Service Management Authorizations

Service Management ships with several authorization groups already defined. The groups are listed below with a brief description.

To add your own groups, use the Groups form.

To modify the list of forms or other objects that a group can access, or to modify its access permissions (read, write, etc.) for an object, use the Object Authorization for Group form.

Note: Forms can belong to more than one group.

Accounts Payable Group

These forms are needed by an Accounts Payable (A/P) clerk to review and pay vendor invoices.

Accounts Receivable Group

These forms are needed to manage the Order Invoicing and Customer Payment processes.

BOD Integration Group

These forms are used to lock down functions that are intended for use within the ERP when a BOD Integration is in place.

Contact Center Group

These forms are needed by employees who take phone calls and create incidents when customers report problems.

Contracts Group

These forms are needed by employees who are responsible for setting up and managing service contracts.

Credit Card Group

These forms are used by a user to accept credit card payments and analyze past credit card transactions.

Credit Field Update Group

This group provides the user access to update a customer's credit limit.

CRM Group

This group grants access to forms that are related to the Customer Relationship Management module.

Enter Out of Date Range

This group allows the user to enter transactions that affect the Journal or General Ledger outside of the current accounting period.

Entity Forms Group

This group grants access to the financial forms typically required at an accounting entity level so that the user can review financial activity.

Fixed Asset Group

This group grants access to the forms related to fixed assets.

General Codes Group

This group provides the user access to update general codes such as Billing Terms, Currency Codes, Tax Codes, and Reasons Codes.

General Ledger Group

These forms are needed by the controller to view financial statements and drill down to transactional detail.

GRN Group

This group grants access to the forms related to the Goods Receiving Notes.

Human Resources Group

This group grants access to the forms used for setting up new employees and managing departments, skills, certifications and other HR information.

Internal Group

This group is used for internal purposes.

Inventory Group

These forms are needed to set up and manage items, warehouses, locations and other inventory related items.

Inventory Costs Maintenance Group

This group enables users to update the costs of items in inventory.

Inventory Hide Costs Group

This group hides the material costs from the user when inventory transactions are performed.

Item Stockroom - Remote Insert Group

This group enables users to create item stockroom location records if needed in another site.

MGR - Accounts Payable Group

This group grants access to enable the user to manage the A/P parameters.

MGR - Accounts Receivable Group

This group grants access to enable the user to manage the A/R parameters.

MGR - Contact Center Group

This group grants access to enable the user to manage the Contact Center parameters.

MGR - Contracts Group

This group grants access to enable the user to manage the Contract parameters.

MGR - CRM Group

This group grants access to enable user to manage the CRM parameters.

MGR - General Ledger Group

This group grants access to enable the user to manage the Financial parameters.

MGR - Human Resources (HR) Group

This group grants access to enable the user to manage the HR parameters.

MGR - Inventory Control Group

This group grants access to enable the user to manage the inventory parameters.

MGR - Mobile Group

This group grants access to enable the user to manage the Infor Disconnected Mobile Service.

MGR - Order Entry Group

This group grants access to enable the user to manage the service order and sales order parameters.

MGR - Purchasing Group

This group grants access to enable the user to manage the purchasing parameters.

MGR - Scheduling Group

This group grants access to enable the user to manage the scheduling parameters.

MGR - Warranty Tracking Group

This group grants access to enable the user to manage the asset and warranty parameters.

Mobile Disconnected Group

These forms are included in the Infor Disconnected Mobile Service. The forms associated with this group are the forms that are available offline to users associated with this group. See the Mobile Profiles form topic for additional information.

Order Entry Group

These forms are needed to work with the customers and to process sales orders and service orders.

Posting Out of Current Period Group

This group enables the user to post Journal and General Ledger transactions outside of the current accounting period.

Purchase Requisitions Group

These forms are needed by a buyer to process Purchase Requisitions and Requests for Quotes.

Purchase Requisitions Hide Costs Group

This permission hides the material costs from the user when processing a PO Requisition.

Purchase Requisitions Approval Group

This group enables the user to approve a PO Requisition.

Purchasing Group

These forms are needed to work with vendors and to process purchase orders.

Purchasing Hide Costs Group

This permission will hide the material costs from the user when process a Purchase Order.

Scheduling Group

This group provides access to the Scheduling and Dispatching functionality.

Scheduling Public Filters

This group enables the user to set up and manage Partner and Task Filters that are used by other schedulers and dispatchers on the schedule board.

Scheduling Public Profiles Group

This group enables the user to set up and manage Service Schedule Profiles that are used by other schedulers and dispatchers on the schedule board.

SM-Plus Outlook Group

This permission is required if the user wants to access the service data from within Microsoft Outlook.

Standard Forms Group

This group grants access to commonly used forms that allow the user to send emails, change their password, view reports and other miscellaneous tasks.

SX.e Integration Group

This group grants access to the forms used with the SX.e integration.

SX.e Integration Administration Group

This group grants access to more advanced forms used with the SX.e integration.

System Administration Group

This group grants access to more advanced forms used to monitor users and set up system-wide settings and controls.

Warranty Claims Group

This group grants access to the warranty claims functionality.

Warranty Tracking Group

This group grants access to the Assets Management, which enables a user to manage the warranties and view the configuration of units.