Operator Fields

Controls whether an operator can access the Check print name field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the Bank branch field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the Account number field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the Account type field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the first EFT user defined field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the second EFT user defined field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the second EFT user defined field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the EFT payments required field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the EFT payment required option when adding or maintaining a bank using the Banks program.

Controls whether an operator can access the Cash Book integration option when adding or maintaining a bank using the Banks program.

Controls whether an operator can access the Next EFT number field when adding or maintaining a bank using the Banks program.

Controls whether an operator can access the Supplier on hold field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the Bank field when adding or maintaining a supplier within the Suppliers program.

Controls whether an operator can access the Credit limit field when adding or maintaining a customer within the Customers program.

Controls whether an operator can access the Invoice terms field when adding or maintaining a customer within the Customers program.

Controls whether an operator can access the Credit Checking fields when adding or maintaining a customer within the Customers program.

Controls whether an operator can change financial information within the Assets program.

This includes the following fields:

• Purchase date
• Purchase period
• Purchase year
• Deposit paid
• Total tax paid

It also controls whether an operator can process acquisitions which alter the asset quantity (Asset Acquisition).

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

Controls whether an operator can access the following fields in the Assets program:

• Branch
• Cost center
• Group

Controls whether an operator can access the Owner field in the Asset Details pane of the Assets program.

Controls whether an operator can access the Depreciation code, Suspend depreciation and Residual value fields in the Assets program.

Controls whether an operator can change the company and/or temporary dates via the:

• Company Date function (Quick Access Toolbar SYSPRO Run button > Company Date)

• Ctrl+D keyboard shortcut

Company Date

The company date is set company-wide (i.e. applicable to all SYSPRO operators) and indicates the exact day, month and year that is applied to transactions. This date is updated for each single month of the year, typically by your head accountant or financial operations manager.

Temporary Date

The temporary date is exclusively operator specific (i.e. applicable to the operator currently logged in) as it is applied to transactions initiated and posted by the operator currently logged in, for the duration of their current SYSPRO instance or session.

Once the operator logs out or exits SYSPRO, the company date is then used as the default until a temporary date is redefined (when necessary).

This security mechanism also ties into the following Date options as defined within the Operator Maintenance program:

• Allowed to change temporary company date:

  This lets operators use a specific default date for transactions which remains valid until they exit from SYSPRO, or select a different date.

  This is accessed via the Set temporary date and define the New date field.

• Allowed to change company date:

  This lets the operator change the company date in SYSPRO (if the operator is allowed to change the temporary company date).

Controls whether an operator can edit technical specification text against a stock item.

Controls whether an operator can edit sales order text against a stock item.

Controls whether an operator can edit purchase order text against a stock item.

Controls whether an operator can edit job narration text against a stock item.

Controls whether an operator can edit inspection text against a stock item.

Controls whether an operator can edit dangerous goods text against a stock item.

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.

Controls whether stock item costs are displayed in the following modules:

• Inventory Control

• Work in Progress

• Projects and Contracts

• Inventory Planning

• Purchase Orders

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.

Controls whether an operator can access the cost fields in the following programs:

• Stock Code Maintenance
• Warehouse Maintenance for Stock Code

It also controls whether an operator can view costs in the Browse on Stock Codes program.

This option applies specifically to the following programs:

• Purchase Order Inspection
• Purchase Order Receipts
• Inventory Journal Header Zoom

It 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.

Controls whether an operator can see the Unit cost, Cost uom and Total cost of an item when entering or maintaining purchase order requisitions.

Controls whether an operator can view inventory costs when browsing on inventory.

This security applies to the following business objects:

• COM Generic Browse Business object: COMBRW

• COM Generic Fetch Business object: COMFCH

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.

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.

Controls whether an operator can access the Salesperson field within the following programs:

• Sales Order Entry
• Sales Order Entry Express

Controls whether an operator can manually change the back order quantity for a non-stocked line during processing in the Sales Order Entry program.

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.

This controls whether a SYSPRO operator can print or email sales order documents (e.g. order documents, delivery and dispatch notes, credit and debit notes, invoices, etc.) via the print preview window within the Document Print program.

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 canceled 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.

Controls whether an operator can access the Tax status field on a Sales Order Header using any of the following programs:

• Sales Order Entry
• Sales Order Entry Express
• SO Header Maintenance

Controls whether an operator can access the Customer tax regn or Customer tax reg no fields on a Sales Order Header in the following programs:

• Sales Order Entry
• Sales Order Entry Express
• SO Header Maintenance

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

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.