Assigning Security Authorizations for Order Entry Users

If your Sage ERP Accpac system requires user passwords and security profiles, the system administrator must assign security authorizations to users for Order Entry forms.

For information on activating security and setting up security groups, refer to the System Manager online Help (choose the Help menu on the Sage ERP Accpac desktop).

Changing Print Destination

To change the print destination, you must have Change Print Destination security authorization, which is assigned from the permissions list in Administrative Services' Security Groups form.

Assigning Order Entry security

The Security Groups form, in the Administrative Services folder, provides security assignments to perform Order Entry tasks, as follows:

• Common Inquiry — Print setup reports and view/print setup forms.

• Setup Maintenance — Print setup reports, modify setup options.

• Setup Maintenance — Print setup reports, modify setup options.

• Setup Maintenance and Transaction Inquiry — View statistics, print setup reports, modify setup options.

• Setup Maintenance — Print setup reports, modify setup options.

• Setup Maintenance and Day End Processing (I/C) — Print reports, modify setup options, view sales history and salesperson statistics.

• Import Processing and Setup Maintenance — Print setup reports, import setup options.

• Transaction Inquiry — View orders, print reports, view statistics.

• Import Processing and Invoice Entry — Import and add orders, view posted invoices.

• Import Processing and Credit Note Entry — Import and add credit notes, view posted credit notes.

• Export Processing and Setup Maintenance — Print setup reports, export setup options.

• Export Processing and Invoice Entry — Export orders, view posted invoices.

• Export Processing, Setup Maintenance, and Transaction Inquiry — Export orders, print setup reports, view, export and print setup options, view posted invoices, view posted credit notes, view sales history and statistics.

• Invoice Entry — View and modify orders, view invoice statistics. Note: If you use Payment Processing, you must have Invoice Entry authorization in order to pre-authorize and process credit card transactions in Order Entry.

• Invoice Printing — Print invoices and salesperson commission rates report.

• Invoice Entry and Receipt Entry (A/R) — View statistics, modify orders, invoices and prepayments.

• Credit Note Entry — Enter credit notes, view credit note statistics.

• Credit Note Printing — Print credit notes and salesperson commission rates report.

• History Clearing — Clear history.

• History Clearing and Day End Processing (I/C) — Clear history, print reports, view, print, and edit sales statistics. Note: You can edit statistics only if the option, Allow Edit of Statistics, is selected in the O/E Options form

• Order Confirmation Printing — Print order confirmations, salesperson commission rates report.

• Shipping Label Printing — Print shipping labels.

• Picking Slip Printing — Print picking slips.

• Quote Printing — Print quotes.

• Unit Price Override — Change the unit price on orders, shipments, and invoices.

• Dashboard — View Order Entry dashboard.

See also

Steps for Setting Up Order Entry