User Extended Options

Exit

Click this button to close the User Extended Options window.

Update

Click this button to update options for the selected user ID and system ID.

OK

Click this button to save changes for the selected user ID. This button is only available after you click the Update button in the ribbon. If multiple system IDs exist, the Question dialog box appears after you click this button, and asks if you want to update user settings for other system IDs. If you click the Yes button, User Extended Options System ID Selection appears, and allows you to select the fields to copy to other system IDs.

Cancel

Click this button to cancel changes for the selected user ID. This button is only available after you click the Update button in the ribbon.

Audit Trail

Click this button to display User Extended Options Audit, which allows you to view an audit trail of changes made to user options.

User ID

Enter a user ID, or click the Lookup button to select a user ID.

System ID

Enter a system ID, or click the Lookup button to select a system ID.

Display Currency

Enter the default currency for displayed amounts for the user, or click the Lookup button to select a currency.

Default A/P Account

Enter the default A/P account used in Voucher Entry and One Step Voucher and Payment Entry for the user, or click the Lookup button to select the account. If this field is left blank, the default A/P account set up in System General Ledger Account Maintenance is used.

Sales Representative

Enter a valid sales representative ID if the user is a sales representative, or click the Lookup button to select a sales representative ID. If you enter a sales representative ID in 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.

Marketing Representative

Enter a valid marketing representative ID if the user is a marketing representative, or click the Lookup button to select a marketing representative ID.

Sales Location

Enter the default sales location prefix or name for the user, or click one of the Lookup buttons to select the default sales location prefix or name. 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.

Shipping Location

Enter the default shipping location prefix or name for the user, or click one of the Lookup buttons to select a default shipping location prefix or name.

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.

Pricing Authorization Level

Select one of the following pricing authorization levels:

• Plan - This is the lowest level of price authorization. All price changes or updates to a price are assigned to Plan status until a user with a Review or Active pricing authorization level approves the price. A user who is assigned this pricing authorization level cannot view any price authorizations in Price Change Authorize.

• Review - This is the middle level of price authorization. All price changes or updates to a price can be assigned to Plan or Review status until a user with an Active pricing authorization level approves the price to the Active status. A user who is assigned this pricing authorization level can view all pending price authorizations in Price Change Authorize that are at the Plan status.

• Active - This is the highest level of price authorization. All price changes or updates to a price can be assigned to Plan, Review, or Active status. A user who is assigned this pricing authorization level can view all pending price authorizations in Price Change Authorize that are at the Plan or Review status.

For more information, see Pricing Authorization Level FAQ.

Order Class

Enter the user's default order class for order entry, or click the Lookup button to select an order class. For more information, see Order Class Default FAQ.

Sale Type

Enter the user's default sales type for order and invoice entry, or click the Lookup button to select a sales type. For information on setting up sales types, see Sales Type Maintenance.

On the Fly Product Creation

Click the Lookup button to specify if new products can be created during order processing. Select one of the following options:

• Allowed - The user can create a new product on the fly.

• Non Stock Only - The user can only create non-stocked products on the fly.

• Not Allowed - The user cannot create new products during order processing.

For more information, see Products On The Fly.

Note If you select 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.

This field defaults from Customer Service Control Maintenance.

Require Price Change Reason

Select this check box 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.

This field defaults from Customer Service Control Maintenance.

Pick Demand Printer

Click the Lookup button to select the user's default printer for printing pick demands.

Pack List Queue

Click the Lookup button to select the user's default printer for printing pack lists.

Invoice Printer

Click the Lookup button to select the user's default printer for printing invoices.

Create/Update price record on quote entry

Select whether to create or update a customer-product price matrix when the user enters a quote. Select one of the following options:

• Ask - When a quote is entered, display a message, asking whether to create or update the customer-product price matrix.

• Automatic - If a quote is entered for a customer with a manually entered price for a product, a customer specific-product specific price matrix record is generated. The price matrix’s expiration date is the expiration date for the quote. If there already exists a price matrix record for the specific customer-product, the system will extend the original price matrix’s record with the date of the quote expiration date. If you have dates that overlap, the system creates continuous records with the specific customer-product combination. It will set the old existing record as planned and make the new record active. If at some point you update the quote and change the price, a new price matrix is created based on the customer-product for the new price.

• None - Do not create or update the customer-product price matrix when a quote is entered.

This field defaults from Customer Service Control Maintenance.

Print Order Acknowledgments

Select one of the following options to indicate whether to send a customer's primary contact an automatic email order acknowledgment for an order for the user:

• Yes - Always send order acknowledgments.

• No - Never send order acknowledgments.

• Ask - Prompt whether to send order acknowledgments.

• Order Class Default - Send order acknowledgments based on the settings for the order class.

Default Item Entry Method

Click the Lookup button and select the default method for entering order line items. You can select the following methods:

• Line Item Entry -  The user enters line items in O/E Line Item Entry.

• Order Pad Entry - The user enters line items in Order Pad.

• Promotional Item Entry - The user enters line items in Promotional Items.

• Recent Purchases Entry - The user enters line items in Recent Purchases Order Pad.

• Style Matrix Entry - The user enters line items in Style Matrix Entry.

• Style Order Entry - The user enters line items in Product Style Entry.

Include Attachments Default

Click the Lookup button to select whether to include attachments by default when outputting order acknowledgments and invoices.

Can change backorder status

Select this check box to allow the user to access the Cancel Backorder check box in Pick Demand Confirm. This field defaults from Customer Service Control Maintenance.

Can return non-stocked items

Select this check box to allow the user to enter a return order for a nonstocked product.

Express Order Entry

Select this check box 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.

Can authorize credit cards at order time

Select this check box to allow the user to authorize credit cards during order entry.

Can enter return orders

Select this check box to allow the user to enter return orders. This field defaults from Customer Service Control Maintenance.

Can override sales restrictions at order time

Select this check box to allow the user to override sales restrictions during order entry.

Can change price at order time

Select this check box to allow the user to enter a different price for products when entering an order. This field defaults from Customer Service Control Maintenance.

Default to As Is button in Pick Demand Confirm

Select this check box to always default the picked quantity from the recommended quantity for the user in Pick Demand Confirm. This check box is ignored if advanced packaging is enabled in Customer Service Control Maintenance.

Can change price for product created 'on fly'

Select this check box to allow the user to enter a different price for products created on the fly. This field defaults from Customer Service Control Maintenance.

Allow user to release orders from manual hold

Select this check box to allow the user to release orders from manual hold.

Override a manually entered price on quantity change

Select this check box to recalculate the price of a product when an order quantity is changed.

Allow user to override sales commission rate

Select this check box to allow the user to override sales commission rates based on overrides set up in Commission Override Maintenance. If you select this check box, the Commission Override Rate field is available for the user on the Main tab in Order Entry.

Allow user to override return codes at receipt time

Select this check box to allow the user to change the return code when receiving additional product from a return (that was not on the original return order). This field defaults from Customer Service Control Maintenance.

Can update confirm date in Pick Demand Confirm

Select this check box to allow the user to change the confirmed date entered in the Conf. Date field in Pick Demand Confirm.

Prompt for New Location on Backorder

Select this check box to allow the user to select an alternate location for backordered products during order entry. This field defaults from Customer Service Control Maintenance. This check box is only enabled if the Allow Multiple Location Ship from check box is selected in Customer Service Control Maintenance.

Can update EDI spare fields in Order Entry

Select this check box 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. This check box is cleared by default. If this check box is selected, the user can also edit the EDI spare grid columns and the EDI Order Line Number grid column on the Items tab in Order Entry for closed orders.

Allow user to edit previous order price option

Select this check box 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.

Can update Payment Terms in Order Entry

Select this check box to allow the user to enter or change the payment terms for orders in Order Entry. Clear this check box to prevent users from entering the payment terms for orders. This check box is cleared by default.

Can change Sample Billback Rate

Select this check box if the user can change sample billback rates for order line items. This check box is selected by default.

Allow Qty Change to Adjust Planned BOL

Select this check box 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 this check box is selected, and a user makes such a change, the associated quantity for the planned bill of lading is automatically updated.

If this check box is cleared, the planned bill of lading must be manually updated before changing the order quantity.

Allow Manual Order Line Cancellation

Select this check box to allow the user to manually cancel order line items. This setting overrides the system default set up in Customer Service Control Maintenance.

Can Update EDI Trading Partner in Order Entry

Select this check box 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.

Allowed to view other user's CRM tasks

Select this check box to allow the user to view CRM tasks for other users in CRM Task Management.

Allow Order Line Deletion on Order Update

Select this check box to allow the user to delete order line items when updating an existing order.

Can allocate products with Restricted Allocation

Select this check box to allow the user to manually allocate products that are marked as having restricted allocation. This check box is cleared by default.

Ignore Required Date Days in Customer Maintenance

Select this check box to ignore the value entered in the Required Date Days field on the Sales tab in Customer Maintenance when the user enters sales orders. This check box is cleared by default.

Demand Forecasting Executable

Enter the folder path and file name of the program that is run when the selected user ID runs demand forecasting in 3rd Party Forecasting Interface or 3rd Party Forecasting Export, or click the Lookup button to navigate to and select the program.

Bill to Location

Enter the default bill-to location prefix or name for when the user creates a new purchase order, or click one of the Lookup buttons to select a bill-to location prefix or name.

Ship to Location

Enter the default ship-to location prefix or name for when the user creates a new purchase order, or click one of the Lookup buttons to select a ship-to location prefix or name.

Default Dock

Enter the default dock for when the user receives product for a purchase order, or click the Lookup button to select a dock.  Dock definitions are created and maintained in Dock Maintenance. The entered default dock overrides the default dock entered in Location Maintenance.

Default A/P Country

Enter the default country for accounts payable, or click the Lookup button to select a country.

PO Class

Enter the default purchase order class for when the user creates a new purchase order, or click the Lookup button to select a purchase order class. Purchase order classes are defined and maintained in Purchase Class Maintenance.

PO Update Limit

Select whether the user is limited in how much they can update the amount of a purchase order before it needs to be re-approved. Select one of the following options:

• None - The user does not require approval for changing the amount of purchase orders.

• Percent - The user can only update a purchase order amount by a specific percentage before requiring approval. If you select this option, enter the percentage in the Limit field.

• Amount - The user can only update a purchase order amount by a specific amount before requiring approval. If you select this option, enter the amount in the Limit field.

Limit

Enter the percentage or amount by which the user can update a purchase order amount before requiring approval. This is a percentage if you select the Percent radio button or an amount if you select the Amount radio button.

Forecast View

Select one of the following options to determine how the Manage Product Forecasts tab is displayed in Product DRP Management and how the Planned Receipts tab is displayed in Summary DRP Management:

• Standard - Standard format

• Customer Forecast - Customer Forecast format.

If this field is blank, the view is based on the buying method settings for the forecast method.

Forecast Time Bucket

Select the default forecast time bucket in Summary DRP Management for the user.

Forecast Time Range

Enter the default forecast time range entered in the Time Range field in Summary DRP Management for the user.

Blanket Release Method

Select one of the following as the default for the user for the Release Method option in Blanket Purchase Order Release Entry.

• Default - Use the default option set up in Purchasing Control Maintenance.

• Direct Ship - Select this option if products for blanket order releases are shipped directly to a customer.

• Warehouse - Select this option if products for blanket order releases are shipped to a warehouse location.

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.

Include Attachments Default

Click the Lookup button to select whether to include attachments by default when outputting purchase orders and purchase order releases.

Can Enter/Update PO's

Select this check box to allow the user to enter and update purchase orders. If this check box is cleared, the user can still inquire in Purchase Order Maintenance, but is prohibited from editing an order.

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.

Allow Change of Receipt Date

Select this check box to allow the user to change the receipt date on purchase orders.

Can Update Ordered PO's

Select this check box 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 you clear this check box, the user can still update date and time data for ordered purchase orders, and PO Dates appears when the user attempts to edit an ordered purchase order.

Can Enter Additional Receipt Items

Select this check box to allow the user to add products to a purchase order in Receiving Entry.

Can Update G/L Accounts

Select this check box to allow the user to change the general ledger accounts on a purchase order from the original account resolution results. This check box should only be selected for users that are allowed to correct or update general ledger accounts on purchase orders; generally those within the Accounting department.

Default to Style Matrix Entry

Select this check box to use PO Style Entry for purchasing by default for the selected user.

Can Print Unordered PO's

Select this check box to allow the user to print purchase orders in Purchase Order Maintenance and Purchase Order Print that have not yet been ordered. This check box is selected by default. Clear this check box if you want to prevent users from printing and transmitting purchase orders to suppliers without approval. You may only want to select this check box for users that are authorized to print purchase orders without approval.

Always Allow Quantity Change

Select this check box 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.

Can Complete Receipt Count

Select this check box to allow the user to complete a receipt count in Receiving Count Complete. If this check box is selected for your user ID, and you are performing wireless counting, counts are marked as complete when the final receipt count task is marked as done.

Allow to Update a PO after Final Change Date

Select this check box to allow the user to update a purchase order after the final change date on the order. This check box is selected by default.

Can Create Reconciliation Adjustment Vouchers

Select this check box to allow the user to create adjustments to accounts payable reconciliation accounts. If this check box is selected, the Reconciliation Adjustments ribbon button is available for the user in Voucher Entry, and can be used to edit accounts payable reconciliation vouchers in Voucher Edit.

Supplier Division

Enter a supplier division to only allow the user to view suppliers for a specific supplier division, or click the Lookup button to select a supplier division.

Note If you enter a supplier division, the setting is not applied until the next time the user logs in.

Default WO Location

Enter the default location for the Manufacturing module.

Allowed to Update Accounts

Select this check box 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.

Allowed to Update Completed Date

Select this check box 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.

Allowed to Update Quantity Allocated

Select this check box to allow the user to change the quantity allocated to work orders in Work Order Maintenance.

Allowed to Release Work Orders on Cost Variance Hold

Select this check box 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 this check box is selected for a user, 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.

Bin Name (User Inventory Bin)

Enter a user bin for the user, or click the Lookup button to select a user bin. This bin is used to track inventory as it is carried by the user in a warehouse. This field is required if Wireless Warehouse Only or Apprise and Wireless Warehouse is selected in the Type of Access field in User Profile Maintenance.

You must enter a bin marked as a user bin in Bin Maintenance.

Location (User Inventory Bin)

This field displays the location of the selected user bin.

Bin Name (Package Laydown Bin)

Enter a laydown bin for the user, or click the Lookup button to select a laydown bin. 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.

Location (Package Laydown Bin)

This field displays the location of the selected laydown bin.

Chargeback Writeoff Limit

Enter the maximum amount of any chargeback that the user can write off. This field is only enabled if the Allowed to Do A/R Writeoffs check box is selected.

Chargeback Alternate

Enter the user ID of the person who will substitute when this user is not currently available to process chargebacks, or click the Lookup button to select a user ID. This field is required if the Allowed to Process Chargebacks check box is selected and the Currently Processing Chargebacks check box is cleared.

Chargeback Tasks Primary Sort

Click the Lookup button to select the primary method of sorting chargeback tasks in Chargeback Task Management.

Chargeback Tasks Secondary Sort

Click the Lookup button to select the secondary method of sorting chargeback tasks in Chargeback Task Management.

Allowed to Do A/R Writeoffs

Select this check box if the user is allowed to enter accounts receivable write-offs. If this check box is selected, enter chargeback and collection write-off limits in the Chargeback Writeoff Limit and Collection Writeoff Limit fields.

Allowed to Process Chargebacks

Select this check box if the user is eligible to be assigned to a chargeback team in Chargeback Team Maintenance. If this check box is cleared, the user cannot be assigned to a chargeback team, and is removed from any existing teams to which they were previously assigned. If this check box is selected and the Currently Processing Chargebacks check box is cleared, you must enter a user ID in the Chargeback Alternate field.

Currently Processing Chargebacks

Select this check box if the user is currently available to process chargebacks. Clear this check box if the user is not currently available (on vacation, out sick, etc.). If this check box is cleared, the user entered in the Chargeback Alternate field temporarily becomes a member of all chargeback teams to which the user is assigned. When the user returns, you should select this check box and the alternate user is removed from the chargeback teams. This check box is only enabled if the Allowed to Process Chargebacks check box is selected. If the Allowed to Process Chargebacks check box is selected and this check box is cleared, you must enter a user ID in the Chargeback Alternate field.

Default Bank Account

Enter the default bank account used in Deposit Entry for the user, or click the Lookup button to select the account. If this field is left blank, the default cash account set up in System General Ledger Account Maintenance is used.

Format ID

Enter the 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 selected.

Default Customer Code

Enter the customer code of a temporary customer used only when importing deposit information in Deposit Entry if the billing customer cannot be identified based on a routing number/account number combination, or click the Lookup button to select a customer code. This temporary customer is the catch all 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.

Default Customer Name

Enter the customer name of a temporary customer used only when importing deposit information in Deposit Entry if the billing customer cannot be identified based on a routing number/account number combination, or click the Lookup button to select a customer code. This temporary customer is the catch all 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.

Collection Writeoff Limit

Enter the maximum amount of any accounts receivable transaction (other than chargebacks) that the user can write off. This field is only enabled if the Allowed to Do A/R Writeoffs check box is selected on the Accounts Receivable tab.

Collection Refund Limit

Enter the maximum amount of a customer refund that the user can authorize. This field is slated for functionality in a future release.

Collection Alternate

Enter the user ID of the person who will substitute when this user is not currently available to process collection tasks, or click the Lookup button to select a user ID. This field is required if the Allowed to Process Collections check box is selected and the Currently Processing Collections check box is cleared.

Collection Tasks Primary Sort

Click the Lookup button to select the primary method of sorting collection tasks in Collection Task Management.

Collection Tasks Secondary Sort

Click the Lookup button to select the secondary method of sorting collection tasks in Collection Task Management.

Allowed to Process Collections

Select this check box if the user is eligible to be assigned to a collection team in Collection Team Maintenance. If this check box is cleared, the user cannot be assigned to a collection team, and is removed from any existing teams to which they were previously assigned. If this check box is selected and the Currently Processing Collections check box is cleared, you must enter a user ID in the Collection Alternate field.

Currently Processing Collections

Select this check box if the user is currently available to process collection tasks. Clear this check box if the user is not currently available (on vacation, out sick, etc.). If this check box is cleared, the user entered in the Collection Alternate field temporarily becomes a member of all collection teams to which the user is assigned. When the user returns, you should select this check box and the alternate user is removed from the collection teams. This check box is only enabled if the Allowed to Process Collections check box is selected. If the Allowed to Process Collections check box is selected and this check box is cleared, you must enter a user ID in the Collection Alternate field.

Allowed to Print Refunds

Select this check box if the user has security privileges to print customer refund checks. This field is slated for functionality in a future release.

Credit Hold Release Limit

Enter the maximum amount of an order that the user can release from credit hold.

Max % Over Credit Limit

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 in the Max % Over Credit Limit 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 in this field. If an amount is also entered in the Max Amt Over Credit Limit field, then both checks must pass for the order to be released.

Max Amt Over Credit Limit

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 in the Max Amt Over Credit Limit 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 in this field. If a percentage is also entered in the Max % Over Credit Limit field, then both checks must pass for the order to be released.

Max Amt Change Credit Limit

Enter the maximum amount that the user can enter for credit limits. This prevents a user from overextending a credit limit.

Example A customer's credit limit is $100,000. You enter 130000 in the Max Amt Change Credit Limit field. The customer's 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.

Credit Alternate

Enter the user ID of the person who will substitute when this user is not currently available to process credit tasks, or click the Lookup button to select a user ID. This field is required if the Allowed to Process Credits check box is selected and the Currently Processing Credits check box is cleared.

Credit Tasks Primary Sort

Click the Lookup button to select the primary method of sorting credit tasks in Credit Task Management.

Credit Tasks Secondary Sort

Click the Lookup button to select the secondary method of sorting credit tasks in Credit Task Management.

Days to Display Credit Tasks

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).

Allowed to Process Credits

Select this check box if the user is eligible to be assigned to a credit team in Credit Team Maintenance. If this check box is cleared, the user cannot be assigned to a credit team, and is removed from any existing teams to which they were previously assigned. If this check box is selected and the Currently Processing Credits check box is cleared, you must enter a user ID in the Credit Alternate field.

Currently Processing Credits

Select this check box if the user is currently available to process credit tasks. Clear this check box if the user is not currently available (on vacation, out sick, etc.). If this check box is cleared, the user entered in the Credit Alternate field temporarily becomes a member of all credit teams to which the user is assigned. When the user returns, you should select this check box and the alternate user is removed from the credit teams. This check box is only enabled if the Allowed to Process Credits check box is selected. If the Allowed to Process Credits check box is selected and this check box is cleared, you must enter a user ID in the Credit Alternate field.

Default Notes Group

Enter your default notes group, or click the Lookup button to select a default notes group. For information on setting up notes groups, see Note Group Maintenance.

Default Notes Type

Enter your default notes type, or click the Lookup button to select a default notes type. For information on setting up notes types, see Note Type Maintenance.

Default Mode (Notes)

Click the Lookup button to select the default mode when you display Notes Entry. Select one of the following options:

• Blank - No default mode.

• New - Automatically default to New mode.

Default Contact Group

Enter the default contact group for the user, or click the Lookup button to select a default contact group. This is used when the user creates new contacts.

Default Contact Type

Enter the default contact type for the user, or click the Lookup button to select a default contact type. This is used when the user creates new contacts.

Default Attachment Group

Enter your default attachment group, or click the Lookup button to select a default attachment group. For information on setting up attachment groups, see Attachment Group Maintenance.

Default Attachment Type

Enter your default attachment type, or click the Lookup button to select a default attachment type. For information on setting up attachment types, see Attachment Type Maintenance.

Default Mode (Attachments)

Click the Lookup button to select the default mode when you display Attachment Entry. Select one of the following options:

• Blank - No default mode.

• New - Automatically default to New mode.

Can View Customer AR

Select this check box to add Accounts Receivable Inquiry link to the Suggested drop down in Product Category in Mobile Sales Rep module. Additionally, the user can also access this window through the Mobile Sales Rep menu. This check box is selected by default.

note If this check box is cleared, the user cannot access this window.

Inventory Availability Display

Select one of the following options:

• Qty -  Allows the user to view the actual number of quantity available for the product in the following locations:

• • Product Detail header

  • As an attribute in the Product Catalog

  • On the Inventory tab of Product Detail

This option is selected by default.

• Yes/No - Allows the user to view whether the quantity is available or not; however, the actual number of quantity is not displayed. The display locations are as follows:

• • On the Product Detail header, this is displayed as In Stock or Out of Stock

  • As an attribute in the Product Catalog, this is displayed as Yes or No

  • On the Inventory tab of Product Detail, this is displayed as Yes or No

• Do Not Display - Does not let the user view the quantity available in the Product Detail header, as an attribute in the Product Catalog, and on the Inventory tab of Product Detail.

Inventory Availability Warning

The system verifies the inventory availability when adding items to the cart, or updating quantity in Product Detail or on the Cart tab of Product Catalog. To set up the type of warning that you want to display to the user, select one of the following options:

• No - Select this option to have no notification when there is no inventory. The system puts the items on backorder after importing the order.

• Warn - Select this option to display a message, when there is no inventory at the location to fill the order, asking the user to confirm whether to put the item on backorder or not. This option is selected by default.

• Stop - Select this option to stop the user and the system from putting the item on backorder when there is no inventory at the location to fill the order. However, the system first displays a message that there is no inventory and then reverses the change.

Allocation Display Option

Select one of the following options:

• All Customers - Allows the users to access the allocated records of orders from all customers.

• Linked Customers Only - Allows the users to only access the allocated records of orders from the customers linked to them. If the users are the managers of the sales representatives, then they can access all the allocated records of orders from the linked customers of their subordinate sales representatives. This option is selected by default.

Default Screen to Open

Click the Lookup button to select whether to open Customer Maintenance for the customer of an incoming call, open Order Entry for the customer of an incoming call, or prompt for action when receiving an incoming phone call for a phone line that is in the Selected Phone Lines grid. If you select Blank, Incoming Call Screen appears when receiving a call.

Available Phone Lines

This grid displays available phone lines for TAPI integration. To use a phone line, double-click it, or click it, and then click the right-arrow button.

NOTE You must configure a phone line in Windows Control Panel before it appears in this grid.

Click this button to add the selected phone line to the Selected Phone Lines grid.

Click this button to add all phone lines in the Available Phone Lines grid to the Selected Phone Lines grid.

Click this button to remove the selected phone line from the Selected Phone Lines grid.

Click this button to remove all phone lines from the Selected Phone Lines grid.

Selected Phone Lines

This grid displays selected phone lines for TAPI integration. Double-click a phone line to remove it from the grid, or select a phone line, and then click the left arrow button. When a customer calls a selected phone line, an action occurs based on the Default Screen to Open setting. If the software cannot determine the customer for an incoming call, because it is used for multiple customers, the user is prompted to select a customer in Incoming Call Screen (Multiple Customers).