security and access to...
TRANSCRIPT
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Security and Access to QuickView
Data Collection, Job Status, and Part Inquiry are open for all UserIDs to access, even if they have no other Security rights turned on. Once they are there, this UserID will have very limited abilities to see anything. Data Collection displays, but nothing will show in the grid. Job Status and Part Inquiry allow them to search for a job and open it, but most of the fields will be blank as they begin to move through tabs and use the Details buttons. On each screen capture, you will see labels indicating what area of access in Security must be selected in order to see information in the particular field or associated with the button.
To access Material Forecast, the UserID only needs Orders or Purchase Orders checked. Either one will grant access. The P.O. Status access is dependent solely on Purchase Orders being checked like the Schedule button relies only on Scheduling being selected under Shop Control. Customer Inquiry is accessible through Customers, Quoting, Orders, Shipments, Billing, and Cash Receipts. Vendor Inquiry becomes accessible with Vendors, Purchase Orders, RFQs, Receivers, Vendor Invoices, or Check Writing.
Executive Overview can be used if a few areas of the system are available as well as several reports: Billing, Cash Receipts, Vendor Invoices, Check Writing, Inventory Items, Quotation Summary, Backlog Summary, Shipment Summary, Re‐order Summary, Usage Summary, Receiving Summary, Attendance Summary, Time Tracking Summary, Performance Summary, Hourly Rate Summary, and Cash Flow Analysis.
Again, please keep in mind that gaining access to these buttons can be readily available, but once a UserID is in a particular area, what they see can be severely limited with certain Security settings.
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Executive Overview Settings
Cash Receipts
Check Writing
Check Writing
Billing Cash Receipts Vendor Invoices
Check Writing Cash Flow Analysis
Backlog Summary
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Hourly Rate Summary
Time Tracking Summary
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Quotation Summary
Inventory Items
Usage Summary
Re‐Order Summary
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Shipment Summary
Receiving Summary
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Customer Returns, Vendor Returns, Non‐Conformances, Corrective Actions, and Feedback are always available.
Attendance Summary
Customer Billing
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Customer Inquiry Settings
Vendor Inquiry Settings
Cash Receipts
Quotations
BillingOrders
Cash Receipts Shipments
Cash Receipts Cust Returns
Feedback
RFQsVend Invoices
POsCheck Writing
Receiving
Vend ReturnsCheck Writing
Feedback
Check Writing
Purchase Orders
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Job Status Settings
Details of Job 4433‐01
Orders Billing
Orders
Job Cost Sum
Orders
Order/Estim
Order/PO
Orders
Orders
Orders
Scheduling
Shipping
Order/TimeTick
Scheduling
Billing
Order/PO Order/Estim
Order/TimeTick
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Job Routing Details – 4433‐01
Job Hours Detail – 4433‐01
Job Routing Detail
Job Routing Detail
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Job Purchasing Details – 4433‐01
Job Inventory Detail – 4516‐01
Job Cost Sum
Job Cost Sum
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Sub Assemblies – 7109‐01
Part History Detail – 4433‐01
Job Cost Sum
Job Cost Sum
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Part Inquiry Settings
Quotations
RFQs
Cust/Vend Ret
Orders
Shipments
Orders
Feedback
Receiving
POs
Inventory Item or Orders
Inventory Item or POs
Inventory Item or Orders
Inventory Item or POs
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The Bill of Material (Indented Tree View) and Maintenance tabs are not locked down. The User‐Defined tab is available if the UserID has at least View capabilities set in User Maintenance on the Misc Settings tab. If they do not, this tab does not even display.
Inventory Item or POs
Inventory Item or POs
Estimates
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Estimates
Inventory Item or POs
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Calculated Quantities | On Hand | Details
Estimates
Inventory Item or PO
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Calculated Quantities | Needed to Buy | Details
Part Inquiry Details | Orders button
Orders or POs
Orders
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Material Forecast Summary Settings
Customer Inquiry | Orders
Job Requirement Summary
Orders
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P.O. Status | Part Number | Details
Receivers Orders
Orders