NOTE For general information on using imports, see Imports FAQ.
The following table lists the format for importing a record in User Profile Import.
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
User ID |
60 |
Character |
Yes |
Enter an ID for the user. Within each system ID, the user ID must be unique. Note If this user ID already exists for a system ID other than the system ID entered for the System ID field (position 2), data from fields in position 3 to 50 are not imported (with the exception of field 27). |
|
B |
2 |
System ID |
12 |
Character |
Yes |
Enter a valid default system ID for the user. For information on setting up system ID's, see System ID Maintenance. |
|
C |
3 |
User Name |
25 |
Character |
Yes |
Enter a name for the user. |
|
D |
4 |
Password |
16 |
Character |
Yes, only if the Domain field (position 144) is blank |
Enter the user's password. Note This field is not used if a value is entered in the Domain field (position 144). |
|
E |
5 |
Password Change Days |
4 |
>>>9 |
No |
Enter the number of days after which the user is required to change their password. If this field is blank, it defaults to zero. If the value for this field is zero, the user is never required to change their password. |
|
F |
6 |
Default Ledger ID |
12 |
Character |
No |
Enter the default ledger ID for all Ledger ID fields in Apprise for the user. If this field is blank, Ledger ID fields default to the functional ledger ID of the system ID for the user. |
|
G |
7 |
Type of Access |
29 |
Character |
No |
Enter one of the following values to indicate how the user is allowed to access Apprise:
If this field is blank, it defaults to Full Apprise. NOTE This setting controls the access available to the user, but the user may not be able to log in if there are no available licenses. For example, if 50 Wireless Warehouse users are licensed, you may enter Wireless Warehouse for more than 50 users, but only 50 may log in at the same time. NOTE Full Apprise users can access the Wireless Warehouse menu and this does not consume a Wireless Warehouse license. Full Apprise users can also access the Mobile Sales Rep module and this does not consume a Mobile Sales Rep license. NOTE Additional types of access may be available if your company has licensed limited users. Limited users are licenses that are only able to access specific programs. |
|
H |
8 |
Pick Demand Confirm Default |
10 |
Character |
No |
Enter one of the following values to control whether the Fully Confirmed check box defaults to selected or cleared in Pick Demand Confirm for the user:
If this field is blank, it defaults to Zone Based. For more information on this setting, see Warehouse Confirmation Default FAQ. |
|
I |
9 |
Sales Representative |
12 |
Character |
No |
Enter a valid sales representative ID if the user is a sales representative. If you enter a sales representative ID for this field, the user can only view data for that ID in certain inquiries or reports, such as Sales Representative Analysis. This is a security measure designed to allow sales representatives to view only their data, and to prevent them from viewing the data of other sales representatives. |
|
J |
10 |
Use Advanced Packaging |
10 |
Character |
No |
Enter one of the following values for using advanced packaging in Pick Demand Confirm.
If this field is blank, it defaults to Zone Based. For more information on this setting, see Advanced Packaging FAQ. |
|
K |
11 |
Spreadsheet File |
255 |
Character |
No |
Enter the folder path and file name of the default spreadsheet program (.exe) for the user. If a user is exporting to or importing data from a spreadsheet, the spreadsheet program defined for the user will override the spreadsheet program defined in System ID Maintenance. |
|
L |
12 |
Label Printer |
60 |
Character |
No |
Enter the default printer to which the user prints labels. |
|
M |
13 |
View Program |
255 |
Character |
No |
Enter the folder path and file name of the executable text editor program (typically Wordpad.exe) the user will use to view text-based reports. If a user outputs a report to the screen, the view program defined for the user will override the view program defined in System ID Maintenance. |
|
N |
14 |
Label Program Name |
50 |
Character |
No |
Enter the folder path and file name of the BarTender program (.exe) for the user. This field is only used for integrating with BarTender for printing labels. Example C:\Program Files\Seagull\BarTender Suite\BarTender\bartend.exe |
|
O |
15 |
Image Viewer |
255 |
Character |
No |
Enter the folder path and file name of the program (.exe) for viewing images. |
|
P |
16 |
Report Directory |
250 |
Character |
No |
Enter the path to a folder for output reports for the user. |
|
Q |
17 |
Help File |
100 |
Character |
No |
Enter the folder path and file name of the Help file for the user. This file must have a .chm file extension. This overrides the Help file for the system ID entered in System ID Maintenance. |
|
R |
18 |
|
|
|
No |
This field is not used. Leave this field blank. |
|
S |
19 |
Report Working Directory |
250 |
Character |
No |
Enter the path and folder name of the working folder the user will use for custom reports. Reports stored in this folder are used instead of the default reports stored in the Apprise database. This folder should not be shared with multiple users. This overrides the report working folder set up for the system ID. |
|
T |
20 |
Package Laydown Bin Name |
20 |
Character |
No |
Enter a valid laydown bin for the user. This bin is used when confirming a pick demand if you want the contents moved from the bin it was picked from to another bin (e.g., a staging area). This allows the user to transfer products out of the pick bin into another bin from which they are ultimately inventory adjusted. You would do this so that you could receive into the bin sooner or perform a cycle count by bin. It also more accurately reflects the real-time inventory quantity in that bin. (it’s picked, so it’s not in the bin, but would show up in the bin until inventory adjusted). In the Wireless Warehouse module, this move is done in real time. Note This option also exists on the location and zone. The priority order is user, zone, then location. You must enter a bin marked as a laydown bin in Bin Maintenance. This bin must be in the location associated with the location prefix entered for the Package Laydown Bin Location Prefix field (position 21). |
|
U |
21 |
Package Laydown Bin Location Prefix |
3 |
Character |
Yes, only if a value is entered for the Package Laydown Bin Name field (position 20) |
Enter a valid location prefix for the location in which the user's laydown bin exists. |
|
V |
22 |
User Bin Name |
20 |
Character |
Yes, only if Wireless Warehouse Only or Apprise and Wireless Warehouse is entered for the Type of Access field (position 7) |
Enter a user bin for the user. This bin is used to track inventory as it is carried by the user in a warehouse. You must enter a bin marked as a user bin in Bin Maintenance. This bin must be in the location associated with the location prefix entered for the User Bin Location Prefix field (position 23). |
|
W |
23 |
User Bin Location Prefix |
3 |
Character |
Yes, only if a value is entered for the User Bin Name field (position 22) |
Enter a valid location prefix for the location in which the user bin for the user exists. |
|
X |
24 |
Session Timeout |
4 |
>>>9 |
No |
Enter the number of minutes after which the user is automatically logged out of the system if they are inactive. If this field is blank, it defaults to 0, which indicates the user is never logged out of the system. This overrides the setting for the system ID set up in System ID Maintenance. |
|
Y |
25 |
Dashboard Permissions |
6 |
Character |
No |
Enter one of the following values to indicate whether the user is allowed to play, record, or edit dashboards:
If this field is blank, it defaults to None. |
|
Z |
26 |
Recorder Permissions |
6 |
Character |
No |
Enter one of the following values to indicate whether the user is allowed to play, record, or edit recordings:
If this field is blank, it defaults to None. |
|
AA |
27 |
Create User System ID Access |
3 |
Yes/No |
No |
Enter No if the user is not allowed to access the system ID entered for the System ID field (position 2). If this field is blank, it defaults to Yes. |
|
AB |
28 |
Email Address |
40 |
Character |
No |
Enter the user's email address. |
|
AC |
29 |
Default Language |
30 |
Character |
No |
Enter the default language for the user. NOTE You can only use languages for which your company has licensed the associated language packs. |
|
AD |
30 |
Concurrent Connections |
3 |
>>9 |
No |
Enter the number of times the user can log in at the same time. If this field is blank, it defaults to 0, which indicates there is no limit to the number of times that the user can log in. Enter a higher number if you want to limit the number of times the user can log in concurrently. |
|
AE |
31 |
Allowed to Access All Years |
3 |
Yes/No |
No |
Enter Yes to allow the user to view and make entries against data from previous and future years. If this field is blank, it defaults to No, which only allows the user to access the current year in each module. |
|
AF |
32 |
Allowed to Open Batches |
3 |
Yes/No |
No |
Enter Yes to allow the user to open a new batch in any module. If this field is blank, it defaults to No. |
|
AG |
33 |
Allowed to Close Batches |
3 |
Yes/No |
No |
Enter Yes to allow the user to close a batch in any module. If this field is blank, it defaults to No. |
|
AH |
34 |
Allowed to Update Posting Method |
3 |
Yes/No |
No |
Enter Yes to allow the user to switch the posting method when making a general ledger journal entry. If this field is blank, it defaults to No. |
|
AI |
35 |
Allowed to Update Raw EDI |
3 |
Yes/No |
No |
Enter Yes to allow the user to update raw EDI data in Data Viewer. If this field is blank, it defaults to No. Note Usually, you should not edit EDI raw data. If you enter Yes for this field, the user can only edit raw EDI data if the Update Raw EDI check box is also selected for the form on the ETM Forms tab in EDI Trading Partner Maintenance. |
|
AJ |
36 |
Allowed to Access All Suppliers |
3 |
Yes/No |
No |
Enter No to prevent the user from accessing all suppliers. If this field is blank, it defaults to Yes. This setting overrides the supplier security settings set up in System ID Maintenance. |
|
AK |
37 |
Allowed to Update Remit-to Address |
3 |
Yes/No |
No |
Enter No to prevent the user from updating remit-to addresses during voucher entry. If this field is blank, it defaults to Yes. |
|
AL |
38 |
Allowed to do Intercompany Accounts Payable Entries |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter intercompany accounts payable transactions. If this field is blank, it defaults to No. |
|
AM |
39 |
Allowed to do Intercompany General Ledger Entries |
3 |
Yes/No |
No |
Enter Yes to allow the user to make intercompany general ledger transactions. If you enter Yes for this field, the user is allowed to post to more than one company. If this field is blank, it defaults to No. |
|
AN |
40 |
Allowed to View Costs |
3 |
Yes/No |
No |
Enter No to prevent the user from viewing costs. If you enter No for this field, the user cannot view costs in the system, and the Cost and Profitability tabs are disabled for the user in Product Maintenance. If this field is blank, it defaults to Yes. NOTE If you enter No for this field, it does not hide costs in windows in which costs are essential, such as Purchase Order Maintenance. Users who are not allowed to view costs should not be given access to these windows. |
|
AO |
41 |
|
|
|
No |
This field is not used. Leave this field blank. |
|
AP |
42 |
Disable Scheduling Assistant |
3 |
Yes/No |
No |
Enter Yes to prevent the user from using Scheduling Assistant. For more information, see Scheduling Assistant. If this field is blank, it defaults to No. |
|
AQ |
43 |
Allowed to Change Sequences |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the next order, pick demand, invoice, purchase order, or receipt number for locations. If you enter Yes for this field, the user can use the Change Next Number buttons on the Inquiry tab in Location Maintenance when updating an existing location. If this field is blank, it defaults to No. |
|
AR |
44 |
|
|
|
|
This field is not used. |
|
AS |
45 |
Allowed to Access All Customers |
3 |
Yes/No |
No |
Enter No to prevent the user from accessing all customers. If this field is blank, it defaults to Yes. This setting overrides the customer security settings set up in System ID Maintenance. |
|
AT |
46 |
This field is not used. Leave this field blank. |
||||
|
AU |
47 |
Allowed to Create System Templates |
3 |
Yes/No |
No |
Enter Yes to allow the user to create additional filter system templates in Additional Filters Template Maintenance. If this field is blank, it defaults to No. |
|
AV |
48 |
Allowed to Update System Templates |
3 |
Yes/No |
No |
Enter Yes to allow the user to update additional filter system templates in Additional Filters Template Maintenance. If this field is blank, it defaults to No. |
|
AW |
49 |
Allowed to Delete System Templates |
3 |
Yes/No |
No |
Enter Yes to allow the user to delete additional filter system templates in Additional Filters Template Maintenance. If this field is blank, it defaults to No. |
|
AX |
50 |
Supplier Division |
12 |
Character |
No |
Enter a valid supplier division to only allow the user to view suppliers for a specific supplier division. This field must be blank if you enter Yes for the Allowed to Access All Suppliers field (position 36). |
|
AY |
51 |
User Group 1 |
12 |
Character |
No |
Enter a valid user group of which the user is a member. For information on setting up user groups, see User Group Maintenance. |
|
AZ |
52 |
User Group 2 |
12 |
Character |
No |
Enter a valid user group of which the user is a member. For information on setting up user groups, see User Group Maintenance. |
|
BA |
53 |
User Group 3 |
12 |
Character |
No |
Enter a valid user group of which the user is a member. For information on setting up user groups, see User Group Maintenance. |
|
BB |
54 |
User Group 4 |
12 |
Character |
No |
Enter a valid user group of which the user is a member. For information on setting up user groups, see User Group Maintenance. |
|
BC |
55 |
User Group 5 |
12 |
Character |
No |
Enter a valid user group of which the user is a member. For information on setting up user groups, see User Group Maintenance. |
|
BD |
56 |
Sales Location |
3 |
Character |
No |
Enter a valid default sales location prefix for the user. This is used as the default sales location prefix for order entry. Note This default is not used if a default sales location prefix is entered for the customer ship-to address or the customer in Customer Maintenance, and the Sales or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance. For information on setting up locations, see Location Maintenance. |
|
BE |
57 |
Shipping Location |
3 |
Character |
No |
Enter a valid default shipping location prefix for the user. Note This default is not used if a default shipping location prefix is entered for the customer ship-to address or the customer in Customer Maintenance, and the Shipping or Both radio button is selected for the Use Customer Location for option in Accounts Receivable Control Maintenance. For information on setting up locations, see Location Maintenance. If you are using Wireless Warehouse, and this location is not set up, you are required to enter a location before you can perform assigned tasks. |
|
BF |
58 |
Pricing Authorization Level |
6 |
Character |
No |
Enter one of the following pricing authorization levels:
If this field is blank, it defaults to Plan. For more information on this setting, see Pricing Authorization Level FAQ. |
|
BG |
59 |
Order Class |
10 |
Character |
No |
Enter a valid order class to use as the user's default order class for order entry. For more information, see Order Class Default FAQ. |
|
BH |
60 |
Sales Type |
8 |
Character |
No |
Enter a valid sales type to use as the user's default sales type for order and invoice entry. For information on setting up sales types, see Sales Type Maintenance. |
|
BI |
61 |
On the Fly Product Creation |
14 |
Character |
No |
Enter one of the following values to specify if the user can create new products during order processing:
For more information, see Products On The Fly. Note If you enter Allowed or Non Stock Only, the New Item button is available for the user to the right of the Name field in O/E Line Item Entry. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BJ |
62 |
Require Price Change Reason |
3 |
Yes/No |
No |
Enter Yes to require the user to enter a valid price change reason code when manually overriding a price. Enter No if you do not want to require the user to enter a valid price change reason code when manually overriding a price. For more information, see Price Change Reason Code FAQ. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BK |
63 |
Pick Demand Printer |
60 |
Character |
No |
Enter the user's default printer for printing pick demands. |
|
BL |
64 |
Pack List Queue |
60 |
Character |
No |
Enter the user's default printer for printing pack lists. |
|
BM |
65 |
Invoice Printer |
60 |
Character |
No |
Enter the user's default printer for printing invoices. |
|
BN |
66 |
Create/Update Price Record on Quote Entry |
9 |
Character |
No |
Enter one of the following values to specify whether to create or update a customer-product price matrix when the user enters a quote:
If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BO |
67 |
Can Change Backorder Status |
3 |
Yes/No |
No |
Enter Yes to allow the user to access the Cancel Backorder check box in Pick Demand Confirm. Enter No to prevent the user from accessing the Cancel Backorder check box. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BP |
68 |
Can Return Non-stocked Items |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter a return order for a nonstocked product. If this field is blank, it defaults to No. |
|
BQ |
69 |
Express Order Entry |
3 |
Yes/No |
No |
Enter Yes to allow the user to use express order entry mode. Express order entry allows for speedy order entry by reducing the number of steps required to enter products for orders. When express order entry is enabled the user only has to enter the product and quantity to add products to orders. If this field is blank, it defaults to No. |
|
BR |
70 |
Can Authorize Credit Cards at Order Time |
3 |
Yes/No |
No |
Enter Yes to allow the user to authorize credit cards during order entry. If this field is blank, it defaults to No. |
|
BS |
71 |
Can Enter Return Orders |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter return orders. Enter No to prevent the user from entering return orders. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BT |
72 |
Can Override Sales Restrictions at Order Time |
3 |
Yes/No |
No |
Enter Yes to allow the user to override sales restrictions during order entry. If this field is blank, it defaults to No. |
|
BU |
73 |
Can Change Price at Order Time |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter a different price for products when entering an order. Enter No to prevent the user from entering a different price for products when entering an order. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BV |
74 |
Default to As Is Button in Pick Demand Confirm |
3 |
Yes/No |
No |
Enter Yes to always default the picked quantity from the recommended quantity for the user in Pick Demand Confirm. This field is ignored if advanced packaging is enabled in Customer Service Control Maintenance. If this field is blank, it defaults to No. |
|
BW |
75 |
Can Change Price for Product Created 'on fly' |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter a different price for products created on the fly. Enter No to prevent the user from entering a different price for products created on the fly. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
BX |
76 |
Allow User to Release Orders from Manual Hold |
3 |
Yes/No |
No |
Enter Yes to allow the user to release orders from manual hold. If this field is blank, it defaults to No. |
|
BY |
77 |
Override a Manually Entered Price on Quantity Change |
3 |
Yes/No |
No |
Enter Yes to recalculate the price of a product when an order quantity is changed. If this field is blank, it defaults to No. |
|
BZ |
78 |
Allow User to Override Sales Commission Rate |
3 |
Yes/No |
No |
Enter Yes to allow the user to override sales commission rates based on overrides set up in Commission Override Maintenance. If you enter Yes for this field, the Commission Override Rate field is available for the user on the Main tab in Order Entry. If this field is blank, it defaults to No. |
|
CA |
79 |
Allow User to Override Return Codes at Receipt Time |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the return code when receiving additional product from a return (that was not on the original return order). Enter No to prevent the user from changing the return code when receiving additional returned products. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
CB |
80 |
Can Update Confirm Date in Pick Demand Confirm |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the confirmed date entered in the Conf. Date field in Pick Demand Confirm. If this field is blank, it defaults to No. |
|
CC |
81 |
Prompt for New Location on Backorder |
3 |
Yes/No |
No |
Enter Yes to allow the user to select an alternate location for backordered products during order entry. Enter No to prevent the user from selecting an alternate location for backordered products during order entry. If this field is blank, it defaults from Customer Service Control Maintenance. |
|
CD |
82 |
Can Update EDI Spare Fields in Order Entry |
3 |
Yes/No |
No |
Enter Yes to allow the user to edit the EDI spare fields on the Other Information tab in Order Entry and the EDI spare columns in the Items grid in O/E Line Item Entry. If this field is blank, it defaults to No. |
|
CE |
83 |
Default Item Entry Method |
1 |
Integer |
No |
Enter a one-digit number to indicate the default method for entering order line items. You can enter the following methods:
If this field is blank, it defaults to 1 (O/E Line Item Entry). |
|
CF |
84 |
Can Update Payment Terms in Order Entry |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter or change the payment terms for orders in Order Entry. If this field is blank, it defaults to No. |
|
CG |
85 |
Allow User to Edit Previous Order Price Option |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the Previous Order Price Option field in Customer Service Control Maintenance. The Previous Order Price Option field specifies how pricing is determined when users select products from a previous order to create a sales order in Items for Previous Order. If this field is blank, it defaults to No. |
|
CH |
86 |
Allow Quantity Change to Adjust Planned Bill of Lading |
3 |
Yes/No |
No |
Enter Yes to allow the user to decrease the order quantity for an order line associated with a single planned bill of lading, which is not yet completed. If Yes is entered for this field, and a user makes such a change, the associated quantity for the planned bill of lading is automatically updated. If this field is blank, it defaults to No. |
|
CI |
87 |
Demand Forecasting Executable |
255 |
Character |
No |
Enter the folder path and file name of the program that is run when the user runs demand forecasting in 3rd Party Forecasting Interface or 3rd Party Forecasting Export. |
|
CJ |
88 |
Bill-to Location |
3 |
Character |
No |
Enter a valid default bill-to location prefix for when the user creates a new purchase order. |
|
CK |
89 |
Ship-to Location |
3 |
Character |
Yes, only if a value is entered for the Default Dock field (position 90) |
Enter a valid default ship-to location prefix for when the user creates a new purchase order. |
|
CL |
90 |
Default Dock |
20 |
Character |
No |
Enter a valid default dock for when the user receives product for a purchase order. Dock definitions are created and maintained in Dock Maintenance. The entered default dock overrides the default dock entered in Location Maintenance. This dock must be in the location entered for the Ship-to Location field (position 89). |
|
CM |
91 |
Default Accounts Payable Country |
12 |
Character |
No |
Enter a valid default country for accounts payable. |
|
CN |
92 |
Default Purchase Order Class |
10 |
Character |
No |
Enter a valid default purchase order class for when the user creates a new purchase order. Purchase order classes are defined and maintained in Purchase Class Maintenance. |
|
CO |
93 |
Purchase Order Update Limit |
7 |
Character |
No |
Enter one of the following values to specify whether the user is limited in how much they can update the amount of a purchase order before it needs to be re-approved:
If this field is blank, it defaults to None. |
|
CP |
94 |
Purchase Order Update Amount/Percent Limit |
9 |
>>>>>9.99 |
No |
Enter the percentage or amount by which the user can update a purchase order amount before requiring approval. This is a percentage or amount based on the value entered for the Purchase Order Update Limit field (position 93). If this field is blank, it defaults to 0. Note Do not enter a value for this field if you enter None for the Purchase Order Update Limit field. |
|
CQ |
95 |
Forecast Time Bucket |
7 |
Character |
No |
Enter one of the following values to use as the default forecast time bucket in Summary DRP Management for the user:
If this field is blank, it defaults to Monthly. |
|
CR |
96 |
Forecast Time Range |
3 |
->9 |
No |
Enter the default forecast time range entered in the Time Range field in Summary DRP Management for the user. If this field is blank, it defaults to 0. |
|
CS |
97 |
Can Enter/Update Purchase Orders |
3 |
Yes/No |
No |
Enter Yes to allow the user to enter and update purchase orders. NOTE To edit a fully received purchase order, the Allow Updates to Fully Received PO's check box must be selected in Purchasing Control Maintenance. If this field is blank, it defaults to No. |
|
CT |
98 |
Allow Change of Receipt Date |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the receipt date on purchase orders. If this field is blank, it defaults to No. |
|
CU |
99 |
Can Update Ordered Purchase Orders |
3 |
Yes/No |
No |
Enter Yes to allow the user to update purchase orders that have been ordered. Purchase orders are ordered after they have gone through any approval processes and have been finalized. If this field is blank, it defaults to No, and the user can still update date and time data for ordered purchase orders (PO Dates appears when the user attempts to edit an ordered purchase order). |
|
CV |
100 |
Can Enter Additional Receipt Items |
3 |
Yes/No |
No |
Enter Yes to allow the user to add products to a purchase order in Receiving Entry. If this field is blank, it defaults to No. |
|
CW |
101 |
Can Update General Ledger Accounts |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the general ledger accounts on a purchase order from the original account resolution results. Only enter Yes for users that are allowed to correct or update general ledger accounts on purchase orders; generally this is only users in the Accounting department. If this field is blank, it defaults to No. |
|
CX |
102 |
Default to Style Matrix Entry (Purchasing) |
3 |
Yes/No |
No |
Enter Yes to use Style Matrix Entry for purchasing by default for the selected user. If this field is blank, it defaults to No. |
|
CY |
103 |
Can Complete Receipt Count |
3 |
Yes/No |
No |
Enter Yes to allow the user to complete a receipt count in Receiving Count Complete. If Yes is entered for a user, and the user is performing wireless counting, counts are marked as complete when the final receipt count task is marked as done. If this field is blank, it defaults to No. |
|
CZ |
104 |
Always Allow Quantity Change |
3 |
Yes/No |
No |
Enter Yes to always allow the user to change purchasing quantities even if the Prevent Quantity Updates check box is selected for the supplier in Supplier Maintenance. If this field is blank, it defaults to No. |
|
DA |
105 |
Can Print Unordered Purchase Orders |
3 |
Yes/No |
No |
Enter No to prevent the user from printing purchase orders in Purchase Order Maintenance and Purchase Order Print that have not yet been ordered. If this field is blank, it defaults to Yes. |
|
DB |
106 |
Default Work Order Location |
3 |
Character |
No |
Enter a valid default shipping location for the Manufacturing module. |
|
DC |
107 |
Allowed to Update Work Order Accounts |
3 |
Yes/No |
No |
Enter Yes to allow the user to correct invalid general ledger accounts for work orders in WO Account. This permission is usually granted to users with the authority to change or update general ledger accounts. If this field is blank, it defaults to No. |
|
DD |
108 |
Allowed to Update Work Order Completed Date |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the completed date after a work order is marked as completed in Work Order Confirm. This permission is usually granted to users that are responsible for confirming the completion of work orders. If this field is blank, it defaults to No. |
|
DE |
109 |
Chargeback Writeoff Limit |
12 |
>>>>>>>>9.99 |
No |
Enter the maximum amount of any chargeback that the user can write off. If this field is blank, it defaults to 0. |
|
DF |
110 |
Chargeback Alternate |
60 |
Character |
No |
Enter a valid user ID of the person who will substitute when this user is not currently available to process chargebacks. |
|
DG |
111 |
Chargeback Tasks Primary Sort |
19 |
Character |
No |
Enter one of the following values to specify the primary method of sorting chargeback tasks in Chargeback Task Management for the user:
|
|
DH |
112 |
Chargeback Tasks Secondary Sort |
19 |
Character |
No |
Enter one of the following values to specify the secondary method of sorting chargeback tasks in Chargeback Task Management for the user:
|
|
DI |
113 |
Allowed to do Accounts Receivable Writeoffs |
3 |
Yes/No |
No |
Enter Yes if the user is allowed to enter accounts receivable write-offs. If you enter Yes for this field, enter chargeback and collection write-off limits for the Chargeback Writeoff Limit (position 109) and Collection Writeoff Limit (position 116) fields. If this field is blank, it defaults to No. |
|
DJ |
114 |
Allowed to Process Chargebacks |
3 |
Yes/No |
No |
Enter Yes if the user is eligible to be assigned to a chargeback team in Chargeback Team Maintenance. If this field is blank, it defaults to No. |
|
DK |
115 |
Currently Processing Chargebacks |
3 |
Yes/No |
No |
Enter Yes if the user is currently available to process chargebacks. If this field is blank, it defaults to No. |
|
DL |
116 |
Collection Writeoff Limit |
12 |
>>>>>>>>9.99 |
No |
Enter the maximum amount of any accounts receivable transaction (other than chargebacks) that the user can write off. If this field is blank, it defaults to 0. |
|
DM |
117 |
Collection Refund Limit |
12 |
>>>>>>>>9.99 |
No |
Enter the maximum amount of a customer refund that the user can authorize. This field is slated for functionality in a future release. If this field is blank, it defaults to 0. |
|
DN |
118 |
Collection Alternate |
60 |
Character |
No |
Enter a valid user ID of the person who will substitute when this user is not currently available to process collection tasks. |
|
DO |
119 |
Collection Tasks Primary Sort |
19 |
Character |
No |
Enter one of the following values to specify the primary method of sorting collection tasks in Collection Task Management for the user:
|
|
DP |
120 |
Collection Tasks Secondary Sort |
19 |
Character |
No |
Enter one of the following values to specify the secondary method of sorting collection tasks in Collection Task Management for the user:
|
|
DQ |
121 |
Allowed to Process Collections |
3 |
Yes/No |
No |
Enter Yes if the user is eligible to be assigned to a collection team in Collection Team Maintenance. If this field is blank, it defaults to No. |
|
DR |
122 |
Currently Processing Collections |
3 |
Yes/No |
No |
Enter Yes if the user is currently available to process collection tasks. If this field is blank, it defaults to No. |
|
DS |
123 |
Allowed to Print Refunds |
3 |
Yes/No |
No |
Enter Yes if the user has security privileges to print customer refund checks. This field is slated for functionality in a future release. If this field is blank, it defaults to No. |
|
DT |
124 |
Credit Hold Release Limit |
13 |
->>>>>>>>9.99 |
No |
Enter the maximum amount of an order that the user can release from credit hold. If this field is blank, it defaults to 0. |
|
DU |
125 |
Maximum Percent Over Credit Limit |
6 |
>>>9.9 |
No |
Enter the maximum percentage over the credit limit when this user releases an order from credit hold. This prevents a user from abusing the override of the credit limit. Example The credit limit is $100,000. You enter 10 for this field. Orders can only be released to the extent that the total credit exposure is less than or equal to $110,000. Note This check is ignored if 0 is entered for this field. If an amount is also entered for the Maximum Amount Over Credit Limit field (position 126), then both checks must pass for the order to be released. If this field is blank, it defaults to 0. |
|
DV |
126 |
Maximum Amount Over Credit Limit |
13 |
->>>>>>>>9.99 |
No |
Enter the maximum amount over the credit limit when this user releases an order from credit hold. This prevents a user from abusing the override of the credit limit. Example The credit limit is $100,000. You enter 20000 for this field. Orders can only be released to the extent that the total credit exposure is less than or equal to $120,000. Note This check is ignored if 0 is entered for this field. If a percentage is also entered in the Maximum Percent Over Credit Limit field (position 125), then both checks must pass for the order to be released. If this field is blank, it defaults to 0. |
|
DW |
127 |
Maximum Amount Change Credit Limit |
13 |
->>>>>>>>9.99 |
No |
Enter the maximum amount that the credit limit can be changed by this user. This prevents a user from overextending a credit limit. Example The credit limit is $100,000. You enter 30000 for this field. The credit limit can be changed to be less than or equal to $130,000. Note All changes to the credit limit are stored and are available as an audit trail. If this field is blank, it defaults to 0. |
|
DX |
128 |
Credit Alternate |
60 |
Character |
No |
Enter a valid user ID of the person who will substitute when this user is not currently available to process credit tasks. |
|
DY |
129 |
Credit Tasks Primary Sort |
20 |
Character |
No |
Enter one of the following values to specify the primary method of sorting credit tasks in Credit Task Management for the user:
|
|
DZ |
130 |
Credit Tasks Secondary Sort |
20 |
Character |
No |
Enter one of the following values to specify the secondary method of sorting credit tasks in Credit Task Management for the user:
|
|
EA |
131 |
Allowed to Process Credits |
3 |
Yes/No |
No |
Enter Yes if the user is eligible to be assigned to a credit team in Credit Team Maintenance. If this field is blank, it defaults to No. |
|
EB |
132 |
Currently Processing Credits |
3 |
Yes/No |
No |
Enter Yes if the user is currently available to process credit tasks. If this field is blank, it defaults to No. |
|
EC |
133 |
Default Bank Account |
29 |
Character |
No |
Enter a valid default bank account used in Deposit Entry for the user. If this field is left blank, the default cash account set up in System General Ledger Account Maintenance is used. Note You must enter the account unformatted. |
|
ED |
134 |
Format ID |
12 |
Character |
No |
Enter a valid default bank account format ID used to import deposit information in Deposit Entry for the user. If this field is left blank, the default format ID is selected for the bank account entered. |
|
EE |
135 |
Default Customer Code |
12 |
Character |
No |
Enter a valid customer code to use as a temporary customer only when importing deposit information in Deposit Entry if the billing customer cannot be identified based on a routing number/account number combination. This temporary customer is used to allow the deposit import total to equal the total in the bank transmittal import file. When a real customer is identified for the deposit, the temporary one can be assigned to the real customer. |
|
EF |
136 |
Default Notes Group |
12 |
Character |
No |
Enter a valid default notes group for the user. For information on setting up notes groups, see Note Group Maintenance. |
|
EG |
137 |
Default Notes Type |
12 |
Character |
No |
Enter a valid default notes type for the user. For information on setting up notes types, see Note Type Maintenance. |
|
EH |
138 |
Default Mode |
8 |
Character |
No |
Enter New to automatically default to New mode when the user displays Notes Entry, or leave this field blank to indicate the user will not have a default mode. |
|
EI |
139 |
Can Change Sample Billback Rate |
3 |
Yes/No |
No |
Enter Yes if the user can change sample billback rates. If this field is blank, it defaults to Yes. |
|
EJ |
140 |
Blanket Release Method |
11 |
Character |
No |
Enter one of the following as the default for the user for the Release Method option in Blanket Purchase Order Release Entry.
Note This default is not used when accessing Blanket Purchase Order Release Entry from Order Entry or Order Edit, because when entering a sales order, it is assumed that the release is a direct-ship release. If this field is blank, it defaults to Default. |
|
EK |
141 |
Allow Manual EDI Acknowledgment |
3 |
Yes/No |
No |
Enter Yes to allow the user to mark sent EDI transactions as manually acknowledged in EDI Task Management. If this field is blank, it defaults to No. |
|
EL |
142 |
Allow Manual Order Line Cancellation |
3 |
Yes/No |
No |
Enter Yes to allow the user to manually cancel order line items. If this field is blank, it defaults to No. |
|
EM |
143 |
Allow Order Line Deletion on Order Update |
3 |
Yes/No |
No |
Enter Yes to allow the user to delete order line items. If this field is blank, it defaults to Yes. |
|
EN |
144 |
Domain |
60 |
Character |
No |
Enter a Windows domain that the user logs into if you want to enable Active Directory login for the user. This allows the user to manually or automatically log in using their Windows domain user name and password. |
|
EO |
145 |
Print Order Acknowledgments |
11 |
Character |
No |
Enter one of the following values to indicate whether to send a customer's primary contact an automatic email order acknowledgment for an order for the user:
If this field is blank, it defaults to Order Class. |
|
EP |
146 |
Allow to Override Currency Exchange Rates |
3 |
Yes/No |
No |
Enter Yes if the user is allowed to override the currency exchange rate for purchase orders and vouchers. |
|
EQ |
147 |
Marketing Representative |
12 |
Character |
No |
Enter a valid marketing representative ID if the user is a marketing representative. |
|
ER |
148 |
Allowed to view other user's CRM tasks |
3 |
Yes/No |
No |
Enter Yes to allow the user to view CRM tasks for other users in CRM Task Management. |
|
ES |
149 |
Allowed to Release Work Orders on Cost Variance Hold |
3 |
Yes/No |
No |
Enter Yes to allow the user to release work orders that are on hold for excessive cost variance. For more information, see Cost Variance Hold. NOTE If Yes is entered for this field, and the user manually creates a work order with an excessive cost variance, a warning message appears, but the work order is not put on cost variance hold. |
|
ET |
150 |
Allow to Update a Purchase Order after Final Change Date |
3 |
Yes/No |
No |
Enter No if the user is not allowed to update a purchase order after the final change date on the order. If this field is blank, it defaults to Yes. |
|
EU |
151 |
Default Contact Group |
12 |
Character |
No |
Enter a valid default contact group for the user. This is used when the user creates new contacts. |
|
EV |
152 |
Default Contact Type |
12 |
Character |
No |
Enter a valid default contact type for the user. This is used when the user creates new contacts. |
|
EW |
153 |
Allowed to Export Grid Data to Excel |
3 |
Yes/No |
No |
Enter No to prevent the user from exporting data displayed in grids to Excel files. If this field is blank, it defaults to Yes. |
|
EX |
154 |
Days to Display Credit Tasks |
4 |
>>>9 |
No |
Enter the default number of days for which to display credit tasks in Credit Task Management (the number of days in the reminder date range). If this field is blank, it defaults to 365. |
|
EY |
155 |
Allow Bypassing of EDI 754 Import |
3 |
Yes/No |
No |
Enter Yes to allow the user to bypass the import of an EDI 754 for a trading partner that expects to receive a 753, but does not send back routing instructions in a 754. If this is Yes, the Bypass 754 Import check box is available on the EDI tab in Planned Bill of Lading Management. If this field is blank, it defaults to No. |
|
EZ |
156 |
Default A/P Account |
29 |
Character |
No |
Enter the default A/P account used in Voucher Entry and One Step Voucher and Payment Entry for the user. If this field is left blank, the default A/P account set up in System General Ledger Account Maintenance is used. Note You must enter the account unformatted. |
|
FA |
157 |
Default Attachment Group |
12 |
Character |
No |
Enter the default attachment group for the user. If you specify a group for this field, the user is added to the group and assigned the default security options for the group. For information on setting up attachment groups, see Attachment Group Maintenance. |
|
FB |
158 |
Default Attachment Type |
12 |
Character |
No |
Enter the default attachment type for the user. For information on setting up attachment types, see Attachment Type Maintenance. |
|
FC |
159 |
Default Mode (Attachments) |
3 |
Character |
No |
Enter New to default Attachment Entry to New mode for the user, or leave this field blank to indicate the user will not have a default mode for Attachment Entry. |
|
FD |
160 |
Can Allocate Products with Restricted Allocation |
3 |
Yes/No |
No |
Enter Yes to allow the user to manually allocate products that are marked as having restricted allocation. If this field is blank, it defaults to No. |
|
FE |
161 |
Default Queue Name |
40 |
Character |
No |
Enter a valid active default Scheduling Assistant queue for the user. If this field is blank, it defaults to the Default queue. For information on creating Scheduling Assistant queues, and associating users with Scheduling Assistant queues, see Scheduling Assistant Queue Maintenance. |
|
FF |
162 |
SMTP User ID |
40 |
Character |
No |
Enter the SMTP user ID for the user. This overrides the SMTP user ID for the system ID, and is used to send email from the user via Scheduling Assistant. |
|
FG |
163 |
SMTP Password |
40 |
Character |
No |
Enter the password for the SMTP user ID entered for the SMTP User ID field (position 162). |
|
FH |
164 |
Can Update EDI Trading Partner in Order Entry |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the EDI trade ID selected for an order in Order Entry and Order Edit. Note The trade ID cannot be updated for an order if a pick demand is created for the order. If this field is blank, it defaults to No. |
|
FI |
165 |
Allowed to Update Quantity Allocated |
3 |
Yes/No |
No |
Enter Yes to allow the user to change the quantity allocated to work orders in Work Order Maintenance. If this field is blank, it defaults to No. |
|
FJ |
166 |
Allowed to Update EDI Inventory Inquiry/Advice Count |
3 |
Yes/No |
No |
Enter Yes to allow the user to exclude the product from the EDI Inventory Inquiry/Advice in Customer Product Maintenance, EDI Inventory Inquiry/Advice Management, and EDI Inventory Inquiry/Advice by Product Management. If this field is blank, it defaults to No. |
|
FK |
167 |
Reset Password on Next Login |
3 |
Yes/No |
No |
Enter Yes to allow the users to reset their passwords on their next login attempt. If this field is blank, it defaults to Yes. |
Before using this import, the following must be set up:
system IDs