Miscellaneous Permissions - Overrides

  1. Specify this information:
    Override Free Quantity
    Select this option if you want members of this user group to be able to override warning messages regarding the available quantity in inventory, as defined in Inventory Business Setup (IBS).
    Override Physical Quantity
    Select this option if you want members of this user group to be able to override warning messages regarding the physical quantity of items in inventory.
    Override Sales Whole Processing
    Select this option if you want members of this user group to be able to override whole processing of sales orders, sales kits or sales lines. See the topic What is Whole Processing? in the Administrator Help for more information.
    Override Movement Whole Processing
    Select this option if you want members of this user group to be able to override whole processing of movement orders. See the topic What is Whole Processing? in the Administrator Help for more information.
    Override Over Commitment
    If you use Financials, you can invoke over commitment checking as purchase orders are entered. Using over commitment checking, an order line value must be within the remaining budget for the account, taking any existing commitments into account, or within the tolerance percentage or amount of this. Check this box if you want members of this user group to be able to override the over commitment checking, that has been set in Purchase Business Setup (PBS).

    If the over commitment checking override is selected, you must complete the following fields to specify the tolerances to be applied:

    • Over Commit Tolerance Value: The permitted value tolerance applied by the system when carrying out over commitment checking. The order line value can be over budget by this value and still be accepted.
    • Over Commit Tolerance Percent: The permitted percentage tolerance applied by the system when carrying out over commitment checking. The order line value can be over budget by this percentage and still be accepted.
    Note: If both the amount and percent tolerance is set, the lower amount is used for the check.
    Override Over Expend
    Using over expenditure checking, an invoice line in purchase order entry, or a journal line in ledger entry, must be within the remaining budget for the account. Over expenditure checking is set up in Purchase Business Setup (PBS) for Order Fulfilment and/or Ledger Setup for Financials.

    You can override these limits for this user group by checking the Override Over Expend check box. If this override is selected, you must complete the following fields to specify the tolerances to be applied:

    • Over Expend Tolerance Value : The permitted value tolerance applied by the system when carrying out over expenditure checking. The invoice line value can be over budget by this amount and still be accepted. This applies only to the selected user group.
    • Over Expend Tolerance Percent: The permitted percentage tolerance applied by the system when carrying out over expenditure checking. The invoice line value can be over budget by this percentage and still be accepted. This applies only to the selected user group.
    Note: If both the amount and percent tolerance is set, the lower amount is used for the check.
    Override Credit Limit
    This indicates if the users in this user group can have overrides applied when Credit Limit Checking is performed. For more information about credit checking see Credit Checking Customers in SunSystems Administrator Help.

    If the credit limit override is selected, you must complete the following fields to specify the tolerances to be applied:

    • Override Credit Limit Value: The permitted value tolerance applied by the system when checking the credit limit. This amount is added to the customer's credit limit when credit checking is performed in sales order processing. This applies only to the selected user group.
    • Override Credit Limit Percent: The permitted percentage tolerance applied by the system when checking the credit limit. This percentage is applied to the customer's credit limit, and added to the limit when credit checking is performed in sales order processing. This applies only to the selected user group.
      Note: If both the Override Credit Limit Value and Override Credit Limit Percent are set, the lower amount is used during processing.
    Override Overdue Invoice Limit
    This indicates if the users in this user group can have overrides applied when Overdue Invoice Checking is performed. For more information about credit checking see Credit Checking Customers.

    If the overdue invoice limit override is selected, you must complete the Override Overdue Invoice Limit Value field to specify the tolerances to be applied. The permitted value tolerance applied by the system when performing Overdue Invoice Checking. This amount is added to the customer's overdue invoice limit when overdue invoice checking is performed in sales order processing. This applies only to the selected user group.

    Manual Allocations Actual
    Check this box if you want this user group to be able to use manual allocations against actualized issues, that is, items that have already been marked as issued. For example, if the wrong item was picked or it was damaged whilst being loaded.
  2. Save your changes.
Parent topic: Setting up miscellaneous permissions