Customer Maintenance Authorization Keys

The following authorization keys control a user's ability to use, view, and edit customer records.

CUST.BRANCH.EDIT

Restricts users to edit customer information according to their home branch. More:

Job Roles	Sales personnel
Levels	Level 1 - Allows users to edit only customer whose home branch equals the user's home branch. Level 2 - Allows users to edit only customers whose home branch is included in the User's Branch Access List. Level 3 - Allows users to edit all customers regardless of their home branch assignment.
Dependencies	Users must also have CUSTOMER.MAINT, Level 2.
Required For:	Editing Sales Order Entry Header Information

CUST.BR.AUTH.ONETIME

Allows access to activate a customer for a one-time-only transaction in Sales Order Entry or Cash Receipts Entry, if the customer is not set up being active or inactive for the sales branch. More

Job Roles	Sales personnel
Levels	Enter an authorization level, 0-99.
Dependencies	You can assign this authorization key only when you enable the Display Customers/Vendors Who Are Inactive At A Branch control maintenance record.
Additional Information	To set up a customer for a branch, list the branch on the customer's Accessible Branches window. A customer is inactive when the Active field for a branch on the Accessible Branches window in Customer Maintenance is set to N and active when the Active field is set to Y. When a user enters a transaction from a branch not listed on the customer's Accessible Branches window, the system displays the following prompts: Don't Activate, Activate for Branch, and Activate for Onetime Use. Users assigned an authorization level greater than or equal to the level entered in the One-Time Activation Level field on the customer's Accessible Branches window can activate the customer for a one-time-only transaction. When a user activates a customer for a one-time-only transaction, the system does not add the branch to the Accessible Branches window.
Required for:	Entering Cash Receipts Defining Customer Branch Override Capabilities Viewing and Searching for Orders Using Quick SOE

CUST.BR.AUTH.OVRD

Allows access to permanently activate a vendor for transactions in Sales Order Entry or Cash Receipts Entry, if the customer is not set up as being active or inactive for the sales branch. More

Job Roles	Sales personnel
Levels	Enter an authorization level, 0-99.
Dependencies	You can assign this authorization key only when you enable the Display Customers/Vendors Who Are Inactive At A Branch control maintenance record.
Additional Information	To set up a customer for a branch, list the branch on the customer's Accessible Branches window. A customer is inactive when the Active field on the Accessible Branches window is set to N and active when the Active field is set to Y. When a user enters a transaction from a branch not listed on the customer's Accessible Branches window, the system displays the following prompts: Don't Activate, Activate for Branch, and Activate for Onetime Use. Users assigned an authorization level greater than or equal to the level entered in the Branch Activation Level field on the customer's Accessible Branches window can activate the customer. When a user activates a customer, the system adds the branch to the customer's Accessible Branches window and sets the Active field to Y.
Required For:	Identifying Customers Who Can Buy Regulated Products

CUST.CERTIFY.EDIT

CUST.CREDIT.EDIT

Allows access to view and edit the system default and customer record Credit Control Parameters. More

CUSTOMER.MAINT	CUST.CREDIT.EDIT	Default Credit Control Parameters	Customer Credit Control Parameters
Not assigned	Not assigned	View	Cannot view
Not assigned	Assigned	Edit	Cannot view
Level 1	Assigned	Edit	View
Level 2	Assigned	Edit	Edit

Required For: Managing Credit Control Parameters

CUST.DEMAND.BR.OVRD

CUST.PH.EMAIL.OE.UPD

Allows users to update the customer's phone number or email address directly from the Sales order Entry Header tab. More:

Job Roles	Order entry personnel.
Levels	None.
Dependencies	None.
Additional Information	If unassigned, users must access Customer Maintenance directly to update the phone number or email address. Standard authorization applies.
Additional Information	Neither the CUSTOMER.MAINT or CUSTOMER.MAINT.LEVEL authorization key are required for this feature.

CUST.POINTS

Allows access to Points Maintenance to view and edit customer points information. More

Job Roles	Sales personnel
Levels	Level 1 - Allows access in view-only mode. Level 2 - Allows access to edit numbers in the Redeemed column. Level 3 - Allows access to edit numbers in the Adjustments column.
Additional Information	Use the Edit Points option on the Customer Point Maintenance window to access Points Maintenance.
Required For:	Running the Customer Points By Price Line Report Setting Up Products for the Customer Points Program

CUST.PRICING.EDIT

Allows a user with CUSTOMER.MAINT level 2 authorization to edit the data on the Customer Pricing/Printing window. More

Required For:

CUST.SALES.HIST.ALLOWED

CUST.TAX.VIEW

Allows view-only access to the Sales Tax and Tax Groups menu options in Customer Maintenance. More

Job Roles	Sales personnel
Levels	None.
Dependencies	None.
Additional Information	If a user is assigned this authorization key or the SOE.TAX.EDIT authorization, they have access to the Sales Tax and Tax Groups menu options in Customer Maintenance.
Additional Information	In addition, consider the setting level in the CUSTOMER.MAINT.LEVEL authorization key and the Customer Maintenance Authorization Levels control maintenance record for the Pricing menu within Customer Maintenance.
Required For:	Managing Customer Tax through Customer Maintenance

CUSTOMER.MAINT

Job Roles	Sales personnel
Levels	Level 1 - Allows access in view-only mode. However, a user assigned Level 1 of this authorization key can create new customers in sales order entry. Level 2 - Allows access in edit mode. If a user has Level 2 of this key, you also need to assign the correct levels in CUSTOMER.MAINT.LEVEL.
Dependencies	None.
Required For:	A/R Collection Queue A/R Inquiry Bank Deposit Summary Report Branch Maintenance Customer Maintenance Authorization Levels Contact Maintenance Managing the Additional Customer Information Settings Managing Customer Credit Control Parameters Customer Maintenance Fleet Maintenance Schedules Product Location Maintenance Sales Order Inquiries

CUSTOMER.MAINT.LEVEL

Job Roles	Sales personnel
Levels	To control a user's ability to edit customer information using a field, menu, or tab on the Customer Maintenance window, assign this key and an authorization level 0-99. The default level is 20.
Dependencies	This authorization key works with the Customer Maintenance Authorization Levels control maintenance record.
Additional Information	To use a field, menu option, or tab for editing purposes, the user's assigned level must be equal to or greater than the security level assigned to the designated field or menu option in the Customer Maintenance Authorization Levels control maintenance record. If a user is not authorized to edit information at the assigned level, menu options or tabs display information in view-only mode.
Required For:	Managing the Additional Customer Information Settings Managing Customer Credit Control Parameters Customer Maintenance

SLSMN.CUSTOMER.MAINT

Allows the sales person to view and/or edit customer records and enter sales orders. More

Job Roles	Sales personnel
Dependencies	Directly related to the CUSTOMER.MAINT authorization key. See Levels description below.

Levels:

If CUSTOMER. MAINT is...	and SLSMN. CUSTOMER. MAINT is...	The salesperson can...
Level 1	not assigned	view customer records. enter sales orders for customers.
	Level 1	view customer records. enter sales orders only for customers to whom the salesperson is assigned in Customer Maintenance.
	Level 2	view customer records. enter sales orders for customers. edit the InSlsp and OutSlsp fields on the New Customer Entry window, only if the current value is this user's ID.
	Level 3	view customer records. enter sales orders for customers. edit InSlsp and OutSlsp fields on the New Customer Entry window.
Level 2	not assigned	edit customer records. enter sales orders for customers.
	Level 1	edit records only for customers to whom the salesperson is assigned as an Out Salesperson or In Salesperson in Customer Maintenance. view records for customers to whom the salesperson is not assigned.
	Level 2	enter sales orders for all customers. edit customer records. enter sales orders only for customers to whom the salesperson is assigned in Customer Maintenance.
	Level 3	edit all customer records. enter sales orders for all customers.