Security levels for transaction entry functions

Operator security levels can be set for these transaction entry functions:

Sales Order Entry security

Security level Add Change Cancel Additional information
1 – No Access No No No  
2 – Inquiry Only Yes Yes No The Sales Order Entry minimum security is Inquiry when a company is created. To use this level of security for an operator, you must change the Minimum Security Level setting in SA Administrator Option-System-Menu Items for Sales Order Entry.
3 – Inquiry and Change Yes Yes Stage 0, 1 At level 3, operators can collect payment. 
4 – Inquiry, Change, and Add Yes Yes Yes  
5 – Full Security Yes Yes Yes  

Purchase Order Entry security

Security level Add Change Cancel Additional information
1 – No Access No No No  
2 – Inquiry Only No No No If the Minimum Security Level setting in SA Administrator Option-System-Menu Items for Purchase Order Entry is Inquiry, and the SA Operator Setup security is set to level 2, the operator cannot access Purchase Order Entry.
3 – Inquiry and Change Yes Yes No  
4 – Inquiry, Change, and Add Yes Yes Stage 0-2  
5 – Full Security Yes Yes Yes  

Transfer Entry security

Security level Add Change Cancel Additional information
1 – No Access No No No  
2 – Inquiry Only No No No If the Minimum Security Level setting in SA Administrator Option-System-Menu Items for Transfer Entry is Inquiry, and the SA Operator Setup security is set to level 2, the operator cannot access Transfer Entry.
3 – Inquiry and Change Yes Yes No Operators with level 3 security can also run reports within each specific function.
4 – Inquiry, Change, and Add Yes Yes Stage 0, 1  
5 – Full Security Yes Yes Yes