Accounts Receivable Authorization Keys

Allows access to apply credits using the Apply Credits option in the Cash Receipts window.

Job Roles	Accounts Payable
Levels	None
Dependencies	CR.ALLOWED
Additional Information	For information about applying payments to open invoices, see Entering Cash Receipts.
Required For:	Entering Cash Receipts

AR.ADJUSTMENT.ALLOWED

Job Roles	Accounts Payable
Levels	None
Dependencies	This entry works with the Write Off Amount field in the A/R Invoice Write Off utility.
Additional Information	Use the details to enter a maximum dollar the user is allowed to write off. If you leave it blank, the system allows any dollar amount.
Required For:	Automatically Writing Off A/R Invoices

AR.ADJUSTMENT.LIMIT

Limits the user that can apply adjustments and the maximum amount for which they can apply an adjustment.

AR.ALLOWED

Job Roles	Accounts Receivable
Levels	None
Dependencies	None
Additional Information	Displays A/R Items as an option on the Fast Select list in order entry, even when the user is not assigned the SOE.CLOSED.ORDER.EDIT key. Assign this authorization key to Eclipse Mobile users that require access to accounts receivable information from their mobile device.
Required For:	A/R Inquiry Mobile A/R Inquiry Order Entry Selections Sales Order Inquiries

AR.ALLOWED.HOMEBR, AR.ALLOWED.HOMETR

If a home branch or home territory is assigned at the user level, these authorization keys limit users to viewing information on customers in their home branch or territory for the A/R Inquiry and A/R Ledger.

Job Roles	Accounts Receivable
Levels	Level 1 - If the customer's branch is different from the user's home branch, then A/R Inquiry and A/R Ledger display an alert that the user is not authorized to view the customer data. Level 2 - If the customer's branch is different from the user's home branch, then A/R Inquiry and A/R Ledger display account information, but not sales orders.
Dependencies	These authorization keys are mutually exclusive with AR.ALLOWED. Users should not be assigned both, however if both are assigned, the system uses AR.ALLOWED and all branches or territories are viewable.
Additional Information	If users have the AR.ALLOWED authorization key, but NEITHER of these authorization keys assigned, they can access any sales orders in A/R Inquiry.
Required For:	A/R Inquiry A/R Ledger

AR.CUSTOMER.RANK

AR.INQUIRY.SUM

Allows users to see summary amounts of the branches in A/R Inquiry. When this authorization key Detail field is populated, users have restricted access to see the summary amounts for the indicated branches. If the Detail field is left blank, users can view summary amounts for all branches. Superusers can see all branch information.

AR.INQ.STATUS.EDIT

* New in Release 8.7.8

Job Roles	Accounts receivable personnel, credit manager, or branch manager.
Levels	None
Dependencies	None
Additional Information	Required for editing the Invoice Status and the Cash Receipt Note columns in A/R Inquiry. These fields display with the Invoice Status Code view using View Manager ..
Required For:	Changing information in A/R Inquiry for the invoice status. For more information, see Viewing Customer Receivable Informationin the Accounts Receivable documentation.

AR.PAYMENT.BY.CC

Allows the user to either accept a negative amount as payment in the Payment Amount or Total Payment Amount field in the Account Payment window. Also gives the user the ability to change the processing fee percentage for an individual payment.

Job Roles	Accounts Receivable, Sales Counter Managers
Levels	None
Dependencies	None
Additional Information	The processing fee that this authorization key allows a user to override is defined in the Account Payment Setupcontrol maintenance record. For more information about receiving payments for an account balance, see Receiving Payments for Accounts.
Required For:	Receiving Payments by Credit Card Receiving Payments for Customer Account by Credit Card

AR.PROG.BILL.INQ

New in Release 9.0.5

Job Roles	Accounts receivable personnel, credit manager, or branch manager.
Levels	None
Dependencies	None
Additional Information	Allows users to creating billings from the Progress Billings Queue. Without this key, the billing portion of the queue is disabled.
Required For:	Using the Progress Billing Queue

AR.STATEMENT

Job Roles	Accounts Payable
Levels	Level 1 - Allows access to print or fax statements for one customer. Users with this level can only select the Individual Customer statement printing option in the Statement Options field in the Print Statements window. Level 2 - Allows access to select any of the statement printing options in the Print Statements program. The default option for users with this level is All Batch Stmt Customers, which prints statements for all customers who are flagged for batch statement printing in their customer record.
Dependencies	None
Additional Information	For more information about printing statements, see .
Required For:	Printing Statements

CR.ALLOWED

Job Roles	Accounts Payable
Levels	Level 1 - Allows access to view cash receipts records. Level 2 - Allows access to create and edit cash receipts records.
Dependencies	None
Additional Information	This authorization key also grants or restricts permissions to entering batch cash receipts. To allow users to apply credits, also assign APPLY.CR.HKEY. To allow users to apply anticipation credits, also assign CR.ANTICIPATION.CREDIT.
Required For:	Entering Cash Receipts Entering Batch Cash Receipts

CR.ADJUSTMENT.LIMIT

Allow users to make adjustments up to a specific dollar amount per invoice and per cash receipt.

Job Roles	Accounts Payable
Levels	No Levels. Use the Edit>Detail option on the authorization key to indicate the maximum dollar adjustment allowed for the user.
Dependencies	None
Additional Information	If the user tries to make an adjustment over the authorized limit, an error message displays and provides two options: Lower the Limit - User is returned to the adjustments window and can enter a lower adjustment amount. Remove the Adjustment - No adjustment is made, the system does not store any value, and the adjustment window closes.

CR.CREDIT.ALLOWED

Allows access to apply and adjust credits, but not apply other cash, including corrections in G/L closed periods.

Job Roles	Accounts Payable
Levels	None.
Dependencies	Use the right-click Detail option to specify which banks for which the users are allowed to make these changes. For more information, see Assigning Authorization Keys to Users.
Additional Information	When assigned, the Amount field, Delete, and Write Off menu options are disabled. Users may need APPLY.CR.HKEY assigned, if the Apply Credits menu is needed for their job role.
Required For:	Entering Cash Receipts Entering Batch Cash Receipts

CR.ANTICIPATION.CREDIT

Allows access to generate an anticipation credit from the Cash Receipts window.

Job Roles	Accounts Payable
Levels	None
Dependencies	CR.ALLOWED
Additional Information	Anticipation credit is a reward that selected customers can receive if they pay their invoices prior to the due date. For more information about anticipation credits, Anticipation Credit Basis.
Required For:	Entering Cash Receipts Entering Batch Cash Receipts