By assigning an authorization level to a basis name, you can restrict user access to pricing information as needed for your organization. Users who have been given authorization can view and change the cost or price associated with those basis names.
For example, one of your vendors gives you a double discount for certain items. You do not want your salespeople to see this discount or pass it on to the customer, so you do not give them access to view replacement cost.
Assign view levels to each user in your company, then assign a view level to each basis name in the price line.
This topic contains the following instructions:
To restrict user access to pricing information:
From the System >System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User field, enter the ID of the person for whom you are setting view levels.
Select Maintenance >Authorization Keys to display the Authorization Key/Template Maintenance dialog box.
In the Available Keys area, scroll to the OE.PRICE.VIEW.LEVEL authorization key.
Click the Assignbutton to move the authorization key to the Assigned Keys area.
In the Auth Level field, assign the user a view level of 1 through 9.
The higher the number assigned, the more restrictive the access. The highest level for users to edit a selling price is typically 5, with levels 6-9 assigned to users allowed to edit costs.
To restrict user view levels to basis names:
From the Files>Price Maintenance menu, select Price Line to display the Price Line Maintenance window.
In the Price Line ID field, enter the price line name.
In the UOM Desc field in the UM Defaults area, enter the units of measure for this price line.
In the Basis Name field, enter the local basis names for the price line.
In the View Level field, assign a view level of 1 through 9 to each price basis.
The higher the number assigned, the more restrictive the access. The highest level for users to access a selling price is typically 5, with levels 6-9 assigned to users allowed to edit costs. The system assigns the same view level to Landed Average and Landed Cost (displayed on the Branch Costs window), which is assigned to AVG-COST.
You are allowed to edit a basis field whose view level is lower than the level assigned to the authorization key. For example, if you have an authorization of 9 entered for the OE.PRICE.VIEW.LEVEL authorization key, you can edit all cost and price basis fields. If you have an authorization of 5 entered for the authorization key, you can edit only those basis fields that have a view level of 5 or lower.
Note: If a view level of zero (0) is assigned to a local cost basis name for a price line, users who have not been assigned the OE.PRICE.VIEW.LEVEL authorization key can view that cost basis and corresponding cost for any product assigned to the price line.
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