Accounts Receivable > Setting Up Accounts Receivable > Accounts Receivable Security Authorizations

Accounts Receivable Security Authorizations

Note: Some of the features described here are in development and may be unavailable.

The system administrator for your Sage 300 system assigns users security authorization for Accounts Receivable screens.

To view records and to print reports in Accounts Receivable, you must belong to a security group with Common Inquiry authorization. Common Inquiry permission by itself does not let you edit any Accounts Receivable records. To edit records or perform processing tasks, the system administrator must grant the group access to additional tasks from the following list:

Accounts Receivable Security Authorizations
Security Authorization	Description
Clear History / Records / Stats	Do periodic processing in Clear History, Clear Statistics, and Delete Inactive Records. Also, view customer and setup records, and print customer and setup reports.
Common Inquiry	View records and print reports for Customer Groups, National Accounts, Customers, and Ship-to Locations. Also, view setup screens.
Customer Analysis	Print Customer Transactions, Aged Trial Balance, and Aged Retainage reports and print statements, letters, and labels.
Customer Maintenance	Update records in Customer Groups, National Accounts, Customers, and Ship-To Locations.
Edit Credit Limit	Change a customer’s credit limit. You must also have Customer Maintenance authorization to update customer records.
Export Processing	Export records. You must also assign inquiry rights for the types of records you want to export. For example, to allow the exporting of receipt records, you must assign both Export Processing and Receipt Inquiry rights.
Import Processing	Import records. You must also assign update rights for the types of records you want to import. For example, to allow the importing of customer records, you must assign both Import Processing and Customer Maintenance rights.
Invoice Entry	Allows the same access as Invoice Inquiry authorization, and also lets you: Create, edit, and delete invoice transactions in the Invoice Batch List and Invoice Entry screens. Create, edit, and delete records in Recurring Charges, and create batches of recurring charges in Create Recurring Charge Batch. Do periodic processing using Create Interest Batch and Create Retainage Batch. If you also have Receipt Entry authorization, you can enter prepayments in Invoice Entry. If you have Set Invoice Batch Ready To Post authorization, also, you can set batches ready to post in Invoice Batch List.
Invoice Inquiry	View and print: Transactions in Invoice Batch List and Invoice Entry. Records in Recurring Charges. Print transaction reports for invoices from the Batch Listing, Batch Status, Posting Journals, Posting Errors, G/L Transactions, and Invoices screens.
Invoice Posting	Allows the same access as Invoice Inquiry authorization, and also lets you post invoice batches in Invoice Batch List and Post Batches. This assignment also allows you to send transactions to the General Ledger automatically if the Create G/L Batches During Posting option is selected in the G/L Integration screen. If you also have Set Invoice Batch Ready To Post authorization, you can set batches ready to post in Invoice Batch List.
Item Maintenance	View, update, and print item records in Items (Setup). Also, print Items setup reports and Item Sales History analytical reports.
Period End Maintenance	Do periodic processing in Create G/L Batch and Revaluation, and print revaluation transactions using Posting Journals and G/L Transactions.
Receipt Entry	Allows the same access as Receipt Inquiry authorization, and also lets you create, edit, and delete transactions in Receipt Entry and Receipt Batch List. You can also print deposit slips. If you also have Set Receipt Batch Ready To Post authorization, you can set batches ready to post in Receipt Batch List. If you use Payment Processing, you must have Receipt Entry authorization to pre-authorize and process credit card transactions in Order Entry.
Receipt Inquiry	View receipts in Receipt Batch List and Receipt Entry. Print receipts. Print transaction reports for receipts from Batch Listing, Batch Status, Posting Journals, Posting Errors, Receipt Inquiry, and G/L Transactions.
Receipt Posting	Allows the same access as Receipt Inquiry authorization, and also lets you post receipt batches from Receipt Batch List or Post Batches. This assignment also allows you to send transactions to the General Ledger automatically if the Create G/L Batches During Posting option is selected in the G/L Integration screen. If you also have Set Receipt Batch Ready To Post authorization, you can set batches ready to post in Receipt Batch List.
Salesperson Maintenance	View, update, and print records in Salespersons . If you do not have access to Salesperson Maintenance, you can view assigned salespersons in the Customers screen, but you cannot edit or print salesperson information.
Set Invoice Batch Ready To Post	Set invoice batches ready to post. You must also have Invoice Entry or Invoice Posting authorization to set an invoice batch ready to post.
Set Receipt Batch Ready To Post	Set receipt batches ready to post. You must also have Receipt Entry or Receipt Posting authorization to set a receipt batch ready to post.
Setup Maintenance	Update setup options in Options, Account Sets, Billing Cycles, Distribution Codes, Dunning Messages, Email Messages, G/L Integration, Interest Profiles, Optional Fields, Payment Codes, and Terms.
Transaction History Inquiry	If you have Invoice Inquiry authorization, reprint posted invoices.
Transaction Optional Fields	Add or delete optional fields in Invoice Entry, Receipt Entry, and other Accounts Receivable functions that create transactions automatically.
Year End Maintenance	Do periodic processing in Year End.