Extensibility tools overview

This table provides an overview of the ways in which this solution can be extended and the tools that are available for making extensions:

Tool Description Audience
Administrative Options Customer, vendor, and product configuration, processing defaults, financial reporting and GL account setup, sales history tracking method, user-defined field, menu and function title modifications, report option defaults, password requirements, and report scheduling Administrator
SA Operator Setup Define operator access to application, create user profiles to control UI access, and enable report output to hosting service Administrator
Change password and some personal information End user if given access
SA Business Rule Setup Create and maintain business rules Administrator
Maintain business rules End user if given access
SA Table Code Value Setup Define default table values Administrator
SA Authorization Point Security Setup Modify authorization points and assign authority Administrator
Personalization Control application defaults, window layout, grid layout, field focus, and function titles Administrator and end user
Extension Enablement Toolkit Enables in-house development personnel to customize the UI and backend logic Administrator/developer
Entry default settings Define default settings, workflow preferences, and display information, and enable features Administrator and end user
Grid tools Manipulate grid columns and rows, filter, resort, and export values End user
Advanced search Personalize and save search criteria End user
Facet search Personalize and save search criteria in lookups End user