The user access settings
User Creation:
To add a user select the create new user button. You will then be prompted to capture the branch code, user name and password.
User Deleation:
Open the user to be deleted then select the Delete User button. You will be prompted to confirm user deletion. after which you will be prompted asking if it is to be deleted from all branches.
User Administration:
After creation the selection screen will automatically load. Otherwise select the branch to administer then select the green arrow next to user to pick a user to administer.
Right Clicking on a user will give you the list on the Right from where you can change password.
Customers
Master View – Access to View the Debtors Master File
Master Edit – Access to Edit the Debtors Master File
Invoice – Access to Process Invoices against Debtors
Credit Note – Access to Process Credit Notes against Debtors
Reports – Access to Print Debtors reports
Areas – Access to Edit Areas
Categories – Access to Edit categories
Sales Agents – Access to Edit Sales Agents
Sales Orders – Access to Process Sales Orders
Customers – Sales Opportunities
Access opportunities – Abilty to Access Sales Opportunities
Access Branch Opportunities – Ability to Access Sales Opportunities per Branch
Maintain Opportunity Types – Ability to Maintain Sales Opportunity Types
Maintain Status – Ability to Maintain Opportunity Status
Suppliers
Master View – Access to View the Creditors Master File
Master Edit – Access to Edit the Creditors Master File
Invoice – Access to Process Invoices received from Creditors
Credit Note – Access to Process Credit Notes against Creditors
Reports – Access to Print Creditors reports
Reconcile – Access to Process Creditors Reconciliation
Suppliers – Purchase Orders
View Orders – Access to View Purchase Orders
Create Orders – Access to Create and Edit Purchase Orders
Approve Order Creation – Access to Approve the Orders that was Created
Cost Orders – Access to Cost the Orders
Approve Order Costing – Access to approve the Order Costing
Receive Goods – Access to Process the Ordered Goods into Store
Update Accounts – Access to Update the Creditors and GL Accounts
Customise PO Screen – Access to Select which fields to display on Purchase Orders windows
General Ledger
Master View – Access To View the GL
Master Edit – Access To Edit and update GL Codes
Journal – Access To do Journals
Cashbook – Access To do Cashbook Entries
Reports – Access To Run Ledger Reports
Reconcile – Access To do Bank Reconciliation
Sub Accounts – Access To Edit Sub Accounts
Categories – Access To Edit GL Categories
Project A/Cs – Access To Edit Cost Ledger
Stock
Master View – Access To View Stock
Master Edit – Access To Edit and update Stock Items
Issues – Access To do Issues
Receipts – Access To do Receipts
Reports – Access To Run Stock Reports
Product Type – Access To Edit Stock Product Types list
Stock Take – Access To Perform Stock Take Procedures
See Costs – Access To View Costs(affects Reporting also)
Labour Costs – Access To View Labour Costs(affects Reporting also)
Stock Markup – Access To perform bulk stock markup
Configuration
Company – Grants access to Program Setup.
Accounts – Grants access to Program Setup to edit Default Accounts.
Procedures – Grants access to Program Setup Procedure based settings.
User Access – Grants access to this area.
Data Maint – Grants access to Data Maintenance Button for Backup & Restore and similar Procedures.
Screen Labels – Grants access to Change Screen Labels wherever Screen Label edditing is available.
Block Debtors – Access To Block and Unblock Debtors
Block Creditors – Access To Block and Unblock Creditors
Modules – Fault Report
Access Fault Report – Makes Fault Report available to this user.
Maintain Categories – This will give the user access to edit Fault Report Categories.
Maintain Expense Types – This will give the user access to edit Fault Report Expense Types.
Maintain Priorities – This will give the user access to edit Fault Report Priorities.
Maintain Status – This will give the user access to edit Fault Report Status.
Maintain Technicians – This allows a user to Add and Edit Technicians. (Read Documentation on Technicians)
Modules – Job Cards
Access Job Costing – Makes Jobs available to this user.
Update Jobs – This will give the user access to edit Job Cards.
Reopen Job – This enable a user to reopen a job after it has been closed
Edit Job Contents – This allows a user to Edit the Jobcard as a spreadsheet (This is not recomended as all controls are removed).
Delete Job Items – This allows a user to Delete items off the Jobcard (This is not recomended as all controls are removed).
Modules – Other Modules
Manufacture – Makes this module available to this user.
Fixed Assets – Makes this module available to this user.
Serial #s – Makes this module available to this user.
Foreign Exchange – Makes this module available to this user.
Quotes – Makes this module available to this user.
Contract Billing – Makes this module available to this user.
Contracts – Makes this module available to this user.
User Settings
Save Printer Selection and Settings – Saves the Users Printer selection and settings per report This will use Peritus’s PFIM Printing feature.
Enable Maximizer Integration – To specify user accounts to use Maximiser integration. (Note any machine used by this User must have Maximizer installed and a PFIM Maximizer ODBC Connection Configured)
Display Calendar on Login – Show the Job Appointment Calendar automatically when user logs into PFIM.
Display PO Notification On Login – Show the PO Notification panel automatically when user logs into PFIM.