SA Operator Setup - Controls field descriptions

The fields are listed alphabetically within these sections:

Cost

Allow Changing of GL Cost

Indicate if the user can access certain Product and Pricing and Discounting functions to update costs that are not used to update General Ledger.

Allow User to Chg AP Recon Cost Type

Indicate if the user can change the cost inventory is valued at during Final Update in to prevent users from accessing the costs that updates General Ledger.Vendor Invoice Center Entry or during Vendor Entry Group Update/Reconcile Invoices Report processing. The value that inventory is costed at defaults from the field in SA Administrator Options-Documents-Purchase Orders-Accounting. The default setting for this field is No.

Allow User to Override Update Tolerances

Indicate if the user can override quantity, line, and amount tolerances during reconciliation. This option indicates if users can override tolerances for a specific invoice, a specific line on an invoice, or for an entire group of invoices during reconciliation. If this option is set to Yes, the user can override all matching tolerances during reconciliation. If the option is set to No users cannot override any matching tolerances. Typically, security to override update tolerances is only given to an employee who will be handling large variances that have to be corrected manually, one invoice at a time.

Note: If the user should also be permitted to override tolerances for groups of invoices in Vendor Invoice Center Entry - Update Reconciliation Processing or using the Vendor Entry Group Update/Reconcile Invoices Report, you must select Yes for the Give AP Supervisor Status to this User option in SA Operator Setup-Other Options.

Allow User to View Commission Amounts

Indicate if the user can view calculated commissions. If you do not allow the user to view commissions, the commissions do not appear in setups, transaction entries, or inquiries, nor will they print on reports processed by this user.

Allow User to View Costs

Indicate if the user can view product costs and related margin information, based on the Mark Up From, Post to G/L by, and Post to S/M by fields in SA Administrator Options-Products-Costs. Costs are displayed in setup, entry, and inquiry functions, and included on reports created by the user.

Note: Because cost entry is required for nonstock items, this field does not apply to nonstock products. The Allow Entry of Non-stocks setting in SA Operator Setup-Entry Options determines whether a user is allowed to enter nonstock items.

Include Rebate in Cost/Margin Displays

Indicate if the user is allowed to view costs and margins with rebates included in the cost and margin calculations. An R is displayed next to the cost if a rebate has been applied.

To ensure that the totals on the report are consistent, select the same value for each user that runs the report.

Note: This option is applicable only if the Allow User to View Costs option is set to Yes.

View Cost Type Override

Indicate if the user can view one or all product costs from Product Warehouse Product Setup in these functions:

Sales Order Entry
Sales Order Inquiry
Sales Customer Pricing Inquiry
Product Inquiry
Sales Order Master List Report

Select one of these options:

AO Default

This value is the default value. Retain it to honor Allow User to View Costs setting.
Average, Standard, Replacement, or Last

Select a specific cost type to allow the user to view only that cost type and the calculated margin amount and margin % based on that cost. Costs for stock products are from Product Warehouse Product Setup. Costs for nonstocks products are from the sales order line. Cost for a catalog product can be from the sales order line or Product Catalog Setup, depending in the function in which the user views the cost.

When you select a specific cost, the Allow User to View Costs and Cost Override Option settings in SA Operator Setup are systematically updated to No.

When you select a specific cost, the user cannot change the cost of products in Extended section of Sales Order Entry-Advanced Line Entry. The user can change the margin % value in Sales Order Entry or pricing worksheets in both Sales Order Entry and Sales Customer Pricing Inquiry to change the price of the product.

Note: The costs and margin values are for display purposes only. The costs that are based on the AO default costs are used for invoice processing calculations.
All
Select this value to allow the user to see the AO default cost and Product Warehouse Product Setup costs. Users can view all costs for stock products in the All Costs section in Sales Customer Pricing Inquiry-Pricing and Sales Order Inquiry-Line Detail-Extended, or on the All Costs page in Sales Order Entry-Advanced Line Entry.
When you select All, you must select Yes in the Allow User to View Costs field.

View Cross Cono Costs

Specify the user's permissions for viewing specify whether the user can view the cost of items in other companies when using the Warehouse Availability view in Product Availability Inquiry . This field applies to the Distribution SX.e integration with Infor Configure Price Quote.

ICAMU

Allow Manual List Operator Override: This option controls access to the Oper field in Product Administration Exception Processing Center. The logged in user’s initials are displayed in this field when the Record Type is Manual, and cannot be changed unless this option is set to Yes. The ability to change the user’s initials should be limited to supervisors only.
Allow Mass Maintenance: Indicate if the user can access to the Mass Update function in the Product Administration Exception Processing Center.
Manual Product List Option: Select an option to determine which options the user can access in Product Administration Exception Processing Center.

Accounting

Allow Customer Credit Processing

Indicate if the user can process customer credits. Customer credits apply to these transaction types in Sales Order Entry and Customer functions:

RM order with an Invoice tied at the header level (Creates Customer Transaction Entry Credit Memo transaction)
RA - Receive on Account (Creates Customer Transaction Entry Unapplied Cash transaction)
CR orders where the line is a 'credit' line (Creates Customer Transaction Entry Miscellaneous Credit transaction)
Customer Transaction Entry Credit Memo and Unapplied Cash transactions

Allow Customer Returns Processing

Indicate if the user can process customer returns. Customer returns apply to these transaction types in Sales Order Entry and Customer functions:

RM orders without an invoice tied at the header level (Create Customer Transaction Entry Miscellaneous Credit transaction)
SO orders with a return line (Creates Customer Transaction Entry Miscellaneous Credit transaction)
CS orders with a return line (Creates Customer Transaction Entry Miscellaneous Credit transaction)
Customer Transaction Entry Miscellaneous Credit transaction

Allow User to Change Master Balances

Indicate if the user can change account balances on these setup records:

Vendor Maintain Balance Entry
Customer Maintain Balance Entry
CR Bank Setup
GL Maintain Balance Entry
Product Maintain Balance Entry

We recommend that the only user with security to change balances is the sys operator. You should change account balances only under special circumstances; you should allow transaction entry functions to update account balances. Updating balances from non-transaction functions is likely to cause audit trail balancing problems.

When you make changes to the master balances, you are required to enter a reason for the change. You can use the SA Balance Maintenance Report to review changes made to the balances.

This option controls only the balances accessed directly from the functions listed. It does not control functions such as Product Adjustment Entry, or other functions whose specific purpose is to change balances. You can set security for those functions on the Function Security view.

Allow User to Post Debits in Cash Receipts

Indicate if the user can enter debit memos in Customer Cash Receipt Entry. Debit memos are typically used as adjustment transactions to allow full payment on an invoice when the payment amount is less than the amount due. If No is selected, the Debit Memo option is not accessible.

Allow User to Process Addon Invoices

Indicate if the user can process Addon type invoices in Vendor Invoice Center Entry. If No is selected, the user cannot view addon invoices entered by other users.

Allow User to Process Expense Invoices

Indicate if the user can process Expense type invoices in Vendor Invoice Center Entry. If No is selected, the user cannot view expense invoices entered by other users.

Allow User to Process Trade Invoices

Indicate if the user can process Trade type invoices in Vendor Invoice Center Entry. If No is selected, the user cannot view trade invoices entered by other users.

Allow Vendor Returns/Credit Processing

Indicate if the user can process vendor returns and credits. Vendor returns and credits apply to the following transaction types in Purchase Order Entry and Vendor Invoice Center Entry:

RM orders
Miscellaneous Credit and Credit Memo transactions

Cash Receipts Write Off Limit

The amount the user is allowed to write off in Customer Cash Receipt Entry. You can also specify a Paid in Full Allowance Amount in SA Administrator Options-Customers-Cash Receipts. The user can write off the greater of these two amounts.

GL Department

Specify a security mask for a specific department number. The department number is defined in the second segment of the GL Account Setup account code. Entering a department number limits inquiry or entry to this department number only, unless the user obtains authorization from someone with the ability to grant the user authority to bypass this security setting. Leave 0 (zero) in this field to allow access to all departments.

GL Division

If you use full or partial divisionalized accounting, you can create a security mask that limits entry or inquiry for this user to a specific division’s transactions. The security mask also limits access to some General Ledger reports.The division number is defined in the first segment of the GL Account Setup account code. If the user enters an account code with a division number different than the one specified here, an error message is displayed. The user must then get assistance from a supervisor who can grant authorization to the user.

Note: This functionality is not enforced in every function; for example, lookups.

Leave 0 (zero) in this field to allow access to all divisions.

GL Sub Account

Specify a security mask for a specific department number. The subaccount number is defined in the fourth segment of the GL Account Setup account code. Entering a subaccount number limits inquiry and entry to a specific subaccount. Leave 0 in this field to allow access to all subaccounts.

System

Activity Security

This setting determines the user's functional security for the Activities context widget. This table shows the security levels and their descriptions:


Security level	Description
No Access or Inquiry	The user can view activities.
Modify	The user can edit and close existing activities.
Add	The user can add, edit, and close activities.
Delete	The user can add, edit, delete, and close activities.

Allow Access to Acquired Date

Indicate is the user can access to the Acquired Date field in the Frozen section of Product Warehouse Product Setup-Ordering.

The Acquired Date is used to show when the product is first received into inventory. It is updated automatically when the product is first received as a product receipt, return, unavailable product, or stock adjustment. It can also be updated manually in Product Warehouse Product Setup-Ordering, Product Administration Exception Processing Center-Mass Update, Product Detail-Frozen, and Manual Product List functions, and Purchase Demand Center Entry if this option is set to Yes.

The Acquired Date can also be initially set in Product Adjust Non-stock/Direct Order Entry when converting nonstock inventory into stock.

If the Acquired Date is populated, this date is used on the Product Surplus Stock Report instead of the Entered Date when calculating whether surplus exists for the product.

Allow Access to Extended System Tables

Indicate if the user can add, change, and delete values for Sales Order Entry or Purchase Order Entry transactions, such as addons, unit conversions, and divisions, that are set up in SA Table Code Value Setup. We suggest you select No for most operators.

Allow Access to Other Operator Activities

Indicate if the user can access to other operators’ activities in the Activities context widget. If you select Yes, the Activity Security setting determines the functions that the user can perform on other operators’ activities. For example, if Inquiry is selected for an user's Activity Security setting, then the user can only inquire on other operators’ activities.

Allow Access to Secured Notes

Select Yes to enable the user to view, create, edit, or delete secured notes for any entity. When you select No, the user does not have any access to secured notes.

Allow Access to Standard Notes

Select Yes to enable the user to view, create, edit, or delete notes for contacts, including secured notes if the Allow Access to Secured Notes setting is Yes. When you select No, the user can only view notes.

Additionally, when you select No, the Delete button is unavailable in the Notes app in the Context App panel. The Delete button is available on the maximized Notes window.

Allow Intercompany Processing

Indicate if the user can perform intercompany functions such as warehouse transfers, copying General Ledger account codes across companies, or making intercompany inquiries.

Allow Override of Login Credit Mgr

Indicate if the user can change the credit manager that is currently logged into the system. The credit manager is the person at your company who is in charge of obtaining credit reports, maintaining and updating credit information, and approving credit when requested by the customer.

Allow Update of Customer Notes

Select Yes to enable the user to view, create, edit, or delete customer notes, including secured notes if the Allow Access to Secured Notes setting is Yes. When you select No, the user can only view customer notes.

When No is selected for the Allow Access to Standard Notes setting, notes must be deleted on the maximized Notes window.

Allow Update of Product Notes

Select Yes to enable the user to view, create, edit, or delete product notes, including secured notes if the Allow Access to Secured Notes setting is Yes. When you select No, the user can only view product notes.

When No is selected for the Allow Access to Standard Notes setting, notes must be deleted on the maximized Notes window.

Contact Management Security

This setting determines the user's functional security for the Contacts context widget. This table shows the security levels and their descriptions:


Security level	Description
No Access	The Contacts context widget is available, but it does not contain any content.
Inquiry	The user can view contacts.
Modify	The user can edit contacts.
Add	The user can add and edit contacts.
Delete	The user can add, edit, and delete contacts.

Dropbox Authorization

If you are setting up the Dropbox third-party file hosting widget, specify the final authorization key for the user in this field. The user receives this key when they install and configure Dropbox on their system.

See the information in this help system about enabling report output to Dropbox.

Extension Access Level

Use this setting to grant access to the Extension Enablement Toolkit in the More... menu in the navigation menu bar. Select Company or System to indicate the level at which the user can create, modify, and delete custom extensions. No Access is the default value.

The Extension Enablement Toolkit is part of the standard product, but requires an advanced understanding of CSS and JavaScript to fully utilize it. We recommend that you engage Infor Consulting Services to either learn how to use the Extension Enablement Toolkit, or to have their developers use it to extend Distribution SX.e for your business requirements.

Note: This setting does not grant access to SA Extension Administrator. You must specify a security level for SA Extension Administrator on the Function Security tab.

Save/Load Web Modifications

Indicate if the user can save and load personalized views in Sales Order Entry, Purchase Order Entry; and in Transfer Entry grid layouts throughout the application. Indicate the level at which personalization settings can be save and loaded. If None is selected, the personalization feature is disabled.

Save/Load Web Settings

Indicate if the user can save and load personalized default settings in Sales Order Entry, Purchase Order Entry, and Transfer Entry. Indicate the level at which personalization settings can be save and loaded. If None is selected, the personalization feature is disabled.