SYSPRO Ribbon bar > Setup > Security Fields

Security Fields

You use this function (within the Operators program) to configure the level of access an operator has to editing and viewing fields within SYSPRO.

List of fields

Accounts Payable

Field Description
AP Supplier check print name Controls whether an operator can access the Check print name field when adding or maintaining a supplier within the Suppliers program.
AP Supplier bank branch Controls whether an operator can access the Bank branch field when adding or maintaining a supplier within the Suppliers program.
AP Supplier bank account number Controls whether an operator can access the Account number field when adding or maintaining a supplier within the Suppliers program.
AP Supplier EFT bank account type Controls whether an operator can access the Account type field when adding or maintaining a supplier within the Suppliers program.
AP Supplier EFT user defined field 1 Controls whether an operator can access the first EFT user defined field when adding or maintaining a supplier within the Suppliers program. The description displayed for this field is defined against Accounts Payable supplier EFT - Field 1 in the Electronic Funds Transfer Setup program.
AP Supplier EFT user defined field 2 Controls whether an operator can access the second EFT user defined field when adding or maintaining a supplier within the Suppliers program. The description displayed for this field is defined against Accounts Payable supplier EFT - Field 1 in the Electronic Funds Transfer Setup program.
AP Supplier EFT statement reference Controls whether an operator can access the second EFT user defined field when adding or maintaining a supplier within the Suppliers program.
AP Supplier pay by EFT Controls whether an operator can access the EFT payments required field when adding or maintaining a supplier within the Suppliers program.
AP Bank EFT payments allowed Controls whether an operator can access the EFT payment required option when adding or maintaining a bank using the Banks program.
AP Bank Total posting for EFT runs Controls whether an operator can access the Cash Book integration option when adding or maintaining a bank using the Banks program.
AP Bank next EFT number Controls whether an operator can access the Next EFT number field when adding or maintaining a bank using the Banks program.
AP Supplier placed on hold Controls whether an operator can access the Supplier on hold field when adding or maintaining a supplier within the Suppliers program.
AP Supplier bank Controls whether an operator can access the Bank field when adding or maintaining a supplier within the Suppliers program.

Accounts Receivable

Field Description
AR Credit limit Controls whether an operator can access the Credit limit field when adding or maintaining a customer within the Customers program.
AR Credit terms Controls whether an operator can access the Invoice terms field when adding or maintaining a customer within the Customers program.
AR Credit checking method for customer Controls whether an operator can access the Credit Checking fields when adding or maintaining a customer within the Customers program.

Assets

Field Description
AS Assets financial fields Controls whether an operator can change financial information within the Assets program. This includes the Purchase date, Purchase period, Purchase year, Deposit paid and Total tax paid fields.

It also controls whether an operator can process acquisitions which alter the asset quantity (Asset Acquisition).
AS Assets identification fields Controls whether an operator can access the following fields in the Purchasing Details pane of the Assets program:
  • Registration
  • Engine number
  • Chassis number
  • ID/Serial no
AS Assets integration fields Controls whether an operator can access the following fields in the Assets program:
  • Branch
  • Cost center
  • Group
AS Assets owner Controls whether an operator can access the Owner field in the Asset Details pane of the Assets program.
AS Assets depreciation fields Controls whether an operator can access the Depreciation code, Suspend depreciation and Residual value fields in the Assets program.

Customization

Field Description
Company date and temporary date  

Inventory

Field Description
INV Text technical spec Controls whether an operator can edit technical specification text against a stock item.
INV Text sales order Controls whether an operator can edit sales order text against a stock item.
INV Text purchase order Controls whether an operator can edit purchase order text against a stock item.
INV Text job narrations Controls whether an operator can edit job narration text against a stock item.
INV Text inspections Controls whether an operator can edit inspection text against a stock item.
INV Text dangerous goods Controls whether an operator can edit dangerous goods text against a stock item.
INV Inventory receipts: Total cost Controls whether an operator can set the Cost basis to Total when processing a Receipt in the Inventory Movements program.

In addition, the operator cannot enter a total cost when receipting a kit type item, or when standard costing is in use, when access to this field is denied.
INV Show costs in Inventory/WIP queries

Controls whether stock item costs are displayed in the Inventory, Work in Progress, Projects and Contracts and Inventory Planning modules. It also controls whether cost values are printed on the Stock Take Variance report and the unit cost for bought out items is printed on the Advanced Trial Kitting (Legacy) report.

[Note]

If you deny an operator access to the viewing costs in Inventory Query while allowing the same operator to maintain stock codes, then the operator can view details of BOM Costs held against the item.
INV Show costs in stock code maintenance Controls whether an operator can access the cost fields of the Stock Codes and Inventory Warehouse Maintenance for Stock Code programs, and view costs in the Browse on Stock Codes program.
[Note]

Be careful that you do not deny an operator access to the viewing of Costs in stock code maintenance, while allowing the same operator the facility to maintain stock codes. In this scenario, the operator will still be able to view and change details of BOM Costs held against the item.
INV Show costs in purchase order receipts This option applies specifically to the Purchase Order Inspection, Purchase Order Receipts, and Inventory Journal Summary Zoom programs and enables you to control the following within these programs:
  • Suppress the display of Costs and prices.
  • Prevent the operator from changing the cost basis.
  • Prevent the operator from receipting an item which has a cost multiplier greater than 1 (the option to apply the cost multiplier is not displayed).
  • Suppress the price, order value, and outstanding value when the operator selects to zoom on purchase order lines.
  • Prevent the operator from printing the inventory journal for the receipt online.
INV Show costs in requisitions Controls whether an operator can see the Unit cost, Cost uom and Total cost of an item when entering or maintaining purchase order requisitions.
INV Show costs in inventory browse

This field applies to e.net only.

Controls whether an operator can view the following fields when browsing on either the inv warehouse or InvFifoLifo tables:

  • Inv warehouse table

    • UnitCost
    • LastCostEntered
    • OpenBalCost (1-12)

  • InvFifoLifo table

    • UnitCost (1-3)

Purchase Orders

Field Description
PO LCT established rate

Controls whether an operator can change the exchange rate when automatically or manually establishing the exchange rate against a Landed Cost Tracking shipment.

Additionally, the operator is prevented from changing the exchange rate using the LCT Shipment Maintenance program.

The operator is not prevented from viewing the exchange rate.
PO Receipt All apportionment GL code Controls whether an operator can change the Ledger code to which the non-merchandise amount is posted when using the PO Receipts with Apportionment program.

Sales Orders

Field Description
SO Salesperson code Controls whether an operator can access the Salesperson field within the Sales Order Entry or Sales Order Entry Express program.
SO Non-stocked back order quantity Controls whether an operator can manually change the back order quantity for a non-stocked line during processing in the Sales Order Entry or Sales Order Entry Express program.
SO Print from preview option Controls whether an operator can print a sales order document using Standard or SRS document printing from the print preview screen.

For Standard printing you must also enable the Print from previewed document option from the Preferences+Print Options screen of the SO Document Formats program.
SO Operator details order intake query Controls whether an operator can see operator names in the Sales Order Lines pane of the Order Intake Query program.

All orders are displayed, but the operator code is only displayed against orders added, changed or cancelled by this operator.

When selecting Operators in the Filter by Key pane, all orders not generated by the current operator are grouped together under a blank operator.
SO Tax status

Controls whether an operator can access the Tax status field on a Sales Order Header using either the Sales Order Entry, Sales Order Entry Express or SO Header Maintenance program.
SO Customer company tax registration no

Controls whether an operator can access the Customer tax regn or Customer tax reg no field on a Sales Order Header in either the Sales Order Entry, Sales Order Entry Express or SO Header Maintenance program respectively.
Counter Sales payment code cash in/out

Controls whether an operator can access the Payment code field processing transactions where cash is paid out of the cash drawer, or taken into the cash drawer using the SO Counter Sales program.

[Note]

This does not prevent the operator from either taking cash in or paying cash out, but merely from changing the payment code.

Work in Progress

Field Description
WIP Show rates in labor posting Controls whether the rates associated with a work center and/or the employee rate indicator are automatically displayed when processing a transaction using the Labor Posting program.
[Note]

This option does not deny the operator access to the Browse functions for the Work center or the Employee rate indicator fields.

You can prevent an operator from browsing on the employee rate indicator by denying the group to which the operator belongs access to the Browse on Employee Rate Descriptions program (see Security Access in the Groups program).

Notes and warnings

Editing and viewing considerations

  • Although an operator who has been denied access to editing a field can still view that field, an operator who has been denied access to viewing data in a field will be unable to view or edit the data.

Role-based considerations

  • If the operator belongs to a role and the global configuration option: Access control always by role is enabled (Roles) then access to Fields is defined against the role (see Role Activities and Fields Maintenance).

Hints and tips

View additional functions

  • Press Ctrl+F1 within a listview or form to view a full list of functions available.

  • Right-click on a tile or a category header within either the Navigation Pane or Favorites to view a full list of functions available.