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. More:

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). More:

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

Allows access to accept an expired gift certificate as payment.

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

Allows access to open the cash drawer without entering an order.

SOE.ALLOWED

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

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. More:

SOE.BATCH.REPRINT.ALLOWED

New in Release 9.0.3.11

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

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. More:

SOE.BID.COST.EDIT.NONSTOCK

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

SOE.BID.EDIT.EXP.PRC.DATE

New in Release 9.0.4

Allows users to edit the price expiration date on a bid. More:

SOE.BID.FLWUP.USER.EDIT

Allows access to edit Bid Follow Up Notes for another user. More:

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.

If you change a price on a bid, pricing expires.

Note: The SOE.OPEN.PRC.EDIT authorization key overrides this authorization key.

SOE.BID.PRC.OVRD.TO.OPEN

New in Release 9.0.3

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

Allows access to override the cash required requirement in sales order entry.

SOE.CLOSED.CANCEL.AR

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

SOE.CLOSED.CHANGE.CUST

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

SOE.CLOSED.CHANGE.SHIPDATE

Allows access to change the ship date on a closed, paid sales order. More:

SOE.CLOSED.ORDER.CANCEL

Allows access to delete the last item from a closed (shipped) generation. More:

SOE.CLOSED.ORDER.EDIT

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

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. More:

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. More:

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. More:

SOE.CLOSED.PRC.EDIT

Allows access to change the selling prices on a closed order generation. More:

SOE.CLOSED.QTY.EDIT

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

SOE.CONSIGNMENT.ALLOWED

Allows access to create customer consignment orders. More:

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. More:

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. More:

SOE.CREDIT.RELEASE

Allows access to override a credit hold on a customer order. More:

SOE.DEL.CLASS.OVRD

New in Release 9.0.5

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

SOE.DIRECT.EDIT

Allows access to create and edit direct shipment sales order generations. More:

SOE.DISALLOW.PRCBR.CHG

Restricts users from changing the price branch regardless of authorization. More:

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. More:

SOE.EDIT.CLOSED.PERIOD

Allows access to edit specific fields on the SOE Header window for an order in a closed G/L period.

SOE.EDIT.CUSTOMER

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

SOE.EDIT.IAO.INV.COGS

Allows access to edit COGS on IAO line items on sales orders. More:

SOE.EDIT.IAO.INV.COST

Allows access to edit COST on IAO line items on sales orders. More:

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. More:

SOE.EDIT.LOCKED.DIRECT

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

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. More   

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

Allows access to edit the entries on the SOE GP% Control Parameters window. More

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

Allows the creation of Import Maps from Sales Order Entry.

SOE.JM.EDIT.CUST.PO

New in Release 9.0.1

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

SOE.KITS

Allows access from the SOE Scheduling window to Product Kit Maintenance. More:

SOE.MANIFEST.EDIT

Allows access to the Shipping Manifest program. More:

SOE.MASTER.BID.EDIT

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

SOE.MAX.COLLECTION.DAYS

Allows access to view and edit the Commission % by Collection Days window. More:

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. More:

SOE.MAX.PRICE

Allows access to override the maximum price for an item. More:

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. More:

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. More:

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. More:

SOE.OPEN.PRC.EDIT

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

SOE.OPEN.QTY.EDIT

Allows access to edit quantities and descriptions on open sales orders. More:

SOE.ORDER.PAD

Allows access to the Reorder Pad through sales order entry.

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

New to Release 9.0.1

Allows users to invoice an order directly from Sales Order Entry.

Note: Prior to Release 9.0.1, users could invoice if assigned SOE.CLOSED.ORDER.EDIT. Users must be assigned 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

Allows access to change the price on an item. More:

SOE.PACKAGE.QTY

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

SOE.PAYMENT.APPLY

Allows access to apply payments to outstanding invoices. More:

SOE.PAYMENT.EDIT

Allows access to edit payments received in sales order entry. More:

SOE.PAYMENT.TERMS.EDIT

Allows access to change a customer's payment terms on the SOE Header window or in the Close Counter Order window.

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. More:

SOE.PROCESS.OPEN.SERS

Allows access to process a sales order even if there are outstanding serial numbers that need to be entered on the order if the Require Auth to Process Sales Order With Open Serial Numbers control maintenance record is set to Y.

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

Allows users to convert bids with expired pricing. More:

SOE.REPRINT.INVOICE

Allows access to print invoices that have already been printed. More:

SOE.REPRINT.PICK.TICK

Allows access to reprint pick tickets. More:

SOE.REPRINT.SHIP.TICK

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

SOE.RESERVE.ORDER.EDIT

Enables a user to create a new or edit an existing Reserve Inventory Order. More:

SOE.RETURN.ALLOWED

Allows access to return a product after the time limit specified in the Maximum Number Of Days Allowed For Returns On Nonstock Items and Maximum Number Of Days Allowed For Returns On Stock Items control maintenance records. More:

SOE.RETURN.PROCESS

Determines who is allowed to process a credit sales order generation. More:

SOE.RGA.REQUIRED

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

SOE.SALES.SOURCE.EDIT

New in Release 9.0.3

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. More:

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. More:

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. More:

SOE.SOURCING

Allows access to automatic-sourcing selections for items out of stock. More:

SOE.COST.EDIT.SOURCING

Allow users to edit cost for a stock item, but only if it is procured. More:

SOE.SPLIT.PRICING

Allows access to override split quantity pricing. More:

SOE.TAX.EDIT

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

SOE.WRITER.EDIT

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

See Also:

Order Entry