Override Type Permissions

Override categories can be defined in the Override Types file, and then the permissions to allow overrides in the specific areas can be set as follows:

CL - Customer Credit Or Rental Value Limit

This category covers Document over-rides in:

Customer Is On The Bad Risk List
Update Document Term Code
Credit Limit Override
Rental Value Limit Override
Outstanding A/R
Over-Ride Cash Customer To On-Account

CM - Customer File Maintenance

This category covers permanent changes made to Customer Information in:

Customer Is On The Bad Risk List
Update Document Term Code
Credit Limit Override
Rental Value Limit Override
Outstanding A/R
Over-Ride Cash Customer To On-Account

DD - Delete Item from an Open Document - including:

Deleted
Qty
Extended

Note: Code DD is not included in the drop-down selection list because the Reason Code processing does not apply, however the delete item action is automatically tracked.

IS - Inventory Status Changes- including:

Changed Allow Rental Flag To 'N'
Changed Allow Depreciation To 'N'
Changed Allow Transfer To 'N'

MO - Margin Overrides - including:

Sales Margin

Note: Codes flagged as MO are also utilized when logging Sale Margin Overrides as setup in the Company Security Parameters.

OT - Other Overrides - including:

Restart Change Product#
Reorder Price
Vendor Reorder Price
Vendor Reorder Price By Div
List Price
Base List Price

OV - Overbooking Warnings - including:

Quantity
Quantity Available

PR - Rental Item Rate Or Discount Change **
PS - Sales Item Price Or Discount Change

These two product categories cover the following over-rides on the document for:

Disc%
Unit Price
Net Price
Net Price Below Cost
Trade Disc Allowed
Extended
Rate Code
Rate Amount
Date
Time
Meter
Time Disc%
Time Disc Days
Trade Discount %
Rental Disc% on Rental Cap
Rental Disc% on Disc Pad Days
Rental Disc%
Sale Disc%

** Note: When any Reason Code defined in Override Reason Codes as PR type representing Rental Item Rate Or Discount Change, is also identified for a Division in the Time-Based Discounts in the Divisional Rate Parameters, then that Reason Code can only be used for Time-Based discount over-rides in that division.
However other divisions not using that Reason Code for Time-Based Discount as per the Divisional Special Pricing, can continue to use the same Reason Codes for other over-rides.

RR - Rental Return Rental Item Override
RS - Rental Return Sales Item Override

S1 - Changing the Price of a Service - on a document
S2 - Adding Delivery/Pickup Service Manually - this only applies to Type D Delivery/Pickup services.
S3 - Deleting a Service from a Document - on a document

• Check each box for any areas, for which this Type of Reason Code could be applicable.
  
• Uncheck the box for areas for which this Type of Reason Code would never be used.

Note: This is a system defined list that is also the list used for Types of over-rides that are automatically tracked even without a Reason Code.