Enhanced interface

Order Entry permissions

Order Entry permissions control who has access and visibility to Order Entry functionality.

When a new feature is added, you typically need to assign permissions to users. This allows you to control access of who can use those new features.

A user's effective permissions can be influenced by their user type, role, and admin privileges. Learn more about user types and permissions.

Use shortcuts to assign or remove permissions quickly

At the top of the Activities and lists section and Reports section, there are 3 options that let you quickly configure permissions across that application area. For example, to assign users full access to Accounts Payable, select All at the top of the Activities and lists section and Reports section.

Area	Shortcut or Radio button options
Activities and lists	None: User has no permissions to activities and lists. Read only: User can list and view records. All: User has permissions to all activities and lists.
Reports	None: User has no permissions to run reports. Read only: User can run a select subset of reports only. All: User can run all reports. The Read only and All options function the same for reporting.

Area

Shortcut or Radio button options

Activities and lists

None: User has no permissions to activities and lists.
Read only: User can list and view records.
All: User has permissions to all activities and lists.

Reports

None: User has no permissions to run reports.
Read only: User can run a select subset of reports only.
All: User can run all reports.

The Read only and All options function the same for reporting.

Activities and lists

Permission	Options
Order Entry transaction definitions	List: Displays a list of Order Entry transaction definitions. View: Provides a read-only view for Order Entry transaction definition details. Requires the List permission. Add: Allows users to add Order Entry transaction definitions. Requires the List permission. Edit: Enables users to update Order Entry transaction definition details except for the template name. Requires the List permission. Delete: Users can delete Order Entry transaction definitions. Requires the List permission. To access the Recurring templates link, assign the Recurring transactions List permission. Requires the List permission.
Customers	List: Displays a list of customer records. View: Provides a read-only view for customer record details. Requires the List permission. Add: Allows users to add customer records. Requires the List permission. Edit: Enables users to edit customers record details except for the customer ID. Requires the List permission. Delete: Users can delete customers records. Requires the List permission. To access the Customer name link, assign the AR ledger Run permission from the Accounts Receivable application. Requires the List permission. To access the View due link, assign the Customers List permission from the Accounts Receivable application. Requires the List permission.
Customer groups	List: Displays a list of customer groups. View: Provides a read-only view for customer group information. Requires the List permission. Add: Allows users to add customer groups. Requires the List permission. Edit: Enables users to update customer group information except for the customer group ID. Requires the List permission. Delete: Users can delete customer groups. Requires the List permission. To access the Members link, assign the Customers List permission. Requires the List permission.
Billing groups	List: Displays a list of billing groups. View: Provides a read-only view for billing group information. Requires the List permission. Add: Allows users to add billing groups. Requires the List permission. Edit: Enables users to update billing group information. Requires the List permission. Delete: Users can delete billing groups. Requires the List permission.
Invoice runs	List: Displays a list of invoice runs for billing groups. View: Allows users to view invoice runs for billing groups. Requires the List permission.
Preview invoices	List: Provides access to the Preview Invoices page for billing groups.
Individual charges	List: Displays a list of individual charges. View: Provides a read-only view for individual charge details. Requires the List permission. Add: Allows users to add individual charges. Requires the List permission. Edit: Enables users to update individual charges. Requires the List permission. Delete: Users can delete individual charges. Requires the List permission.
Customer GL groups	List: Displays a list of customer General Ledger groups. View: Provides a read-only view for customer General Ledger group information, such as the name and status. Requires the List permission. Add: Allows users to add customer General Ledger groups. Requires the List permission. Edit: Enables users to change customer General Ledger group information, such as the status but not the name. Requires the List permission. Delete: Users can delete customer General Ledger groups. Requires the List permission.
Items	List: Displays a list of items. View: Provides a read-only view for item details. Requires the List permission. Add: Allows users to add items. Requires the List permission. Edit: Enables users to update item details. Requires the List permission. Delete: Users can delete items. Requires the List permission.
Item groups	List: Displays a list of item groups. View: Provides a read-only view for item group information. Requires the List permission. Add: Allows users to add item groups. Requires the List permission. Edit: Enables users to update item group information except for the item group ID. Requires the List permission. Delete: Users can delete item groups. Requires the List permission. To access the Members link, assign the Items List permission. Requires the List permission.
Units of measure	List: Displays a list of units of measure. View: Provides a read-only view for unit of measure information. Requires the List permission. Edit: Enables users to change unit of measure information except for the name. Requires the List permission.
Serial mask	List: Displays a list of serial masks. View: Provides a read-only view for serial mask details, such as the length and name. Requires the List permission. Add: Allows users to add serial masks. Requires the List permission. Edit: Enables users to edit serial mask details, such as the length but not the name. Requires the List permission. Delete: Users can delete serial masks. Requires the List permission.
Lot category	List: Displays a list of lot categories. View: Provides a read-only view for lot category information, such as the ID and name. Requires the List permission. Add: Allows users to add lot categories. Requires the List permission. Edit: Enables users to update lot category information, such as the name but not the ID. Requires the List permission. Delete: Users can delete lot categories. Requires the List permission.
Product line	List: Displays a list of product lines. View: Provides a read-only view for product line information. Requires the List permission. Add: Allows users to add product lines. Requires the List permission. Edit: Enables users to change product line information except for the product line ID. Requires the List permission. Delete: Users can delete product lines. Requires the List permission.
Item GL groups	List: Displays a list of item General Ledger groups. View: Provides a read-only view for item General Ledger group information. Requires the List permission. Add: Allows users to add item General Ledger groups. Requires the List permission. Edit: Enables users to update item General Ledger group information except for the name. Requires the List permission. Delete: Users can delete item General Ledger groups. Requires the List permission.
Item tax groups	List: Displays a list of item tax groups. View: Provides a read-only view for item tax group information, such as the name. Requires the List permission. Add: Allows users to add item tax groups. Requires the List permission. Edit: Enables users to edit item tax group information. Requires the List permission. Delete: Users can delete item tax groups. Requires the List permission.
Warehouses	List: Displays a list of warehouses. View: Provides a read-only view for warehouse information. Requires the List permission. Add: Allows users to add warehouses. Requires the List permission. Edit: Enables users to change warehouse information except for the warehouse ID. Requires the List permission. Delete: Users can delete warehouses. Requires the List permission.
Price lists	List: Displays a list of Order Entry price lists. View: Provides a read-only view for Order Entry price list information. Requires the List permission. Add: Allows users to add Order Entry price lists. Requires the List permission. Edit: Enables users to update Order Entry price list information except for the name. Requires the List permission. Delete: Users can delete Order Entry price lists. Requires the List permission. To access the Details link, assign the Price list entry List permission. Requires the List permission.
Price list entry	On the Order Entry price list, users can manage price list entries using the Details link. Requires the Price lists List permission. List: Displays a list of price entries for the Base Price List. View: Provides a read-only view for price list entry information. Requires the List permission. Add: Allows users to add price entries for the Base Price List. Requires the List permission. Edit: Enables users to update price list entry information except for the price list ID. Requires the List permission. Delete: Users can delete price entries for the Base Price List. Requires the List permission.
Price schedules	List: Displays a list of price schedule records. View: Provides a read-only view for price schedule information. Requires the List permission. Add: Allows users to add price schedule records. Requires the List permission. Edit: Enables users to change price schedule information except for the price schedule code. Requires the List permission. Delete: Users can delete price schedule records. Requires the List permission.
Tax authority	List: Displays a list of tax authorities. View: Provides a read-only view for tax authority information. Requires the List permission. Add: Allows users to add tax authorities. Requires the List permission. Edit: Enables users to edit tax authority information except for the name. Requires the List permission. Delete: Users can delete tax authorities. Requires the List permission.
Tax detail	List: Displays a list of tax detail records. View: Provides a read-only view for tax detail information. Requires the List permission. Add: Allows users to add tax detail records. Requires the List permission. Edit: Enables users to update tax detail information except for the detail ID. Requires the List permission. Delete: Users can delete tax detail records. Requires the List permission.
Tax schedule	List: Displays a list of tax schedules. View: Provides a read-only view for tax schedule information. Requires the List permission. Add: Allows users to add tax schedules. Requires the List permission. Edit: Enables users to update tax schedule information. Requires the List permission. Delete: Users can delete tax schedules. Requires the List permission.
Tax schedule map	List: Displays a list of tax schedule maps. View: Provides a read-only view for tax schedule map information. Requires the List permission. Add: Allows users to add tax schedule maps. Requires the List permission. Edit: Enables users to change tax schedule map information. Requires the List permission. Delete: Users can delete tax schedule maps. Requires the List permission. If users need to add new values to the fields, assign the following permissions: To add item tax groups, assign the Item tax groups Add permission from the Inventory Control, Order Entry, or Purchasing applications. To add contact tax groups, assign the Contact tax group Add permission from the Company application. To add tax schedules, assign the Tax schedule List and Add permissions.
Contacts	List: Displays a list of contacts. View: Users can see contact information.
Recurring transactions	List: Displays a list of recurring transaction templates. Users can also access the Success link and Turn on and Turn off recurring transactions. View: Provides a read-only view for recurring sales order details. Requires the List permission. Add: Allows users to add recurring transaction templates. Requires the List permission. Edit: Enables users to edit recurring transaction template details. Requires the List permission. Delete: Users can delete recurring transaction templates. Requires the List permission. To access the Transactions created link, assign the Order Entry transactions List permission. Requires the List permission.
Recurring schedules	List: Displays a list of recurring schedules. Requires the List permission. View: Provides a read-only view for recurring schedule information. Requires the List permission. Add: Allows users to add recurring schedules. Requires the List permission. Edit: Enables users to change recurring schedule information expect for the schedule ID. Requires the List permission. Delete: Users can delete recurring schedules. Requires the List permission.
Order Entry transactions	List: Displays a list of Order Entry transaction records. View: Provides a read-only view for Sales Order details. Users can also print or email Order Entry transactions. Requires the List permission. Add: Allows users to convert Order Entry transaction records into Order Entry transactions. Requires the List permission. Edit: Enables users to update Order Entry transaction details. Requires the List permission. Delete: Users can delete Order Entry transaction records. Requires the List permission.
Fulfillment	View: Provides a read-only view for fulfillment details from an Order Entry transaction. Edit: Enables users to edit fulfillment details from an Order Entry transaction.
Print or email documents	Run: Enables users to print or email Order Entry transactions.
Post scheduled transactions	Run: Generates the Post scheduled transactions page.
Revenue recognition template	List: Displays a list of revenue recognition templates. View: Provides a read-only view for revenue recognition template details. Requires the List permission. Add: Allows users to add revenue recognition templates. Requires the List permission. Edit: Enables users to change revenue recognition template details expect for the template ID. Requires the List permission. Delete: Users can delete revenue recognition templates. Requires the List permission.
Renewal templates	List: Displays a list of renewal templates. View: Provides a read-only view for renewal template details. Requires the List permission. Add: Allows users to add renewal templates. Requires the List permission. Edit: Enables users to update renewal template details except for the renewal template ID. Requires the List permission. Delete: Users can delete renewal templates. Requires the List permission.
Payments	Add: Allows users to add payments.
Payment account information	View: Provides a read-only view for payment account information. Edit: Allows users to edit payment account information.
Payment exchange rate information	View: Provides a read-only view for payment exchange rate information. Edit: Enables users to update payment exchange rate information.
Payment defaults	List: Displays a list of payment defaults. View: Provides a read-only view for default payment account details. Requires the List permission. Add: Allows users to add payment defaults. Requires the List permission. Edit: Enables users to update default payment account details. Requires the List permission. Delete: Users can delete payment defaults. Requires the List permission.
Billing template	This feature is located on the Projects application menu. List: Displays a list of billing templates. View: Provides a read-only view for billing template details. Requires the List permission. Add: Allows users to add billing templates. Requires the List permission. Edit: Enables users to edit billing template details expect for the template ID. Requires the List permission. Delete: Users can delete billing templates. Requires the List permission.
Reverse conversions	This option is available only when you subscribe to Construction. Enable: Allows users to reverse conversion for non-inventory items.
Contract dimension	List: Displays a list of contracts for Order Entry. View: Provides a read-only view for contracts for Order Entry details. Requires the List permission. Add: Allows users to add contracts for Order Entry. Requires the List permission. Edit: Enables users to change contracts for Order Entry details. Requires the List permission. Delete: Users can delete contracts for Order Entry. Requires the List permission. Post: Allows users to post contracts for Order Entry. Requires the List permission.
Revenue summaries	List: Displays a list of revenue summaries.
Revenue transaction entries	List: Displays a list of revenue transaction entries. Edit: Enables users to update revenue transaction entries. Requires the List permission. Post: Allows users to post revenue transaction entries. Requires the List permission. Delete: Users can delete revenue transaction entries. Requires the List permission.
Bulk action runs	List: Displays a list of bulk actions associated with recognizing external revenue. View: Allows users to view bulk actions associated with recognizing external revenue. Requires the List permission.

Reports

Permission	Options
Order Entry status	Run: Generates the Order Entry status report. From the report, users can view, customize, process and store, print, email, and export reports.
Customer backlog	Run: Generates the Customer backlog report. From the report, users can view, customize, process and store, print, email, and export reports.
Shipment history	Run: Generates the Shipment history report. From the report, users can view, customize, process and store, print, email, and export reports.
Pick list	Run: Generates the Order Entry pick list report. From the report, users can view, customize, process and store, print, email, and export reports.
Order analysis	Run: Generates the Order analysis report. From the report, users can view, customize, process and store, print, email, and export reports.
Sales analysis	Run: Generates the Sales analysis report. From the report, users can view, customize, process and store, print, email, and export reports.
Item profitability	Run: Generates the Item profitability report. From the report, users can view, customize, process and store, print, email, and export reports.
Sales recurring	Run: Generates the Sales recurring report. From the report, users can view, customize, process and store, print, email, and export reports.
Renewals forecast	Run: Generates the Renewals forecast report. From the report, users can view, customize, process and store, print, email, and export reports.
Picking list	Run: Generates the Picking list report. From the report, users can view, customize, process and store, print, email, and export reports.