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Employee Auth

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The Sales manager can apply this function to identify additional employees that may override sales prices and profit margins and can also grant temporary authorization to other employees to sell at lesser prices and profit margins (see Sales price and GPM override authorization).

The Sales Manager, via his/her job assignment, automatically has override rights and need not be listed as an authorized employee via this tab.

 

The level of authorization can be varied per employee.

If the employee is granted the rights for 'Product Sales Gross Profit Margin Override', the right to override Sales prices is automatically granted as well. Authorized employees can also grant temporary authorization to other users via the function Sales price and GPM override authorization, but not if the scope of the authorization exceeds their own rights.

Employees only authorized to override Sales prices, will be able to do so, but will not be able to set the price so low that the minimum profit margin targets are violated.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

Adds employees to the 'Linked Employees' list box. It will only be enabled when:

 

1.A product code is selected in the 'Product Code' combo box.
2.An employee is selected in the 'Employee' combo box.
3.One or more of the check boxes in the 'Authorisation' frame is checked.
4.Where the user is the Sales Manager or acting for the Sales Manager.

 

When clicked, the selected product code, employee and authorisation is linked and saved to the Product Employee Authorisation table.

hmtoggle_plus1Apply

This button is applied to execute change made to a selected employees level of authorization and is only enabled if the user is the Sales Manager of the product on the Product Master table or the signed on employee is acting for the sales manager and a instance is selected in the 'Linked Employees' list box.

hmtoggle_plus1Authorisation

These settings govern who, and to which extent, may override the gross profit margin and sales price on the Customer Orders or Sales Order Wizard functions, as well as on Counter sales.

 

The user must have a security profile linked to the function Product Master with an access allowed of Change, and must be the Product Sales Manager.

 

RULES:

If the employee is granted the rights for 'Product Sales Gross Profit Margin Override', the right to override Sales prices is automatically granted as well. Authorized employees cannot grant temporary authorization to other users via the function Sales price and GPM override authorization if the scope of the authorization exceeds their own rights.

Employees only authorized to override Sales prices, will be able to do so, but will not be able to set the price so low that the minimum profit margin targets are violated.

hmtoggle_plus1Available Employee

The field is applied to select an employee to which sales price and/or GPM override authorization is to be granted. The field populates with the Surname, First Name, Second Name Initials, Employee ID and status of the employee from the Employee Master table where the status of the employee is not equal to 'Inactive' (I). Once selected, specify the level of authorization

in the Authorization frame and click the down arrow to add the authorization.

hmtoggle_plus1Linked Employees

This list displays all employees to which authorization has been granted to override sales prices or profit margins. These employees can also grant authorization to other employees not listed to override prices via the function Sales price and GPM override authorization.

 

It is not required for the sales manager since his/her job assignment grants inherent rights to override prices and profit margins.

Clicking on one of the listed employees will display the individual's level of authorization in the Authorization frame and will also enable removal of or changes to the rights.

hmtoggle_plus1Remove

Removes authorized employees from the 'Linked Employees' list box. It is only enabled when:

 

1.A product code is selected in the 'Product Code' combo box.
2.An employee is selected in the 'Linked Employee' list box.
3.Where the user is the Sales Manager or acting for the Sales Manager.