Transfer Order Entry Authorization Keys

The following authorization keys control a user's ability to view and edit transfer orders.

TOE.ALLOWED

Job Roles	Users required to handle transfers.
Levels	Level 1 - Allows view-only access to transfer orders. Also, gives access to Copy to Transfer option on the Change Order Mode in Sales Order Entry.
	Level 2 - Allows all Level 1 access and the ability to create transfer orders.
	Level 3 - Allows all Level 2 access and the ability to edit orders. Users required to edit orders, also must have the TOE.OPEN.ORDER.EDIT authorization key.
Dependencies	None.
Additional Information	Users not assigned this key can view transfer orders using menu options on other windows.
Required For	Creating Transfer Orders from Sales Orders Creating and Copying Bids

TOE.BID.COST.EDIT

Allows access to change the cost/COGS of any product on a transfer order if the order is a bid.

Job Roles	Users required to handle transfers.
Levels	None.
Dependencies	None.
Additional Information	If you change the cost/COGS on a bid, pricing expires.
Additional Information	This authorization key overrides the TOE.BID.COST.EDIT.NONSTOCK key. The TOE.COST.EDIT authorization key overrides this authorization key.
Required For	Editing costs when copying bids.

TOE.BID.COST.EDIT.NONSTOCK

Allows access to change the cost/COGS of a nonstock product on a transfer order if the order is a bid.

Job Roles	Users required to handle transfers.
Levels	None.
Dependencies	None.
Additional Information	If you change the cost/COGS on a bid, pricing expires.
	If you assign this key to a user, do not assign the TOE.BID.COST.EDIT key.
	The TOE.COST.EDIT.NONSTOCK authorization key overrides this authorization key.
Required For	Editing costs when copying bids.

TOE.BID.PRC.EDIT

Allows access to change the price of a product on a transfer order if the order is a bid.

Job Roles	Users required to handle transfers.
Levels	None.
Dependencies	None.
Additional Information	If you change the price on a bid, pricing expires.
Additional Information	Users assigned the TOE.OPEN.PRC.EDIT key are not affected by the setting of this key.
Required For	Editing costs when copying bids.

TOE.CLOSED.CHANGE.BRANCH

Allows access to change the receiving branch of a transfer order. Users not assigned this key must enter a password to change the receiving branch of a closed transfer.

TOE.CLOSED.ORDER.CANCEL

Job Roles	Users required to handle transfers.
Levels	Level 1 - Allows access if the shipping or receiving branch of the transfer is the same as the user's home branch.
	Level 2 - Allows access if the shipping or receiving branch of the transfer is the same as the user's home territory.
	Level 3 - Allows access to cancel closed transfers for any shipping or receiving branch to which the user has access.
Dependencies	None.
Additional Information	None.
Required For	Canceling transfers that are already closed.

TOE.CLOSED.ORDER.EDIT

Job Roles	Users required to handle transfers.
Levels	Level 1 - Allows access if the shipping or receiving branch of the transfer is the same as the user's home branch.
	Level 2 - Allows access if the shipping or receiving branch of the transfer is the same as the user's home territory.
	Level 3 - Allows access to edit closed transfers for any shipping or receiving branch to which the user has access.
Dependencies	This authorization key is required when any of the following keys are assigned: TOE.CLOSED.ORDER.OPEN TOE.CLOSED.PRC.EDIT TOE.CLOSED.QTY.EDIT
Additional Information	Users not assigned this key can only view closed transfer orders.

TOE.CLOSED.ORDER.OPEN

Allows access to change the status of a transfer order from Received to Open.

Job Roles	Users required to handle transfers status changes.
Levels	None.
Dependencies	None.
Additional Information	To allow users to edit the open transfer order, assign the TOE.OPEN.ORDER.EDIT authorization key. Review and assign other TOE.OPEN authorization keys, as needed.
Required For:	Transfer Order Entry Status

TOE.CLOSED.PRC.EDIT

Allows access to change the transfer ship or receive prices on a closed (shipped or received) inventory transfer order.

Job Roles	Users required to handle transfers status changes.
Levels	None.
Dependencies	None.
Additional Information	Users not assigned this key cannot change transfer prices.
Required For	Transfer Order Entry Totals

TOE.CLOSED.QTY.EDIT

Allows access to edit stock quantities (Level 1) or nontstock items (Level 2) on closed (shipped) transfer order generations.

TOE.COST.EDIT

Job Roles	Users required to handle transfers.
Levels	The level number determines which local basis names display in the user's selection list.
	Each cost and price basis name defined in Price Line Maintenance is assigned a view level (VLvL).
	Users assigned levels 1-9 select a cost basis from a list of cost basis names with a VLvL equal to or less than their view level.
	Users assigned level 10 select a cost basis from a list of all cost basis names.
Dependencies	When changing the cost for a group of products on a window, such as Subtotals or Lot Subtotals, the VLvL assigned in the Global Buy/Sell Basis Namescontrol maintenance record determines the basis names included on the selection list.
Additional Information	Transfer order entry provides for a shipping price, a cost, and a receiving price. This authorization key controls the user's ability to change the cost. See the TOE.CLOSED.PRC.EDIT and TOE.OPEN.PRC.EDIT keys for price editing.

TOE.COST.EDIT.NONSTOCK

Job Roles	Users required to handle transfers status.
Levels	The level number (1-10) determines which local basis names display in the user's selection list.
	Users assigned levels 1-9 select a cost basis from a list of cost basis names with a VLvL equal to or less than their view level.
	Users assigned level 10 select a cost basis from a list of all cost basis names.
Dependencies	None.
Additional Information	Each cost and price basis name defined in Price Line Maintenance is assigned a view level (VLvL).
Required For	Transfer Order Entry Totals

TOE.CREDIT.QTY

Allows access to enter a negative quantity on a transfer order for issuing a credit.

TOE.EDIT.VIEW.ONLY.NOTES

Allows access to edit notes in the Internal Notes field on the TOE Header window, even if the order is in view-only mode.

TOE.OPEN.ORDER.EDIT

Allows access to edit an transfer order generation. Users not assigned this key can only view open transfer orders.

Job Roles	Users required to handle transfers.
Levels	None.
Dependencies	This authorization key is required when any of the following keys are assigned: TOE.OPEN.PRC.EDIT TOE.OPEN.QTY.EDIT
Additional Information	None.
Required For	Editing Transfers

TOE.OPEN.PRC.EDIT

Allows access to change the shipping or receiving price on transfer order generations.

Job Roles	Users required to handle transfers.
Levels	None.
Dependencies	You must also assign the TOE.OPEN.ORDER.EDIT authorization key.
Additional Information	Users not assigned this key cannot change these prices, basis fields, formulas, costs, or gross profit percentages in any way on existing open transfers or newly created transfers.
Required For	Editing Transfers

TOE.OPEN.QTY.EDIT

Job Roles	Users required to handle transfers.
Levels	Level 1 - Allows access to edit the quantity of a stock item.
Levels	Level 2 - Allows access to edit the quantity of a stock or nonstock item.
Dependencies	You must also assign the TOE.OPEN.ORDER.EDIT authorization key.
Additional Information	This key does not restrict the ability to edit shipped or received quantities. On a transfer order, if the shipping generation has already shipped, but the received generation is still open, the user can edit the quantity on the open, received generation.
Required For	Editing Transfers

TOE.ORDER.TO.BID

Allows access to convert an open transfer into a bid. You must also assign the TOE.OPEN.ORDER.EDIT authorization key.

TOE.PIL.DAYS.OVRD

Allows access to override the maximum days supply limit for a product if an action in transfer order entry exceeds the days supply number. The system prompts users not assigned this key to enter a password to override a maximum days supply limit.

TOE.SCHEDULE

Determines whether the Auto Scheduling option on the TOE Body window is set to On or Off when the user accesses transfer order entry.

Job Roles	Users required to handle transfers.
Levels	Level 1 - The Auto Scheduling option is set to Off. The Scheduling window displays only if there is an open quantity, such as a backorder, on that line item.
Levels	Level 2 - The Auto Scheduling option is set to On. The Scheduling window displays upon entry of every line item, regardless of its open quantity status.
Dependencies	None.
Additional Information	Users not assigned this key can still use the Auto Scheduling option on the TOE Body window to change the setting at any time.
	Superuser authorization does not include this authorization key. To set this key for a superuser, assign it in addition to the SUPERUSER authorization key.
Required For	Editing Transfers

TOE.WRITER.COST

Limits users from viewing costs in any transfer order screen if they are not the writer of that transfer order.

TOE.WRITER.EDIT

Allows access to edit the Written By field on the TOE Header window when the writer on the transfer order does not match the user making the change.

Note: Users without this authorization can change their own ID to someone else's ID.

TRANSFER.CONFIRMATION

Allows access to the Transfer Confirmation window to view (Level 1) and confirm (Level 2) transfers.

Transfer Order Entry (TOE) Authorization Keys