Division security by function: Sales

This tables shows how the division security controls are applied to Sales module functions:
Function Division control
Sales Order Entry Order entry creation and maintenance is limited by the customer or customer ship to and products assigned to an allowed division only and where the Restrict Data Access For OE option is Yes. Other lookups and product selection windows are limited based on the record type, such as the Sourcing view for PO or WT ties.
Sales Order Entry - Excel Import Records are validated to limit sales orders created for customer/customer ship to records and warehouse products in an allowed division only and where the Restrict Data Access For IC and Restrict Data Access For AR options are Yes.
Sales Order Inquiry

Sales Order Fulfillment Inquiry

Sales Credit Release Inquiry

Sales Invoicing Exceptions Inquiry

Search results are limited to sales orders assigned to no division or allowed divisions only and where Restrict Data Access For OE is Yes. This includes hyperlinks to Sales Order Inquiry from Order # in other functions.
Note: Searches are limited to the order header Division # only. Sales orders will not also be limited by the customer or warehouse Division # associated with the order.
Sales Order Fulfillment Setup Creation or maintenance of records of a Preferred Warehouse type are limited to warehouses assigned to an allowed division only and where the Restrict Data Access for IC option is Yes.
Sales Direct Route Entry Access to transactions is limited based on the search filter record type:
  • Warehouse: limited to only those with a warehouse associated with a division that is allowed and where Restrict Data Access for IC is Yes.
  • Customer or customer ship to: limited to customers or customer ship tos assigned to allowed divisions only and where Restrict Data Access For AR is Yes.
  • Vendor or vendor ship from: limited to vendors assigned to allowed divisions only and where Restrict Data Access For AP is Yes.
  • Sales order: limited to sales orders assigned to allowed divisions only and where Restrict Data Access For OE is Yes.
  • Purchase order: limited to purchase orders assigned to allowed divisions only and where Restrict Data Access For PO is Yes.
  • Transfer: limited to warehouse transfer assigned to allowed divisions only and where Restrict Data Access For WT is Yes.
Sales Direct Route Setup Search results are limited to warehouses assigned to no division or allowed divisions only and where Restrict Data Access For IC is Yes.
Sales Shipping Request Entry Access to transactions is limited to shipping requests for customers associated with a division that is allowed and where Restrict Data Access For AR is Yes, and requests with a related vendor associated with a division that is allowed and where Restrict Data Access For AP is Yes.
Sales Salesrep Exception Setup Search results are limited to records associated with a customer or customer ship to assigned to an allowed division and where Restrict Data Access For AR is Yes.
These Sales reports are limited to records assigned to no division or allowed divisions only. The record type is noted.
  • Sales Entry Journal Print Report - based on GL transaction (GLET) records with a GL account code where the division number segment is a restricted division. Report output includes journals that are excluded due to Division # Security.
  • Sales Entry Pick Tickets Report - based on the Sales Order Entry header record and the user’s Restrict Data Access for OE setting.
  • Sales Entry Processing Delivery Document Report - based on the Sales Order Entry header record and the user’s Restrict Data Access for OE setting.
  • Sales Entry Invoice Processing Report - based on the Sales Order Entry header record and the user’s Restrict Data Access for OE setting.
  • Sales Entry Processing Acknowledgements Report
  • Sales Entry Processing Back Order Fill Report
  • Sales Entry Processing Cancel/Convert Orders Report
  • Sales Entry Advance Shipping Notice (856) Report
  • Sales Entry Bill of Lading Report
  • Sales Entry Print Manifest Report
  • Sales Entry Quote Print Report
  • Sales Entry Sales Manager Update Report
  • Sales Demand Invoices Report
  • Sales Exceptions Report
  • Sales FTC Compliance Report
  • Sales Goods and Services Tax Report
  • Sales Invoice Register Report
  • Sales Order Master List Report
  • Sales Cash Drawer Balance Report
  • Sales Commercial Invoice Report
  • Sales Non-stock/Drop Ship Inventory Report
  • Sales Package Analysis Report
  • Sales Sheets Report
  • Sales Warranty Returns Report
  • Sales Order Register Report
  • Sales Allow Retotaling Report
  • Sales Pre-Invoice Exceptions Report
  • Sales Export Data Report
  • Sales Import Data Report
  • Sales Master Entity Download Report
  • Sales Report of Entities