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Profile Access

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This function is used to define the function access and the level of access allowed by a security profile.  This is done, by linking functions to selected profiles, and specifying the level of access allowed for such functions (add, inquiry, change, delete or any combination thereof).

 

Profiles are in turn linked to employees to specify the level of access given to individual employees.  See also, Security Profiles , Employee Profiles and Profile Access Search for more detail.

 

Also take note that function access with maintenance rights not necessarily guarantees the right to change date, since certain functions require a combination of update rights and recognized data ownership as described by those functions.

 

PLEASE NOTE: Update rights on functions relating to movements to and from Stores, will not enable users to perform such Movements.  Permission is granted via the Store Employee Access function.

 

Where the Profile Access function is equal to the System function, the association is obvious.   There are however, many Profile Access functions, which are not System functions.  These are explained and cross referenced below:

 

ASSET CHECK OUT

This profile function gives authority to check out an asset.  A possible use is to give it to a security officer at the reception area to formally check assets out.   See the Asset Loan tab on the Asset Informationfunction.

 

ASSET CHECK IN

This profile function gives authority to check in an asset.  A possible use is to give it to a security officer at the reception area to formally check assets in.   See the Asset Loan tab on the Asset Informationfunction.

 

BANK TRANSACTION RECEIPT PRINTER

This profile function gives authority to print receipts against bank transactions.  See Print Receipt button.

 

BANK TRANSACTIONS CREDITORS

This profile function gives authority to reverse Bank Transactions where an organization is a beneficiary.  Inquiries, against transactions paid out by a bank, are also allowed by this profile function.

 

BANK TRANSACTIONS PERSONNEL

This profile function gives authority to do out of bank transactions where the beneficiary is either an employee or other concern.  The same transactions may be reversed and inquired on.

 

CHARACTERISTIC STRUCTURE MAINTENANCE

This profile function gives authority to maintain characteristic structures.  See the Structure Maintenance tab on the Characteristics function.

 

CHARACTERISTIC VALUE LIMITS

This profile function gives authority to maintain the value fields in the Value Limitations list box on the Characteristic Maintenance tab.

 

CHANGE PROPOSAL CLOSE

This profile function gives authority to close a change proposal.  See Close button on the Change Proposal function.

 

CREDITORS NO REFERENCE

This profile function gives authority to use the Creditors No Reference option.

 

CUSTOMER NON STOCKED

This profile function gives authority to add Customer Non Stocked Lines if the user has inquiry rights on the Customer Order Profile function.

 

CUSTOMER REPAIR

This profile function gives authority to add Customer Repair Lines if the user has inquiry rights on the Customer Order profile function.

 

DEBTORS INVOICE STATUS NOT PRINT APPROVED

This profile function gives authority to change a Debtor invoice from print approved to not print approved.

 

DEBTOR INVOICE CHANGE APPR TO CONF/PRINTED

This profile governs whether you are allowed to change a Debtor invoice from the "Printed" status back to the "Not Approved" status.  It should only be done where an invoice is printed with some sort of error and the invoice is not sent to the customer.  With the change of the status from "Printed" to "Not Approved", the current Printed invoice should be destroyed.  If this profile is used at all, it should be restricted to the Debtors Manager.

 

DEBTOR INVOICE CHANGE CONF/PRINTED TO APPR

This profile governs whether you are allowed to change a Debtor invoice from the "Approved" status to the "Printed/Confirmed" status without printing the invoice. This is done for clients where invoices are send through EDI (Electronic Data Interchange).

 

EMPLOYEE FINANCIAL DATA

This profile function gives authority to maintain the hourly rates of employees other than yourself on the Employee Information function.

 

EXTERNAL ORGANISATION CATALOGUES

This profile function gives authority to maintain External Organisation Catalogue records.

 

EXTERNAL ORGANISATION CONTACTS

This profile function gives authority to access the "Contacts" tab on the External Organisation function provided that you have access to the External Organisation function.

 

EXTERNAL ORGANISATION INVOICE ANALYSIS

This profile function gives authority to access the "Invoice Analysis" tab on the External Organisation function provided that you have access to the External Organisation function.

 

EXTERNAL ORGANISATION SALES PERSON

This profile function gives authority to access the "Sales Person" tab on the External Organisation function provided that you have access to the External Organisation function.

 

EIS PUBLIC FOLDER ACCESS

This profile function gives authority to access public EIS views.  See help on the EIS View Type.

 

EXTERNAL OBJECT LINK

This profile function gives authority to link objects created outside the System to

System objects from the External Object Link tab.

 

EXTERNAL OBJECT STATUS

This profile function gives authority to maintain an External Object's status.

 

EXTERNAL ORGANISATION PARTS SELLING

This profile function gives authority to load selling catalogue records.  See External Organisation Parts function.

 

FAILURE STATUS MAINTENANCE

This profile function gives authority to maintain the status of a Failure.

 

LINK EXTERNAL OBJECT

This profile function gives authority to link objects created outside the System to System objects.  See Link External Object function.

 

MOVEMENT MAINTENANCE

This profile function gives authority to change the hotspots on the graphical Movements function.

 

MRP GLOBAL RUN

This profile function gives authority to do a global MRP run.

 

MRP SELECTIVE RUN

This profile function gives authority to do a selective MRP run.

 

MRP OPTIONS APPLIED NON SIMULATION MODE

This profile function gives authority to use the MRP simulation options during a non-simulation run.

 

NODE NETWORK

This profile function gives authority to add predecessors and successors against nodes (projects) on the Node Structure Overview function

 

NODE

This profile function gives authority to maintain Activity Nodes (Non Program and Milestone Nodes).

 

NODE MILESTONE

This profile function gives authority to maintain Milestone Nodes.

 

NODE PROGRAM

This profile function gives authority to maintain Program and Program/Milestone Nodes.

 

NODE VIEW AUTHORIZATION

This profile function enables the user to view all information regarding all Nodes not depending on normal profile access rules. (Not suitable for all employees).

 

NON POSTING ENTITY STRUCTURE MAINTENANCE

This profile function gives authority to maintain non posting entity structures on the Structure tab of the Non Posting Entity function.

 

PART LOCATIONS

This profile function gives authority to use the Serial/Lot Number Like and Division fields to view only a selection of available stock.

 

PART MASTER PRICE

This profile function gives authority to access the Part Master Price tab.

 

PRINT DOCUMENTATION DEL NOTE PRINTER

This profile function gives authority to print delivery notes using the Print Documentation function.

 

PRINT DOCUMENTATION INVOICE PRINTER

This profile function gives authority to print invoices using the Print Documentation function.

 

PRINT DOCUMENTATION LABEL PRINTER

This profile function gives authority to print labels using the Print Documentation function.

 

PRINT DOCUMENTATION LABEL PRINTER

This profile function gives authority to print pick lists using the Print Documentation function.

 

PRINT DOCUMENTATION PURCHASE ORDER PRINTER

This profile function gives authority to print purchase orders using the Print Documentation function.

 

PRINT DOCUMENTATION RECEIPT PRINTER

This profile function gives authority to print receipts using the Print Documentation function.

 

PRINT DOCUMENTATION REPRINT ORIGINAL

This profile function gives authority to reprint original invoices using the Print Documentation function.

 

PRINT DOCUMENTATION STOCK REQ PRINTER

This profile function gives authority to print stock purchase order requisitions using the Print Documentation function.

 

PART REVISION CHANGE

This profile function gives authority to add, change, delete and inquire on revisions of parts on the Revisions tab on the Part Master function.

 

PART SALES PRICE

This profile function gives authority to maintain the sales price of a part as on the Price tab on the Part Master function.

 

POPULATE LENGTH

This profile function gives authority to maintain the number of characters to be entered before the system will search for records to populate.  See Populate Length function.

 

REQUEST AND FAILURE DOCUMENTATION

This profile function gives authority to change the documentation status on the Optional tab on the Requests and Failures function.

 

REQUEST AND FAILURE RELEASE

This profile function gives authority to release a Request or Failure.

 

REQUEST AND FAILURE TECHNICALLY PERFORM

This profile function gives authority to change the status to technically performed on the Status Maintenance tab on the Requests and Failures function.

 

SALES PRICE OVERRIDE CUSTOMER ORDERS

This profile function gives authority to override the system suggested sales price as on the Customers Orders Line tab.

 

SALES PRICE OVERRIDE COUNTER SALES

This profile function gives authority to override the system suggested sales price as on the Transaction Details tab on the Stores to Customer movement.

 

SALES PRICE OVERRIDE SALES ORDER WIZARD

This profile function gives authority to override the system suggested sales price as on the Sales Detail tab on the Sales Order Wizard.

 

SERIAL NUMBER

This profile function gives authority to maintain the product serial number on the Serial Number function.

 

SPECIFIC FUNCTION

This profile function gives authority to work with the specific function to select System functions.  This profile is used for internal security only and does not have to be linked to a security profile as such.

 

SYSTEM CONFIGURATION DB MAINTAIN

This profile function gives authority to access and execute from the DB Maintain tab on the System Configuration function.

 

SYSTEM CONFIGURATION EIS EXTRACTION

This profile function gives authority to maintain the EIS Extraction tab on the System Configuration function.

 

SYSTEM CONFIGURATION EXTERNAL MAIL SETTING

This profile function gives authority to maintain the External Mail Setting tab on the System Configuration function provided that you have access to the System Configuration function.

 

SYSTEM CONFIGURATION LOG BACKUP

This profile function gives authority to maintain the Log Backup tab on the System Configuration function.

 

SYSTEM CONFIGURATION MRP GLOBAL

This profile function gives authority to maintain the MRP Global tab on the System Configuration function.

 

SYSTEM CONFIGURATION SQL BACKUP

This profile function gives authority to maintain the SQL Backup tab on the System Configuration function.

 

SYSTEM CONFIGURATION TRAN LOGGING

This profile function gives authority to maintain the Tran Logging tab on the System Configuration function.

 

TIMESHEETALL EMPLOYEES

This profile function gives authority to an employee to insert Timesheets on behalf of someone else.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Access Allowed

These fields have value of Yes (checked) No (unchecked).

 

When a function is selected in "Linked Function Names" list box the function's access will be displayed in this frame.

 

The user can then enable/disable the security that they would like on the selected function.

 

PLEASE NOTE: Update rights on functions relating to movements to and from Stores, will not enable users to perform such Movements.  Permission is granted via the Store Employee Access function.

hmtoggle_plus1Add

The user must have a security profile linked to the function Profile Access with an access allowed of Add.

 

The [>] button is enabled when an available function name(s) is selected from the "Available Function Names" list box.

 

When the [>] button is clicked, the selected function(s) are added to the "Linked Function Names" list box, for the selected profile(s).

 

The selected profile(s) is inserted in the Profile and the Profile Access tables.

hmtoggle_plus1Add All

The user must have a security profile linked to the function Profile Access with an access allowed of Add.

 

The [>>] button is enabled when you select a name in the "Available Function Names" list box.

 

When the [>>] button is clicked, all the available function names in the list box, including the available function name selected, are added to the "Linked Function Names" list box.

hmtoggle_plus1Available Function Names

When a profile is selected, this list box will display all the function names that are not linked to the selected profile from the Menu Item table. Function names may be changed (customised) via the Customised Menu function .  The customised name is displayed next to the available function name.

 

The function must be active (original active in Menu Item table must be "1") and the type must be either Physical "P", Internal "I", or Security "S".

 

The multi selection of function names is possible.  The security selected will apply to each function name where multiple selection applies.

hmtoggle_plus1Change

The user must have a security profile linked to the function Profile Access with an access allowed of Change.

 

The "Change" button is enabled when a linked function name and its security is selected in the "Linked Function Names" list box.

 

The "Change" functionality is to change the access allowed.  When the "Change" button is clicked, the profile is updated on the Profile and Profile Access tables.

hmtoggle_plus1Linked Function Names

When a profile is selected, this list box will display all the function names that are linked to the selected profile from the Profile Access and Menu Item tables where:

 

The function name is equal to the caption in the Menu Item table, and The function has a status of active (i.e. original active is "1").

 

Please note that function names can be changed (customised) via the Customised Menu function.  The customised name is displayed next to the linked function name.

 

The multi selection of function names is possible. When multiple function names are selected, security for the selected items will not be displayed.

 

When one function name is selected, the security for that specific item is displayed.  Double clicking on a single entry in the list will remove the selected profile.

hmtoggle_plus1Profile

It is populated with profiles from the Profile table, where the profile matches the profile entered.

 

The number of characters to be entered before the list is shown is governed by the value of "populate length" (mandatory).

 

When a profile is entered, the "Available Function Names" and "Linked Function Names" list boxes are populated.

hmtoggle_plus1Remove

The user must have a security profile linked to the function Profile Access with an access allowed of Delete.

 

The [<] button is enabled when a function(s) are selected from the "Linked Function Names" list box.

 

When the [<] button is clicked, the selected function(s) are returned to the "Available Function Names" list box.

 

The selected profile is deleted from the Profile Access table.

hmtoggle_plus1Remove All

The user must have a security profile linked to the function Profile Access with an access allowed of Delete.

 

The [<<] button is enabled when you select a name in the list box "Linked Function Names".

 

When the [<<] button is clicked, all the linked function names in the list box, including the linked function name selected, are added to the "Available Function Names" list box.