SalesPad for Dynamics™ GP
Security Settings
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Trademarks SalesPad is a registered trademark of Sales Pad, LLC.
Published April 2012
Note: Some security settings are designed exclusively for interfacing with third party products. Such
SalesPad® Security Settings
The following lists and describes SalesPad security settings.
Security settings are enabled or disabled by User Group by checking or unchecking associated boxes in the SalesPad Security Editor module (Modules > Security Editor). An asterisk (*) after a security setting (both in the software and in this guide) denotes that a sub-menu with child settings exists. If a parent setting is disabled, the child settings will also be disabled.
To enable a security setting, go to Modules > Security Editor, select a security group from the second column to apply the setting to, and check the box pertaining to the security setting in the Security column. You can type a word into the filter line to find particular security settings more quickly. Upon changing any security setting, users must log out of SalesPad™ and log back in to see the effect.
Note: This is a comprehensive list that may change. Not all security settings and sub-settings are
available in all versions of SalesPad and some may not be active in the current release.
Active Users
Enables the Active User module, allowing users to view all other users currently logged into SalesPad. Note that this screen allows disconnecting other users.
Activity Locks*
Enables the Activity Locks module, allowing users to remove document and batch locks, particularly helpful if the computer shuts down while using SalesPad.
USER CAN ONLY DELETE THEIR LOCKS (defaults to False)
If True, users can only unlock their own documents; if False, users can clear any locks on any documents.
Add Item*
Enables the Add Item plugin, accessible from the Actions drop-down menu ( ) on the Sales Document
Entry screen header. This plugin can be configured to automatically add a series of items with varying quantities to the sales document.
BUTTON CAPTION
Sets a caption that will display for the plugin. If blank, the action will be called Add Item. ITEM QTY TO ADD
Sets the quantities for each item to be added, semicolon delimited. ITEM UOFM TO ADD
Sets the unit of measure for each item to be added, semicolon delimited. ITEMS TO ADD
Sets the item numbers to be added, semicolon delimited.
Add Sales Document Comment
Enables users to enter pre-existing comment codes (defined within Dynamics™ GP) visible in the sales document Notes tab. This setting only applies to the Add Comment button in the Notes tab. If this setting is disabled, users can still add free-form comments.
Add Sales Document Hold
Enables users to add holds on a sales document or place any pre-existing hold (defined through Workflow Rule Setup) on a document, from the Holds tab on the sales document entry screen. Note:
Aggregate Pricing*
Enables the Aggregate Pricing plugin, accessible from the Actions drop-down menu ( ) on the Sales
Document Entry screen header. This will apply special price breaks when a specific amount of a certain group of items is ordered. This plugin can be configured in the Item Aggregate Pricing module.
CLEAR MARKDOWN
If True, both markdown amount and markdown percent are set to 0 when a new aggregate price is found.
CUSTOMER PRICE LEVEL PERMISSIONS
Sets a semicolon-delimited list of customer price levels that are allowed access to the Aggregate Pricing plugin. Leave blank for all.
Application Date
Enables users to override the document date with a specific date rather than the current date. This is accomplished by double-clicking on the main date within SalesPad and selecting a new date on the calendar that appears.
Assembly Entry*
Enables the Assembly Entry screen where users can create new or edit existing Assemblies. AUTO ALLOCATE ASSEMBLY
If true, assemblies will auto-allocate/fulfill upon saving the document. ON LOAD SCRIPT
Sets C# script to execute when loading the Assembly document.
PRE SAVE SCRIPT (defaults to blank)
Sets C# script to execute before saving an assembly document.
Assembly Fulfillment*
Enables the Assembly Fulfillment plugin, accessible from the Actions drop-down menu ( ) on the
Assembly Entry screen, which allows users to manually select fulfillments for an assembly from serial/lot numbers and bins.
SHOW COST
If True, item cost is visible on the Assembly Fulfillment screen.
Assembly Line Items
Enables the Line Items tab on the Assembly Entry screen, which allows users to view, add, and edit line items on an Assembly.
Assembly Properties
Enables users to view and edit the properties on the Assembly Entry screen header.
Assembly Search
Enables the Assembly Search screen, which allows users to search for Assemblies.
Assembly User Fields
Attach PO to Sales Line
Enables the Attach PO to Sales Line document plugin, accessible from the Actions drop-down menu ( ) on the Purchase Order Entry screen header. This will allow users to create the SOP to POP link from the purchase order to the backordered or drop shipped lines on a sales document.
Attach Sales Line to PO
Enables the Attach Sales Line to PO sales document plugin, accessible from the Actions drop-down menu
( ) on the Sales Document Entry screen header. This will allow users to create the SOP to POP link
and allows choosing which purchase orders backordered lines on a sales document can be linked to. It also shows a quick view of open purchase orders for the specific item.
Auto Item Conversion
Enables the Auto Item Conversion plugin, accessible from the Actions drop-down menu ( ) on the
sales document header, and the drop-down menu on the Plugin column of Workflow Setup. This plugin allows users to automatically convert non-inventory items added to a sales document from the third- party catalog into standard Dynamics™ GP items, creating an entry in the GP item master.
Auto Update*
Controls the software update functionality of SalesPad as well as SalesPad's ability to perform a database update.
AUTO UPDATE (defaults to True)
If True, users will receive automatic updates of SalesPad upon download. If the next option, Download Update, is not enabled, the update will only be applied if a valid path is stored in the Settings under Program Updates Path.
DOWNLOAD UPDATE (defaults to True)
If True, users will automatically receive software updates from the SalesPad servers upon new release.
UPDATE DATABASE (defaults to False)
If True, users will be prompted for database updates; if False, updates to the company database will occur automatically.
If all three subgroups are set to True, SalesPad will automatically download the most recent version of SalesPad™ when it becomes available, as well as update the company database. (The location where these updates can be found is modified through Settings > WSlib.Settings >Auto Update Server)
Backordered Items Report*
Enables the Backordered Items Report module, which lists all backordered items and their Documents and allows users to modify allocated quantities of that line.
CAN ALLOCATE (defaults to False)
If True, enables the Allocate button which can be used to re-allocate documents checked under an item.
CAN EDIT (defaults to False)
If True, users can edit directly on the grid.
CAN PRINT (defaults to False)
Not active—printing from the backordered items report is not currently supported.
Blanket Order Invoicing*
Enables the Blanket Order Invoicing plugin, accessible from the Actions drop-down menu ( ) on the
sales document header. This plugin converts blanket orders to invoices. BLANKET ORDER INVOICE ID
Blanket Order Release*
Enables the Blanket Order Release plugin, accessible from the Actions drop-down menu ( ) on the
sales document header. This plugin converts quotes to blanket orders. BLANKET ORDER ORDER ID
Sets the order ID that a quote blanket order will be converted to. VISIBLE BLANKET ORDER QUOTE IDS
Sets the sales document quote IDs that can be used for blanket order release.
Blocked Items Report*
Enables the Blocked Items Report module, which allows users to manually manage allocation of items blocked from sales document allocation.
CAN EDIT Not functional. CAN PRINT
If True, users can print data on the Blocked Items Report screen. CAN UNBLOCK AND ALLOCATE
If True, users can unblock and allocate selected blocked items.
Bulk Pick Ticket Report
Provides an interface to print bulk pick tickets, useful for a "wave picking" scenario where picking is done in bin order.
Cash Application
Enables Cash Application. Used in conjunction with the Cash Receipts module, Cash Application allows users to apply unused cash receipts to historical invoices with unpaid balances.
Cash Receipts*
Enables the Cash Receipts module, which allows users to create a Dynamics™ GP cash receipt that can be applied to the customer's outstanding balance. Users can create cash receipts by taking cash, check, or credit card.
ALLOW DECRYPTED CREDIT CARD LOOKUP If True, users can look up a full credit card number.
DEFAULT CHECKBOOK ID (defaults to Blank)
Sets the Default checkbook that will be selected for all cash receipts (Enter checkbook name(s) separated by semicolons).
Choose Purchase Plan*
Enables the Purchase button in a sales document with backordered items. This button allows users to create purchase orders within a sales document and assign the orders to a purchase plan.
COPY SALES DOC UDFS (defaults to False)
If True, when a purchase order is created directly from a single sales document, UDF (User Defined Field) values will copy from the sales document to the purchase order if UDFs from the sales document line items match UDFs from the purchase order line items. Note: UDFs are copied automatically in later versions where this sub-setting does not appear.
Choose Users
Commit Catch Weights
Enables the Commit Catch Weights plugin, available from the Actions drop-down menu ( ) on the
sales document header. This plugin allows users to apply a catch weight. Catch weights allow selling items by unit of measure such as "EACH" and billing by another unit of measure such as pounds or feet.
Contact User Fields
Enables Contact User Fields, displayed when a contact address is clicked, and allows users to modify them. These fields are created in the SalesPad User Field Editor module, beneath the Customer Addr business object.
Convert to BOM
Enables the Convert to BOM plugin, accessible from the Actions drop-down menu ( ) on the Sales
Document Entry screen header, which allows users to convert the line items of a sales document into a single BOM that contains the selected items.
Counter Sales*
Enables the Counter Sales module, which provides a simpler order entry option than the standard sales document entry screen.
ALLOW ITEM DESCRIPTION EDITS (defaults to False)
If True, users can edit an item’s description.
CAN CHANGE DOC NUMBER (defaults to False)
If True, users can manually enter Document Numbers. CUSTOMER SEARCH POST PROCESS SCRIPT
Sets the C# script to execute before leaving the Customer Search tab in Counter Sales. PRE CHECK OUT SCRIPT
Sets the C# script to execute before checkout in Counter Sales. PRE SUBMIT SCRIPT
Sets the C# script to execute before submitting the transaction in Counter Sales. SALES ENTRY POST PROCESS SCRIPT
Sets the C# script to execute before leaving the Sales Entry tab in Counter Sales.
Counter Sales Document Properties*
ALLOW SCREEN LAYOUT CUSTOMIZATION (defaults to False)
If True, users can customize the document header by Doc ID in Counter Sales.
CAN CHANGE CURRENCY (defaults to False)
If True, users can change the document currency in Counter Sales.
CAN CHANGE DOC NUMBER (defaults to False)
If True, users can manually enter document numbers in Counter Sales.
CAN CHANGE DOCUMENT DATE (defaults to True)
If True, users can modify document dates in Counter Sales. CAN CHANGE FREIGHT AMOUNT
If True, users can change the document freight amount in Counter Sales. CAN CHANGE MISCELLANEOUS CHARGE
If True, users can change the document miscellaneous charge in Counter Sales.
CAN CHANGE PAYMENT TERMS (defaults to False)
If True, users can change payment terms in sales documents in Counter Sales.
CAN CHANGE PRICE LEVEL (defaults to False)
If True, users can change price levels in sales documents in Counter Sales.
CAN CHANGE SALES REP (defaults to True)
CAN FORWARD DOCUMENTS (defaults to False)
If True, users can forward sales documents to the next workflow queue in Counter Sales.
CAN USE ELIGIBLE DISCOUNTS ONLY (defaults to True)
If True, previously set up customer discounts available on the Customer Card will be limited on a sales document to those eligible, in Counter Sales.
SHOW GROSS MARGIN (defaults to False)
If True, displays the Gross Margin of all items on the document header in Counter Sales.
TRADE DISCOUNT ENABLED (defaults to True)
If True, users can edit sales document discounts in Counter Sales.
Create Return*
Enables the ability to create returns.
IGNORE REQUIRED FIELDS (defaults to False)
If True, users can create a return without completing all required fields. Required fields are defined through the Sales Document Bus. Object in Modules > User Field Editor.
RETURN GREATER THAN INVOICE LINE
If True, users can return line items for a quantity greater than the quantity invoiced. If False, users can only return up to the quantity invoiced.
SHOW COST (defaults to False)
If True, item cost is displayed in return documents.
Credit Card Payment Selector
Enables the Credit Card Payment Selector screen, used when creating returns with credit card refunds. This screen will allow users to specify the originating credit card charge to issue the refund against, creating a secured refund.
Credit Card Processor Log Inquiry
Enables the Credit Card Processor Log Inquiry module, where users can view a log file of credit card preauth, captures, and charges over a specific time period, and if each transaction was successful or declined.
Credit Card Utilities
Enables the Credit Card Utilities module, where users can purge credit card transaction history, encrypt Dynamics credit card numbers, and mask historical sales document credit card numbers.
CRM Event Entry*
Enables the Tasks button on the CRM tab of the Customer Card, which allows users to create CRM Tasks.
ALLOW ASSIGN USER (defaults to False)
If True, users can assign tasks to other users. Tasks will appear within the SalesPad™ Today module; if
False, the user will only be allowed to view previously created events.
CRM Note Entry*
Enables users to create new CRM notes on the CRM tab of the Customer Card. If disabled, users can only view others’ notes.
DEFAULT CRM TYPE
Custom Pricing*
Enables the Custom Pricing popup that will appear within a sales document when the default price on the sales line is altered. When enabled, users can specify different pricing of a specific item, or class of items, based on the customer. The custom prices can be modified further, or deleted through the Customer Special Pricing tab in the Customer Card (if enabled).
CAN UPDATE BY GENERIC DESCRIPTION (defaults to False)
If True, users can update the price of all items that match the same generic description for a given item.
CAN UPDATE BY ITEM CLASS (defaults to False)
If True, users can update the price of all items that match the same item class.
CAN UPDATE BY SHORT DESCRIPTION (defaults to False)
If True, users can update the price of all items that match the same short description of the current item.
GENERIC DESCRIPTION UPDATE HINT (defaults to blank)
Sets a hint to show on hover for Generic Description Update.
ITEM CLASS UPDATE HINT (defaults to blank)
Sets a hint to show on hover for Item Class Update.
ITEM UPDATE HINT (defaults to blank)
Sets a hint to show on hover for Item Update.
SHORT DESCRIPTION UPDATE HINT (defaults to blank)
Sets a hint to show on hover for Short Description Update.
Customer A/R*
Enables the A/R tab of the Customer Card, allowing users to view detailed information regarding accounts receivable history, including customer aging, balance due, credit limit, and related A/R notes.
CAN DELETE OTHERS NOTES (defaults to False)
If True, users can delete other users’ notes from the A/R Notes view.
CAN DELETE OWN NOTES (defaults to False)
If True, users can delete their own notes from the A/R Notes view.
Customer Addr Card*
Enables users to modify customer address and representative information on the Customer Card. ALLOW SCREEN LAYOUT CUSTOMIZATION
If True, users can customize/rearrange the Customer Card header by customer address.
CAN CHANGE SALES REP (defaults to False)
If True, users can add, delete, override the default, or make changes to the sales representative associated with a customer.
CAN CHANGE SALES TERRITORY
If True, users can change the sales territory associated with a customer.
CAN EDIT ADDRESS (defaults to True)
If True, users can modify a customer’s current shipping, billing or other addresses.
CAN VIEW LOGIN CREDENTIALS (defaults to False)
If True, users can view the login and password information for a customer address. ON LOAD SCRIPT
Sets C# script to execute when loading the Customer Contact Addresses.
PRE SAVE SCRIPT (defaults to blank)
Sets C# script to execute before saving an address.
Customer AR Detail
Customer Card*
Enables access to the Customer Card, where users can view more detailed customer information including open sales documents and contact information.
CAN CREATE INVOICES (defaults to True)
If True, users can create invoices directly from the Customer Card.
CAN CREATE ORDERS (defaults to True)
If True, users can create orders directly from the Customer Card.
CAN CREATE QUOTES (defaults to True)
If True, users can create quotes directly from the Customer Card.
CAN CREATE RETURNS (defaults to False)
If True, users can create returns directly from the Customer Card.
SHOW COST (defaults to False)
If True, users can view the unit cost column in the Item History.
SHOW CREDIT CARD INFORMATION (defaults to False)
If True, users can see both the Credit Cards Tab and the customer’s credit card information. Not available in later versions, as this is controlled by the “Customer Credit Cards” security setting.
VISIBLE INVOICE IDS (defaults to *)
Sets a list of the names of the Invoice IDs that are visible (* for all).
VISIBLE ORDER IDS (defaults to *)
Sets a list of the names of the Order IDs that are visible (* for all).
VISIBLE QUOTE IDS (defaults to *)
Sets a list of the names of the Quote IDs that are visible (* for all).
VISIBLE RETURN IDS (defaults to *)
Sets a list of the names of the Return IDs that are visible (* for all).
ONLOADSCRIPT (defaults to blank)
Sets a C# script to execute when loading the Customer Card. PRE SAVE SCRIPT / SAVESCRIPT
Sets a C# script to execute when saving the Customer Card.
Customer CardControl Transactions
Enables the CardControl tab on the customer card, which displays all CardControl credit card transactions for the customer.
Customer Contact Addresses*
Allows users to add, edit or delete addresses on the Customer Card.
AUTOFILL ADDRESS
If True, Allows a user to choose if they want to auto fill using a previously saved address.
CAN SET PRIMARY ADDRESSES (defaults to True)
If True, users can set which customer address to use as the primary address.
Customer Contract Pricing*
Enables the Contract Pricing tab on the customer card, which allows users to view existing contract pricing for each customer.
CAN ADD CONTRACT ITEMS
If True, users can add new contract items. CAN ADD CUSTOMER CONTRACTS If True, users can add new contracts. CAN COPY CUSTOMER CONTRACTS
If True, users can copy contracts to another customer (enables the Copy button). CAN DELETE CONTRACT ITEMS
If True, users can delete contract items (enables the Delete button in the Contract Pricing grid). CAN DELETE CUSTOMER CONTRACTS
CAN EDIT CONTRACT ITEMS
If True, users can edit the editable fields for existing contract items. CAN EDIT CUSTOMER CONTRACTS
If True, users can edit the editable fields for existing customer contracts.
Customer Credit Cards*
Enables the Credit Card tab on the customer card, which allows users to enter and save credit card information specific to each customer. Disabling this feature removes the Credit Card tab, but does not remove credit card information.
ALLOW DECRYPTED CREDIT CARD LOOKUP If True, users can look up a full credit card number.
ALLOW MANUAL TRANSACTIONS (defaults to False)
If True, users can manually process customer credit cards from the Customer Card.
ALLOW OVERRIDE PAYMENT PROCESSOR (defaults to False)
If True, users can override the Payment Processor from the Customer Card.
SHOW CREDIT CARD HISTORY (defaults to False)
If True, the customer's previous credit card transactions will display.
Customer CRM*
Enables the CRM tab on the Customer Card, where users can view any customer relations information, including telephone contact, email contact, and tasks to be completed.
CAN DELETE OTHERS NOTES
If True, users can delete other users' notes; if False, users can view, but not edit or delete other users' notes.
CAN DELETE OTHERS TASKS (defaults to False)
If True, users can delete other users' tasks; if False, users can view, but not edit or delete other users' tasks.
CAN DELETE OWN NOTES (defaults to False)
If True, users can delete their own notes; if False, users can view, but not edit or delete their own notes.
CAN DELETE OWN TASKS (defaults to False)
If True, users can delete their own tasks; if False, users can view, but not edit or delete their own tasks.
CAN EDIT NOTES (defaults to False)
If True, users can edit existing notes posted by any user; if False, users can view, but not edit notes.
SHOW AR NOTES (defaults to False)
If True, notes on the A/R tab will also display on the CRM tab, and notes of the A/R type created on the CRM tab will also display on the A/R tab.
Customer Default Items
Enables the Add Customer Default Items plugin, available from the Actions drop-down menu ( ) on a
sales document header. This plugin allows users to quickly add items from a customer’s Default Doc Items tab onto a sales document.
Customer Discount Maintenance
Enables access to the Customer Discounts module, where users can apply discounts that have been setup within Customer Discounts.
Customer Discounts
Customer Emails
Not active.
Customer Equipment
Enables the Equipment tab on the Customer Card, which displays all equipment assigned to a customer.
Customer Extended Pricing
Enables the Extended Pricing tab on the Customer Card, which displays customer-specific promotional prices and effective date ranges for certain items.
Customer Item History*
Enables the Item History tab in the Customer card, which allows users to view the history of all items ordered by a customer.
CAN EXPORT GRID (defaults to True)
If True, users can export information on the Item History tab on the Customer Card to Excel.
Customer Item Sales
Enables the Item Sales tab on the Customer Card, displaying a pivot grid view of the sales of specific items to the current customer, and the monetary value associated with all sales.
Customer Note*
Enables the Note tab on the Customer Card, where Customer Notes can be modified. Customer Notes may be displayed via a popup window (Modules > Settings > Auto Popup Customer Notes) when the Customer Card is opened.
ALLOW DATE TIME STAMPED NOTE ADDITIONS (defaults to False)
If True, notes added will display a date/time stamp.
ALLOW FREE FORM EDITS (defaults to True)
If True, users can create and edit notes in the Customer Notes area.
Customer Overview*
Enables all header information on the Customer Card. This feature cannot be disabled; if un-checked, sub-features will still be allowed.
ALLOW SCREEN LAYOUT CUSTOMIZATION
If True, users can customize/rearrange the Customer Card header by customer class.
CAN CHANGE CUSTOMER CLASS (defaults to False)
If True, users can change a customer's Class. Note: When a class is initially set on a customer card, the associated class defaults will be set in GP. Future changes made to a customer class in SalesPad will NOT override the customer class settings in GP.
CAN CHANGE ON HOLD STATUS (defaults to False)
If True, users can change a customer's on hold status.
CAN CHANGE PAYMENT TERMS (defaults to False)
If True, users can change the default payment terms for the customer.
CAN CHANGE PRICE LEVEL (defaults to False)
If True, users can change the default price level for the customer.
CAN CHANGE SALES REP (defaults to False)
If True, users can change the sales representative associated with a customer. CAN CHANGE SALES TERRITORY
CAN CHANGE TRADE DISCOUNT
If True, users can change the customer’s trade discount percent.
CAN EDIT CUSTOMER NAME (defaults to False)
If True, users can edit the customer’s name at any time; if False, the customer name will not be modifiable after it has been created.
SHOW CUSTOMER HINT (defaults to False)
If True, hovering over a customer number on the Customer Card will display the customer’s yearly revenue, unless the full hint is also enabled.
SHOW FULL HINT (defaults to False)
If both the Show Full Hint and Show Customer Hint features are enabled (True), hovering over a customer number on the Customer Card will display a customer’s yearly revenue, cost, percent margin, freight cost and freight revenue. If Show Full Hint is enabled, but Show Customer Hint is disabled, no Hint will be displayed.
Customer PaperSave*
Enables the PaperSave tab on the Customer Card, allowing PaperSave integration. TRANSACTION TYPE
Sets the transaction type name used when a new document is added to PaperSave
Customer Quick Report*
Enables the Quick Report tab on the Customer Card.
MULTI QUICK REPORTS PATH (defaults to blank)
Sets the full path of the Quick Reports folder when using multiple reports.
MULTIPLE REPORTS (defaults to False)
If True, allows for the use of multiple Quick Reports on the Customer Card.
QUICK REPORT (defaults to blank)
Sets the name and path of the Quick Report when using single report.
Customer Recurring Sales
Enables the Recurring Sales tab on the Customer Card, where the Recurring Sales Definition grid can be displayed.
Customer RGA
Enables the Customer RGA (Return Goods Authorization) report under printable document types. The Customer RGA allows the user to pre-approve return goods for re-processing.
Customer Sales Documents*
Enables the Sales Documents tab on the Customer Card, which will display all open and historical sales documents. These documents are limitable by document type, and the list can be modified to display a certain number of months.
CAN EXPORT GRID
If True, users can export the customer's RGA report.
Customer Sales Graph*
Enables the Sales Graph tab in the Customer Card, which displays a customer-specific graph of overall sales arranged over a user-defined time.
SHOW COST (defaults to False)
Customer Saved Attributes
Enables the Saved Attributes tab on the customer card, where users can create and manage one or more sets of attributes, which appear in the Saved Attributes drop-down on the Sales Inventory Lookup screen.
Customer Search*
Enables user to search the company database for a customer through one of the on-screen fields.
CAN CREATE CUSTOMERS (defaults to False)
If True, user can create new customers.
CAN EXPORT GRID (defaults to False)
If True, users can export search results to an Excel™ document.
CAN PRINT GRID (defaults to False)
If True, users can print the search.
CAN UPDATE GRID (defaults to False)
If True, the user will be able to update the grid as necessary.
Customer Special Pricing*
Enables the Special Pricing tab on the Customer Card, allowing the user to add customer-specific pricing to individual items either by short description, long description, item class or item number.
CAN ADD PRICE LEVELS (defaults to False)
If True, users can add special pricing directly through the Special Pricing tab; if False, special pricing can only be added from the sales document.
CAN DELETE PRICE LEVELS (defaults to False)
If True, users can delete previously created custom pricing for a customer.
CAN EDIT PRICE LEVELS (defaults to False)
If True, users can modify special pricing information, such as the short/long description, item number, or price.
CAN EXPORT CUSTOM PRICING GRID
If True, users can export data from the Custom Pricing grid on the Customer Card Special Pricing tab to Excel.
CAN EXPORT ITEM CLASS PRICE LEVELS GRID
If True, users can export data from the Customer Item Class Price Levels grid on the Customer Card Special Pricing tab to Excel.
CAN VIEW PROFIT DETAILS (defaults to False)
If True, users can view margin, cost, and profit information in the customer’s special pricing.
Customer User Fields*
Enables the User Fields tab on the Customer Card. Information found here is modified through Modules > User Field Editor.
ON LOAD USER FIELDS SCRIPT
Sets a C# script to execute when loading customer user fields.
Dashboard Designer
Enables the Dashboard Designer module, where users can create Dashboards, which can display multiple websites, Quick Reports, or file structures on a single screen.
Dashboard Viewer
Database Update*
Enables users to accept database updates.
CAN APPLY DATABASE UPDATE must also be set to True.
Default Doc Items
Enables the Default Doc Items tab on the Customer Card, which displays the customer’s default items that can quickly be added to the customer’s sales documents using the Add Customer Default Items sales document plugin.
Direct Sales Entry*
Enables the Direct Sales Entry module, a free-floating screen that allows users to create a new document for a customer by selecting a specific document type and ID and entering the Customer Number. This allows users that know specific Customer Numbers to easily create new sales documents without looking up the customer in the customer search.
CAN CREATE INVOICES (defaults to True)
If True, users can create invoices from Direct Sales Entry.
CAN CREATE ORDERS (defaults to True)
If True, users can create orders from Direct Sales Entry.
CAN CREATE QUOTES (defaults to True)
If True, users can create quotes from Direct Sales Entry.
CAN CREATE RETURNS (defaults to False)
If True, users can create returns from Direct Sales Entry.
Document Release*
Enables the Document Release plugin, accessible from the Actions drop-down menu ( ) on the Sales
Document Entry screen header, which allows splitting sales documents, adding freight, and adding payments in one process.
ALLOW AUTHORIZE (defaults to False)
If True, users can authorize a transaction when releasing a document.
ALLOW CHARGE (defaults to False)
If True, users can charge a transaction when releasing a document.
ALLOW MANUAL (defaults to False)
If True, users can charge a manual transaction when releasing a document.
CAN SET NON INVENTORY ITEM HANDLING (defaults to True)
If True, users can set Item Handling on Non-Inventoried Items.
CAN SPLIT BY BACKORDER QTY (defaults to True)
If True, users can split an order by backorder quantity. CAN SPLIT BY CUSTOM FIELD
If True, users can split by a custom field on the sales line.
CAN SPLIT BY DROP SHIP (defaults to True)
If True, users can split an order by a Drop Ship item.
CAN SPLIT BY QTY FULFILLED (defaults to False)
If True, users can split an order by Quantity Fulfilled.
CAN SPLIT BY SHIPPING ADDRESS (defaults to True)
If True, users can split an order by Address Line 1 on the sales line.
CAN SPLIT BY SHIPPING METHOD (defaults to True)
If True, users can split an order by the Shipping Method.
CAN SPLIT BY WAREHOUSE (defaults to True)
If True, users can split an order by the Warehouse.
NON INVENTORY ITEM AS BACKORDERED ITEM (defaults to True)
SHOW IF NOTHING TO SPLIT
If True, the Split Sales Document screen will display even when nothing on the document can be split.
SHOW MESSAGE IF SUBTOTALS DO NOT MATCH (defaults to True)
If True, displays a message if subtotals are not equal.
SPLIT BY BACKORDER QTY (defaults to True)
If True, an order will split by backorder quantity, by default.
SPLIT BY DROP SHIP (defaults to True)
If True, an order will split by drop ship item, by default.
SPLIT BY QTY FULFILLED (defaults to False)
If True, an order can be split by Quantity Fulfilled, but cannot be split by other methods.
SPLIT BY SHIPPING ADDRESS (defaults to True)
If True, an order will split by address line 1 on the sales line, by default.
SPLIT BY SHIPPING METHOD (defaults to True)
If True, an order will split by shipping method, by default.
SPLIT BY WAREHOUSE (defaults to True)
If True, an order will split by warehouse, by default.
Email Template Editor
Enables the Email Template Editor module, which allows users to create an email template to be used when emailing reports from within the Print Sales Document Report screen.
Equipment Lookup
Enables the Equipment Lookup/Equipment Search module, where users can search serial number records and create new serial numbers for customer equipment.
Equipment Maintenance
Enables access to Equipment Cards, where users can access detailed information on service equipment. ON LOAD SCRIPT
Sets the C# script that executes when you open the equipment card. PRE SAVE SCRIPT
Sets the C# script that executes when you click the save button, before the equipment saves.
Equipment Management Additional Properties
Enables the Additional Properties tab on the Equipment Card where user fields containing additional service equipment properties are visible.
Equipment Management Assign Equipment to Customer
Enables the Assign Equipment to Customer plugin, accessible from the Actions drop-down menu ( )
on the Equipment Card header, which fills in the appropriate UDF on an equipment item with the selected customer and shows assignment to that customer.
ON CUSTOMER ASSIGNMENT SCRIPT
Sets the C# script that executes when you click the assign button, after the equipment is assigned. If no customer is assigned the script will not run.
Equipment Management Equipment History
Enables the Equipment History tab on the Equipment Card which displays a history of all serial numbers sold for the current equipment item.
Enables the Invoicing plugin, available from the Actions drop-down menu ( ) on a Service Order header. This plugin allows transferring of a Service Order into an invoice. If the Third Party billing field is filled, the invoice will be generated for the customer number entered in this field. Note: When enabled, this plugin will appear on all sales document types.
POST TRANSFER SCRIPT
Sets the C# script that executes after a document has been transferred. PRE TRANSFER SCRIPT
Sets the C# script that executes before a document is transferred, upon selecting the Invoicing plugin.
Equipment Management Item History*
Enables the Item History tab on the Equipment Card, which displays a history of all sales documents the equipment item is on.
CAN EXPORT GRID
Allows user to view the RGA report for the service.
Equipment Management Quick Report*
Enables the Quick Report tab on the Equipment Card, allowing users to run Quick Reports on the Equipment Card.
MULTI QUICK REPORTS PATH (defaults to blank)
Sets the full path of the Quick Reports folder when using multiple reports.
MULTIPLE REPORTS (defaults to False)
If True, allows for the use of multiple quick reports. QUICK REPORT
Sets the name and path of the Quick Report when using a single report.
Equipment Management Service Orders
Enables the Service Orders tab on the Equipment Card, which displays all service orders and service invoices the equipment item is on.
Equipment Properties
Enables users to see the Equipment Properties on the top part of the Equipment Card. ALLOW ITEM DESCRIPTION CHANGES
If True, users can change the item description on the Equipment Card. ALLOW ITEM NUMBER CHANGES
If True, users can change the item number on the Equipment Card. ALLOW SERIAL NUMBER REACTIVATION
If True, users can re-activate an inactive equipment serial number.
Excel Sales Document
Enables the Excel Sales Document option in Print Reports, so users can export select documents into an Excel™ Document.
Fascor Lock Status*
Enables the FASCOR Lock Status plugin, accessible from the Actions drop-down menu ( ) on the Sales
Document Entry screen header. This plugin indicates the status of a sales order and if the document can be locked.
UNLOCK QUEUE ACCESS LIST (defaults to *)
Sets a list of workflow queues where the Fascor Lock Status plugin will be available (* for all).
UNLOCKED QUEUE (defaults to *)
Funnel*
Enables the Funnel module, which allows for sales documents to be picked and processed from a pre- configured Workflow Queue.
ALLOW MANUAL PAYMENTS (defaults to False)
If True, allows manual transactions from within the Funnel.
ALLOW PRE AUTH PAYMENTS (defaults to False)
If True, allows pre authorizations from within the Funnel.
LINE ITEMS ARE EDITABLE (defaults to True)
If True, users can edit line items.
Great Plains PO Link
Enables the Dynamics™ GP button under the Purchases tab of the Sales Order Entry screen that allows users to open a purchase order (attached to a sales order) within Dynamics™ GP. In order to open the PO within Dynamics™ GP, the user must have Dynamics™ GP running, open and be logged into the company.
Group Pricing
Enables the Group Pricing module, which allows users to set up items and customers for group pricing.
Import Manager
Enables the Import Manager module, which can be used for the setup and execution of data object
imports such as Alternate Items for storing 3rd party item catalogs, and pricing imports.
Initialization
No function at this time.
Internal RGA
Enables the Internal RGA option in Print Reports, where users can print an Internal RGA (Return Goods Authorization) Report from an open sales document.
Inventory Allocations
Enables the Inventory Allocations screen, accessible from the Item Inventory tab in the Inventory Lookup and Inventory Analysis modules after clicking on the number in the Allocated column. The screen
displays information on individual documents where the selected item is allocated, including the quantity allocated.
Inventory Analysis
Enables the Inventory Analysis module, which allows users to analyze inventory sales over a specified time frame and make decisions on how to best adjust reorder points based on sales averages and months availability. Reorder points can be updated manually or by using a multiplier.
Inventory Bin Transfers*
Enables the Inventory Bin Transfers module, where users can transfer inventory from bin to bin within the same warehouse.
AUTO SEARCH
Inventory Lookup*
Enables the Inventory Lookup module, which allows users to search for items.
CAN ACCESS 3RD PARTY CATALOG (defaults to True)
If True, enables the 3rd party catalog tab in Inventory Lookup.
CAN ACCESS VENDOR CATALOG
If True, enables the Vendor Items tab in Inventory Lookup.
CAN CREATE ITEMS (defaults to False)
If True, enables the New Item button in Inventory Lookup, allowing users to add new items to SalesPad.
CAN EXPORT GRID (defaults to True)
If True, user can export the Inventory Lookup grid.
CAN PRINT GRID (defaults to True)
If True, user can print the Inventory Lookup grid.
Inventory Lot Number Entry*
Enables the Lot Number Entry screen. If disabled, users cannot view or modify Lot Number information. ON LOAD SCRIPT
Sets C# script that executes when the lot is opened. PRE SAVE SCRIPT
Sets C# script that executes when the save button is clicked, before the lot is saved.
Inventory Lot Number Properties
Enables the Lot Number header fields on the Lot Number Entry screen, allowing users to view and modify Lot Number information.
Inventory Lot Number User Fields
Enables the User Fields tab on the Lot Number Entry screen, where lot number user fields are displayed. READ ONLY
If True, users cannot edit lot number user fields.
Inventory Matrix View*
Enables the Inventory Matrix View tab on the Inventory Lookup module and the Inventory Analysis module. From this tab, users can create a Matrix attached to specific inventory items.
SHOW SETUP BUTTON (defaults to False)
If True, the Setup button will be visible, allowing users to launch the Item Matrix Setup Window.
Inventory Transfers*
Enables the Inventory Transfers module, used to transfer inventory between sites.
AUTO SEARCH (defaults to False)
If True, form will automatically search when opened.
BATCH NUMBER (defaults to blank)
Sets the batch number that is transferred to GP.
POPUP BATCH NUMBER (defaults to True)
If True, a text box will pop up to enter a batch number. This setting overrides anything in the Batch_Num setting.
Invoice
Enables the Invoice option in Print Reports. Users can print sales documents to an Invoice Report.
Item Aggregate Pricing
that can be applied using the plugin on the sales document header.
Item Analysis*
Enables the Item Analysis tab in the Inventory Lookup module and the Inventory Analysis module, which allows users to view total quantities sold for a given item over a specified time frame.
SHOW COST (defaults to False)
If True, the Item Cost column in the table to the right of the Item Analysis Graph will be visible.
Item Attribute Class Editor
Enables the Item Attribute Class Editor module, where users can set up item attributes which are displayed during Sales Inventory Search. If disabled, users can search by item attributes, but cannot edit the setup.
Item Category Report*
Enables the Item Category Report module, which displays a graphical representation of item sales by category and by date range.
SHOW COST (defaults to False)
If True, displays the cost of an item.
Item Configuration Maintenance
Enables the Item Configuration Maintenance module, where users can set up item configurations that allow choosing package components during the order entry process.
Item Configurator*
Enables the Item Configurator plugin, accessible from the Actions drop-down menu ( ) on the Line
Items tab of the sales document. This plugin allows users to build item configurations according to preset templates, if a configurable item is entered.
EXPORT SEQUENCE SMART FIELD
Name the smart field that will export the sequence order of the configured items as displayed in the configurator for use in reports or forms to a sales line user field.
ROLL OPTION DESCRIPTION TO LINE ITEM DESCRIPTION
If True, rolls the description of each configured option up to the line item where the option applies.
Item Inventory*
Enables the Item Inventory tab in the Inventory Lookup module and the Inventory analysis module, which allows users to view a record of total inventory of a certain item by location and Bin location. This information is updated when the Allocate button is used within a sales document.
CAN REORDER BINS (defaults to False)
If True, users can reorder bins.
CAN TRANSFER BIN QUANTITIES (defaults to False)
If True, users can transfer quantity from one bin to another.
Item Inventory Analysis
Item Kit Components
Enables the Item Kit Components tab in the Inventory Lookup module and the Inventory Analysis module, which allows users to view details of package/kit components such as kit number, item numbers and descriptions, total weight, and availability.
Item Maintenance
Enables the Item Maintenance dialog that can be accessed through the Item Properties tab on the Inventory Lookup module and the Inventory Analysis module. Item Maintenance allowing users to modify information pertaining to each individual item, including Item Name, Price, Vendor Information, Resource and Warehouse Planning. This information is modified through the ellipsis (…) button on the item number line (Can Edit must be set to True under Item Properties).
MAXIMIZE WINDOW
If True, the Item Maintenance window will be maximized.
Item Notes*
Enables the Item Notes tab on the Inventory Lookup module and the Inventory Analysis module, allowing users to view, add or edit current notes.
CAN ADD NOTE (defaults to False)
If True, users can add an internal note to an item.
CAN EDIT ENTIRE NOTE (defaults to False)
If True, users can edit a note created by any user.
CAN VIEW PURCHASING NOTES (defaults to True)
If True, users can view any notes entered on purchase orders.
Item Properties*
Enables the Item Properties tab on the Inventory Lookup module and the Inventory Analysis module, allowing users to view the Item Properties tab under each individual item and edit item information, including basic information, item quantities and pricing.
CAN EDIT (defaults to False)
If True, user can edit any of the fields within the basic information, item quantities or pricing categories (enables the ellipsis next to the item number on the Item Properties tab).
SHOW COST (defaults to False)
If True, item cost and pricing information is displayed. SHOW COST OPTION
Sets the option for displaying cost. Select from None, Current, Standard, Current_And_Standard.
SHOW SELL PRICE (defaults to True)
If True, shows the sell price of the item.
Item Purchases*
Enables the Item Purchases tab in the Inventory Lookup module and the Inventory Analysis module, where users can view all purchases linked to an item.
SHOW COST (defaults to False)
If True, users can view the Item Cost column in the Item Purchases grid.
Item Quick Report*
Enables the Item Quick Report tab in the Inventory Lookup module and the Inventory Analysis module,
where users can see item-specific Quick Reports that are pre-filtered based on the item selected. MULTI
QUICK REPORTS PATH (defaults to blank)
Sets the full path of the Quick Reports folder when using multiple reports.
MULTIPLE REPORTS (defaults to False)
QUICK REPORT
Sets the name and path of the Quick Report when using a single report.
Item Sales*
Enables the Item Sales tab on the Inventory Lookup module and the Inventory Analysis module. When an item is selected in either module, this tab will list all sales orders in which that item was sold and related sales information.
CAN EXPORT GRID (defaults to True)
If True, user can export the Item Sales grid.
SHOW COST (defaults to False)
If True, users can view item cost on the Item Sales grid.
SHOW PRICE (defaults to True)
If True, users can view item sell price on the Item Sales grid.
Item Sales Options
Allows users to configure additional options (in the Item Sales tab in Inventory Lookup/Inventory Analysis) that when the specific item is entered on a sales document, the additional options are presented to the users to specify and add to the sales document.
Item Serial Attributes*
Enables the Serial Attributes tab on the Inventory Lookup module and the Inventory Analysis module. This shows users any additional serial attributes, stored within a SalesPad custom table, specific to the item selected in Inventory Lookup.
CAN EDIT (defaults to False)
If True, users can edit serial attributes.
Item Serial/Lot Numbers*
Enables the Item Serial/Lot Numbers tab on the Inventory Lookup module and the Inventory Analysis module. The tab displays available serial/lot numbers of the currently selected item.
CAN TRANSFER BIN QUANTITIES (defaults to False)
If True, users can transfer quantity from one bin to another.
SHOW COST (defaults to False)
If True, the specific cost of the serial or lot number will display.
Item Substitutes
Enables the Item Substitutes tab, where substitutes for the currently selected item are shown, on the Inventory Lookup module and the Inventory Analysis module.
Item User Fields*
Enables the Item User Fields tab, which displays information about the item's inventory status, on the Inventory Lookup module and the Inventory Analysis module. When an item is selected within either module, this tab will list all of the User Fields that were previously set up in the User Field Editor module beneath the Item Master business object.
READ ONLY (defaults to True)
If True, the user cannot modify the contents of the fields under the Item User Fields tab.
Layout Tab
Lot Number Search
Enables the Lot Number Search module, where users can search for lot numbers.
Mass Update
Discontinued item. No longer supported.
Matrix Class Maintenance
Enables the Matrix Class Maintenance module, which provides an interface to set up item matrices.
Matrix Inventory
Enables Matrix Inventory, which provides a maintenance screen to define matrix dimensions and assign non-inventory item numbers to matrix configurations.
Matrix Purchase Order Entry
Enables the Matrix Purchase Order Entry plugin, accessible from the Actions drop-down menu ( ) on
the Line Items tab of the Purchase Order Entry screen. This plugin allows choosing a matrix configuration setup.
Matrix Sales Entry
Enables the Matrix Sales Entry plugin, accessible from the Actions drop-down menu ( ) on the Line
Items tab of the Sales Document Entry screen. This plugin allows choosing a matrix configuration setup.
Mobile Log Utility
Intended for discontinued product.
Mobile Monitor
Intended for discontinued product.
Mobile Send/Receive
Intended for discontinued product.
Mobile User Management
Intended for discontinued product.
New Customer*
Enables the New button on the Customer Search screen, allowing users to add new customers.
AUTO ASSIGN CUSTOMER ID (defaults to False)
If True, automatically assigns a customer ID to each new customer, in increasing order. (The values that each Company uses for Customer IDs can be modified through Microsoft Dynamics™ GP button >
Tools > Setup > Company > Company Setup > User Defined 2.) Note: If the Auto Assigned Customer
CAN ASSIGN CUSTOMER CLASS (defaults to True)
If True, new customers can be assigned to any pre-existing class type. (These classes are configured through GP: Dynamics™ GP > Tools > Setup > Sales > Customer Class.) Note: When a class is initially set on a customer card, the associated class defaults will be set in GP. Future changes made to a customer class in SalesPad will NOT override the customer class settings in GP.
CAN ASSIGN LOCATION (defaults to True)
If True, users can set or change location.
CAN ASSIGN PAYMENT TERMS (defaults to True)
If True, users can set or change payment terms.
CAN ASSIGN PRIMARY ADDRESS CODE (defaults to True)
If True, users can modify the primary address assigned to a customer.
CAN ASSIGN SALES REP (defaults to True)
If True, users can assign a sales rep to a customer.
CAN ASSIGN SALES TERRITORY (defaults to False)
If True, users can assign a sales territory to a customer.
CAN ASSIGN SHIPPING METHOD (defaults to True)
If True, users can choose the shipping method for each customer.
CAN ASSIGN TAX SCHEDULE (defaults to True)
If True, users can assign a tax schedule to a customer. CUSTOMER CLASS OVERRIDES DEFAULTS
If True, auto fills the fields associated with customer class.
DEFAULT CUSTOMER CLASS (defaults to blank)
Sets a default class for new customers.
DEFAULT LOCATION (defaults to blank) Sets a
default location for new customers. DEFAULT
PAYMENT TERMS (defaults to blank)
Sets a default value to be automatically assigned for payment terms.
DEFAULT PRIMARY ADDRESS CODE (defaults to blank)
Sets the default code to be assigned to the primary address, ex. BillTo, ShipTo, etc.
DEFAULT SALES REP (defaults to blank)
Sets the default sales rep for new customers.
DEFAULT SALES TERRITORY / DEFAULT TERRITORY (defaults to blank)
Sets the default sales territory for new customers.
DEFAULT SHIPPING METHOD (defaults to blank)
Sets the default shipping method for new customers.
DEFAULT TAX SCHEDULE (defaults to blank)
Sets the default tax schedule for new customers. PRE SAVE SCRIPT
Sets C# script that will execute before saving a new customer.
New Customer Special Pricing
Enables the New Custom Price button on the Special Pricing tab on the customer card, which allows users to add new pricing for the selected customer. Note: There is no security to control the New Custom Price button prior to version 4.0.
New Email Template
New Vendor*
Enables the New button on the Vendor Search screen, allowing users to add new vendors.
AUTO ASSIGN VENDOR ID (defaults to False)
If True, automatically assigns a vendor ID to each new vendor. Requires either a vendor stored
procedure or a number string entered into User Field 2 on the company card in Dynamics™ GP.
CAN ASSIGN PAYMENT TERMS (defaults to True)
If True, users can assign payment terms.
CAN ASSIGN PRIMARY ADDRESS CODE (defaults to True)
If True, users can assign a primary address code.
CAN ASSIGN SHIPPING METHOD (defaults to True)
If True, users can assign a Shipping Method.
CAN ASSIGN TAX SCHEDULE (defaults to True)
If True, users can assign a Tax Schedule.
CAN ASSIGN VENDOR CLASS (defaults to True)
If True, users can assign a vendor class.
DEFAULT PAYMENT TERMS (defaults to blank)
Sets the default payment terms used.
DEFAULT PRIMARY ADDRESS CODE (defaults to blank)
Sets the default primary address code to be used.
DEFAULT SHIPPING METHOD (defaults to blank)
Sets the default shipping method to be used.
DEFAULT TAX SCHEDULE (defaults to blank)
Sets the default tax schedule to be used.
DEFAULT VENDOR CLASS (defaults to blank)
Sets the default vendor class to be used.
PRE SAVE SCRIPT (defaults to blank)
Sets C# script that will execute before saving a new vendor.
New Vendor Special Costing
Enables the New button on the Special Costing tab on the Vendor Card, which allows users to add new costing on the selected vendor.
Notes Review
Deprecated
Open Dynamics GP Cash Receipt
Enables the Dynamics™ GP button on the Cash Receipt module, allowing users to open the selected cash receipt in GP while closing it in SalesPad.
Open Dynamics GP Customer Card
Allows the Dynamics™ GP button on the Customer Card to open the current customer in Dynamics™ GP.
Open Great Plains Sales Document
Allows users to click on the Dynamics™ symbol and open the sales document within Dynamics™ GP, if Dynamics™ GP is open.
Order Confirmation
Packing Slip
Enables the Packing Slip option in Print Reports, so users can print the Packing Slip Report from the sales document.
Payment Plugin*
Enables the Payment workflow plugin that can be used to collect payments on sales documents at a
certain point in the workflow process. This plugin is available from the Actions ( ) drop-down menu
on the sales document header, as “Payments”. (versions prior to 4.1 only)
ALLOW AUTHORIZE (defaults to False)
If True, users can authorize a transaction when releasing a document.
ALLOW CHARGE (defaults to False)
If True, users can charge a transaction when releasing a document.
ALLOW MANUAL (defaults to False)
If True, users can charge a manual transaction when releasing a document.
Payment Processor Setup
Enables the Payment Processor Setup module, which provides an interface to set up payment processor gateways for credit card transactions. Processors configured in this module can either be used on the Sales Document Payment screen or on the Customer Credit Cards tab to record credit card transactions.
Pick Ticket
Enables the Pick Ticket option in Print Reports so users can print the picking ticket report for an order.
Pick Ticket Printing
Allows printing a pick ticket in bin order as in "wave picking" scenarios. Note that the Bulk Pick Ticket Report must also be enabled.
Pick Ticket Processing Configuration
Allows users to edit the Pick Ticket Processing setup from within the Pick Ticket Printing module. This works in conjunction with the Funnel, giving users access to click on the "Config:" label or Queue Setup button to set up the processing order of a Pick Ticket through the Funnel.
Preauth Batch Processing*
Enables the Preauth Batch Processing module, which provides an interface to capture previously
preauthorized credit card transactions on multiple documents. Note that for documents to show on this screen a PreauthHoldCode must be defined in the Settings.
WAREHOUSE ACCESS LIST (defaults to blank)
Allows only orders in warehouses specified in this list to be preauthorized. Leaving this blank will designate all warehouses.
Price Maintenance*
Enables the Price Maintenance module, allowing users to maintain price multipliers and effective dates for item list prices.
CAN UPDATE LIST PRICE MULTIPLIERS (defaults to False)
If True, users can change the list price multipliers.
CAN UPDATE LIST PRICES (defaults to False)
CAN UPDATE MULTIPLIERS (defaults to False) If True, users can change the multipliers.
Print PO Report
Enables users to print a PO Report from the Purchases tab on the sales document.
Print Purchasing Report*
Enables the Print dialog on the Purchasing screen, used to preview, print, email and fax sales documents.
ADMIN MODE (defaults to False)
If True, users can access the Properties button on the Print Sales Document screen to copy, design, and delete reports.
BLANKET PO REPORTS (defaults to blank)
Sets the blanket purchase order reports that can be used to print. Blank permits the use of all blanket PO reports. Note: If not left blank, new reports will not display until added here.
DROP SHIP BLANKET PO REPORTS (defaults to blank)
Sets the drop ship blanket purchase order reports that can be used to print. Blank permits the use of all drop ship blanket PO reports. Note: If not left blank, new reports will not display until added here.
DROP SHIP PO REPORTS (defaults to blank)
Sets the drop ship purchase order reports that can be used to print. Blank permits the use of all drop ship PO reports. Note: If not left blank, new reports will not display until added here.
FAX FROM EMAIL ADDRESS (defaults to blank)
Sets the “from” email address to use for the fax service.
SHOW CUSTOMIZED REPORTS ONLY (defaults to False)
If True, only customized reports (no default templates) will be displayed.
STANDARD PO REPORTS (defaults to blank)
Sets the standard purchase order reports that can be used to print. Leave blank to permit the use of all standard po reports Note: If not left blank, new reports will not display until added here.
SUPPRESS FAX BODY (defaults to False)
If True, the body text transmitted via email to the fax service is suppressed. Body/comment data is available in the FaxCoverSheet.Comments report source field.
Print Report*
Enables the Print dialog on the Sales Document Entry screen, used to preview, print, email and fax sales documents.
ADMIN MODE (defaults to False)
If True, users can access the Properties button on the Print Sales Document screen to copy, design, and delete reports.
FAX FROM EMAIL ADDRESS (defaults to blank)
Sets the "from" email address to use for the fax service.
INVOICE REPORTS (defaults to blank)
Sets the sales document reports that can be used to print an invoice (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here.
ORDER REPORTS (defaults to blank)
Sets the sales document reports that can be used to print an order (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here.
PRINTED HOLD CODE
QUOTE REPORTS (defaults to blank)
Sets the sales document reports that can be used to print a quote (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here.
RETURN REPORTS (defaults to blank)
Sets the sales document reports that can be used to print a return (all others will be hidden). Leave blank to permit the use of all reports. Note: If not left blank, new reports will not display until added here.
SHOW CUSTOMIZED REPORTS ONLY (defaults to False)
If True, only customized reports will be displayed; if False, customized reports and default templates will be displayed.
SUPPRESS FAX BODY (defaults to False)
If True, the body text transmitted via email to the fax service is suppressed. Body/comment data is available in the FaxCoverSheet.Comments report source field.
Product Label Report
For DataCollection.
Profile Selector
Enables the Profile Selector module, which works in conjunction with the filter scripts that can be created in the Script Manager module. Note that enabling this module allows users to choose which filter they are affected by.
Prospect Conversion
Not currently active
Purchase Order Addresses*
Enables the Addresses tab on the Purchase Order Entry screen, where users can modify the ship to address, vendor address, and select the correct address to bill.
UPDATE BUTTON ENABLED (defaults to True)
If True, enables Update button, allowing users to change addresses in a purchase order.
Purchase Order Audit
Enables the Audit Tab on the purchase order screen, which displays a record of all modifications to the purchase order, including saves and price modifications.
Purchase Order Entry*
Enables the base Purchase Order Entry screen. Tabs and header options on this screen must be enabled as separate modules all beginning with "Purchase Order".
BUYER ID REQUIRED (defaults to False)
If True, users must set a Buyer ID in order to create a PO.
CAN CHANGE NI LINE INDICATOR (defaults to True)
If True, users can check or uncheck the "NI" check box on the Line Items tab of a purchase order to indicate a Non-Inventory item.
CAN CHANGE VENDOR NAME (defaults to True)
If True, users can update vendor names on screen.
CAN COPY PURCHASE ORDER (defaults to False)
If True, users can copy a purchase order to a new purchase order.
PRE SAVE SCRIPT (defaults to blank)
