Individual Security Permissions and which Security Level they apply to.
Permission | Level 1 | Level 2 | Level 3 | New Permission Assigned to Level 3 | Purpose |
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POS_CustomerBillToDetails | ü | ü | ü | Modify the name and address for the Bill-To customer. |
POS_CustomerShipToDetails | ü | ü | ü | Modify the name and address for the Ship-To customer. |
POS_Invoice_MakePayment | ü | ü | ü | Apply customer payment to an invoice |
POS_Invoice_Save | ü | ü | ü | Save Invoices. |
POS_Invoice_View | ü | ü | ü | Navigate to the Invoice screen. |
POS_PONumber | ü | ü | ü | Set the PO number on a point of sale document |
POS_Print | ü | ü | ü | Print a point of sale document |
POS_PrintNew | ü | ü | ü | Print a point of sale document and open a new point of sale document afterward |
POS_ConsignmentCredit | ü | ü | Allow user to change a consignment to a Consignment Credit. |
POS_Credit_Save | ü | ü | Save Credits. |
POS_Credit_View | ü | ü | Navigate to the Credit screen. |
POS_Credit_Void | ü | Void a credit |
POS_Invoice_InvoiceShipments | ü | Send multiple shipments to one invoice |
POS_Invoice_RelatedShipments | ü | View related shipments for an invoice |
POS_Invoice_Void | ü | Cancel an open invoice |
POS_PrintPickSlip | ü | Print Work Order Pick Slip document |
POS_SalesmanCallIn | ü | Indicate that the order was a salesman call-in, as opposed to customer-initiated order. |
POS_StandingPO | ü | Indicate that the PO on this order is a standing PO, preventing the order from automatically closing. |
POS_WorkOrder_Close | ü | Close a work order |
POS_WorkOrder_Invoice | ü | Create invoice and shipment from work order in one step |
POS_WorkOrder_Save | ü | Save Work Orders. |
POS_WorkOrder_Ship | ü | Create shipment from work order, reducing on-hand |
POS_WorkOrder_View | ü | Navigate to the Work Order screen. |
POS_BillingDate | ü | Allow user to Bill a POS document forward into the next month |
POS_Details | ü | Display point of sale document details, including terms code, tax model, etc. |
POS_LineItemBasePriceGM | ü | Modify Base Price and Gross Margin on line items |
POS_LineItemCanBackorder | ü | Allow user to change the Backorder flag for line items. |
POS_LineItemDetailsView | ü | Allow user to open the line item details and see gross margin, cost, and pricing explanations. |
POS_LineItemDiscountAmountSavings | ü | Modify any of the following: Trade Discount, Discount Percent, Savings and 'No Discount'. |
POS_LineItemTaxable | ü | Allow user to change the taxable status of a line item. |
POS_PricingProfile | ü | Set the Price Profile of a point of sale document |
POS_SalesPerson | ü | Set the sales person on a point of sale document |
POS_TaxModel | ü | Set the Tax Model on a point of sale document |
POS_TermsCode | ü | Set the Terms Code on a point of sale document |