SYMENU System Manager Introduction 35

Menu Level Security Control

 

For User Name SUPERVISOR, all flags for menu items are set to Y.  At this point, SUPERVISOR is the only person that can add, change, or delete password information.

 

Users must have SYS rights before they can access any of the individual packages.  Select System Utilities.  At the Package Name prompt, press F7 and the following screen will appear:

 

 

 

 


Select a Processing Application

 

Select System Utilities

 

At the Process Name prompt, press F7 and the following screen will appear:

 


 

 

 


By selecting Accounting, the system will display the five accounting packages: General Ledger, Accounts Receivable, Accounts Payable, Payroll, and Bank Book.  At this time, the user has full rights to the Accounting (ACT) packages as shown on the next page.

 

 

 

 


Function Keys:

 

           F4                      Change Flags (1–5) to N

 

           F5                      Change Flags (1-5) to Y

 

           Return               Allows you to continue and change flags 1-5 individually.

 

 

If all rights to the accounting packages are intended, then further definition of access privileges by package is not necessary.

 

If further restrictions are needed, enter the package name.  For example, if you had entered AR for the Package Name prompt and pressed F7, the processes available will be displayed as shown below.

 

 

 


The rights for this User Name may now be tailored by Maintenance, Inquiry, Processing, Reports, and Utilities.  By selecting Maintenance, the following screen will appear:

 

 

Maintenance Application Names for A/R

 

You may press the F4 key to change all flags to No, press the F5 key to select all as Yes or press RETURN to individually select flag status.

 

Finally, at the User Name entry field you may press the F3 key to change the user password or press the F2 key to delete the User Name from the password system.

 

 

Password Setup Process

 

1.                   Add User

2.                   Select System Utilities

3.                   Select as Required

a.       Accounting

b.       Distribution

c.       Util-Setup                        .                    

4.                   Select Package as Required

5.                   Select Process as Required

a.       Maintenance

    Select Rights

b.       Inquiry

           Select Rights

c.       Inquiry

    Select Rights

d.       Processing

    Select Rights

e.       Reports

    Select Rights

f.         Util-Setup

    Select Rights

 

           

                       

                       

Salesman Security in 7.3

 

To enable Salesman Security in Elliott, you need to perform the following setup:

 

1.       Identify the user as a salesman in Password Setup for that user.  If you leave the Salesman No blank, then it implies this person is not subject to salesman security.  (For example, this maybe an accounting person who needs to access all salesman records).


 

2.       Determine whether there should be a house account that all Salesmen can access in Global Setup for eContact Manager.  A house account is usually a customer that doesn’t have a specific salesman and any salesman can go after the house account.  As of this writing (05/12/05), the house account logic only applies to eContact Manager, eContact Processor and Export Processor.  We plan to apply the House Account logic to A/R and COP as well.


 

3.       The following flag is for Global eContact Manager.  You need to determine if a particular salesman is subject to the Salesman Security in eContact manager.


 

4.       The following flag “Disable Salesman View Other’s Customer in A/R” is used for

  • A/R Customer File Maintenance
  • A/R Customer File Inquiry
  • A/R Account Inquiry
  • A/R Summary Account Inquiry
  • eContact Processor (AR Files & Ship to)
  • Export Processor (AR Files & Ship to)

You need to determine if a particular salesman is subject to the salesman security in the above areas.


 

5.       The following flag “Disable Salesman Inquiry For Other’s in COP” is used in

  • COP Order Inquiry
  • COP Invoice History Inquiry
  • COP Stock Status Inquiry
  • COP Recurring Order Inquiry
  • COP Freight Calculation Inquiry
  • eContact Processor
  • Export Processor (COP Files, except Ship-To). 

You need to determine whether the salesman is subject to salesman security in the above areas.


 

6.       You also want to limit the activities that a salesman can do in Elliott.  The following are areas in Elliott that salesman security is implemented:

            A/R Customer File Maintenance

            A/R Customer Inquiry

            A/R Customer Account Inquiry

            A/R Summary Account Inquiry

            COP Order Inquiry

            COP Invoice History Inquiry

            COP Recurring Order Inquiry

            COP Stock Status Inquiry

            COP Freight Calculation Inquiry

            COP Order Entry

            COP Sales Desk (Add Other’s Orders, No Control on Change Quote)

            COP Order Edit List (VA,46)

            COP Order Acknowledgement/Email (not Laser Form) (VA,46)

            COP Order Quote/Email (not Laser Form) (VA,46)

            COP Open Order by Salesman (VA,46)

            eContact Manager

            eContact Processor

            Export Processor

We suggest you restrict the Salesman beyond these menu items.  For example, if you wish to let Salesmen print reports for their own customers, you do not want to give them the “Order Status Reports” menu item since there is no salesman security in that area.  Instead, you might consider giving your salesmen access to “Export Processor” where salesman security is implemented.

 

The following flags determine whether the user can use eContact/Export Processor


 

There is a separate flag for “Disable Interaction w/ eContact & Export Proc” because you may want certain people to use the “eContact/Export Processor” in batch mode without allowing them to use the interaction mode, where they can access more information.

 

Before you decide a user’s security for eContact, customers and sales orders, you should consider the following factors:

  • Is this user a salesman?  Do you want to limit this user to access only those eContacts that he/she is a salesman?
  • Do you have a house account?  Do you allow house account information to be accessed by all salesmen if the previous answer is “yes.”
  • Will this user use Global eContact?  Global eContact is like a Rolodex where you can have a list of contacts with information for their phone number, email, fax number, etc.  Do you want this user to see all Contact information in Global eContact or would you like to limit the salesman to see only his/her contacts in Global eContact? 
  • Do you want to let this user view eContact information only without the ability to edit it?
  • Do you want to let this user add and edit credit cards or view the credit card number?  Typically, you may allow collecting of credit card information, but once the credit card is collected you do not want users to see the credit card number for security reasons.
  • Do you allow this user to access eContact/Export Processor?  eContact/Export Processor is like a report writer where the user can access a lot of information in the Elliott system.  You may consider giving the user access to pre-written reports without the ability to change it.  This lowers the security concern.  If you wish to implement this, then you will give users access to eContact/Export Processor, but disable the “Interaction” with eContact/Export Processor.
  • If you decide to give users the ability to Interact with eContact/Export Processor, you need to decide whether this user use and view other people’s templates or not.  If a user is allowed to Interact with eContact/Export processor, even though they may be prevented from using other’s templates, they can still create new templates or change their own template criteria.
  • Once you allow a user to “Interact” with eContact/Export Processor, you should consider the Elliott menu security.  For example, if you allow this user to access customer file maintenance, then they can access all information in the Customer Category. Another example is if you allow this user to access order entry, then this user will be able to access all information in the Order Category.  This may be subject to the Salesman Security, depending on how you set the following flags:
    • Disable Salesman from Viewing Other’s Customer in A/R
    • Disable Salesman from Inquiring Other’s in COP
  • If this user is a supervisor (IT) and develops a template (pre-written report) for other users, you need to give this user the ability to change the template for other users.
  • The following areas in Elliott are also related to Salesman Security.  It shows how the security is controlled:
    • A/R Customer File Maintenance
      • Elliott Menu Security
      • Global Security: “Disable Salesman from Viewing Other Customers in A/R”.
      • Global Security: “Disable Change Customer”
      • Global Security: “Disable Delete Customer”
      • Global Security: “Disable Print Customer List/Label”
    • A/R Customer Inquiry
      • Elliott Menu Security
      • Global Security “Disable Salesman from Viewing Other Customers in A/R”
    • A/R Customer Account Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman from Viewing Other Customers in A/R”.
    • A/R Summary Account Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman from Viewing Other Customers in A/R”.
    • COP Order Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman Inquiry for Other’s in COP”
    • COP Invoice History Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman Inquiry for Other’s in COP”
    • COP Recurring Order Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman Inquiry for Other’s in COP”
    • COP Stock Status Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman Inquiry for Other’s in COP”
    • COP Freight Calculation Inquiry
      • Elliott Menu Security
      • Global Security: “Disable Salesman Inquiry for Other’s in COP”
    • COP Order Entry
      • Elliott Menu Security
      • Global Security: “Disable User from Adding Orders in Order Entry”
      • Global Security: “Create Credit Memo in Order Entry”
      • Global Security: “Create COP Credit Memo from Invoice History”
      • Global Security: “Allow User Enter Negative Qty in Order Entry”
      • Global Security: “Change COP Orders After Pick Ticket Printed”
      • Global Security: “Allow to Delete COP Orders”
      • Global Security: “Allow to Override Terms in Order Entry”
      • Global Security: “Allow to Override Salesman in Order Entry”
      • Global Security: “Allow to Override Disc Pct in Order Entry”
      • Global Security: “Allow to Override Line Item Unit Cost”
      • Global Security: “Allow to Override Order Commission Field”
      • Global Security: “Change COP Pre-Paid Info”
      • Global Security: “Disable User from Printing Order Edit List”
      • Global Security: “Disable Salesman Add Other’s COP Orders”.
      • Global Security: “Disable Salesman Change Other’s COP Orders”.
      • Global Security: “Disable Salesman Printing Other’s COP Orders”.

 

Systems Manager

  1. Mapped Drives Disappear After Logoff or Reboot
  2. Using Raw Data Pass Through for Dot Matrix Printer on Windows 10 Does Not Work
  3. How Do I Find The Workstation That's Infected with The Crypto Ransom Ware?
  4. How to Reset the Counter in *.DAT Files After Recovery from Crypto Ransom Ware Attack
  5. Aging Shows Differently After Database Rebuild
  6. What Do I Do When My Anti-virus Software Reports Elliott EXE File as a Virus?
  7. High CPU Usage and Performance Issues After Implementing NTFS Security
  8. "We can't verify who created this file. Are you sure you want to run this file?"
  9. Problem with Printer Configuration If Running Elliott from Multiple Workstations
  10. Inconsistent Elliott Error on Terminal Server
  11. How to Restore Elliott from CryptoWall Ransomware Attack
  12. Clarify Laser Forms Line Item Level Barcode Printing
  13. Is Dot Matrix Printer Still Supported in Elliott with Windows 10?
  14. Should I Install the 32-bit or 64-bit Outlook/Office?
  15. I Receive Error 114 When I Start Up Elliott on the Server
  16. Manage Data Execution Prevention (DEP) Through Registry Editing
  17. Windows Defender May Cause Elliott Start-Up Difficulties
  18. Why Do I Exceed Elliott User License Count When There are No or Very Few Users in Elliott?
  19. What Causes Load Error 198?
  20. How the Windows Scheme You Choose May Affect the Elliott Screen Display
  21. Still Get Error 114 After Adding All Elliott EXE Files to the DEP List
  22. How to Copy Laser Form Templates from Company to Company
  23. Weird Character Displayed for Backslash (\) Character
  24. Does Elliott Support Desktop Virtualization?
  25. Access Is Denied When Launching Elliott V8 Report Viewer
  26. User Cannot See Some Spooled Reports in Elliott V8
  27. Why Does the User List Function Take Forever to Bring Up?
  28. I Am Running Out of Invoice Numbers -- I Need Direction to Archive Invoices
  29. Algorithm to Speed Up eContacts List in Elliott V8
  30. Elliott Requires Volume Supporting 8dot3name
  31. Elliott Running Extremely Slow on Windows 8 with Trend Micro Anti Virus Software Installed
  32. What Causes "File Table Exceed Limit" Error?
  33. Mass Email Time Out
  34. Report Incomplete After 4 Hours: Event Stops Working After Upgrade to Elliott V8
  35. File Created in C:\ Root Directory Disappears
  36. Is There a Way to Create and Distribute Elliott Printer Configurations?
  37. What Are "COBOL Only" or "User Defined" Event Actions? Can We Use Them in Any Way?
  38. How to Purge WSORDHDR.BTR and WSORDLIN.BTR files?
  39. CPORDLS (Order Serial/Lot File) Btrieve Page Size
  40. Create PO Receiving Event to Trap Negative Qty on Hand Problem
  41. Reducing File Sizes for INITLFILE.LOG & SYACTLOG.BTR
  42. Windows 10 and Trend Micro Anti-Virus Software
  43. The Remote Certificate Is Invalid According to the Validation Procedure
  44. Customer Has Multiple Primary Contacts or No Primary Contact
  45. Btrieve Error 46 on S/M Activity Log File
  46. Multi-Currency Workarounds in Elliott
  47. Using the Export Processor to Export Data
  48. Instructions for Importing Laser Form Template
  49. I Am Unable to Post or Enter a Date for the New Year
  50. Does Elliott Work Under Virtualized Desktops Infrastructure (VDI)
  51. Btrieve Error 80 During Defer Processing
  52. Lauch CSV File -- There Was a Problem Sending the Command to the Program
  53. Feature - System Users File Integrity Check
  54. Receive Error in NWSMSCRN for Function Pf-Map-Coordinate-Space
  55. Not Able to Receive Event Emails from Certain Users
  56. Feature - Events for Add Note and Delete Note
  57. When and How to Use DDF2BTR.EXE Utility
  58. Elliott Last Printing Job Overrides Windows Default Printer on Windows 10
  59. Not Able to Change Attributes Added by Other Users
  60. Feature - New Context Menus in v8.0 Spooled Reports Manager
  61. Feature - Automatic Archiving of Spooled Reports in Elliott v8.0
  62. Feature - Enhanced Security for Attributes
  63. Feature - Deferred Processing Multiple Times Per Day
  64. Feature - Ability to Specify User ID in User Search
  65. Feature - Utility to Re-Calculate Item First Received and Last Received Date
  66. NSCTLMN1 Global Setup Time Clock Global Setup
  67. How to Set Up One-to-One Restriction of Customer and Item
  68. Recursion Error When Drill Down to Item File Inquiry
  69. Error Invoking Macro - Cannot Install Hook
  70. Feature - Record Navigation in Attribute Window
  71. Error Connecting VPN from Windows 10 to Windows 2008 Server
  72. How to Stop Users from Sending Elliott Reports through Email
  73. Does Elliott Support Windows 10?
  74. It Is Extremely Slow to Run Elliott over VPN Connection
  75. SYTIMCLK Systems Manager General Time Clock
  76. Feature - Recalculate AP Vendor YTD and Last Year Amount
  77. XCO0100 Systems Manager Design Your Own Order
  78. Feature - Restrict Recurring Event for Number of Times for a Specific Reference
  79. How Do I Limit the Companies for Users?
  80. Feature - Enforced Report Destinations
  81. I Am Unable to Create a New User in Elliott
  82. Feature - PDF Printing in Elliott V8.2
  83. Feature: PDF PostOffice in Elliott V8.2, Introduction
  84. Feature: PDF PostOffice in Elliott V8.2, Part 1
  85. Feature: PDF PostOffice in Elliott V8.2, Part 2
  86. Feature: PDF PostOffice in Elliott V8.2, Part 3
  87. Feature - Added Checkbox and Description to Attribute List and the SPS Commerce Create Attribute Register
  88. Feature - Performance Options for eContact Activity Tab
  89. Feature - Mass Change Salesman Utility
  90. Elliott Installer File-In-Use Warning During Installation
  91. Unable to Run Elliott from UNC Path
  92. V8 Program Desktop Startup Shortcuts - Internal Macro
  93. Event When Order Put On Hold at Invoice Printing
  94. Feature - Time Clock Logoff Type
  95. Feature - Added Distribution to G/L History Files
  96. Feature - Utility to Update eContact PDF PostOffice Flags
  97. Can I Use Elliott for Sales, Telemarketing and CRM Purposes?
  98. Emailing PDF with SSPI Failed After Online Charging Using Credit Card
  99. Can You Explain How Elliott Stores Serial Numbers in Its Database?
  100. Converting Elliott Internal Date to Conventional Date Format in Excel
  101. All of a Sudden, My Terminal Server's Elliott Default Changed to Someone Else's Settings
  102. WannaCry Ransomware Security Recommendation
  103. Symantec Endpoint Protection Versions 12 and 14 Cause Elliott Startup Error
  104. Notes Security - From Global Setup, Note Type to Supervisory Relationship
  105. Remote Desktop Workstation Name
  106. Which Anti-Virus Software Do You Recommend to Installing on the Elliott ERP Server?
  107. Menu Access Error - You Do Not Have Access to CP,INQ, Menu Item 01
  108. Ping Test to Isolate Inconsistent Load Error 198
  109. The Definitions of Extra Flags in System Period Control Setup
  110. How to Use Procdump.exe to Create a Memory Dump for PSQL Engine
  111. Feature - Group Location Security
  112. NSCTLMN4 Global Setup Bill of Lading 1
  113. NSCTLMN4 Global Setup Bill of Lading 2
  114. NSCTLMN4 Global Setup Bill of Lading 3
  115. NSCTLMN4 Global Setup Bill of Lading 4
  116. NSCTLMN4 Global Setup Bill of Lading 5
  117. NSCTLMN4 Global Setup Bill of Lading 6
  118. NSCTLMN4 Global Setup Bill of Lading 7
  119. NSCTLMN4 Global Setup Bill of Lading 8
  120. NSCTLMN4 Global Setup Bill of Lading 9
  121. NSCTLMN4 Global Setup Bill of Lading 10
  122. NSCTLMN4 Global Setup Bill of Lading: Index
  123. Feature - Support 12 Months History in Export Processor
  124. NSCTLMN3 Inventory Management Global Control Setup 1
  125. NSCTLMN3 Inventory Management Global Control Setup 2
  126. NSCTLMN3 Purchase Order Global Control Setup 1
  127. NSCTLMN3 Purchase Order Global Control Setup 2
  128. NSCTLMN3 Bill of Material and Production Order Global Control Setup
  129. NSCTLMN3 Distribution Modules Global Setup: Index
  130. NSCTLMN5 Global Setup Change Quote to Order 1
  131. NSCTLMN5 Global Setup Change Quote to Order 2
  132. NSCTLMN5 Global Setup Change Quote to Order 3
  133. NSCTLMN5 Global Setup Change Quote to Order 4
  134. NSCTLMN5 Global Setup Change Quote to Order 5
  135. NSCTLMN5 Global Setup Change Quote to Order 6
  136. NSCTLMN5 Global Setup Change Quote to Order: Index
  137. I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
  138. Multi-Currency Exchange Handling in Elliott
  139. How to be a Good Elliott Citizen
  140. Salesman Security
  141. SYMENU System Manager Introduction 1
  142. SYMENU System Manager Introduction 2
  143. SYMENU System Manager Introduction 3
  144. SYMENU System Manager Introduction 4
  145. SYMENU System Manager Introduction 5
  146. SYMENU System Manager Introduction 6
  147. SYMENU System Manager Introduction 7
  148. SYMENU System Manager Introduction 8
  149. SYMENU System Manager Introduction 9
  150. SYMENU System Manager Introduction 10
  151. Feature - Audit Trail of Accumulator Clearing
  152. SYMENU System Manager Introduction 11
  153. SYMENU System Manager Introduction 12
  154. SYMENU System Manager Introduction 13
  155. SYMENU System Manager Introduction 14
  156. SYMENU System Manager Introduction 15
  157. SYMENU System Manager Introduction 16
  158. SYMENU System Manager Introduction 17
  159. SYMENU System Manager Introduction 18
  160. SYMENU System Manager Introduction 19
  161. SYMENU System Manager Introduction 20
  162. SYMENU System Manager Introduction 21
  163. SYMENU System Manager Introduction 22
  164. SYMENU System Manager Introduction 23
  165. SYMENU System Manager Introduction 24
  166. SYMENU System Manager Introduction 25
  167. SYMENU System Manager Introduction 26
  168. SYMENU System Manager Introduction 27
  169. SYMENU System Manager Introduction 28
  170. SYMENU System Manager Introduction 29
  171. SYMENU System Manager Introduction 30
  172. SYMENU System Manager Introduction 31
  173. SYMENU System Manager Introduction 32
  174. SYMENU System Manager Introduction 33
  175. SYMENU System Manager Introduction 34
  176. SYMENU System Manager Introduction 35
  177. SYMENU System Manager Introduction 36
  178. SYMENU System Manager Introduction 37
  179. SYMENU System Manager Introduction 38
  180. SYMENU System Manager Introduction 39
  181. SYMENU System Manager Introduction 40
  182. SYMENU System Manager Introduction 41
  183. SYMENU System Manager Introduction 42
  184. SYMENU System Manager Introduction 43
  185. SYMENU System Manager Introduction 44
  186. SYMENU System Manager Introduction 45
  187. SYMENU System Manager Introduction 46
  188. SYMENU System Manager Introduction 47
  189. SYMENU System Manager Introduction 48
  190. SYMENU System Manager Introduction 49
  191. SYMENU System Manager Introduction 50
  192. SYMENU System Manager Introduction 51
  193. SYMENU System Manager Introduction 52
  194. SYMENU System Manager Introduction: Index
  195. Elliott V7.0 Release Notes: What's New Since Elliott V6.7
  196. Elliott V7.1 Release Notes: What's New Since Elliott V7.0
  197. Elliott V7.2 Release Notes: What's New Since Elliott V7.1
  198. Elliott V7.3 Release Notes: What's New Since Elliott V7.2
  199. Elliott V8.1 Release Notes: What's New Since Elliott V8.0
  200. Elliott V7.4 Release Notes: What's New Since Elliott V7.3
  201. Elliott V7.5 Release Notes: What's New Since Elliott V7.4
  202. Elliott V8.0 Release Notes: What's New Since Elliott V7.5
  203. Elliott V8.2 Release Notes: What's New Since Elliott V8.1
  204. Drill Down and Receive Message You Do Not Have Access
  205. Problem Running Elliott After Upgrading Windows 10 to Fall Creator Edition
  206. MAPISendMail failed! Not supported [26]
  207. What Information Is Stored in System 12 Months Table (SY12MONS)?
  208. Elliott Telephony Integration - How to Call through My Telephone Set from eContact?
  209. Error Adding Printer Configuration After Latest Windows 10 Update
  210. Anti-Virus Causes PostOffice Emailing Problem
  211. Feature - Equal Sign Support in Export Processor
  212. Feature - Prompt Before Sending Event Email in v8
  213. Feature - New Option to Manage Email Logs in v8

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