Setting authorizations for Operations, Prices and Discount on POS X issued document
In this chapter, the functionality for setting authorizations for Operations and changing prices, discounts etc. on POS Issued document will be described.
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HINT
Authorizations are permissions that allow user access to defined areas of PANTHEON. User-specific authorizations are applied as soon as a user logs on to PANTHEON.
There are two levels of authorizations:
- Permissions on user group level - the topmost level of authorizations
- Permissions on user level - lower level of authorizations; every user has by default the authorizations of his or her user group, which can be personalized
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Case summary
Calvin Clerk from retail sales would like to check its authorization on POS issued document. Some Operations should not be available to him like changing prices, discounts or Operations. In order to do what he should follow the steps listed below:
- Sign in into PANTHEON
- Setting authorization
- Review changes
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1. Sign in in PANTHEON
To check authorizations, Calvin Clerk first needs to sign in in PANTHEON with its credential:
For that purpose, opens type of document 3200 -POS retail:
Clicks on position and changes rebate:
Also, clicks on button Operations and list available options:
Calvin Clerk concludes that prices can be changed with his username and informs IT person that authorizations are not set properly.
2. Setting authorization for Prices, Discounts and Operations
In the next step responsible person from IT adjust autorizations. In menu Settings | Program | Administration panel | Users and group| User finds user Calvin Clerk:
Opens Tab Security | Permissions:
In menu Datalab Applications | Datalab PANTHEON | Goods | POS Define authorization for Prices to None, so user cannot change prices on positions:
Define authorization for Adding discount to positions to None, so user cannot add:
Define authorization for Operations to None, so user cannot see the button Operations on header in POS issued document:
After defining authorization, IT closes Administration panel.
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WARNING
Every change in authorizations granted to a user group will also be reflected in all users that belong to that group. Permissions that are explicitly defined at the user level, will take precedence over the permissions set on a group and are therefore not inherited.
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3. Review changes