Authorizations for Sales Orders
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WARNING
If the user does not have the authorization required for an individual function, the program will not allow him/her to use this function and will display an error report (see You do not have the required authorization for this operation (xxx)!). The lowest authorization needed to use this function will be displayed in the parentheses. With some of the authorizations presented here, the user will not even see certain panels if he/she does not have the necessary authorization.
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As all other menus in Pantheon you can to an individual user set authorizations over the use of document types and individual menus options of sales orders. Beside general authorizations there are also some specialized:
| Allow adding non-valid orders on documents |
Here, you can use the loosest authorization (Delete) or the tightest (None). If you set None authorization for adding non-valid orders, the program will not allow past due sales order to be added to issued invoices. |
| Mark-up analysis |
For this function you can use the most extended authorization (Delete) or the most restricted one (None). If you set to the user the None authorization for this function, is the panel Analysis in sales orders inactive. |
| Order confirmation |
You can select the loosest (Delete) or tightest (None) authorization for confirming orders, both generally or on the level of document type (if you have previously imported them). The authorization is satisfactory, meaning the user can confirmed an order, so the order has a status that affects available stock. By default are this statuses 2 and O (for statuses see Document types | Orders). |
| Change confirmed orders |
You can select the loosest (Delete) or tightest (None) authorization for changing confirmed orders, both generally or on the level of document type (if you have previously imported them). The authorization is satisfactory, meaning the user can change confirmed orders so the order has a status that affects available stock, limit check or the order is finished (default statuses are 1, 2, O, Z - for statuses see Document types | Orders). |
Authorizations for Sales Orders
Authorizations over Sales Orders
As all other menus in Pantheon you can to an individual user set authorizations over the use of document types and individual menus options of sales orders. Beside general authorizations there are also some specialized:
| Allow adding non-valid orders on documents |
Here, you can use the loosest authorization (Delete) or the tightest (None). If you set None authorization for adding non-valid orders, the program will not allow past due sales order to be added to issued invoices. |
| Mark-up analysis |
For this function you can use the most extended authorization (Delete) or the most restricted one (None). If you set to the user the None authorization for this function, is the panel Analysis in sales orders inactive. |
| Order confirmation |
You can select the loosest (Delete) or tightest (None) authorization for confirming orders, both generally or on the level of document type (if you have previously imported them). The authorization is satisfactory, meaning the user can confirmed an order, so the order has a status that affects available stock. By default are this statuses 2 and O (for statuses see Document types | Orders). |
| Change confirmed orders |
You can select the loosest (Delete) or tightest (None) authorization for changing confirmed orders, both generally or on the level of document type (if you have previously imported them). The authorization is satisfactory, meaning the user can change confirmed orders so the order has a status that affects available stock, limit check or the order is finished (default statuses are 1, 2, O, Z - for statuses see Document types | Orders). |
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If the user does not have the authorization required for an individual function, the program will not allow him/her to use this function and will display an error report (see You do not have the required authorization for this operation (xxx)!). The lowest authorization needed to use this function will be displayed in the parentheses. With some of the authorizations presented here, the user will not even see certain panels if he/she does not have the necessary authorization. |
See also example: