SECURITY TREND SECURITY PLEASE MUTE YOUR PHONES. Presenter: Steve Bloesing, CPA [email protected] EXPERIENCE 16 Years with Infor (formerly NxTrend.

SECURITYTREND SECURITY

PLEASE MUTE YOUR PHONES

Presenter: Steve Bloesing, [email protected]

• EXPERIENCE• 16 Years with Infor (formerly NxTrend Technology)

• Business Consultant – Approximately 200 Implementations of “Trend”

• 16 Years working with Trend (SX.enterprise)

SECURITY LEVELSLevel 1 – No Access

Level 2 – Inquiry Only - The operator is only allowed to inquire on records within the function.

Level 3 – Inquiry and Change - The operator is allowed to inquire, change records, and run reports within the function.

Level 4 – Inquiry, Change and Add – The operator is allowed to inquire, change and add records, and run reports within the function.

Level 5 – Full Security – The operator is allowed to inquire, change, add and DELETE records and run reports within the function. BE VERY CAREFUL with this Level as it gives the ability to DELETE.

Different for OEET, POET and WTET!!!

OEET SECURITYSECURITY LEVEL ADD CHANGE CANCEL DELETE

1 – NO ACCESS NO NO NO NO

2 – INQUIRY ONLY YES YES NO NO

3 – INQUIRY/CHANGE YES YES STAGE 0, 1 NO

4 – INQUIRE/CHANGE/ADD YES YES YES STAGE 0, 1

5 – FULL SECURITY YES YES YES YES

POET SECURITYSECURITY LEVEL ADD CHANGE CANCELDELETE

1 – NO ACCESS NO NO NO NO

2 – INQUIRY ONLY NO NO NO NO

3 – INQUIRY/CHANGE YES YES NO NO

4 – INQUIRE/CHANGE/ADD YES YES STAGE 0, 1, 2 NO

5 – FULL SECURITY YES YES YES YES

WTET SECURITYSECURITY LEVEL ADD CHANGE CANCELDELETE

1 – NO ACCESS NO NO NO NO

2 – INQUIRY ONLY NO NO NO NO

3 – INQUIRY/CHANGE YES YES NO NO

4 – INQUIRE/CHANGE/ADD YES YES STAGE 0, 1 NO

5 – FULL SECURITY YES YES YES YES

REPORTS SECURITYSECURITY LEVEL ADDITIONAL INFORMATION

1 – NO ACCESS NO ACCESS

2 – INQUIRY ONLY NO ACCESS

3 – INQUIRY/CHANGE ALLOWS DEMAND REPORTS ONLY

4 – INQUIRE/CHANGE/ADD CAN SET UP STORED AND RUN DEMAND

5 – FULL SECURITY CAN SET UP STORED, RUN DEMAND, AND DELETE EXISTING

LEVEL 5 – BE CAREFUL!!Some places to give Level 5 Security

- APEBS

- POERA

- ICAMU

- ICSEC

LEVEL 5 – RESTRICT!!!!Some areas to restrict Level 5 access:

- Master Records- ARSC / ARSS- ICSP / ICSW- APSV / APSS- SASO

SASO F6OPERATORS

FIELD DESCRIPTIONSDefault Warehouse - Enter a default warehouse if the operator is restricted to or works mainly out of one warehouse. This choice does not restrict the operator from viewing and updating other warehouses.

Home Whse Only - Setting this flag to yes will restrict the operator to the designated warehouse during OEET, POET, WTET and when generating reports with a warehouse (whse) range or option.

Supervisor Status:

Module/Function Activity

APET Posting the difference between the PO and invoice to a G/L account on the G/L Distribution screen.

ICSP Updating the status, product category, stocking unit, kit type, and special cost info.

ICSW Updating the status

NOTE: For the IC fields, these can be changed without Supervisor Status if there are no balances.

FIELD DESCRIPTIONSSystem Administrator - This option indicates whether or not this operator should receive the warning message that displays beginning 60 days before the SX.enterprise for Trend license expires. Normally, this flag should be set for the designated system administrator only.

Default OE Trans Type - This option determines which order type will default during OEET. If left blank, SO Type will default.

Only - Enter ‘yes’ if the operator is restricted to only entering the Order Entry transaction type indicated in the previous field.

Cash Rctps Writeoff Limit - Enter the amount an individual operator is allowed to write off, if you wish to make an exception to the setting in ARAO Paid in Full Allowance For Cash Receipts

Customer Interactive - The customer interactive system within Order Entry should be used when orders are taken directly from customers over the telephone or in counter sales situations. The customer interactive system will allow you to change a customer’s address while you remain in Order Entry instead of requiring you to jump to Accounts Receivable. Keep in mind that only static information can be changed; balances, terms, etc., cannot be changed while in Order Entry

F8SECURITY – SECURITY FLAGSAllow Ship-To Override - Enter ‘yes’ if the operator is allowed to override the Ship To’s address, which defaults during Order Entry, Purchase Order, or Warehouse Transfer Entry.

Override Order Approval - Enter ‘yes’ if the operator is allowed to manually override the approval flag on each Order Entry order

Allow NS Entry - Indicate if the operator can add non-stock items to an order through Order Entry, Warehouse Transfer, and Purchase Order.

Allow Terms Override - Enter ‘yes’ to allow the operator to override the terms code during Order Entry and Purchase Order. Enter ‘no’ to prevent the operator from overriding the terms code

Allow Sale Tax Override - Enter ‘yes’ to give the operator the ability to override the taxable flag on the order header, or the tax jurisdictions or amounts on the F10-Tax Detail screen

Change Balances - Enter ‘yes’ to allow the operator to change account balances on all setup records (APSVB, ARSCB, CRSB, GLSA, ICSWB, ARSSJ). SHOULD BE NO!!!

F8SECURITY – SECURITY FLAGSPost Credits - Enter ‘yes’ to give the operator the ability to post credits through all transaction entry functions (RM and CR thru OE, RM thru PO).

OE Cost Override:

OE CostOverride Type Result of Settings

yes n Can view costs. Can only enter costs on PO lines.

yes d Can view costs. Can enter costs on PO lines and on OE direct order lines.

yes s Can view costs. Can enter costs on PO lines and on OE special order lines.

yes b Can view costs. Can enter costs on PO lines and both OE direct order and special order lines.

yes a Can view costs. Can enter costs on PO lines and all OE lines.

F8SECURITY – SECURITY FLAGSExtended System Table - Leave the default of ‘no’ if the operator is restricted from adding, changing, or deleting table values with extended information in SASTT

Access Notes - Enter ‘yes’ to give the operator security to change and delete notes (by pressing <F20> twice on a master record)

Access Secured Notes - Enter ‘yes’ to give the operator access to secured notes.

Change GL Balances – SHOULD BE NO for most - Users often need access to certain inventory control and price/discounting windows to update costs that are not used to update general ledger; however, you may not want them to have access to the cost fields. This option prevents users from accessing the cost that updates general ledger.

F8SECURITY FLAGS - NEW

• OE Ship Qty Override Type - The quantity shipped override in OE option controls how the operator can change the shipped quantity on the extended view in order entry. This security setting indicates whether the operator is allowed to make no changes, decrease the quantity only, or make all changes allowed.

• Access Promo Price Window in OE - Use this option to stop the promo price window from appearing in OE entry transactions requiring the operator to select a pricing option. If the do not access promo price window in OE option is selected, an OE administrative option (promo price default) setup determines the pricing (lowest, promo, or regular).

• Verify PO or WT Chgs in Recv -

AUTHORIZATION POINTS• The system allows you to limit the access an operator has to specific

modules, menu options, and procedures in SA setup operator. An additional level of security exists in the system that can further limit an operator’s access to specific fields, windows, or functions within those he already has access to. This is done through the use of authorization points. When an operator encounters one of these authorization points, the system checks the user’s level of authorization to verify that the operator is authorized to continue. If the operator is not authorized to perform the task, he must seek the help of another team member or supervisor who has authority to allow him to proceed

• Authorization Point Template

• Be careful with assigning “G” – This allows user to grant to others.

QUESTIONS?