Purpose: The Inventory secured features permit (*ALLOW) or prohibit (*EXCLUDE) user access to Inventory Transactions, Physical Inventory, and Warehouse Management functions that require authorization.
Inventory Transactions Batch Authority (A01)
This feature enables a user to create, change, process and approve inventory batch transactions in Working with Inventory Transactions in Batch Mode (WITB).
• Allow = the user can create, change, delete, hold/release, process, and approve inventory batch transactions.
• Exclude = the user cannot create, change, delete, hold/release, process, and approve inventory batch transactions.
Allow Entry of PO Number in Inventory Transactions (A86)
This feature controls the ability to enter a purchase order number to associate with a transaction entered in Working with Inventory Transactions in Immediate Mode (WITI) or Working with Inventory Transactions in Batch Mode (WITB).
• Allow = the user can enter a purchase order number to associate with a transaction entered in Working with Inventory Transactions in Immediate Mode (WITI) or Working with Inventory Transactions in Batch Mode (WITB).
You can enter a purchase order number for adjustment (A) transactions only. The purchase order number field is display-only for users who do not have authority.
If you use FIFO costing, any FIFO cost layer created through the adjustment transaction is associated with the purchase order number you enter; additionally, the purchase order number is included in the inventory transaction history record. If you do not use FIFO costing, only the inventory transaction history record is affected.
• Exclude = the user cannot enter a purchase order number to associate with a transaction entered in Working with Inventory Transactions in Immediate Mode (WITI) or Working with Inventory Transactions in Batch Mode (WITB).
For more information: See FIFO Costing Overview for more information on FIFO costing and the role the purchase order number plays in the FIFO costing hierarchy.
Physical Inventory Generation (A04)
This feature controls the ability to generate a physical inventory through Generating a Physical Inventory (MGPI).
• Allow = the user can generate a physical inventory through Generating a Physical Inventory (MGPI).
• Exclude = the user cannot generate a physical inventory through Generating a Physical Inventory (MGPI).
Physical Inventory First Count Entry (A58)
This feature controls the ability to enter the first count through:
• Entering Physical Counts by Tickets (MPIE)
• Entering Physical Counts by Worksheets (MPIE)
User settings:
• Allow = the user can enter the first count through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE) or RF Physical Inventory.
• Exclude = the user cannot enter the first count through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
Physical Inventory Second Count Entry (A59)
This feature controls the ability to enter the second count through:
• Entering Physical Counts by Tickets (MPIE)
• Entering Physical Counts by Worksheets (MPIE)
User settings:
• Allow = the user can enter the second count through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
• Exclude = the user cannot enter the second count through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
Physical Inventory Final Count Entry (A02)
This feature enables a user to enter and approve the third and final inventory count through the following functions when two counts are required to perform a physical inventory. (See the system control value, Number of Outstanding Physicals (A05).) This secured feature does not affect performing physical inventory if only one count is required.
• Entering Physical Counts by Tickets (MPIE)
• Entering Physical Counts by Worksheets (MPIE)
User settings:
• Allow = the user can enter and approve the third and final inventory count through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory when two counts are required to perform a physical inventory.
• Exclude = the user cannot enter and approve the third and final inventory count through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory when two counts are required to perform a physical inventory.
Physical Inventory Upload Selection (A06)
This feature enables a user to use the Physical Inventory Upload Selection Screen, which is used to update the physical inventory work table with physical inventory counts taken in an external system.
• Allow = the user can use the Physical Inventory Upload Selection Screen.
• Exclude = the user cannot use the Physical Inventory Upload Selection Screen.
Physical Inventory First Count Accept (A61)
This feature controls the ability to accept the first count of a physical through:
• Entering Physical Counts by Tickets (MPIE)
• Entering Physical Counts by Worksheets (MPIE)
User settings:
• Allow = the user can accept the first count of a physical through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
• Exclude = the user cannot accept the first count of a physical through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
Physical Inventory Second Count Accept (A62)
This feature controls the ability to accept the second count of a physical through:
• Entering Physical Counts by Tickets (MPIE)
• Entering Physical Counts by Worksheets (MPIE)
User settings:
• Allow = the user can accept the second count of a physical through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
• Exclude = the user cannot accept the second count of a physical through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
Physical Inventory Final Count Accept (A63)
This feature controls the ability to accept the final count of a physical through:
• Entering Physical Counts by Tickets (MPIE)
• Entering Physical Counts by Worksheets (MPIE)
User settings:
• Allow = the user can accept the final count of a physical through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
• Exclude = the user cannot accept the final count of a physical through Entering Physical Counts by Tickets (MPIE), Entering Physical Counts by Worksheets (MPIE), or RF Physical Inventory.
Physical Inventory Evaluation Report with an Update (A03)
This feature enables a user to run the Physical Inventory Evaluation report, which updates the on-hand inventory with counted quantities. See Printing the Physical Inventory Evaluation Variance Report with Update.
• Allow = a user can run the Physical Inventory Evaluation report, which updates the on-hand inventory with counted quantities.
• Exclude = a user can run the report but it does not update the inventory on-hand counts.
This feature is not currently implemented.
This feature allows a user access to Using the Location Generator (MLOC).
• Allow = a user has access to Using the Location Generator (MLOC).
• Exclude = a user does not have access to Using the Location Generator (MLOC).
Display Cost in Inventory (A38)
This feature controls whether a user can see the cost of an item or SKU on certain screens.
• Allow = the user can see the fields noted below.
• Exclude = the user cannot see the fields noted below.
Vendor Item screens:
• Price at the Change Vendor Item and Display Vendor Item screens (but not the Create Vendor Item Screen)
• Last purchase cost and Value purchases at the Display Vendor Item History Screen
• Cost of goods at the Display Item Warehouse Screen (Displaying Item Warehouse Details)
• Gross Cost and Net Cost at the P/O Receipt Detail Screen
• Price at the Display Prior P/O Receipts Screen
• Price and Extension at the Display Current Receipts Screen
• Dollars Today, Dollars MTD, Dollars YTD, and Dollars LTD at the Second Inventory Transaction Summary Screen
• Default cost at the Change Item and Display Item screens (see the Create Item Screen for field descriptions)
• Cost at the Change Item (Base Information) and Display Item (Base Information) screens (see the Create Item (Base Information) Screen for field descriptions)
• Cost at the Change SKU 1 of 2 (With Overrides) and Display SKU 1 of 2 (With Overrides) screens (see the Create SKU 1 of 2 (With Overrides) Screen for field descriptions)
• Cost or Extended cost (Extended C) at the Inventory Transaction History Screen (2 of 2)
Report: Cost on the Inventory Transaction History Report
Standard cost update: This feature also controls whether the user can update an item's standard cost through the Work with, Create, or Change Vendor Item screens. See Working with Vendor Items (WVNI).
Allow Update of Inventory in RF (A47)
This feature controls whether a user can update inventory through the Create LPN and Adjust LPN options in the Radio Frequency Inquiry and Maintenance (RFMN) menu option.
• Allow = a user can update inventory through the Create LPN and Adjust LPN options in the Radio Frequency menu.
• Exclude = the Update inventory flag does not appear on these screens.
Allow Access to RF Receiving (A48)
This feature controls whether a user can process an RF Receiving transaction through the Radio Frequency Transactions (RFMN) menu option.
• Allow = a user can process an RF Receiving transaction through the Radio Frequency menu.
• Exclude = a user cannot process an RF Receiving transaction through the Radio Frequency menu. The screen displays an error message when the user selects option 1. Receiving at the RF MAIN MENU Screen: Unauthorized To Opt.
Allow Access to RF Replenishment (A49)
This feature controls whether a user can process an RF Replenishment transaction through the Radio Frequency Transactions (RFMN) menu option.
• Allow = a user can process an RF Replenishment transaction through the Radio Frequency menu.
• Exclude = a user cannot process an RF Replenishment transaction through the Radio Frequency menu. The screen displays an error message when the user selects option 2. Replenishment at the RF MAIN MENU Screen: Unauthorized To Opt.
Allow Access to RF Returns (A50)
This feature controls whether a user can process an RF Return transaction through the Radio Frequency Transactions (RFMN) menu option.
• Allow = a user can process an RF Return transaction through the Radio Frequency menu.
• Exclude = a user cannot process an RF Return transaction through the Radio Frequency menu. The screen displays an error message when the user selects option 4. Return at the RF MAIN MENU Screen: Unauthorized To Opt.
Allow Access to RF LPN Transfer (A51)
This feature controls whether a user can process an RF LPN Transfer transaction through the Radio Frequency Transactions (RFMN) menu option.
• Allow = a user can process an RF LPN Transfer transaction through the Radio Frequency menu.
• Exclude = a user cannot process an RF LPN Transfer transaction through the Radio Frequency menu. The screen displays an error message when the user selects option 1. LPN Transfer at the RF TRANS MENU Screen: Unauthorized To Opt.
Allow Access to RF Item Transfer (A52)
This feature controls whether a user can process an RF Item Transfer through the Radio Frequency Transactions (RFMN) menu option. An Item Transfer differs from an LPN Transfer in that you enter item/SKU and quantity information rather than transferring the complete LPN.
• Allow = a user can process an RF Item Transfer transaction through the Radio Frequency menu.
• Exclude = a user cannot process an RF Item Transfer transaction through the Radio Frequency menu. The screen displays an error message when the user selects option 2. Item Transfer at the RF TRANS MENU Screen: Unauthorized To Opt.
Allow Access to RF Inquiry (A53)
This feature controls whether a user can use RF LPN Inquiry, RF Item Inquiry, RF Bin Inquiry, and Item Inquiry by UPC available through the Radio Frequency Transactions (RFMN) menu option. This feature does not control any inquiry options available through standard CWSerenade menus or fast paths.
• Allow = a user can use LPN Inquiry, Item Inquiry, or Bin Inquiry, available through the Radio Frequency menu.
• Exclude = a user cannot use LPN Inquiry, Item Inquiry, or Bin Inquiry, available through the Radio Frequency menu. The screen displays an error message when the user selects option 1. Inquiry Menu at the RF MAINT MENU Screen: Unauthorized to Opt.
Allow Access to RF Label Prints (A54)
This feature controls whether a user can use Print Item Label, Print LPN Label, or Print Bin Location Label through the Radio Frequency Transactions (RFMN) menu option.
• Allow = a user can use Print Item Label, Print LPN Label, or Print Bin Label through the Radio Frequency menu.
• Exclude = a user cannot use Print Item Label, Print LPN Label, or Print Bin Label through the Radio Frequency menu. The screen displays an error message when the user selects option 2. Print Menu at the RF MAINT MENU Screen: Unauthorized to Opt.
Allow Access to RF Maintenance (A55)
This feature controls whether a user can use the Create LPN, Adjust LPN, Build LPN, Change Primary Location, and Assign Primary Location options through the Radio Frequency Transactions (RFMN) menu option.
• Allow = a user can use any of the Create LPN, Adjust LPN, Build LPN, Change Primary Location, and Assign Primary Location options available through the two Radio Frequency maintenance sub-menus.
• Exclude = a user cannot use any of the Create LPN, Adjust LPN, Build LPN, Change Primary Location, and Assign Primary Location options available through the two Radio Frequency maintenance sub-menus. The screen displays an error message displays when the user selects option 3. Maint Menu 1 or option 4. Main Menu 2 at the RF MAINT MENU Screen: Unauthorized To Opt.
Maintain Item Warehouse Retail Price (A91)
This feature controls whether the user can change the Protect price, Original retail price, and Current retail price fields on the Create Item Warehouse Screen and Change Item Warehouse screen in Work with Warehouses or Work with Item/SKUs, and the Work with Item Warehouse Values screen in Work with Item Warehouse Values.
• Allow = the user can change the Protect price, Original retail price, and Current retail price on the Create Item Warehouse screen, Change Item Warehouse screen, and Work with Item Warehouse Values screen.
• Exclude = the user cannot change the Protect price, Original retail price, and Current retail price on the Create Item Warehouse screen or Change Item Warehouse screen: An error message indicates:
Not authorized to change.
The Protect price, Original retail price, and Current retail price fields are display-only on the Work with Item Warehouse Values screen if the user does not have authority to this secured feature.
Maintain Item Warehouse Minimum/Maximum Quantity (A92)
This feature controls whether the user can change the Protect minimum/maximum, Minimum quantity, and Maximum quantity fields on the Create Item Warehouse Screen and Change Item Warehouse screen in Work with Warehouses, and the Work with Item Warehouse Values screen in Work with Item Warehouse Values.
• Allow = the user can change the Protect minimum/maximum, Minimum quantity, and Maximum quantity on the Create Item Warehouse screen, Change Item Warehouse screen, and Work with Item Warehouse Values screen.
• Exclude = the user cannot change the Protect minimum/maximum, Minimum quantity, or maximum quantity on the Create Item Warehouse screen or Change Item Warehouse screen. Instead, an error message indicates:
Not authorized to change.
The Protect minimum/maximum, Minimum quantity, and Maximum quantity fields are display-only on the Work with Item Warehouse Values screen if the user does not have authority to this secured feature.
Maintain Long SKU Values in MITM (B05)
This feature controls whether the user can enter long SKU values at the Create Item Screen and Create SKU 2 of 2 (With Overrides) Screen and change long SKU values when Working with Existing Items (MITM) or when correcting item upload errors at the Work with Retail Item Upload Screen.
• Allow = the user can create and change the value for the L/S Department, L/S Class, L/S Style, L/S Vendor fields at the Create/Change Item screen, and the L/S Class, L/S Style, L/S Vendor, L/S Color, L/S Size, L/S Width fields at the Create/Change SKU 2 of 2 (With Overrides) Screen.
• Exclude = the user cannot enter or maintain long SKU values when creating or changing item/SKU information.
Long SKU values are an important part of integrating merchandise information from a retail store into CWSerenade. If you have the Use Retail Integration (H26) system control value selected, the long SKU values for a base item are required. However, when you exclude authorization to this feature, users cannot modify these values once passed to CWSerenade through the item upload, or when Creating and Working with Items (MITM) manually in CWSerenade. The system displays a message if the user attempts to modify one of these values: You are not allowed to change the L/S values.
For more information on Retail Integration (external system to CWSerenade) and the role of long SKU values, see Retail Integration (External System into CWSerenade) Overview and Setup.
Copy Item to Company Security (B15)
This feature controls the ability to add, change, or delete item information, for an item with the same item number as the copied item, in one or more shared companies.
• Allow = the user can select Copy to Company for an item on the Work with Items Screen to advance to the Copy Item to Company Window.
• Exclude = the user cannot select Copy to Company for an item on the Work with Items Screen. Instead, an error message indicates: Not authorized to Copy.
Note: If you allow access to this feature, the screen still displays an error message if a shared company is not defined for the current company: Shared companies do not exist for the parent. You can define shared companies for a company in Setting Up Companies (WCMP).
For more information: See Copying Items for an overview on copying items.
