Order Entry Security Authorizations

If security is turned on for your Sage 300 system, the system administrator must assign these security authorizations to users for Order Entry screens.

Note: To change the print destination for forms and reports, you must have Change Print Destination security authorization for Administrative Services.

The following security authorizations are available on the Security Groups screen in Administrative Services:

Order Entry Security Authorizations

Security Authorization	Description
Sage 300 Inquiry	Query Order Entry data in the portal. If you also have Export Processing authorization for Order Entry, print or export the results of these queries.
Common Inquiry	Print setup reports; view and print setup screens.
Credit Approval	Manually increase a customer's credit limit when entering orders, shipments, and invoices.
Credit/Debit Note Costing	View the costing unit cost and extended cost in the O/E Credit/Debit Note Entry screen.
Credit/Debit Note Entry	Enter credit notes and debit notes; view credit note and debit note statistics.
Credit/Debit Note Printing	Print credit notes, debit notes, and the O/E Salesperson Commissions report.
Customer Hold Removal	Remove the On Hold status of orders that are on hold.
Dashboard	View the Order Entry dashboard.
Export Processing and Invoice Entry	Export orders; view posted invoices.
Export Processing, Setup Maintenance, and Transaction Inquiry	Export orders; view, export and print setup options; view posted invoices; view posted credit notes and debit notes; view sales history and statistics.
History Clearing	Clear history.
History Clearing and Day End Processing (I/C)	Clear history; print reports; view, print, and edit sales statistics. Note: You can edit statistics only if the Allow Edit of Statistics option is selected on the O/E Options screen.
Import Processing and Credit/Debit Note Entry	Import and add credit notes and debit notes; view posted credit notes and debit notes.
Import Processing and Invoice Entry	Import and add orders; view posted invoices.
Import Processing and Setup Maintenance	Import setup options.
Invoice Entry	View and modify orders; view invoice statistics. Note: If you use Payment Processing, you must have Invoice Entry authorization to pre-authorize and process credit card transactions in Order Entry.
Invoice Entry and Receipt Entry (A/R)	View statistics; modify orders, invoices, and prepayments.
Invoice Printing	Print invoices and the O/E Salesperson Commissions report.
Item Cost Inquiry	View costing information, such as the costing unit cost and the extended cost, when entering orders, shipments, and invoices.
Order Confirmation Printing	Print order confirmations and the O/E Salesperson Commissions report.
Order Entry	Add, modify, delete, and post orders.
Order/Shipment/Invoice Entry	View, add, modify, delete, and post orders, shipments, and invoices.
Picking Slip Printing	Print picking slips.
Price Check Approval	Approve price overrides.
Quote Printing	Print quotes.
Setup Maintenance	Print setup reports; modify setup options.
Setup Maintenance and Day End Processing (I/C)	Print reports; modify setup options; view sales history and salesperson statistics.
Setup Maintenance and Transaction Inquiry	View statistics; modify setup options.
Shipment Entry	Add, modify, delete, and post shipments.
Shipment Entry and Transaction Inquiry	Add, modify, delete, and post shipments; view sales history; print posting journals; inquire on shipments.
Shipment Entry and Day End Processing	Add, modify, delete, and post shipments; perform Day End Processing in Inventory Control.
Shipping Label Printing	Print shipping labels.
Transaction Inquiry	View orders; print reports; view statistics.
Transaction Optional Fields	Add, edit, and delete optional fields on the O/E Order Entry and O/E Credit/Debit Note Entry screens, and in Order Entry functions that create transactions automatically.
Unit Price Override	Change the unit price on orders, shipments, and invoices.

Last published: 4/8/2016