in the Build-A-Truck Program. A Y in this field enables the full use of Build-A-Truck features. An N in this field allows you to use the Inquiry mode of Build-A-Truck, but not the Update mode. It is important to set this flag for all users since the Build-A-Truck Program can be accessed from Order Entry and several other places.
Allow View of All Prices	Enter N in this option to disable this user's access to the All Prices display. The All Prices display is available in Order Entry and Quick Quoter and displays all available prices for an item.
Allocation Swap by Order/Item#	I - Access by item number. The user can enter an item number and view all of the orders for that item number. O - Access by order and line number. The user can enter an order and line numÂber and view only that line item. This is designed primarily for users who are only allowed to use the Reallocation option within Allocation Swapping. B - Access by either method. The user can enter an item number or enter an order or line number instead.
Disallowed Allocation Swapping Codes	This option allows you to disable all or certain Allocation Swapping options for a user. You can enter any of the above options to be disabled. A - Allocate inventory to a back order. D - Deallocate inventory from an order, making it a back order. E - Exchange allocation status between two orders. S - Split a line into two lines whose total quantity equals the original line. R - Reallocate inventory. Change the serial number or bin number alloÂcated.
Adjust Inventory Allocation Swapping	This causes either the Adjustment by Serial# (option A) program or the Adjustments from within Inventory Inquiry program (option I) to be used when this user chooses to adjust inventory while in the allocation swapping program. If you do not select either of the options, then the user cannot adjust inventory from within the allocation swapping program.
Order Change /Cancel	If set to N the user cannot use the Change/Cancel functionality from within order inquiry, or access the Cancel/Change Orders option from various menus. The default value is Y.
Order Status and Shipping Data	If set to N, the user cannot use the Shipping update functionality from within order inquiry, or access the Update Order Status & Shipping Data program from various menus. The default value is Y.
Disallowed Quantity Change Codes	Enter order status codes here and users will not be allowed to cancel or change the quantity on order lines that have any of these status codes.
Disallowed Status Change Codes	Enter order status codes here and users will not be allowed to change the status of an order line that has any of these status codes.
Sort Inventory Analysis	The Inventory Analysis Screen Sort Code controls the way inventory records are sorted on the Inventory Analysis Screen, which is accessed in Order Entry and Order Change with an I in the selection field. This default may be changed when using the Inventory Analysis screen. This sort can be of great importance for optimizing inventory selections, especially for orders requiring multiple shades, serial numbers, rolls, and/or cuts of the same item. For example, sorts SS and WS group shades together, and then show the smallest shade groups first. Carefully review how these codes affect the Inventory Analysis screen, and then select the appropriate defaults for each user.
View# for Inquiry	The View# field controls the way the columns are displayed on the Order Inquiry review screen, the Order Inquiry by Account search, and the Invoice Inquiry screens, For example, View# 1 displays quantity and extended prices, while View# 3 displays quantity and weight.
Variance for Order Date	Enter a number between 1 and 999. This is the maximum number of days from the system date that an order date can be entered. For example, if you enter 30 in this field, then this user can only advance the Order Date (on Order Entry header screen) 30 days from today's date. In Order Entry, the default Order Date is today, which means that (unless advanced as stated here) holds are de-allocated tomorrow night, or according to the Systems Settings, Option for Removal of Unprocessed Orders, as described later in this section. This setting has no affect on orders that are processed as pick lists or invoices.
Default Retail Acct#	Each user can be assigned to a default customer account number to use when placing orders for retail customers. This setting works in conjunction with a Google Style customer search feature within order entry. When a search is performed and a retail customer is selected, the program checks for a Default Retail Account#, as entered in the Default Retail Acct# field. If it finds a Default Retail Account#, the program uses the selected retail customer and the Default Retail Account#. The Default Retail Account# is normally an account such as CASH RETAIL SALES.