User ID Control Panel (CTRLUSER) - SET 2

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.

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.

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 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.

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.

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 keys to process the order, but can only continue with options F2, F3, F6, or F7.

Direct shipments are defined as orders filled by outside suppliers and shipped directly to your customer without affecting your inventory

This option can be individually set for each user. If left blank, the option defaults to Y.

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.

If a number 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 only 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

The User ID Control Panel (CTRLUSER) - SET 2 accesses this setting for salesperson information sharing.

• 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 number 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 press F10 to enter an order or line number instead.

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 allocated.

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.

Press F2 to select from a list of status codes, and update this screen.

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.

Press F2 to select from a list of status codes, and update this screen.

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. Enter a ? in this field to see a list of the available sort options. 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.

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.

Enter a ? to see and select from a list of the available View#s.

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.

If you are granted Command Line Access, you can update other users' parameters by entering CTRLUSER XXX, where XXX is a valid user ID.