Setting Up Secured Features

Purpose: You set up secured features to give certain users and user classes the authority to perform sensitive procedures that you may not want to establish for all users on your system.

Secured features are procedures or functions that occur within a function, such as the ability to maintain batch totals within Order Entry.

Secured features control a user's ability to:

• Perform price overrides

• Enter returns

• Perform inventory transactions

• Receive a non-inventory item

Secured feature authority settings:

• ALLOW = The user has authority to perform the secured feature.

• EXCLUDE = The user cannot perform the secured feature.

Secured feature authority hierarchy: The system uses the following hierarchy to determine whether a user has authority to a secured feature.

1. Use the authority setting defined for the user on the Work With Secure Feature Authority Screen.

2. If an authority setting for a secured feature has not been defined at the user level, use the authority setting defined for the user class assigned to the user on the Work With User Class Feature Authority Screen.

3. If an authority setting for a secured feature has not been defined at the user class level, use the authority setting defined for the secured feature on the Work with Secure Features Screen.

Secured features are grouped by application area. Since the fields to create and update a secured feature are the same for each application area, they are described once. A separate screen is not shown for each secured feature; however, a description of each feature within each application area is provided.

Secured Feature Descriptions

The secured features are grouped by application area, specifically:

• Order Entry Secured Features

• Inventory Secured Features

• Purchase Order Secured Features

• Fulfillment Secured Features

• Customer Service Secured Features

• General Usage Secured Features

• Interface Secured Features

Note: When using the term “user” in reference to the ability to access a secured feature, the term “user class” is also implied.

In this chapter:

• Work with Secure Features Screen

• Create Secure Feature Screen

• Change Secure Feature Screen

• Copy Company Info Window (Copying a Secured Feature)

Summary of Secured Features

This table summarizes the system secured features for each application area on the system and lists the company to which these secured features apply, the secured feature, application area, and the global authority (Allow or Exclude) you have assigned to this feature. When you assign an authority using the Work with Secure Features screen, the authority you assign applies to all users and user classes, unless you override the authority at the user or user class level.

If you are working with more than one company, make a copy of this table for each company on your system.

Company: ______________________________

Secured Feature	Application Area	Authority Level (ALLOW or EXCLUDE)
C/C Authorization Field Access (A25)	Order Entry
Price Overrides (A23)	Order Entry
Additional Charges Access (A24)	Order Entry
Order Maintenance Access (A22)	Order Entry
Modify Existing Messages (A30)	Order Entry
Discount Percentage Access (A39)	Order Entry
Enter or Override Personalization Charge (A40)	Order Entry
Convert Contribution Authority (A41)	Order Entry
O/E Hold, Release Order Lines (A46)	Order Entry
Override Negative Additional Charge Limit (A60)	Order Entry
Override Price Override Limit (A64)	Order Entry
Display Gross Margin (A65)	Order Entry
Allow Maximum Order Line Value Override (A69)	Order Entry
Allow Maximum Order Quantity Override (A70)	Order Entry
Allow Number of Copies to Maintain in Catalog Request (A75)	Order Entry
Enter Amount for Order Additional Charge Code (A80)	Order Entry
Override Deferred and Installment Billing Options (A81)	Order Entry
Enter or Override S/H Price (B12)	Order Entry
Set Component Maintenance (J01)	Order Entry
Display Reserved and Exp Date in OEOM (J02)	Order Entry
Maintain Sales Rep # During Order Maintenance (B22)	Order Entry
Maintain Originating Store # During Order Maintenance (B23)	Order Entry
Override One Time Use Promotion (J08)	Order Entry
Allow Entry of PO Number in Inventory Transactions (A86)	Inventory
Location Generation (A05)	Inventory
Display Cost in Inventory (A38)	Inventory
Maintain Item Warehouse Retail Price (A91)	Inventory
Maintain Item Warehouse Minimum/Maximum Quantity (A92)	Inventory
Maintain Long SKU Values in MITM (B05)	Inventory
Copy Item to Company Security (B15)	Inventory
Override Tolerance (A18)	Purchase Order
PO Price Break Window	Purchase Order
Override PO Cost (A17)	Purchase Order
Approve Purchase Order (A31)	Purchase Order
Non-Inventory Entry (A09)	Purchase Order
Override Vendor's Discount Percentage (A10)	Purchase Order
Maintain from within Inquiry (A16)	Purchase Order
Update Existing Vendor Notes (A14)	Purchase Order
Update Existing P/O Messages (A13)	Purchase Order
Receipt of Non-inventory Item (A19)	Purchase Order
Add PO Detail Line during PO Receipts (A21)	Purchase Order
Access Estimated Charge Percent (B01)	Purchase Order
Display Purchase Order Quantity in Receiving (B02)	Purchase Order
Cancel OROB Drop Ship PO (J04)	Purchase Order
Receive All Permission (B21)	Purchase Order
Change Pick Slips (A32)	Fulfillment
Reprint Pick Slips (A33)	Fulfillment
Access to Void/Reprint All (A76)	Fulfillment
Enter Return Authorization (A28)	Customer Service
Receive Return Authorization (A29)	Customer Service
Credit Return Authorization (A34)	Customer Service
Modify Existing Messages (A30)	Customer Service
Display Invoice Cost in O/I (A36)	Customer Service
Maintenance of Hold/Fraud/Bypass Flag (A57)	Customer Service
Access to Customer Pop-up Messages (A79)	Customer Service
Order Hold Reason Release Authority (A77)	Customer Service
Return Disposition Authority (A83)	Customer Service
Change Invoice Payment Information (A82)	Customer Service
Delete Customer Call Log Records (A78)	Customer Service
Restrict Access to Credit Card Numbers in OI and OM (A88)	Customer Service
Continue Authorization without Receipt (A90)	Customer Service
Maintenance of Bypass Credit Check Field in Source Code File (A87)	Customer Service
Change Customer Action Notes Description (A93)	Customer Service
Add Customer Action Detail Notes (A94)	Customer Service
Change Customer Action Detail Notes (A95)	Customer Service
Delete Customer Action Notes (A96)	Customer Service
Change Customer Action Notes Status/Work in Process (A97)	Customer Service
Change Customer Action Notes Status/Resolve (A98)	Customer Service
Maintain Check Interface Download Date (A99)	Customer Service
Delete Return Authorizations (B03)	Customer Service
Maintenance of Customer Class Field (B07)	Customer Service
Changed Routed Email (B08)	Customer Service
Update All Ticklers (B09)	Customer Service
Change Associate Customer Flag (B10)	Customer Service
Change Alternate Customer Number (B11)	Customer Service
Create Manual Tickler (B13)	Customer Service
Display Order Statistics and Recap (J03)	Customer Service
Maintain Order with Printed Quantity (J05)	Customer Service
Allow Generate List in Merge/Purge (J06)	Customer Service
Bypass CTI Reason Code (B24)	Customer Service
Display Full Credit Card Number (B14)	General Usage
Cancel Order Broker Lines (B19)	Interface
Maintain Brokered Fulfillment Orders (B20)	Interface
External Authorization Service Access (B25)	Interface

Work with Secure Features Screen

Purpose: Use this screen to create, change, delete or display a secured feature

How to display this screen: Select Secured Features for an application area at the Work with System Values/Features Screen (WSYS).

Field	Description
Group (Application group)	Enter an application group to display secured features related to the application group you entered. Alphanumeric, 3 positions; optional.
Description	Enter a partial or full description of a secured feature to display secured features that contain the text you entered. Alphanumeric, 60 positions; optional.
Authority	Enter an authority level to display secured features that match your entry. Valid values are: • Allow • Exclude Optional.

Screen Options	Procedure
Create a secured feature	Select Create to advance to the Create Secure Feature Screen.
Change a secured feature	Select Change for a secured feature to advance to the Change Secure Feature Screen.
Copy a secured feature	Select Copy for a secured feature to advance to the Copy Company Info Window (Copying a Secured Feature).
Delete a secured feature	Select Delete for a secured feature to delete it. You cannot delete a secured feature that was delivered with the system. You can delete only secured features that you create.
Display a secured feature	Select Display for a secured feature to advance to the Display Secure Feature screen. You cannot change any of the information on this screen. See Create Secure Feature Screen for field descriptions.

Create Secure Feature Screen

Purpose: Use this screen to create a secured feature. All of the screens in each application area have the same fields.

Since secured features are delivered with the software, you will be modifying existing values. However, you can create a secured feature specific to your company if you are making modifications to the software and creating new options.

How to display this screen: Select Create at the Work with Secure Features Screen.

Field	Description
Description	A description of this secured feature. Alphanumeric, 60 positions; required.
Default authority	The authority level assigned to the secured feature. The authority level determines whether all users on the system have global access to the feature or are prevented from using the feature. The default authority can be overridden at the user and user class level. Valid values are: • ALLOW = Permits all users to perform the secured feature, unless prohibited on a user or user class level. • EXCLUDE = Prevents all users from performing the secured feature unless permitted on a user or user class level. Required.
Application area	A group of functions related to a basic business activity, such as Customer Service. Application areas categorize similar system control values, secured features, and menu options by functional area. Note: Once you have assigned an application area to a secured feature, you cannot change it. Alphanumeric, 3 positions; display-only.
Application group	A set of related functions within an application area. For example, Refunds is an application group within Customer Service. Application groups further define functions within an application area and categorize similar control values, secured features, and menu options. Application groups are defined in and validated against the Application Group table. Alphanumeric, 3 positions; required.
Sequence #	Controls the order in which the secured features display on the screen within the application group. Numeric, 5 positions; required.
Feature code	A unique code representing the secured feature in the system. A feature code references an internal command within a program to implement the secured feature. Once you have assigned a feature code, you cannot change it. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only.

Change Secure Feature Screen

To change: Select Change for a secured feature at the Work with Secure Features Screen to advance to the Change Secure Feature screen. At this screen, you can change these fields:

• Description

• Default authority

• Application group

• Sequence #

You cannot change the Application area or Feature code fields. See Create Secure Feature Screen for field descriptions.

Copy Company Info Window (Copying a Secured Feature)

How to print: Use this window to copy a secured feature from the company where you are working to another company on your system.

How to display this screen: Select Copy for the secured feature at the Work with Secure Features Screen.

To copy to one company: Enter the code for the company to which you want to copy this secured feature.

To copy to all companies: Do not enter a company code; select All Companies instead.