Order Entry Authorization Keys

The following authorization keys control a user's ability to enter and edit sales, purchase, transfer, adjustment, and work orders.

CUT.PRODUCT.CONTROL

CUT.PROD.GROUP.MAINT

DTS.ALLOWED

Allows users to convert sales orders to Direct Through Stock orders. Without this authorization key assigned, users display Direct Through Stock orders in view-only mode. If you have this authorization key and are trying to change amounts for an adjustment, you may also need DTS.ADJ.INCREASE or DTS.ADJ.DECREASE assigned.

OE.CLOSED.SERIAL.EDIT

Allows access to add or edit serial numbers for a closed order on the Serial Number Entry window.

OE.COPY.BID

Allows access to use the Mode option in the order entry programs to copy an order or bid to another bid. More:

Job Roles	Sales personnel / sales managers.
Levels	None.
Dependencies	If the user does not have this authorization, the system prompts for a password from a manager.
Dependencies	To allow a user to edit the copied bid, also assign the SOE.OPEN.ORDER.EDIT authorization key. To allow users to copy an item with a Delete status, also assign the OE.PRODUCT.USE.DELETE key.
Additional Information	Use to award a job to a customer, to verify bill-to and ship-to customers, add job instructions, and to add additional information during the award process.

OE.CUT.TAG.EDIT

Allows users to break tags and edit cut product line items on an order after a cut item has been placed in process in the Cut Product Queue. Users with access to only order entry without this tag, can modify cut items up until the items are placed in process in the queue.

OE.EDIT.INV.ACCT

Allows access to change the entry in the Inventory Acct Ovrd column in purchase order entry, sales order entry, or transfer order entry. More:

Job Roles	Sales personnel / sales managers.
Levels	Level 1 - Allows access to edit the entry in the Inventory Acct Ovrd column, if there are no closed (invoiced) generations for the order ID and the associated generations pass all the other tests for editability. Level 2 - Allows access to edit the entry in the Inventory Acct Ovrd column, if there are no generations for the order ID in closed accounting periods and the associated generations pass all the other tests for editability.
Dependencies	For this authorization key to take effect, also assign the respective order entry view (POE.INV.ACCT.OVRD, SOE.INV.ACCT.OVRD, or TOE.INV.ACCT.OVRD), which displays the Inventory Acct Ovrd column for the order.
Additional Information	Users assigned any of these order entry views but not this authorization key can only view the entry in the Inventory Acct Ovrd column.

OE.JOB.MAINT

Allows access to assign a master order number to a customer on the Job Maintenance window, which you display from order entry and Customer Maintenance. More:

Job Roles	Sales personnel / sales managers.
Levels	None.
Dependencies	None.
Additional Information	Also allows access to view the junior orders contained within a master order using the Job Bid Totals Summary window, which you display from the Inquiries window in sales order entry. The Job Totals option is enabled only for Master Job Bids.

OE.LOT.OVRD.TYPE.DUPS

Allows access to the Allow Dup Type/SubType field on the Job Maintenance window in sales order entry. More:

Job Roles	Sales personnel / sales managers.
Levels	None.
Dependencies	The setting in the Allow Material Detail Type/Tag-SubType Duplicates control maintenance record determines the default value in the Allow Dup Type/SubType field.
Additional Information	None.

OE.NSTK.PLINE.EDIT

Allows access to exclude a price line from nonstock entries using the Exclude NonStock option in Price Line Maintenance.

OE.NSTK.UM.EDIT

Allows access to change the product unit of measure in the UM column on the NonStock Entry window. More:

Job Roles	Sales personnel / sales managers.
Levels	None.
Dependencies	To allow a user to access the NonStock Entry window, assign the NONSTOCK authorization key. Users assigned the PRODUCT.MAINT authorization key at level 2 can change nonstock product units of measure in Product Maintenance.
Additional Information	None.

OE.OVERCOMMIT.STOCK

OE.PRICE.CLASS.LEVEL

Allows access to view price class information or reprice an order to any price class up to and including the price class corresponding to the user's authorization level. More:

Job Roles	Sales personnel / sales managers.
Levels	Price class and authorization levels can be 1-999.
Levels	To allow users to view price class information with a price class of ALL, assign the OE.PRICE.VIEW.LEVEL authorization key at a level equal to their highest defined price class. To ensure that a user can see all price class information, assign that user OE.PRICE.VIEW.LEVEL at a level of 999.
Dependencies	None.
Additional Information	None.

OE.PRICE.DATE.EDIT

Allows access to change the price date on the Pricing Override window in purchase order entry, sales order entry, and transfer order entry. More:

Job Roles	Sales personnel / sales managers.
Levels	Level 1 - Allows access to change the price date to a date later than the original date, but not earlier than the original date.
Levels	Level 2 - Allows access to change the price date to a date earlier or later than the original date.
Dependencies	None.
Additional Information	None.

OE.PRICE.VIEW.LEVEL

Job Roles	Sales personnel / sales managers.
Levels	The level number, 1-9, determines what the user can view.
	Selling prices are typically assigned levels 1 through 5, while costs are assigned levels 6 through 9. Assign users the highest level number, 1-9, corresponding to the basis costs and prices to which they require access.
	For example: To allow a user to see selling prices but not costs, assign an authorization level of 5. To allow a user to see all selling prices and costs, assign an authorization level of 9.
	This authorization key also allows users with a level greater than the number specified in the Price View Level control maintenance record to fax or print a direct purchase order.
Dependencies	None.
Additional Information	Each cost and price basis name defined in Price Line Maintenance is assigned a view level number (VLvL). To view or edit a basis field, users must be assigned this authorization key with a level higher than the VLvL assigned to the basis name.
	The Print Price Sheets program does not check the OE.PRICE.VIEW.LEVEL authorization key. It is possible that users can access cost information through that program that is at a higher level than their OE.PRICE.VIEW.LEVEL authorization key level. Use caution when assigning access to the Print Price Sheets program.
	The product cost basis and corresponding cost displayed for users on the Product Price Sheet Maintenance and Branch Costs windows respect the view level (VLvL) assigned to the local cost basis names in Price Line Maintenance window and the level assigned to users with this authorization key. The system assigns the same view level to Landed Avg and Landed Cost (displayed on the Branch Costs window) that is assigned to AVG-COST on the Price Line Maintenance window.
	If a local cost basis in Price Line Maintenance has a VLvL of 0, users not assigned the OE.PRICE.VIEW.LEVEL authorization key can view that cost basis and the corresponding cost for any product assigned to that price line.
	Users assigned an OE view or template that allows them to see cost/COGS can see the corresponding cost for an item during order entry, regardless of the level assigned with the OE.PRICE.VIEW.LEVEL authorization key.

OE.PRODUCT.DESC.OVRD

Allows access to enter a replacement product description for an item in purchase order entry, sales order entry, and transfer order entry.

Note: This authorization key validates on the price line. The users must have this key assigned and the product they are trying to update the replacement description for must also be in a price line listed in this authorization key. If no price line is listed, the system validates only the replacement product description.

OE.PRODUCT.TYPE.EDIT

Allows access to change the product stock type on the Inventory History Ledger from Stock to Exceptional and Exceptional to Stock.

OE.PRODUCT.USE.DELETE

Allows access to enter products in purchase order entry, sales order entry, or transfer order entry, that are assigned the Delete status in Product Maintenance. More:

Any user can add products flagged for deletion to an order as long as the product on-hand quantity is greater than zero. When users try to sell or transfer more of a deleted product than is currently available or purchase a product scheduled for deletion, the system displays a warning and a prompt that requires authorization to continue.

If this authorization key is...	The system prompts users to...
assigned	continue.
not assigned	enter a password.

OE.PRODUCT.USE.REVIEW

Allows access to order products that are assigned the Review status in Product Maintenance. More:

When a user adds products flagged for review to an order, the system displays a warning and a prompt that requires authorization to continue:

If this authorization key is...	The system prompts users to...
assigned	continue.
not assigned	enter a password.

Also allows access to add products that are assigned the Review status in Product Maintenance to a kit. When a user adds a product flagged for review to a kit, the system does one of the following:

If this authorization key is...	The system...
assigned	prompts the user to continue.
not assigned	does not allow the user to add that item to the kit.

OE.TAG.EDIT.CLOSED.PERIOD

Allows users to break a sales order tag in a close G/L period. Users must be assigned this authorization when tags are required to be broken after the general ledger period has closed. For example, you may need to change a tagged line item on an open sales order generation to cancel the item for a stock location.

OE.TAGGED.QTY.EDIT

Allows access to edit an item in sales order entry, purchase order entry, and transfer order entry that has been tagged to a purchase order. This editing includes canceling an order with a tagged product on it, deleting the item, lowering the quantity of the tagged item, and changing the item's status to Bid.

OE.VIEW.EDIT.PRC.BR.OVRD

Allows users create and edit orders if the price branch matches the customer's price branch override.

SELL.SUPERSEDED

Determines the type of prompt a user sees in order entry as well as how the system manages a superseded product. More:

Job Roles	Sales personnel / sales managers.
Details	If a user has this authorization key or is a superuser and tries to sell a product that supersedes an older product and the older product still has remaining inventory, then the user gets prompted to sell the original product instead of the replacement.
Dependencies	None.
Additional Information	This prompt that allows them to continue to sell the replacement product or choose to sell the original product is triggered from the Add PIL flag in the Add Demand window.
Additional Information	If this authorization is not assigned the original product will be put on the order if there is remaining inventory regardless of the user's entry for the replacement product on the order.