If security is turned on for your Sage 300 system, the system administrator must assign users security authorization for Inventory Control screens.
For information on turning on security, setting up security groups, and assigning authorizations, refer to the Administration help.
To view records and to print reports in Inventory Control, you must belong to a security group with Common Inquiry authorization. Common Inquiry permission by itself does not let you edit any Inventory Control records. To edit records or perform processing tasks, the system administrator must grant the group access to additional tasks from the following list:
| Security Authorization | Description |
|---|---|
| Common Inquiry |
View setup screens. Print setup reports. You must also have Cost Inquiry permission to view the |
| Price/Sales Analysis Inquiry |
Preview and print the |
| Stock Control Inquiry |
Preview and print Overstocked Items (Quantity Greater than Maximum Level, Quantity Greater Than Projected Sales), Reorder Report, Slow Moving Items, Inventory Movement, Aged Inventory, Bin/Shelf Labels, and Item Labels reports. |
| Transaction Inquiry |
View Receipts, Shipments, Adjustments, Transfers, Internal Usage, Transaction History Inquiry, Sales Statistics, and Transaction Statistics. Preview and print the Sales Statistics, Transaction Statistics, Transaction History, Posting Journals, G/L Transactions, Transfer Slips, and Transaction Listing reports. |
| Cost Inquiry |
Combined with Common Inquiry permission, view the same screens as with Common Inquiry and view costing information in Kitting Items, and view LIFO/FIFO costing information on the Item Status report. |
| Stock Control Inquiry (gives Cost Inquiry rights) |
View the same screens as with Cost Inquiry, and view LIFO/FIFO Inquiry. Also, view, preview and print the Item Valuation, Overstocked Items (all available print options), Reorder Report, Slow Moving Items, Inventory Movement, Aged Inventory, Bin/Shelf Labels, and Item Labels reports. |
| Price/Sales Analysis Inquiry (gives Cost Inquiry rights) |
View the same screens as with Cost Inquiry. As well, preview and print the Price Lists, Selling Price/Margin Analysis, Markup Analysis, Location Details (includes cost information), and Item Status (includes LIFO/FIFO costing information) reports. |
| Setup Maintenance |
View the Items, Vendor Details, Customer Details, Location Details, Reorder Quantities and Manufacturers' Items screens. Add, update, and delete Options, G/L Integration, Item Structures, Segment Codes, Locations, Categories, Account Sets, Units of Measure, Weight UOMs,Kitting Items, and Price List Codes. Preview and print the Alternate Items, Vendor Details, Customer Details, Options, G/L Integration,Item Structures, Segment Codes, Locations, Units of Measure, Weight UOMs, Kitting Items, Price List Codes, Reorder Quantities, Item Status, Location Details, Manufacturers' Items, and Item Status reports. Costing information will not appear on the Kitting Items, Item Status, and Location Details reports unless Cost Inquiry authorization is also granted. |
| Transaction Optional Fields | Add, update, and delete optional fields in adjustments,receipts, shipments, transfers, and other Inventory Control functions that create transactions automatically. |
| Item Maintenance |
Add, update, and delete Items, Vendor Details, Customer Details, Location Details, Reorder Quantities and Manufacturers' Items. Preview and print the Alternate Items, Vendor Details, Customer Details, Location Details, Reorder Quantities, Item Status, and Manufacturers' Items reports. Costing information will not appear on the Location Details and Item Status reports unless Cost Inquiry authorization is also granted. |
| Price List Maintenance |
View, add, update, and delete Item Pricing. Use the Update Item Pricing screen. Preview and print the
|
| Physical Inventory Maintenance (gives Cost Inquiry rights) |
Preview and print the Inventory Worksheet and Inventory Reconciliation reports. Generate inventory worksheets. Update and delete Physical Inventory Quantities. Post, update, and delete Inventory Reconciliation and Inventory Counts. |
| Adjustment Posting |
Post adjustments. View, add, update, and delete Location Details. Preview and print the |
| Internal Usage Posting |
Post internal usage transactions. View, add, update and delete Location Details. Preview and print the |
| Receipt Posting |
Post and update receipts. View, add, update and delete Location Details. Preview and print the |
| Shipment Posting |
Post shipments. View, add, update and delete Location Details. Preview and print the |
| Transfer Posting |
Post transfers. View, add, update and delete Location Details. Preview and print the |
| Day End Processing |
Run Day End Processing and Create G/L Batch. View, add and update Sales Statistics and Transaction Statistics. View Transaction History Inquiry. View, add, update, and delete Location Details. Preview and print the Transaction History, Posting Journals, G/L Transactions, Sales Statistics, and Transaction Statistics reports. |
| Import I/C Data (combine with other security rights) | Import the following records: Receipts, Shipments, Adjustments, Transfers,Items, Vendor Details, Customer Details, Item Pricing, Location Details, Reorder Quantities, Sales Statistics, Transaction Statistics, Item Structures, Segment Codes, Locations, Categories, Account Sets, Price List Codes, Physical Inventory Quantities, Manufacturers' Items, Kitting Items, Units of Measure, and Weight Units of Measure. |
| Export I/C Data (combine with other security rights) | Export the following records: Receipts, Shipments, Adjustments, Transfers, Items, Vendor Details, Customer Details, Item Pricing, Location Details, Reorder Quantities, Sales Statistics, Transaction Statistics, Item Structures, Segment Codes, Locations, Categories, Account Sets, Price List Codes, Physical Inventory Quantities, Manufacturers' Items, Kitting Items, Units of Measure and Weight Units of Measure. |