Sales Order Entry Authorization Keys

The following authorization keys control a user's ability to enter and edit sales orders.

CK.CHECK.AUTH.OVRD

Allows access to override a denied check authorization and accept a check for payment.

Job Roles	Sales managers allowed to override a denied check.
Levels	Level 1 - Allows access to override an approval code of FAIL, which indicates the check may have been good but the system could not establish communication with the check processor. Level 2 - Allows access to override an approval code of DECL, which indicates the customer's account has insufficient funds.
Dependencies	None.
Additional Information	None.

CONVERT.PROSPECT

Allows access to enter an order or bid for a prospective customer in sales order entry converting the customer to a regular customer (no longer a prospect only).

CUST.SAVECC.ALLOW

Allows you to save a credit card at the customer level in Sales Order Entry. On the Totals tab, from the Payment menu, the Customer Default Card Information option is visible to access.

GIFT.CERTIFICATE.EDIT

INV.INV.STAT

Allows access to edit the Invoice Status field on the Additional Header Information window for a sales order generation to change the invoice status for that generation.

MIPO.USER.ONLY

Restricts users to see only their order in the My In-Process Orders Queue. Without this authorization key, users can view all orders regardless if they are assigned to them.

OVERRIDE.RETURN.PAYMENT

Allows user to override returning an item that does not meet the criteria for returns, such as there are none of the item on the order specified or that the customer has already returned the item on a different order.

POS.OPEN.DRAWER

SOE.ALLOWED

Allows access to sales order entry to view, edit, and create sales orders.

Job Roles	All sales personnel required to enter orders.
Levels	Level 1 - Allows access to view orders. Users cannot create orders. Level 2 - Allows access to view and create orders. Level 3 - Allows access to view, create, and edit orders. To allow users to edit orders, also assign the SOE.OPEN.ORDER.EDIT authorization key.
Additional Information	Users not assigned the SOE.ALLOWED key can view orders using options on other windows.
Required For:	AR Inquiry Sales Inquiry Sales Order Entry

SOE.ALLOWED.ADDR.CHANGE

Allows users to change the ship-to address on orders when the Ship-To Address Changes Restricted option is selected in Customer Maintenance.

SOE.ALLOW.NONRETURN

Allows users to enter a negative quantity for items set to Never in the Customer Return Allowed column in Product User Control Parameters in Primary Inventory Maintenance.

SOE.BATCH.REPRINT.ALLOWED

Allows users to change the print flag to B when an invoice has already been printed.

SOE.BID.APPRV.EXPIRED

Allows access to use expired pricing on a bid. Required for pricing overrides. To restrict users to changing only expiration dates on bids, assign the SOE.BID.EDIT.EXP.PRC.DATE.

SOE.BID.COST.EDIT

Allows access to change the COST and COGS of any product on a sales order bid.

Job Roles	Sales personnel required to change COST or COGS on products.
Levels	None.
Additional Information	If you are assigned SOE.BID.COST.EDIT and change a stock product COST and COGS on a bid, pricing expires.
Additional Information	If you are assigned SOE.BID.COST.EDIT and are not assigned SOE.OPEN.PRICE.EDIT, you need authorization to convert the bid to an order.
Important:	This authorization key overrides the SOE.BID.COST.EDIT.NONSTOCK key.
Important:	The SOE.COST.EDIT authorization key overrides this authorization key.

SOE.BID.COST.EDIT.NONSTOCK

Allows access to change the COST and COGS only for nonstock products on a bid.

Job Roles	Sales personnel required to change COST or COGS on nonstock products.
Levels	None.
Additional Information	If you are assigned SOE.BID.COST.EDIT.NONSTOCK and change a nonstock product COST and COGS on a bid, pricing expires.
Additional Information	If you are assigned SOE.BID.COST.EDIT.NONSTOCK and are not assigned SOE.OPEN.PRC.EDIT, you need authorization to convert the bid to an order.
Important:	The SOE.BID.COST.EDIT and SOE.COST.EDIT.NONSTOCK authorization keys override this authorization key.

SOE.BID.EDIT.EXP.PRC.DATE

Job Roles	Sales personnel required to change price expiration dates for bids.
Levels	None.
Additional Information	If users are assigned the SOE.BID.APPRV.EXPIRED authorization key, they do not need this authorization key.

SOE.BID.FLWUP.BYPASS

Do not require or request you enter bid follow-up information. When you close the sales window, the system does not prompt you or force you to enter bid follow-up information when you have this authorization key.

SOE.BID.FLWUP.OVRD

Require a manager override when you force the bid followup entry. When you attempt to close the sales window with the system is set to "force" and with this authorization key applied, the system displays the manager authorization pop up window.

SOE.BID.FLWUP.USER.EDIT

SOE.BID.PRC.EDIT

Allows access to change the price of a product on a sales order if, and only if, the order is a bid.

SOE.BID.PRC.OVRD.TO.OPEN

Allows users to convert a bid to an open order and maintain price overrides. Users are not required to have SOE.OPEN.PRC.EDIT.

SOE.CANCEL.PARTIAL.KIT

Allows access to remove part of a kit from an order when another part of the kit has already been invoiced.

Note: If a user removes a partial kit from an order, the pricing does not reflect what has already shipped.

SOE.CASH.REQD.EDIT

SOE.CLOSED.CANCEL.AR

Allows access to cancel an invoiced sales order to which a cash receipt has been applied.

SOE.CLOSED.CHANGE.CUST

Allows access to change the customer ship-to and bill-to entity on a closed (shipped) invoice.

Job Roles	Sales personnel required to change the invoice owner (customer) for closed orders or after the invoice has potentially already been sent to a customer.
Levels	None.
Additional Information	If you assign SOE.CLOSED.ORDER.EDIT at any edit level, you might allow certain fields to be changed on an invoiced order, but not the actual customer. If you want to limit who can change a customer on an order that has already been fully invoiced, where an invoice was printed/mailed to the customer, then assign the SOE.CLOSED.CHANGE.CUST authorization key to those users you want to be able to change who the invoice belongs to after an invoice document was potentially sent to the customer.
Required For:	Changing Entities for Closed Invoices

SOE.CLOSED.CHANGE.SHIPDATE

Job Roles	Sales personnel required to change ship dates for closed orders.
Levels	None.
Additional Information	The system displays a warning when you change the date on the following windows: OE Status window OE Scheduling window Inventory Preview Queue Warehouse Status window Warehouse In Process window
Required For:	Changing ship dates on the line item scheduling window.

SOE.CLOSED.ORDER.CANCEL

Job Roles	Sales personnel required to delete items on closed generations.
Levels	Level 1 - Allows access if the shipping or pricing branch of the order is the same as the user's home branch.
	Level 2 - Allows access if the shipping or pricing branch of the order is the same as the user's home territory.
	Level 3 - Allows access for any shipping or pricing branch to which the user has access.
Additional Information	To allow users to cancel a closed order generation, also assign the SOE.CLOSED.ORDER.CANCEL, SOE.CLOSED.ORDER.EDIT level 2 or higher, SOE.CLOSED.QTY.EDIT, and SOE.CLOSED.ORDER.OPEN keys.
Required For:	Using the Invoice Preview Queue

SOE.CLOSED.ORDER.EDIT

Allows access to manually change the status of an order after the order is closed.

Job Roles	Sales personnel required to change the status of an order after the order is closed. Users with Level 3 access can change the status to S for Shipping Branch manually. This does not include Invoicing. If a user is required to invoice closed orders, they should be assigned the SOE.ORDER.TO.INVOICE authorization key.
Levels	Level 1 - Allows access to edit a closed order generation if an invoice document has not been created and the shipping or pricing branch is the same as the user's home branch.
	Level 2 - Allows access to edit a closed order generation if an invoice document has not been created and the shipping or pricing branch is the same as the user's home branch or included in the user's home territory.
	Level 3 - Allows access to edit any closed order generation for which an invoice document has not been created and the user has access to the shipping or pricing branch.
	Level 4 - In addition to the functionality associated with Level 3, allows access to edit a closed order generation if an invoice document has been created and the shipping or pricing branch is the same as the user's home branch.
	Level 5 - In addition to the functionality associated with Level 4, allows access to edit a closed order generation if an invoice document has been created and the shipping or pricing branch is the same as the user's home branch or is included in the user's home territory.
	Level 6 - Allows access to edit any closed order generation, regardless of whether an invoice document has been created and the user has access to the shipping or pricing branch.
Levels 2 through 6 display A/R Items as an option on the Fast Select list in order entry.
Additional Information	Allows access to edit a closed (invoiced) order generation, based on the user's home branch or home territory and whether the invoice document has been created. An invoice document is an invoice that has been printed, faxed, e-mailed, transmitted as an 810 by EDI, or viewed using the Preview option on the Print Invoices window. A user not assigned this key can only view a closed order generation.
	This authorization key is required when any of the following keys are assigned: SOE.CLOSED.ORDER.EDIT.SHIP SOE.CLOSED.ORDER.OPEN SOE.CLOSED.PRC.EDIT SOE.CLOSED.QTY.EDIT
	If you assign SOE.CLOSED.ORDER.EDIT at any edit level, you might allow certain fields to be changed on an invoiced order, but not the actual customer. If you want to limit who can change a customer on an order that has already been fully invoiced, where an invoice was printed/mailed to the customer, then assign the SOE.CLOSED.CHANGE.CUST authorization key to those users you want to be able to change who the invoice belongs to after an invoice document was potentially sent to the customer.
Important:	If the Print Paid-In-Full Invoicescontrol maintenance record is set to No, a level 1 user only has access to paid-in-full invoices in view-only mode.
Important:	To cancel a closed order generation, users must be assigned the SOE.CLOSED.ORDER.CANCEL, SOE.CLOSED.ORDER.OPEN, SOE.CLOSED.ORDER.EDIT Level 2, and SOE.CLOSED.QTY.EDIT keys.
Required For:	Reconciling Lot Item Shipments Entering Sales Order Header Information Using the Invoice Preview Queue

SOE.CLOSED.ORDER.EDIT.SHIP

Use this authorization key to prevent a user from editing a closed (invoiced) order generation, based on whether the ship ticket has printed and what the shipping branch is.

Job Roles	Managers who need to restrict users from editing closed order generations based on ship tickets.
The six levels in this authorization key correspond to the six levels in the SOE.CLOSED.ORDER.EDIT authorization key, but levels 1-3 in this record are identical.
Level 1	If the ship ticket has not printed, the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine whether the user can edit the order. If the ship ticket has printed, the user cannot edit the order.
Level 2
Level 3
Level 4	If the ship ticket has not printed, the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine whether the user can edit the order. If the ship ticket has printed and the shipping branch is the same as the user’s home branch, the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine the user’s access to edit the order. Otherwise, the user cannot edit the order.
Level 5	If the ship ticket has not printed, the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine whether the user can edit the order. If the ship ticket has printed and the shipping branch is the same as the user’s home branch or included in the user’s home territory, the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine the user’s access to edit the order. Otherwise, the user cannot edit the order.
Level 6	Regardless of the shipping branch or whether the ship ticket has printed, the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine the user’s access to edit any closed order generation. This level establishes backward compatibility with earlier releases.
Additional Information	The user must have a home branch equal to the generation's shipping branch in order to make changes to the order.
	If a user's authorization level for this key does not prevent them from editing the order, then the system uses the SOE.CLOSED.ORDER.EDIT authorization key to determine whether they can edit the order. The default is level 6.
	For this authorization to take effect, also assign users the SOE.CLOSED.ORDER.EDIT authorization key.

SOE.CLOSED.ORDER.EDIT.VIA

Use this authorization key to restrict a user from editing a closed (invoiced) order generation, based on the ship via on the order.

SOE.CLOSED.ORDER.FAX

Allows access to fax a closed (shipped) generation from the SOE Status window. You must also assign the SOE.PRINT.INVOICE authorization key for SOE.CLOSED.ORDER.FAX to work.

SOE.CLOSED.ORDER.OPEN

Allows access to change the status of an invoiced sales order generation from I (for Invoice) to any open order status.

Job Roles	Sales personnel required to change an order status from Invoice to an open status.
Levels	None.
Additional Information	You must also assign the SOE.CLOSED.ORDER.EDIT authorization key for SOE.CLOSED.ORDER.OPEN to work.
	To allow users to edit the open order generation, assign the SOE.OPEN.ORDER.EDIT key and other appropriate SOE.OPEN authorization keys.
	To allow users to cancel a closed order generation, also assign the SOE.CLOSED.ORDER.CANCEL, SOE.CLOSED.ORDER.EDIT level 2, SOE.CLOSED.QTY.EDIT, and SOE.CLOSED.ORDER.OPEN authorization keys.
Required For:	Using the Invoice Preview Queue

SOE.CLOSED.PRC.EDIT

Job Roles	Sales personnel required to change selling prices on closed orders.
Levels	Use the Edit > Detail option to enter ship vias by which to restrict this user. Each ship via entered limits the editing function. For example, if a user has PICK UP NOW listed, then that user can onlychange prices on orders with that ship via.
Additional Information	Users not assigned this key cannot change prices, basis names, formulas, costs, or gross profit percentages.
Additional Information	You must also assign the SOE.CLOSED.ORDER.EDIT authorization key to this authorization key to work.

SOE.CLOSED.QTY.EDIT

Allows access to edit quantities and descriptions on closed (shipped) sales order generations.

Job Roles	Sales personnel required to edit quantities or descriptions on closed orders.
Levels	Level 1 - Allows access to edit the quantity and description of a stock item. Also allows access to use the Substitutes option on the SOE Body and the SOE Schedule windows to view and order substitute products.
Levels	Level 2 - Allows access to edit the quantity of a stock or nonstock item. Also allows access to delete all but the last item from an invoiced generation. To allow users to delete the last item from an invoiced generation, also assign the SOE.CLOSED.ORDER.CANCEL authorization key.
Additional Information	You must also assign users the SOE.CLOSED.ORDER.EDIT authorization key for this authorization key to work.

SOE.CONSIGNMENT.ALLOWED

Job Roles	Sales personnel required to create customer consignment orders.
If a customer is a consignment inventory customer and the order taker is assigned this authorization key, during sales order entry the system displays consignment options appropriate to the level assigned with the key.
Levels	Level 1 - Allows access to create customer non-consignment orders and consignment transfer orders.
	Level 2 - Allows access to create customer non-consignment orders and consignment billing orders.
	Level 3 - Allows access to create non-consignment orders, customer consignment transfer orders, and customer consignment billing orders.
Required For:	Customer Consignments

SOE.COST.EDIT, SOE.COST.EDIT.DIRECT, SOE.COST.EDIT.NONSTOCK

These three keys allow access to change the cost of items on an open order or bid.

Job Roles	Sales personnel required to change costs on open orders and bids.
Levels	Each key has 10 levels. The level number determines which local basis names display in the user's selection list.
Levels	Each cost and price basis name defined in Price Line Maintenance is assigned a view level (VLvL). Users assigned level 10 select a cost basis from a list of all cost basis names. Users assigned levels 1-9 select a cost basis from a list of cost basis names with a VLvL equal to or less than their view level.
Additional Information	SOE.COST.EDIT applies to any item on a sales order. Note: This key overrides the SOE.BID.COST.EDIT authorization key.
	SOE.COST.EDIT.DIRECT applies to stock and nonstock items on a direct order.
	SOE.BID.COST.EDIT.NONSTOCK applies to nonstock items on a sales order. Note: This key overrides the SOE.BID.COST.EDIT.NONSTOCK authorization key.
	When changing the cost for a group of products on a window, such as Subtotals or Lot Subtotals, the VLvL assigned in the Global Buy/Sell Basis Namescontrol maintenance record determines the basis names included on the selection list.
Important:	If a user who is assigned the SOE.COST.EDIT.DIRECT and SOE.BID.COST.EDIT.NONSTOCK authorization keys changes the cost for a stock item and nonstock item on a direct sales order, and then changes the status of the order from D-Direct Shipment to a non-direct status, such as Call When Complete, the system removes the override on the stock item and reassigns the original cost, but the nonstock item retains its override.

SOE.CREDIT.OVERRIDE

Allows access to the Sales Order Credit Override window from the SOE Totals window or the Open Order Status Review Queue to approve or deny a credit override. Assign this authorization key to a credit manager.

SOE.CREDIT.QTY

Allows access to enter a negative quantity on a sales order. If the user is not assigned this authorization key, the system prompts for a password. If the user does not enter an appropriate password, the negative quantity changes to zero.

SOE.CREDIT.REBILL

Allows access to use the Credit/Rebill option on the SOE Body window to create billing adjustments for orders in a closed accounting period. This function creates a credit that replicates the displayed order and a copy of the original order that the user can adjust or correct.

SOE.CREDIT.REL.RANK

Limits access to release orders on credit hold for customers with designated ranks.

Job Roles	Sales credit managers.
Levels	Users not assigned this authorization key can release orders for any customer, based on their level assignment in the SOE.CREDIT.RELEASE authorization key.
Levels	For example, a user is assigned SOE.CREDIT.RELEASE level 20 and SOE.CREDIT.REL.RANK for rank A customers. The user attempts to release a hold for a rank B customer. If the customer is more than 20 percent over their credit limit, the system displays the following message: You Are Not Authorized to Release a Shipping Ticket. The system prompts the user to enter a password. If the customer is less than 20 percent over their credit limit, the system displays the following message: You Are Not Authorized to Release a Shipping Ticket (Ranked Customer). The system prompts the user to enter a password.
Additional Information	You must also assign the SOE.CREDIT.RELEASE authorization key for this authorization key to work.
	Superuser authorization does not include this authorization key.
	After assigning the authorization key, use the Detail option to display the Detail Selection window. Type each customer rank for which to authorize this user to release a credit hold on a separate line of the window and then save and exit the window. For more information, see Assigning Authorization Keys to Users.
	When an order is released, the system sends a message to the Credit Manager.
	Enter the ranking method this authorization key uses to determine a customer's rank in the Ranking Method Used By SOE.CREDIT.REL.RANKcontrol maintenance record.

SOE.CREDIT.RELEASE

Job Roles	Personnel required to override credit holds.
Levels	Enter the percentage, 1-999, by which this user can exceed a customer's credit limit. The system prompts users not assigned this authorization key to enter a password to override a credit hold.
Additional Information	If a customer has a defined percentage in the Credit Release Percentage Override field on the Additional Customer Credit Data window and the SOE.CREDIT.RELEASE key is assigned to the user, the system restricts the user to the lower of the two percentages.
	If the assigned percentage is 1-998, the user can exceed a customer's credit limit by that percentage. For example, a user assigned 350 can exceed the credit limit by 350%.
	If the assigned percentage is 999, the user has no restriction on exceeding a customer's credit limit.
	On a customer's Credit Control Parameters window, the following four credit restrictions work with the SOE.CREDIT.RELEASE authorization key: No Order Entry when credit limit exceeded, unless authorized. No Order Entry, regardless of credit limit, unless authorized. Only a superuser or a user assigned SOE.CREDIT.RELEASE level 999 can authorize an order that is subject to this restriction. No printing of shipping ticket when credit limit exceeded, unless authorized. No printing of shipping ticket, regardless of credit limit, unless authorized. Only a superuser or a user assigned SOE.CREDIT.RELEASE level 999 can authorize an order that is subject to this restriction.
	Users not assigned this key can print/fax the sales order side of a direct, but not the purchase order side.
	This authorization key also allows access to print a shipping ticket for orders whose ship via placed them on hold for review in the Order Status Review Queue.
Important:	Do not confuse this key with the SOE.CASH.REQD.EDIT key, which allows users to override cash required for C.O.D. customers.
Required For:	Overriding Credit Holds or Denying Credit

SOE.DEL.CLASS.OVRD

Allows users to schedule a delivery even if the delivery classification is not assigned to that customer.

SOE.DIRECT.EDIT

Job Roles	Sales personnel required to create and edit direct shipment orders.
Levels	Level 0 - Allows access to create a direct sales order and edit the order segment before the purchase order prints.
	Level 1 - Allows access to also print, use EDI, or fax a direct sales order.
	Level 2 - Allows access to also edit a direct sales order after the associated purchase order prints.
Additional Information	Users not assigned this authorization key cannot create or change any part of a direct generation.
	To allow users to fax the purchase order portion of a direct generation, also assign the COGS.VIEW authorization key.
	Also assign SOE.DIRECT.EDIT for Direct Shipment from Vendor to be an available selection when using the Change Order Mode option in sales order entry.
Required For:	Order Reprinting Options Order Entry Scheduling

SOE.DISALLOW.PRCBR.CHG

Restricts users from changing the price branch regardless of authorization.

SOE.DUP.ORDER.OK

Allows access to add or edit an item on a new or existing order when the system identifies the item as being duplicated on another order for the same customer.

Job Roles	Sales personnel required to duplicate orders.
Levels	None.
Additional Information	This authorization key takes effect only if the Duplicate Order Checkcontrol maintenance record is set to Yes. Existing order refers to all open orders and any closed orders found by Duplicate Order Check within the time period specified in the Duplicate Order History Days To Checkcontrol maintenance record.
Additional Information	If a user orders an item that is already on another order for the customer, the system displays the Possible Duplicate Orders Found window and a prompt that requires authorization to continue. If this authorization key is assigned, then the system prompts the user to continue entering the item on the order. If this key is unassigned, the system requires a password from a manager or another user with the authorization assigned.

SOE.EDIT.CLOSED.PERIOD

SOE.EDIT.CUSTOMER

Allows a user to make changes to customer in Sales Order Entry and limits when a user can make changes.

Job Roles	Allows a user to make changes to customer in Sales Order Entry and limits when a user can make changes.
Levels	Level 1 - Never permit user to change customer in SOE header unless bill-to is generic cash customer
	Level 2 - Only permit change of ship-to if bill-to remains same.
	Level 3 - Always permit user to change customer in SOE.
Additional Information	User will never be able to change customer even if bill to is generic cash customer.
Required For:	Sales Order Header

SOE.EDIT.IAO.INV.COGS

SOE.EDIT.IAO.INV.COST

SOE.EDIT.IAO.INV.PRICE

Allows access to edit PRICE on IAO line items on sales orders. An IAO item is a stock or nonstock product assigned an Inventory Account Override.

SOE.EDIT.LOCKED.DIRECT

Allows access to edit a locked sales order for a direct shipment purchase order.

SOE.EDIT.VIEW.ONLY.NOTES

Allows access to edit notes in the Internal Notes field on the SOE Header window, when the order is in view-only mode.

SOE.EXPORT.ALLOWED

Allows users to set sales order Export Status to Approved and allow the phantom processes to process the order when it is scheduled for shipment out of country and going through export compliance.

Job Roles	Export department personnel who can approve sales orders scheduled for shipment out of country.
Levels	None
Additional Information	Users with this authorization key can also change the Export Order flag on the order until it is invoiced.
	Users without authorization can change the Export Order flag on a sales order when they first create the order, if the customer's Export Only field is set to No or Prompt in the customer record.
	All export orders are reviewed through the Open Order Status Review Queue and subsequently checked for credit status by the standard Automatic Shipping Ticket Printing phantom.
More Information	Setting Up Export Orders Managing Export Orders

SOE.FREIGHT.EDIT

Allows access to edit the Freight and Total Freight fields and use the Freight option on the SOE Totals window.

SOE.GP.CONTROL.EDIT

SOE.HANDLING.EDIT

Allows access to edit Handling and Total Handling fields and use the Freight option on the SOE Totals window.

SOE.IMPORT.PROFILE

SOE.JM.EDIT.CUST.PO

Allows users running Job Management to edit the Customer PO # field in the Sales Order Entry Header tab.

SOE.KITS

SOE.MANIFEST.EDIT

SOE.MASTER.BID.EDIT

Allows access to create, commit, and un-commit change orders for master orders.

Job Roles	Sales personnel required to handle master orders.
Level 1	Commit change orders to their master job bid and trickle changes to the associated junior orders. Create new junior orders from Job Bid Tracking. All changes to a master job bid or junior order must go through change orders.
Level 2	Commit change orders to their master job bid and trickle changes to the associated junior orders. Create new junior orders from Job Bid Tracking. Make material detail changes to a junior order that do not affect dollar totals, by editing material detail on the Lot Item Detail screen. Note: Users cannot edit Total Lot Cost or Total Lot Price on the junior order.
Level 3	Add line items to junior orders from Job Bid Tracking. Make material detail changes to a junior order that do not affect dollar totals, by editing material detail on the Lot Item Detail screen. Note: Users cannot edit Total Lot Cost or Total Lot Price on the junior order.
Level 4	Add line items to junior orders from Job Bid Tracking. Edit order quantities, prices, and costs on junior orders or master job bids. The system does not prompt users for authorization to make the changes.
Required For:	Job Bid Maintenance Lot Item Status Editing Lot Item Materials

SOE.MAX.COLLECTION.DAYS

SOE.MAX.DISC

Allows access in sales order entry to override the Maximum Discount from Standard Price percentage set for the order or the user.

Job Roles	Sales personnel required to override maximum discounts.
Levels	None.
Additional Information	You can assign a maximum discount from standard price to an order or user. In sales order entry, when a user changes the price of an item, the system compares the new discount percent from the standard price to the maximums, first by order and then by user. If the new discount is greater than the maximum, a warning states that the new sales price exceeds the maximum percentage the user is allowed to discount from the standard sales price.
Additional Information	The system prompts users not assigned this key to enter a password to authorize the override.
Required For:	Changing Price Control Parameters

SOE.MAX.PRICE

SOE.MIN.GP

Allows access in sales order entry to override the Minimum GP% Required set for a sales order, product, price line, or user.

Job Roles	Sales personnel required to override the Minimum GP% Required value set.
Levels	None.
Additional Information	You can assign a minimum required gross profit percentage (GP%) to a sales order, product, price line, and user. In sales order entry, when a user makes a change that affects the GP% for an item, the system compares the new GP% to all the specified minimums, in the following sequence: order, product, price line, and user. If the new GP% falls below one of these minimums, the system displays a warning that identifies the parameter (order, product, price line, user) affected by the change and what the minimum GP% for that level is.
Additional Information	The system prompts users not assigned this key to enter a password to authorize the override.
Required For:	Changing Price Control Parameters

SOE.NONRETURN.PROCESS

Allows users to process credit return generations with items that are set to Never in the Customer Return Allowed or Vendor Return Allowed columns in Product User Control Parameters in Primary Inventory Maintenance.

* New in Release 8.7.8. Solar Only.

Job Roles	Warehouse personnel, sales order entry counter personnel
Levels	None.
Dependencies	None.
Additional Information	Items can be marked as non-returnable in the Product User Control Parameters off Primary Inventory Maintenance. This authorization key allows users to return products regardless of this setting. Setting either the Customer Allowed or Vendor Allowed fields to Never, by branch, requires this authorization key to process a credit return for these products.
	To process a return, users must also have the SOE.RETURN.PROCESS authorization key assigned.
	For information about marking products as non-returnable, seeSetting Product User Control Parametersin the Forecasting online help documentation.

SOE.OPEN.ORDER.EDIT

Allows access to edit an open order or bid. Users not assigned this authorization key can only view open sales orders or bids.

SOE.OPEN.PRC.EDIT

Allows access to change the selling price on open sales order generations.

Job Roles	Sales personnel required to adjust selling price on open sales order generations.
Levels	None.
Additional Information	Users not assigned this key cannot change prices, basis names, formulas, costs, or gross profit percentages in any way.
	Users not assigned the SOE.OPEN.PRC.EDIT and OE.PRICE.CLASS.LEVEL authorization keys can use the Pricing option on the SOE Body window to enter a valid quote amount. Users cannot make any other pricing changes without the appropriate authorization keys.
	You must also assign the SOE.OPEN.ORDER.EDIT authorization key for this authorization key to work.
Required For:	Changing Sales Order Prices

SOE.OPEN.QTY.EDIT

Job Roles	Sales personnel required to edit quantities and descriptions on open sales orders.
Levels	Level 1 - Allows access to edit the quantity of a stock item. Also allows access to use the Substitutes option on the SOE Body window and the Scheduler window to view and order substitute products.
Levels	Level 2 - Allows access to also edit the quantity of a nonstock item.
Additional Information	Remote customers assigned an order status of B-Bid can edit bids, but only view orders that are not bids.
	You must also assign the SOE.OPEN.ORDER.EDIT authorization key for this authorization key to work.
	If you are using Tract Housing Management, this authorization key must be assigned at level 2 for the Tract Housing MiscChrg Product orders.
Required For:	Editing Sales Order Details

SOE.ORDER.PAD

SOE.ORDER.TO.BID

Allows access to change the status of a sales order segment to Bid on the Schedule, Detail Scheduling, or Status window or using the Change Order Mode option.

Note: You must also assign the SOE.OPEN.ORDER.EDIT authorization key for the authorization key to work.

SOE.ORDER.TO.INVOICE

Note: Prior to Release 9.0.1, users could invoice if assigned SOE.CLOSED.ORDER.EDIT. Users must beassigned this new authorization to maintain that level of authority.

SOE.OVERRIDE.CLIENT.PRICE

Allows access to manually override the Client Prc on the Sales Order Entry Body window of orders that use client pricing.

SOE.OVRD.NO.PRC.CHANGE

Job Roles	Use when restriction prices based on the following: A customer whose Restrict Price Changes in Sales Order Entry (Y/N) field in the Customer Pricing Information window is set to Y. A product whose Restrict Price Changes in Sales Order Entry (Y/N) field on the Additional Price Maintenance window is set to Y.
Levels	Level 1 - Users are prompted for a user name and password when trying to change restricted prices.
	Level 2 - New in Release 8.7.9, allows users to override restricted prices for items on Small Project Jobs.
	Level 3 - Allows users to change restricted prices throughout the system.
Required For:	Overriding Prices On Orders

SOE.PACKAGE.QTY

Allows access to override a product's sell package quantity in sales order entry.

Job Roles	Sales personnel required to override products' sell package quantities.
Levels	Level 1 - Allows access to override the sell package quantity on consignment invoices only.
Levels	Level 2 - Allows access to override the sell package quantity anywhere in the system.
Additional Information	When users enter an order quantity that cannot be evenly divided by the sell package quantity, the system displays a warning. The system prompts users not assigned this authorization key to enter a password to authorize the override.
Additional Information	You can set the sell package quantity on the Product Price Maintenance window.
Required For:	Changing a Sales Orders Shipping Branch Shipping Sales Orders Directly From Other Branches

SOE.PAYMENT.APPLY

SOE.PAYMENT.EDIT

Job Roles	Sales personnel required to edit payments received on orders.
Levels	None.
Additional Information	Assign this authorization key to managers who resolve problems in reconciliation of the Cash Box Journal.
	If this authorization key is not assigned, the user can use the Paymentoption on the SOE Totals window to receive payments, but not edit payments.
	If this authorization key is not assigned, the user can use the Payment option on the SOE Totals window to receive payments. The user can select the payment to edit. Then, in the Cash or Change field, edit the payment date, time, collecting user, location, or branch.
Required For:	SOE Totals window

SOE.PAYMENT.TERMS.EDIT

SOE.PIL.DAYS.OVRD

Allows access to override the maximum days supply limit for a product if an action in sales order entry exceeds the days supply number. Users not assigned this key must enter a password to override a maximum days supply limit.

SOE.PRINT.INVOICE

Allows access to print, e-mail, fax, or reprint or resend invoices from the Status tab in sales order entry or the A/R Ledger.

SOE.PROCESS.OPEN.SERS

SOE.PRODUCT.LIMITS

You need this auth key if the system has product sell limits activated in Product Limit Maintenance and you want to override those limits. If you enter an order that exceeds the limit, the system displays a warning message and prevents you from completing the transaction. Within the warning message you can override the setting by entering an authorized User ID and password.

SOE.PROGRESS.BILLING

Allows users to tag sales orders for progress billing on the Sales Order Entry Totals tab of a sales order.

SOE.REPRICE.BID.SELL.PRC

SOE.REPRINT.INVOICE

Job Roles	Sales personnel required to reprint invoices.
Levels	None.
Additional Information	Users assigned this key, but not the SOE.PRINT.INVOICE key do not have print options available in the Print field of the sales order entryStatus tabif the invoice has not been printed.
Additional Information	Assign this key instead of the SOE.PRINT.INVOICE key to users that you do not want to grant access to print, e-mail, or fax original invoices.
Required For:	A/R Inquiry printing options Reprinting Invoices Printing Purchase Orders Printing Invoices Reprinting Sales Orders

SOE.REPRINT.PICK.TICK

SOE.REPRINT.SHIP.TICK

Allows access to reprint shipping tickets from the Order Reprinting Options screen.

SOE.RESERVE.ORDER.EDIT

SOE.RETURN.ALLOWED

Job Roles	Sales personnel required to return a product after a specified time limit.
Levels	Level 1 - Allows the user to make a return after the return time period for stock items. Assign this level to return stock items without an original sales order number.
Levels	Level 2 - Allows the user to make a return for all items, regardless of time. In addition, users can create returns that exceed the original order quantity. Assign this level to return stock or non-stock items without an original sales order number.
Additional Information	The system displays a warning prompt when users return items after the return period. Unauthorized users must enter a password to continue.
Required For:	Returned Goods Verification

SOE.RETURN.PROCESS

* New in Release 8.7.8. Solar Only.

Job Roles	Warehouse personnel, sales order entry counter personnel.
Levels	None.
Dependencies	Users must also have the SOE.RGA.REQUIRED authorization to return goods to vendors that require RGA numbers.
Additional Information	Required to process a credit order, change the status to Pick Up Now, or invoice the order. To enter negative sales orders, users must have the SOE.RETURN.ALLOWED authorization key.
	If you have the Disable Phantom Processing For Credit Sales Orderscontrol maintenance record set to No, the system processes the credit order regardless of this authorization key assignment.
	Not required for users with the SUPERUSER authorization key.

SOE.RGA.REQUIRED

Allows users to process credit return orders that have products that require returned goods authorization numbers.

* New in Release 8.7.8. Solar Only.

Job Roles	Warehouse personnel, sales order entry counter personnel.
Levels	None.
Dependencies	Users must also have the SOE.RETURN.PROCESS authorization to process credit return generations.
Additional Information	Many vendors require returned goods agreement (RGA) numbers before accepting item returns. This control maintenance record allows users to process RGA-required orders without the RGA number. The Vendor Return Allowed column in the in Product User Control Parameters.
Additional Information	If you have the Disable Phantom Processing For Credit Sales Orderscontrol maintenance record set to No, the system processes the credit order regardless of this authorization key assignment.

SOE.SALES.SOURCE.EDIT

Allows users to edit the Sales Source field in Sales Order Entry even if the Disable Edit Ability Of Sales Source control maintenance record is set to Yes.

SOE.SALESPERSON.EDIT

Allows access to change the Outside Salesperson or Inside Salesperson on the SOE Header window.

Job Roles	Sales personnel required change salesperson on the sales order.
Levels	None.
Additional Information	Allows access to run the Sales by Salesperson by Line or Product Report for any salesperson. If not assigned, users can run this report only for their own ID.
Additional Information	Allows access to modify the commission percentage of other users on the SOE Salesperson Split Commission Percentage window. If not assigned, users can still adjust their own commission percentage.
Required For:	Editing Commission Percentages Splitting Commissions Reporting on Tier Date Range by Commission Groups

SOE.SCHEDULE

Determines whether the Auto Scheduling option on the SOE Body window is set to On or Off when the user accesses sales order entry.

Job Roles	Sales personnel required to use auto-scheduling for sales orders.
Levels	Level 1 - TheAuto Schedulingoption is set toOff. The Schedule window displays only if there is an open quantity, such as a backorder, on that line item.
Levels	Level 2 - The Auto Scheduling option is set to On. The Schedule window displays upon entry of every line item, regardless of its open quantity status.
Additional Information	Users not assigned this key can still use the Auto Scheduling option on the SOE Body window to change the setting at any time.
Additional Information	Superuser authorization does not include this authorization key. To set this key for a superuser, assign it in addition to the SUPERUSER authorization key.
Required For:	SOE Body

SOE.SCHEDULE.TAGS

Allows users to change or add tags to sales orders, but does not allow users to break tags. You must have the OE.TAGGED.QTY.EDIT to edit purchase order tags or transfer order tags.

SOE.SINGLE.INVOICE

Allows access on the SOE Totals window to edit the Single Invoicing field and adjust the Unearned amount.

SOE.SOURCING

SOE.COST.EDIT.SOURCING

Job Roles	Sales personnel required to backorder items when the items are out of stock.
Levels	None.
Required For:	Edit without causing variances since the cost on the sales order is tagged to the cost on the purchase order.
Example:	With this authorization key assigned users cab specify the cost of sourcing an item from an emergency procurement vendor. The procurement purchase order inherits this cost when created. This workflow reduces the amount of free-form notes passed from sales to purchasing in the internal notes if your sales folks cannot create procurement purchase orders. If you the Update Cost On Sales Order From Tagged Purchase Ordercontrol maintenance record set to Yes then the cost will flow back to the sales order once the PO has been created.

SOE.SPLIT.PRICING

Job Roles	Sales personnel required to override split quantities.
Levels	Level 1 - Not used.
	Level 2 - Allows access to override split quantity pricing. If an item on an order qualifies for quantity break pricing and the corresponding matrix has Split Quantity Pricing set to Y, the system displays the following prompt: Split Quantities (Y/N).
	Level 3 - Allows user to approve the extension of expire quantities to include the current order quantity.
Required For:	Split Quantity Pricing

SOE.TAX.EDIT

Allows access in sales order entry to edit the tax-related aspects of a sales order.

Job Roles	Sales personnel required to edit the tax-related aspects of a sales order.
Levels	Level 1 - Allows access to edit only the Tax Exempt ID # field on the SOE Header window or the Exempt # field on the New Customer Entry window.
	Level 2 - Allows access to also edit the Tax Jurisdiction field on the SOE Headerwindow.
	Level 3 - Allows access to also edit the Sales Tax field on the SOE Totals window.
Additional Information	Assigning this key also grants access to the Sales Tax and Tax Groups menu options in Customer Maintenance.
Required For:	Customer Maintenance SOE Header SOE Totals New Customer Entry

SOE.WRITER.EDIT

Allows access to edit the writer ID on the SOE Header window of an existing order.

Job Roles	Sales personnel required to edit the writer ID.
Levels	Level 1 - Allows access to edit the writer ID for the user's own orders.
Levels	Level 2 - Allows access to edit the writer ID for any sales order.
Additional Information	With this authorization key assigned, users can only view G/L posting information (Alt~) for sales orders that they have written.
Required For:	SOE Header G/L Posting

Job Roles	Sales personnel or manager required to convert prospective customers to regular customers by opening an order or a bid for that customer.
Levels	None.
Additional Information	When the user enters an order or bid, the system removes the flag from the Prospect field in the prospect’s customer record, and flags the Bill-To and Ship-To fields.
Additional Information	Important: You cannot convert a customer back to a prospect if there are open bids, open orders, or history associated with the customer.

Job Roles	Sales personnel requiring access to managing invoices through the Status tab.
Levels	None.
Additional Information	Users must have the SOE.PRINT.INVOICE authorization key assigned.

Job Roles	Sales personnel required to update Bid Followup Notes.
Levels	None.
Additional Information	When this authorization key is not assigned, the user cannot edit another user's comments on the Bid Followup window, which you access from the Status window in sales order entry. This window displays in view-only mode.
Additional Information	When this authorization key is not assigned, the user cannot edit the User field on the Bid Followup Queue.

Job Roles	Users required to cancel invoiced orders.
Levels	None.
Additional Information	When a user cancels the order, the system prompts the user to continue. The system prompts users without this authorization to enter a password to continue.
Additional Information	For this authorization to take effect, also assign the SOE.CLOSED.ORDER.EDIT and SOE.CLOSED.ORDER.CANCEL authorization keys.
Required For:	Updating Sales Order Statuses

Job Roles	Personnel required to override delivery classifications for order shipments.
Levels	None.
Additional Information	Use the Valid Delivery Classifications control maintenance record to set classifications for your company.
Required For:	Scheduling Sales Order Deliveries

Job Roles	Restrict users from changing price branches.
Levels	None.
Additional Information	Normally, if you have SOE.OPEN.ORDER.EDIT or SOE.CLOSED.ORDER.EDIT you can change the price branch on any generation of an order. Assigning this authorization key, still allows users to edit orders, but keeps them from changing the price branch.
Required For:	Sales Order Header

Job Roles	Sales personnel required to edit COGS and IAO items.
Levels	Level 1 - Allows access to edit COGS on an IAO line item of a new sales order.
	Level 2 - Allows access to edit COGS on an IAO line item of a new or open sales order.
	Level 3 - Allows access to edit COGS on an IAO line item of a new, open, or closed sales order.
Additional Information	An IAO item is a stock or nonstock product assigned an Inventory Account Override.

Job Roles	Sales personnel required to edit COST and IAO items.
Levels	Level 1 - Allows access to edit COST on an IAO line item of a new sales order.
	Level 2 - Allows access to edit COST on an IAO line item of a new or open sales order.
	Level 3 - Allows access to edit COST on an IAO line item of a new, open, or closed sales order.
Additional Information	An IAO item is a stock or nonstock product assigned an Inventory Account Override.

Job Roles	Sales personnel required to edit PRICE and IAO items.
Levels	Level 1 - Allows access to edit PRICE on an IAO line item of a new sales order.
	Level 2 - Allows access to edit PRICE on an IAO line item of a new or open sales order.
	Level 3 - Allows access to edit PRICE on an IAO line item of a new, open, or closed sales order.
Additional Information	An IAO item is a stock or nonstock product assigned an Inventory Account Override.

Job Roles	Sales personnel required to edit locked orders for directs.
Levels	None.
Additional Information	Example: Users assigned this key can edit the sales amount or other sales information after paying the vendor. Users cannot edit any pricing information that affects COGS or Cost. For details on what you can edit, see Editing Vendor Direct Shipments.
Additional Information	Allows access to edit lot item material detail on invoiced generations.

Job Roles	Sales personnel who are required to create product kits.
Levels	Level 1 - Allows access to view product kit information.
Levels	Level 2 - Allows access to edit product kit information.
Additional Information	To create kits, display Product Kit Maintenance from Product Maintenance.

Job Roles	Sales personnel who are required to edit manifests.
Levels	Level 1 - Allows access to view a closed manifest or edit an open manifest.
Levels	Level 2 - Allows access to a closed manifest for editing.

Job Roles	Sales personnel who are required to manage commission percentage by collection days.
Levels	Level 1 - Allows access in view-only mode.
Levels	Level 2 - Allows user to edit information on the screen.
Required For:	Basing Commission Percentages on Collection Days

Job Roles	Sales personnel required edit open orders and bids.
Levels	None.
Additional Information	Remote customers assigned an order status of B-Bid can edit bids, but only view orders that are not bids.
Additional Information	Remote customers must be assigned the SOE.OPEN.ORDER.EDIT and SOE.OPEN.QTY.EDIT authorization keys to edit bids.

Job Roles	Sales personnel required to apply payments to outstanding invoices.
Levels	Level 1 - Allows access to use the Apply Payment option on the SOE Totals window to apply cash received through sales order entry to outstanding invoices.
Levels	Level 2 andLevel 3- The same as Level 1.
Required For:	Applying Payments to Sales Orders

Job Roles	Sales personnel required to reprice bids or to convert bids with expired pricing.
Levels	None.
Dependencies	Users must also have these assigned: SOE.BID.APPRV.EXPIRED SOE.BID.COST. EDIT SOE.COST.EDIT
Required For:	Converting Bids to Sales Orders

Job Roles	Sales personnel required to reprint pick tickets.
Levels	None.
Additional Information	Users not assigned this key must enter a password before reprinting a ticket.
Required For:	Printing Purchase Orders Printing Invoices Reprinting Sales Orders Tracking Sales and Transfer Orders Through the Warehouse (Warehouse Picking Confirmation Queue)

Job Roles	Sales personnel required to reprint shipping tickets.
Levels	None.
Additional Information	Users not assigned this key must enter a password before reprinting a ticket.
Required For:	Printing Purchase Orders Reprinting Sales Orders

Job Roles	Sales personnel required to create a new or edit an existing reserve inventory.
Levels	None.
Additional Information	Reserve status orders commit inventory for a bill-to customer, and allows other orders to the bill-to's ship-to customers to buy the reserved products. However, the products on the reserve sales order do not appear available in inventory for other customer's to buy.
Required For:	Reserve Inventory Order

Job Roles	Sales personnel required to edit invoicing fields.
Levels	Level 1 - Allows access to change Single Invoicing from N to Y.
	Level 2 - Allows access to also change Single Invoicing from Y to N.
	Level 3 - Allows access to also edit the Unearned amount.
Required For:	SOE Totals

Job Roles	Enhanced functionality for sales personnel required to backorder items when the items are out of stock.
Levels	Level 1 - Allows access to display auto-sourcing window if the product being added has to be backordered.
Levels	Level 2 - Automatically displays the auto-sourcing window for the user.
Additional Information:	Not required for selecting backorder sources for items that are out of stock. If assigned, this authorization key supersedes the SOE.SCHEDULE authorization key.