Use the Accessible Branches Maintenance window to identify the branches and territories for which a user can enter transactions, such as sales orders or accounts payable. You can also designate the territory in which the user can make inventory inquiries. You can set up users to ship products out of a branch without giving them access to all information in that branch.
A user's authorization at a branch is governed by whether that branch is included in an assigned inventory inquiry territory, home territory, or is the user's home branch and by the user's authorization key assignments.
If you assign a home branch, the user has full access to all functions at the branch, based on the user's authorization key assignments.
To limit a user's authorization to ship material or place orders in that branch, set a flag in the Authorization column for that branch in the lower portion of the window.
If you assign a home territory, the user has access to functions at the branches in the territory based on the individual branches assigned.
For example: SOUTH territory contains branches 1, 2, 3, 4, and 5.
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User Assigned |
Authorizations include: |
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Branch 1, 2, and 3 and Territory SOUTH |
Write orders with pricing or shipping branch of 1, 2, or 3. |
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Write orders with pricing branch of 1, 2, or 3 or orders with shipping branch of 4 or 5. |
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Unable to view future or history inventory inquiries for branches 4 or 5. |
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Cannot set Quick Sales Order Entry widgets for branches 4 or 5. |
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Cannot run reports for branches 4 or 5. |
If you assign an inventory inquiry territory, the system displays data for the branches in that territory when the user makes inventory inquiries.
Review the following control maintenance records to control user access:
Use the
Use the
To assign branches to a user:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User field, enter a user's ID to display the corresponding record.
From the Maintenance menu, select Branch to display the User Accessible Branches Maintenance window.
Note: You must be assigned the USER.BRANCH.MAINT authorization key to access and edit this window.
In the Home Branch field, enter the branch where this user works.
The system lists the home branch in the Branches column. By default, the Authorization column is blank, which gives the user full access to this branch. You can edit this field, as described in Step 8.
To assign a home territory to the user, select the territory in the Home Territory field.
Note: If you need to limit a user's authorizations for one or more branches in a territory, do not assign a home territory. To grant full or limited authorizations to designated branches, list the branches in the lower section of the screen, as described in Steps 7 and 8.
To assign an inventory inquiry territory, enter the territory in the Inventory Inquiry Terr field.
If you... | Then, when this use does an inventory inquiry... |
enter a territory | information for all the branches in that territory displays. |
leave the field blank | the system determines what to display in the follow sequence:
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In the Branches column, enter any branches to which you want to grant full or limited access.
The system populates this column with the user's home branch. Enter additional branches, as needed.
In the Authorized column for each branch listed in the Branches column, do one of the following:
I-Only Inventory Inq - Allows users to view available quantities on the main Inventory Inquiry. The user cannot access the History Ledger or the Future Ledger. We recommend using this for those who run two separate companies on one Eclipse account. The users can see limited information and cannot see pricing for the new branch's products.
S-Sales Orders/Inv Inq - Allows users the same access and restrictions as Only Inventory Inquiry and lets the user ship material out of the branch, but cannot enter orders at this branch.. We recommend using this option if the new branch is part of your existing company. The branch is accessible to this user for inventory inquiry.
Note: By selecting one Only Inventory Inquiry or Sales Order/Inventory Inquiry, you restrict users' branch access in other areas of the system, such as General Ledger.
T-View Purchases/Sales Orders/Inventory Inquiry - Allows users the same access and restrictions as Sales Orders/Inventory Inquiry and allows the user view-only access to Purchase Orders shipping to this branch, but users cannot enter orders at this branch. For more information, see How the System Applies T Access below.
Leave the field blank to grant access based on the user's authorization key assignments.
Important: If you want your user to be able to cancel transfer orders, leave this field blank.
Click OK to save this information and return to the User Maintenance window.
The system uses the following guidelines in these areas of Eclipse when applying T Access for a user.
Business Case: This allows the user to look up information on an order for a customer, rather than referring customer to someone else for help. User is not allowed to edit, but is allow to look and provide information.
Prior to Release 9.0.2, users are required to have at least S access in both branches in order to bring up order is SOE or POE
T access change is to allow users View-Only access to orders in SOE and POE if the user has T access in one of the order’s branches.
Business Case: this allows the salesperson to complete the procurement rather than wait for an authorized purchaser to send the order to the Vendor.
Prior to Release 9.0.2, a user with S access could create a tagged P/O for the order, but were unable to view or edit the P/O, so they could not finalize it. They had to rely on another user to complete the P/O.
T access change: To add T access, the salesperson confirms a procurement, and they are able to access the P/O, make any needed changes and fax or e-mail the P/O to the Vendor
Business Case: This allows the receiving branch to accurately show what has been received when there are transfer shipping discrepancies.
Prior to Release 9.0.2, if you had S access in the Shipping branch, but full access in the Receiving branch, you still could not edit the Receiving side of the transfer to edit the order when there are shipping errors.
T access changes: A user with T access on the Shipping branch is able to change receiving quantities, but notthe Ship Quantity. In addition, they are allowed to add a new line item to the transfer, but only allowed to edit Receiving Qty.
Business Case: Customers that use Cross Docking need to be able to add orders to a Manifest, even if it is not shipping out of their full access branch.
T access change: Allows a user with S or T access to also add orders to a Shipping Manifest.
Business Case: We allow the S access to see the order, we should also allow for T access which is similar.
Prior to Release 9.0.2, a user needed S or Full access to both branches of an order to be able to view and open order from the Invoice Preview Queue.
T access change: Allows users to view and open an order in the Invoice Preview Queue, if they have full or S access in one branch and at least T access in the other.
Business Case: We allow the S access to see the A/P invoice, we should also allow for T access which is similar.
Prior to Release 9.0.2, a user needed S or Full access to both branches of an order to be able to view and open A/P Invoice from Accounts Payable Inquiry.
T access change: Allows users to view and open an A/P invoice, if they have full or S access in one branch and at least T access in the other.
See Also: