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 System Manager help.
Note: To change the print destination for forms and reports, you must have Change Print Destination security authorization for Administrative Services.
To view records and to print reports in Inventory Control, you must belong to a security group with Common Inquiry authorization. Common Inquiry authorization 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 |
|---|---|
| Sage 300 Inquiry | Query Inventory Control data in web screens. If you also have Export Processing authorization for Inventory Control, print or export the results of these queries. |
| Common Inquiry | View setup screens. Print setup reports. You must also have Cost Inquiry permission to view the Location Details, Bills of Material and Kitting Items screens, and to print and preview the Bills of Material, Kitting Items, Item Status and Location Details reports. |
| Price/Sales Analysis Inquiry | Preview and print Price Lists and Contract Pricing reports. |
| 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, Assemblies, 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. If you use Serialized Inventory and Lot Tracking, preview and print the Recall, Lot Number Inquiry and Serial Number Inquiry reports. |
| Cost Inquiry | Combined with Common Inquiry permission, view the same screens as with Common Inquiry and view costing information in Location Details, Bills of Material, Kitting Items, and view LIFO/FIFO costing information on Item Status report. If you use Serialized Inventory and Lot Tracking, preview and print the Lot Number Inquiry and Serial Number Inquiry reports. |
| Stock Control Inquiry (gives Cost Inquiry rights) | View the same screen 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, Item Labels and Location Details (includes cost information) 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, Contract Pricing, Selling Price/Margin Analysis, Markup Analysis, Location Details (includes cost information), Bills of Material / Kitting Items / BOM Component Usage Inquiry (includes costing information), Item Status (includes LIFO/FIFO costing information) reports. |
| Setup Maintenance | View the Items, Vendor Details, Customer Details, Location Details, Reorder Quantities and Manufacturers’ Items icons. Add, update, and delete Options, G/L Integration, Item Structures, Segment Codes, Locations, Categories, Account Sets, Units of Measure, Weight UOMs, Bills of Material, Copy BOMs, Update BOMs, Kitting Items and Price List Codes. Preview and print the Alternate Items, Vendor Details, Customer Details, Options, G/L Integration, Item Mappings, Item Structures, Segment Codes, Locations, Categories, Account Sets, Units of Measure, Weight UOMs, Bills of Material, Kitting Items, Price List Codes, Reorder Quantities, Item Status, Location Details, Manufacturers’ Items, BOM Component Usage Inquiry and Item Status reports. Costing information will not appear on the Bills of Material, 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, assemblies, receipts, shipments, transfers, and other Inventory Control functions that create transactions automatically. |
| Item Maintenance | Add, update, and delete Items, Items Wizard, 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 and Contract Pricing. Use the Copy Item Pricing and Update Item Pricing screens. Preview and print the Price Lists and Contract Pricing reports. |
| 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. Also view, add, update and delete Location Details. Preview and print the Location Details, Transactions Listing (adjustments only) reports. |
| Assembly Posting | Post assemblies. View, add, update and delete Location Details. Preview and print the Location Details report and the Transaction Listing report (for assemblies only). |
| Internal Usage Posting | Post internal usage transactions. View, add, update and delete Location Details. Preview and print the Location Details report and the Transaction Listing report (for internal usage only). |
| Receipt Posting | Post and update receipts. View, add, update and delete Location Details. Preview and print the Location Details report and the Transaction Listing report (for receipts only). |
| Shipment Posting | Post shipments. View, add, update and delete Location Details. Preview and print the Location Details report and the Transaction Listing report (for shipments only). |
| Transfer Posting | Post transfers. View, add, update and delete Location Details. Preview and print the Location Details report and the Transaction Listing report (for transfers only). |
| 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, Transaction Statistics and Location Details reports. |
| Clear History/ Inactive Records | Delete Inactive Records (account sets, categories, items, locations, and BOMs) and Clear History (transaction history, transaction statistics, sales statistics, printed posting journals, serial numbers, printed labels, receipts, expired contract prices, transactions). |
| Import I/C Data (combine with other security rights) | Import the following records: Receipts, Shipments, Adjustments, Transfers, Assemblies, Items, Vendor Details, Customer Details, Item Pricing, Contract Pricing, Location Details, Reorder Quantities, Sales Statistics, Transaction Statistics, Item Structures, Segment Codes, Locations, Categories, Account Sets, Bills of Material, Price List Codes, Physical Inventory Quantities, Manufacturer’s Items, Kitting Items, Units of Measure and Weight Units of Measure. |
| Export I/C Data (combine with other security rights) | Allows users to export the following records: Receipts, Shipments, Adjustments, Transfers, Assemblies, Items, Vendor Details, Customer Details, Item Pricing, Contract Pricing, Location Details, Reorder Quantities, Sales Statistics, Transaction Statistics, Item Structures, Segment Codes, Locations, Categories, Account Sets, Bills of Material, Price List Codes, Physical Inventory Quantities, Manufacturer’s Items, Kitting Items, Units of Measure and Weight Units of Measure. |
| Dashboard | Allows users to view Sage 300 Dashboards that pertain to Inventory Control. |
| Item Developer Inquiry | Developers of third-party programs, including macros, must incorporate this permission in their security structures. |
| Sage 300 Web API |
Use the Sage 300 Web API to process GET, POST, PUT, PATCH, and DELETE requests. Note: You must also have authorization to view and/or modify any records or transactions for which API requests will be processed. |
The following authorizations are also available if you use Serialized Inventory and Lot Tracking:
| Security Authorization | Description |
|---|---|
| Lot Recalls | Recall lots using Lot Recall and print the Lot Recall report. |
| Lot Splits/Combines | Split and combine lots using Lot Splits/Combines. |
| Serial/Lot Reconciliation | Reconcile serial numbers and lots using Serial/Lot Reconciliation. |
| Quarantine Release | Release lots from quarantine using Quarantine Release. |
| Serial Registration | Register serial numbers using Serial Registration. |
| Warranty Update | Update warranties using Warranty Update. |