The following authorization keys control a user's ability to edit the cost of goods sold.
These authorization keys allow users with access to sales order entry to change the COGS amount for stock, direct, and nonstock items as follows:
COGS.EDIT applies to stock items. More:
Job Roles |
Sales staff with authority to adjust COGS amount for stock, direct, and nonstock items. |
Levels |
This key has 10 levels. The level number determines which local basis names display in the user's selection list.
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Dependencies |
To allow users to view Landed Cost, Average Landed Cost, Order COGS, and Order Comm Cost for a product, assign the COGS.EDIT authorization key with a level greater than or equal to the level assigned to the To See Standard Global Basis When Costing, User Must Have Level control maintenance record. |
Additional Information |
When changing the cost for a group of products, on a window such as SOE Subtotals, Job Bid Subtotal Maintenance, or Pricing Override, the VLvL assigned in the Global Buy/Sell Basis Names control maintenance record determines the basis names on the selection list. |
If a user with COGS.EDIT.DIRECT and COGS.EDIT.NONSTOCK authorization changes the COGS for a stock item and nonstock item on a direct sales order and then changes the status of the order to a non-direct status, such as Call When Complete, the system removes the override on the stock item and reassigns the original COGS. The nonstock item retains its override. |
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Required For: |
COGS.EDIT.DIRECT applies to direct items. More:
Job Roles |
Sales staff with authority to adjust COGS amount for stock, direct, and nonstock items. |
Levels |
This key has 10 levels. The level number determines which local basis names display in the user's selection list.
|
Dependencies |
To allow users to view Landed Cost, Average Landed Cost, Order COGS, and Order Comm Cost for a product, assign the COGS.EDIT authorization key with a level greater than or equal to the level assigned to the To See Standard Global Basis When Costing, User Must Have Level control maintenance record. |
Additional Information |
When changing the cost for a group of products, on a window such as SOE Subtotals, Job Bid Subtotal Maintenance, or Pricing Override, the VLvL assigned in the Global Buy/Sell Basis Names control maintenance record determines the basis names on the selection list. |
If a user with COGS.EDIT.DIRECT and COGS.EDIT.NONSTOCK authorization changes the COGS for a stock item and nonstock item on a direct sales order and then changes the status of the order to a non-direct status, such as Call When Complete, the system removes the override on the stock item and reassigns the original COGS. The nonstock item retains its override. |
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Required For: |
COGS.EDIT.NONSTOCK applies to nonstock items. More:
Job Roles |
Sales staff with authority to adjust COGS amount for stock, direct, and nonstock items. |
Levels |
This key has 10 levels. The level number determines which local basis names display in the user's selection list.
|
Dependencies |
To allow users to view Landed Cost, Average Landed Cost, Order COGS, and Order Comm Cost for a product, assign the COGS.EDIT authorization key with a level greater than or equal to the level assigned to the To See Standard Global Basis When Costing, User Must Have Level control maintenance record. |
Additional Information |
When changing the cost for a group of products, on a window such as SOE Subtotals, Job Bid Subtotal Maintenance, or Pricing Override, the VLvL assigned in the Global Buy/Sell Basis Names control maintenance record determines the basis names on the selection list. |
If a user with COGS.EDIT.DIRECT and COGS.EDIT.NONSTOCK authorization changes the COGS for a stock item and nonstock item on a direct sales order and then changes the status of the order to a non-direct status, such as Call When Complete, the system removes the override on the stock item and reassigns the original COGS. The nonstock item retains its override. |
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Required For: |
Allows access to view COGS information in many areas of the system. More:
Job Roles |
Sales staff with authority to view COGS information on views and reports as follows: |
Options |
Show and override the DFLT-COST (Default/Commission/Generic Cost) on various windows and reports. When you run reports that are able to show cost, Generic Cost is an option in the Display Cost window. |
Select the Unit Price/Cost/Margin view in order entry. |
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Use the View option on the Product Kits Maintenance window to view the Basis assigned to the Global basis name designated as the Default Cost. |
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Use the Quick Price option from sales order entry to view the Cost field on the Last Price Verification window, and use F10 in that field to view the Profit Wheel. |
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Levels |
None. |
Dependencies |
None. |
Required For: |
Allows access to view COST information in many areas of the system. More:
Job Roles |
Sales staff with authority to view COGS information on views and reports as follows: |
Show and override the DFLT-COST (Default/Commission/Generic Cost) on various windows and reports. When you run reports that are able to show cost, Generic Cost is an option in the Display Cost window. |
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Select the Unit Price/Cost/Margin view in order entry. |
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Use the View option on the Product Kits Maintenance window to view the Basis assigned to the Global basis name designated as the Default Cost. |
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Use the Quick Price option from sales order entry to view the Cost field on the Last Price Verification window, and use F10 in that field to view the Profit Wheel. |
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Levels |
None. |
Dependencies |
None. |
Required For: |
Allows users to see costs in Inventory Inquiry for all branches. More:
Job Roles |
Sales staff with authority to view COST information for multiple branches. |
Detail Levels |
Right-click on the authorization key and click Detail to limit users to specific branches or territories, as needed. If the Detail is left blank, the system displays costs for those branches that are assigned through User Accessible Branches in User Maintenance as order entry branches, however, these are only the branches associated with a user’s Home Territory, Inventory Inquiry Territory, or Inventory Inquiry branches related to the user’s Home branch in Branch Maintenance. |
Dependencies |
None. |
Required For: |
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Additional Information: |
During upgrade, a conversion routine runs that assigns this authorization key to all users (and all authorization key templates) that have COST.VIEW assigned. |
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If costs need to be visible for an entire group of branches, use the Detail screen to enter the branches or territory that represents all these branches. Note: The Detail entries are not validated against a branch or territory’s ID and must be entered exactly. For example if the Territory STOCK is entered on the Detail screen as Stock, the system does not recognize it and costs for related branches may not be visible. |
Allows users to edit COGS values from the Small Project Jobs window in Sales Order Entry. More:
New in Release 8.7.7
Job Roles |
Sales staff with authority to view COGS information and need to edit the contract pricing in sales orders for small project jobs. |
Levels |
None. |
Dependencies |
None. |
Additional Information |
If users have COGS.EDIT they do not need this authorization key to edit the COGS. However, you can grant access to only the Small Project Jobs, by assigning this authorization key and not COGS.EDIT. |
Required For: |
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Allows users to edit the unit price of the selected products in the Small Project Jobs window in Sales Order Entry. More:
New in Release 9.0.3
Job Roles |
Sales staff with authority to view price information and need to edit the contract pricing in sales orders for small project jobs. |
Levels |
None. |
Dependencies |
None. |
Additional Information |
To edit only COGS, you can assign users the SPJ.COGS.EDIT or COGS.EDIT authorization key. Grant access to only the Small Project Jobs, by assigning SPJ.COGS.EDIT. |
Use the SPJ.PRICE.EDIT to allow users to edit any price, but only on Small Project Job orders. |