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CUSTOMER MAST MAINT AUTH
Function Select
RF332S01 - Function Select
WILLIAMS COMMON FEATURES 1/29/93
DSP01 REFERENCE FILE CATEGORY 332 FUNCTION SELECT
Category Name CUSTOMER MAST MAINT AUTH
USERID(10)CO(3)LOC(3)
Category Key WILLIAMS
XXXXXXXXXXXXXXXX
Request Code 1
1 - Add
2 - Change
3 - Delete
4 - Inquire
F2=Command F3=Exit F7=End Category F8=Display List
F9=Inquiry
This category allows you to limit user access to the menu options in the Customer Master Maintenance conversation. There are four types of security you can specify:
o User has authority to all options for customers in all companies and locations. Do not enter a record for this user ID.
o User has authority to the same options for customers in all company/locations. Enter a record for the user ID, leaving the company and location fields on the key screen blank. For example, you may assign one user authority to create ship-to customers for all company/locations.
o User has different authority for different company/locations. Enter a record for each company or company/location that the user is allowed to access. For each record, specify the type of authority granted in that company/location. For example, the user might be allowed to update credit information for a single company. In this case, you would enter one record for the user ID/company combination. The user would have authority to all locations for the company.
o User does not have authority to use any options for any company/locations. Create one record for the user (with company and location fields blank) where all options on the detail screen are set to N.
USER ID
Required. Any user signing on with this ID will have the specified authority.
COMPANY
Optional. The user will have authority to any customers defined for this company. If customers are defined at a global level, leave this field blank. This field must be entered if a location is entered.
LOCATION
Optional. The user will have authority to any customers defined for this location. If customers are defined at the global or company level, leave this field blank.
Detail
RF332S02 - Detail
WILLIAMS COMMON FEATURES 6/24/94
DSP01 REFERENCE FILE CATEGORY 332 INQUIRE
Category Name CUSTOMER MAST MAINT AUTH
USERID(10)CO(3)LOC(3)
Category Key V90 001BRU
ADD S/T ADD B/T SET-UP CUS CHG SLS CHG B/T CHG CRD
Data Y Y Y Y Y Y
Y Y Y Y Y Y
CHG DRF CHG SLS2 CHG USER COPY S/T COPY B/T REA S/T
Data Y Y Y Y Y Y
Y Y Y Y Y Y
REA B/T DEA S/T DEA B/T DEL S/T DEL B/T BS REL CST INQ
Data Y Y Y Y Y Y Y
Y Y Y Y Y Y Y
F2=Command F3=Exit F9=Inquiry F10=Function Select
This screen allows you to specify whether or not the user has authority to each option on the Customer Master Maintenance Function Select screen. Valid values for each field are 'Y' (user has authority) or 'N' (user does not have authority).
ADD SHIP-TO AUTHORITY FLAG
Required. Indicates whether the user has authority to the Add Ship-to Customer option. This option allows the user to define the minimum information (such as address and default shipping method) required to use the customer as a ship-to location on a sales order. This information is stored on the Sales Information screen. Valid values are 'Y' (yes) and 'N' (no).
ADD BILL-TO AUTHORITY FLAG
Required. Indicates whether the user authority to the Add Bill-to Customer option. This option allows the user to define minimum information required to use the customer as a bill-to location on a sales order. This information is stored on the Sales Information and Billing Information screens. Valid values are 'Y' (yes) and 'N' (no).
SET-UP CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Set-up Customer option. This option allows the user to enter information on all screens of the Customer Master Maintenance conversation for a new customer. Valid values are 'Y' (yes) and 'N' (no).
CHANGE SALES INFO (1) AUTHORITY FLAG
Required. Indicates whether the user has the authority to the Change Sales Information (1) option. This option allows the user to update address and shipping information for existing ship-to and bill-to customers. Valid values are 'Y' (yes) and 'N' (no).
CHANGE BILLING INFO AUTHORITY FLAG
Required. Indicates whether the user has authority to the Change Billing Information option. This option allows the user to change information on the Billing Information screen for existing bill-to customers. This information includes corporate customer, price code, default payment terms, and flags allowing discounts, partial payments, and underpayments. Valid values are 'Y' (yes) and 'N' (no).
CHANGE CREDIT INFO AUTHORITY FLAG
Required. Indicates whether the user has authority to the Change Credit Information option. This option allows the user to change information on the Credit Information screen for existing bill-to customers. This information is used primarily for credit checking, dunning, and calculating VAT or GST. Valid values are 'Y' (yes) and 'N' (no).
CHANGE DRAFT INFO AUTHORITY FLAG
Required. Indicates whether the user has authority to the Change Draft Information option. This option allows the user to change information on the Draft Information screen for existing bill-to customers. This information is used by the Draft Management module. Valid values are 'Y' (yes) and 'N' (no).
CHANGE SALES INFO (2) AUTHORITY FLAG
Required. Indicates whether the user has authority to the Change Sales Information (2) option. This option allows the user to change information on the Sales Information screen for existing bill-to customers. This information controls whether direct distribution, electronic data interchange, or complex pricing structures are used for the customer, how US and PST taxes are calculated, how documents are prepared and sent to the customer, and what messages appear on those documents. Valid values are 'Y' (yes) and 'N' (no).
CHANGE USER-DEFINED FIELDS AUTHORITY FLAG
Required. Indicates whether the user has authority to the Change User-Defined Fields option. This option allows the user to change information on the User-Defined Fields screen for existing bill-to customers. Valid values are 'Y' (yes) and 'N' (no).
COPY SHIP-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Copy Ship-to Customer option. This option allows the user to create a new ship-to customer by copying sales information for an existing customer. Data cannot be changed for the new or existing customer. Valid values are 'Y' (yes) and 'N' (no).
COPY BILL-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Copy Bill-to Customer option. This option allows the user to create a new bill-to customer by copying information for an existing customer. Data cannot be changed for the new or existing customer. Valid values are 'Y' (yes) and 'N' (no).
REACTIVATE SHIP-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Reactivate Ship-to Customer option. After an inactive customer is reactivated, it can be used as a ship-to location on sales orders. Valid values are 'Y' (yes) and 'N' (no).
REACTIVATE BILL-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Reactivate Bill-to Customer option. After an inactive customer is reactivated, it can be used as a bill-to location on sales orders. Valid values are 'Y' (yes) and 'N' (no).
DEACTIVATE SHIP-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Deactivate Ship-to Customer option. After a customer is deactivated, it cannot be used as a bill-to or ship-to location. Valid values are 'Y' (yes) and 'N' (no).
DEACTIVATE BILL-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Deactivate Bill-to Customer option. After a customer is deactivated, it can be used as a ship-to customer but not as a bill-to customer. Valid values are 'Y' (yes) and 'N' (no).
DELETE SHIP-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Delete Ship-to Customer option. This option flags ship-to customers to be deleted the next time the Customer Master File is purged. A customer cannot be deleted if any open items exist for the customer.
DELETE BILL-TO CUSTOMER AUTHORITY FLAG
Required. Indicates whether the user has authority to the Delete Bill-to Customer option. This option flags bill-to customers to be deleted the next time the Customer Master File is purged. A customer cannot be deleted if any open items exist for the customer.
BILL-TO/SHIP-TO RELATIONSHIP
Required. Indicates whether the user has the authority to the Ship-to/Bill-to Relationship option. This option allows the user to maintain the bill-to/ship-to relationship for a specific company/location. Valid values are 'Y' (yes) or 'N' (no).
CUSTOMER INQUIRY
Required. Indicates whether the user has authority to inquire on a customer or a bill-to/ship-to relationship at a specific company/location. Valid values are 'Y' (yes) or 'N' (no).