The tunable company wide Security Parameters can be accessed from the window in the Company Parameters.
Check this box to prompt for the Clerk in each document,
deposit, and Cash Drawer.
Invoice Clerk prompt and Cash Drawer for the invoice can be
controlled by the Prompt For Clerk On Invoice Payment
Details flag below.
If Prompt For Clerk is set, the following two security features can also be applied:
Uncheck this box to skip password confirmation of the Clerk Code.
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters any "Password" requirement is ignored.
Uncheck this box to skip the clerk code prompt in the Invoice Payment.
Uncheck this box to skip the clerk prompt in Inventory Transfers and in the Internal Transfer Console.
The clerk code will default to the operator code currently signed
into Texada SRM for that session.
Check this box to prompt for the Clerk Code on the Inventory (1-step) and Internal (2-step) transfer utilities using the Prompt for Operator window.
If the option to Prompt For Clerk on Inventory/Internal Transfer is activated, the additional option to prompt for the clerk's password is provided for further security identification, as follows:
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters any "Password" requirement is ignored.
Uncheck this box to skip the clerk prompt when changes to an existing reservation are made.
Uncheck this box to skip the clerk prompt when changes to an existing contract are made.
Uncheck this box to skip the clerk prompt when changes to an existing rental quote are made.
Note: The Clerk code is only written to the Clerk Document Access Login for the resulting documents if the new document is reviewed.
Check this box to prompt for the Clerk when the customer's 'Credit Rating' or 'Credit Limit' is changed in the Customer Credit Information window of Customer Information, or in Log Collection Calls.
If Prompt For Clerk Changing Customer Credit is set, the following security feature can also be applied:
Uncheck this box to skip password confirmation of the Clerk Code.
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters any "Password" requirement is ignored.
Check this box to display insurance information on the screen
for each On Account customer when entering or converting
contracts.
If the insurance has expired, the operator must click
OK to acknowledge before continuing.
If changes to the insurance information are required, they must be
made in Customer Information.
Uncheck this box to suppress the insurance information window when creating contracts.
Check this box so that the Credit Check only considers invoices
up to and including the day of the Credit Check.
Any future dated posted or unposted invoices do not impact the
Credit Limit requirements as of that day.
This restriction does not apply to invoices entered in A/R Invoices, or to Estimate and Work Order functions.
Note: The Allow Activity over-ride flags are disabled in the Credit Rating table as they do not apply.
Select Q for Quotes Only to allow the operator to
continue to create a Quotation or a
Sales Approval Quote but not other counter
documents, when that customer is over his 'Credit Limit' according
to the Allow Activity over-ride flag set for the Credit Rating assigned to the customer in Customer Credit Information.
A warning will display on the screen, but permission to complete or
prevent the transaction from being entered is controlled by the
Credit Rating assigned.
Select Y for Yes to allow the operator to continue
to create a counter document for a customer who is over his 'Credit
Limit', dependent on the Allow Activity over-ride flag set
for the Credit Rating assigned to the
customer in Customer Credit Information.
A warning will display on the screen, but permission to complete or
prevent the transaction from being entered is controlled by the
Credit Rating assigned.
Enter the percent of the customer's Credit Limit by which the
customer can go over his limit, before he is prevented from doing
further business with your firm.
e.g. 15% of his Credit Limit would be entered as 15
In the Credit Information window for each customer in Customer Information, a customer can be allowed an "unlimited" Rental Value Total or a Rental Value Limit can be set that is checked in Contract entry and when source documents are converted to the Contract.
Check this box to allow the customer who is over his Rental
Value Limit to continue to rent value controlled equipment.
A warning will display on the screen with the value of rental
equipment on this contract, the value of all rental equipment the
customer currently has out that is value controlled, and the
customer's Rental Value Limit, but this will not prevent the
transaction from being entered.
A window is provided in the warning to view the details of the
Rental Equipment included in this Rental Value count.
The contract #, product #, description, quantity, and equipment
value is displayed.
Click EXP/CON to view the replacement value per unit
on rent to this customer.
Uncheck this box to prevent value controlled equipment from
being rented on a Contract for a customer whose Rental Value
Limit has been reached or exceeded.
This processing only applies to contracts.
Enter the percent of the customer's Rental Value Limit by
which the customer can go over his limit, before he is prevented
from renting any value controlled equipment.
e.g. 15% of his Rental Value Limit would be entered as 15
Uncheck this box to always include only the posted invoices in these invoice listings.
This parameter only controls whether existing Customer Notes details that were created in Customer Information and in Log Collection Calls, can also be deleted or modified at a later date in the customer information entry screens.
Select F (Full Access) from the drop-down list to allow operators complete access to add, change, or delete Customer Notes in Customer Information and in also Log Collection Calls.
Note: This parameter does not apply to the customer Collection Comments.
Note: Collection Comments can be made viewable in several places but can only ever be updated in Log Collection Calls.
Select F (Full Access) from the drop-down list to allow
operators complete access to add new Customer Notes or
change/modify/delete existing Customer Notes in Customer Inquiry and Customer Account Inquiry.
Collection Comments can be viewed only.
Select N (No Access) from the drop-down list to restrict operators from viewing any Customer Notes or Collection Comments, in Customer Inquiry and Customer Account Inquiry.
Note: Further access security to Customer Notes and Collection Comments can be controlled by the Operators role permission as defined in the "Miscellaneous" window of Security Role Permissions.
Note: Overrides of a critical area will NOT prompt for a Reason
Code if there are no valid codes setup in Override Reason Codes with an Override Type to cover that "area".
For more information on this security feature refer to Override Security Overview.
Uncheck this box if operators should not be prompted for a reasons on overrides of any data.
Any override changes are tracked and with or without a reason and can be reviewed on Print Override Report.
When this is activated, each division can select to trigger the
Rental Rates window in contract entry by
setting the Prompt for Rates in Contracts in the Division Rate Parameters.
When rate over-rides are not allowed any rate adjustments at
document entry must be done through the discount process.
Check this box to allow rates and meter rates to be over-ridden
at document entry in the Rental Rates
window, applying only to that document. This does not change the
rates in the product file rate structure.
This means any previous billings of the product on this document
will be adjusted to bill at this new rate.
The changes to the rates apply only to that document.
Note: When the Prompt for Rates in Contracts is also enabled at the division level in the Division Rate Parameters then this 'allow override' parameter is automatically checked and cannot be changed.
Uncheck this box to prevent operators from over-riding rental
rates or rate charges in rental documents.
The divisional option to Prompt for Rates in Contracts will
be disabled in the Division Rate Parameters
as rates cannot be changed.
Discounts can be given to adjust rates on documents.
Field Access Security in Security Role
Permissions can then be used to further restrict the ability to
change the discount value, as required for individual
operators.
This parameter does not apply to changing rate charges on
Point Of Sale Invoices and on Miscellaneous Invoices, unless the rental product
on the invoice is the result of a contract billing, such as cycle
billing or rental return.
Rate changes are also not allowed on the Contract detail if the
Contract is currently in a Cycle Billing
Edit run. If Rates need to be changed on a Contract in the
Cycle Billing Edit list all contracts can be released by clicking
on the CLEAR EDIT button in the Cycle Billing Edit screen. The Cycle Billing Edit
would then need to be re-run to re-select the updated
Contracts.
Note: If the Post Discounts to the G/L feature is activated in Company Posting Parameters, this option to change rates is disabled.
Check this box to prompt the operator whether to update the
meter O/T charge by the same ratio as the rental rate, after a
rental rate for a metered rental item is changed on a document.
Uncheck this box to prevent the meter charge from ever being
changed when the rental rate is changed on the document.
Uncheck this box to prevent operators from over-riding the
Extended Amount value for Sales items on counter
documents.
The ability to restrict operators from over-riding the Unit
Price can be set at the Class level in the Additional Options
of the Sales Product Classes.
Check this box to allow your Counter staff to override the
Extended Amount on Sales items in Quotes, and Contract
entry, Rental Returns and Invoicing.
Any override will be tracked with Print
Override Report.
Changing the Extended Amount may be necessary where a
Discount percentage does not yield the "Special Deal" amount.
e.g. An item may sell for $0.43 each or 3 for $1.00 - where the
user had to over-type the Extended Amount with $1.00 to
achieve the "Special Deal" price.
Note: If the ability to override extended on sales parts is allowed, the Sales discounts setup in Customer Discount Programs are disabled, but Rental discounts will still be applied.
Enter the Margin Percent.
If this field is left blank than nothing is logged.
When a sale price is entered on a document and the margin is
less than the defined Margin Percent, an audit record is written
for Override Type 'MO'- Margin Override.
No Reason code or Password is required, unless the Reason Code
and/or Password Security features are also activated.
The Margin Override audit log can be printed from Print Override Report for Type 'MO'.
Note: The "Price Each after Discount" value used in the calculation, includes any currency exchange rate.
Uncheck this box if a record is not required in the deletion log to track each deleted product detail on a contract, worksheet, W.O., and invoice.
This Security Parameter can be set to control whether the
operator has the ability to change the amount of the deposit used
against a Rental Return Invoice, a Sales Order Invoice, or an
invoice generated from Cycle Bill A Single
Contract.
The security control settings include:
The security control settings include:
Type N (No) to prevent the operator from entering a quantity
when none is available, on a Contract, Worksheet, or product
exchange.
On a Work Order or convert Estimate to a Work Order, the quantity
becomes back-ordered.
On Invoices, a product can be rented, but cannot be sold when none
is available at that location.
The conversion utilities Convert Quotation To
Reservation, Convert Quotation To
Contract, Convert Reservation To
Contract and Convert Estimate to
Invoice generate a warning when items are overbooked and
prevent the operator from proceeding with the
quote/reservation/estimate conversion for those dates.
On Convert Reservation To Contract the following warning error is thrown if the non-bulk rental product is at a different location: “Product# XXXXXX is not in your store and will not be added to the contract.”
Type Y (Yes) to allow quantity to be entered on a Contract,
Invoice, Worksheet, Sales Orders, Order Invoices or product
exchange, even if none is available at the location.
This flag setup also allows non-bulk rental products with a status
of O "Out on Contract" or F "Off-Rent" to be transferred to a new
location on an Internal Branch
Transfer.
The Product/Group Bookings Report can be use to report on over-booked products.
Refer to Kit/SSL Enforces Document Location Override Restrictions for Kit and Suggested Sales List override controls.
Check this box to allow staff to override product quantities on
the reservation, after being warned that insufficient quantities
are available.
Override is always allowed on Portal requests that are
submitted from a Presentation Theme that
has been configured to Auto Convert To Document and the
quantity availability must be dealt when the reservation or quote
is converted.
Note: When quantity overrides are not allowed on Reservations then the Region Reservation
Fulfillment feature can be used to control over-bookings by
finding and transferring available product quantity automatically
from other locations in the Default Inventory Region to fill
the Reservation for selected products.
Refer to Regional Reservation Processing in the Divisional Inventory Parameters for more information
on this feature.
Check this box to prompt the operator for an override reason
code.
Reason codes are setup in Override Reason
Codes and are reflected on Print Override
Report.
Uncheck this box if no reason is required when quantities are over-ridden.
Refer to Kit/SSL Enforces Document Location Override Restrictions for Kit and Suggested Sales List override controls.
Check this box to allow products from other locations to be selected on a contract.
Uncheck this box to require products and Groups to be pulled
from the same location as the rental contract.
When this parameter is not checked all products available at
locations other than the document location must be transferred
first.
This applies to Counter Worksheet, Rental Quotes, Reservations,
Contracts, Sales Orders, Invoices, Work Order Estimates, and Work
Orders.
Note: The ability to select from other locations using the search window, respects the Allow Overrides On Location Quantities (Excl. Reservations) and the Allow Overrides On Location Quantities For Reservations flags.
Uncheck this box to proceed, though quantity overrides are not
normally allowed on this document type, and add items to a document
through a Kit or Suggested Sales List after the availability
warning is triggered even if they are overbooked.
i.e. Kit and SSL items are not restricted by quantity
over-bookings.
Check this box to respect overbooking restrictions and to
prevent adding overbooked items from a Kit or SSL after the
availability warning is triggered on the document.
i.e. If the document being entered does not allow over-booking,
then Kit and SSL items cannot be overbooked either.
Note: If the document parameters does Allow Overrides on Location Quantities, items from Kits and Suggested Sales Lists always allow over-bookings too regardless of this flag.
Check this box to only allow a non-bulk rental product to be
included on one open contract or worksheet at a time, so when a
non-bulk rental that is already on a contract or worksheet is put
on another contract or worksheet.
The non-bulk rental must also be at the document's RSIL
Location.
One of two warning errors is thrown:
Note: This parameter takes precedence over other availability settings such as the quantity over-ride.
This flag applies in the following areas:
Note: An exception would be if the product is on a Closed Pickup Ticket for a contract, then it can be added to another contract.
Type S (SALES) if Group over-bookings should not be checked for Sales parts, but should still be checked for Rental products.
Type Y (YES) if Group over-bookings should not be checked and so
should not prevent Sale or Rental of specific products available
within the Group.
When Group availability is ignored a time consuming check is
removed so depending on the volume of data, product selection on
the documents could be much faster.
Note: Availability checking at the product level is controlled by the Check Availability flag in the product Groups.
Check this box to allow operators from any location to change,
ship, receive, or delete existing internal transfers for other
locations, in the Internal Transfer
Console actions.
Note: The operator must also have the Prompt for Location flag in Operators set to YES in order to process transfers from other locations, and the location must be included in the Divisional Restricted Views for the operator currently signed into the session.
Check this box if equipment which is off rented at your firm, is
generally available to be re-rented.
This would be the case if the customer has returned the equipment
to the rental yard, and counter staff used the off rental to stop
the billing of the contract. Later, after the equipment has been
inspected, the contract would be closed with the Rental Return
program, which produces the billing. This applies in firms where
the Invoicing staff responsible for the rental rates charged is
different from the Rental Yard staff.
Note: If the Indefinite flag is set a contract, then Off Rentals are not shown as available, regardless of this Show Off Rentals As Available setting.
Note: If the option to print the Products Outstanding on the Contract on the invoice is activated from the Divisional Invoice Parameters, any unbilled off rent products will not be included as on the contract as outstanding.
Delivery/Pickup Ticket Availability:
Off rentals that are generated by the Delivery/Pickup Sub-System do NOT show as available
during the duration of the ticket regardless of this flag, but once
the ticket is closed this flag is respected on the document
off-rents.
Uncheck this box to print an 'OFF' Off Rent status on the cycle billing invoice for these products.
Uncheck this box to skip the prompt for the returned status in
Exchange by Contract and in Exchanges By Customer.
The exchanged product is considered returned and ready to rent or
to service, after the exchange is accepted.
Check this box to prompt the operator if the equipment is actually returned or if pickup confirmation is still required in product exchanges.
Uncheck this box if the product detail on the P.O. should always post to the Inventory account designated in the corresponding Rental Product Class or Sales Product Class.
Check this box if all operators that have access to entering Purchase Orders should have the ability to change the General Ledger Inventory posting account on a product detail of the P.O., which will over-ride the Inventory account designated in the Product Class and will be used for posting the inventory value on the Accounts Payable Invoice Details.
Note: Operators can be restricted from posting to a control account by role permission as defined in the Document Field Access window of the Security Role Permissions.
Check this box if all operators that have access to entering
Purchase Orders should have the ability to
order an item on a P.O. that does not have a product number setup
in Rental Inventory or Sales Inventory.
The prompt to "Create a Non-Inventory Transaction" is triggered
when both the Our Product # and Vendor Product #
fields are left blank on a Purchase Order
detail, and then the item description, quantity, cost each,
division, notes, and eligible GL posting account can be
entered.
Note: Only Asset and Expense GL Accounts flagged in the Chart of Accounts to Allow PO, can be entered as a non-inventory item order.
Non-Inventory items ordered on a P.O. are ignored in Warehouse Receiving but are still processed through A/P Invoices by Purchase Order, and the P.O. is automatically "closed" when the non-inventory expense is entered in A/P invoices as the P.O. will never be received.
Note: Operators can be restricted from posting to a control account by role permission as defined in the Document Field Access window of the Security Role Permissions.
Note: Any changes made to these parameters will not be applied until the Company Parameters are accepted.
| Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |