D Listing of application roles

D.1 OLD Manual Format For references

account_all

Allows the user all (create, delete, and edit) roles for General Ledger (GL) accounts. Does not include the ability to post.

account_create

Allows the user to only create new GL accounts.

account_delete

Allows the user to only delete GL accounts.

account_edit

Allows the user to only edit GL accounts.

account_link_description_create

@@@

ap_all

Allows the user all roles related to accounts payable. Does not include the ability to post.

ap_all_transactions

Allows the user all roles related to accounts payable transactions.

ap_all_vouchers

Allows the user all roles related to accounts payable vouchers.

ap_invoice_create

Allows the user to create an accounts payable invoice.

ap_invoice_create_voucher

Allows the user to create an accounts payable voucher.

ap_transaction_all

@@@ Is this the same as ap_all_transactions? Added 1.3.21.

ap_transaction_create

Allows the user to create non-voucher accounts payable transactions.

ap_transaction_create_voucher

Allows the user to create accounts payable voucher transactions.

ap_transaction_list

Allows the user to read or see accounts payable transactions.

ar_all

Allows the user to have all roles related to accounts payable. Does not include the ability to post.

ar_invoice_create

Allows the user to create and update sales invoices. If the user needs to be able to enter invoices in foreign currencies, the exchangerate_edit role must be assigned as well.

ar_invoice_create_voucher

Allows the user to create accounts receivable invoices.

ar_transaction_all

Allows the user all roles related to accounts receivable transactions.

ar_transaction_create

@@@

ar_transaction_create_voucher

@@@

ar_transaction_list

@@@

ar_voucher_all

@@@

assembly_stock

@@@

assets_administer

Allows the user all privileges related to assets.

assets_approve

Allows the user to approve actions associated with assets.

assets_depreciate

Allows the user to depreciate assets.

assets_enter

Allows the user to enter or add assets.

audit_trail_maintenance

@@@

auditor

@@@

base_user

The base role only allows access to menu items Preferences, Logout, and New Window.

batch_create

Allows the user to create new batches.

batch_list

Allows the user to list batches.

batch_post

Allows the user to post batches. This authorization includes the right to search for batches and therefore includes the batch_list role.

budget_approve

Allows the user to approve budgets.

budget_enter

Allows the user to enter or create budgets.

budget_obsolete

@@@

budget_view

Allows the user to list or see budgets.

business_type_all

@@@

business_type_create

@@@

business_type_edit

@@@

business_units_manage

@@@

cash_all

@@@

contact_all_rights

Gives the user all roles for creating, editing and deleting contacts.

contact_class_cold_lead

@@@

contact_class_contact

@@@

contact_class_customer

@@@

contact_class_employee

@@@

contact_class_hot_lead

@@@

contact_class_lead

@@@

contact_class_referral

@@@

contact_class_robot

@@@

contact_class_sub_contractor

@@@

contact_class_vendor

@@@

contact_create

Allows the user to create a contacts.

contact_delete

Allows the user to delete a contacts.

contact_edit

Allows the user to edit a contacts.

contact_read

Allows the user to view contacts.

country_all

Allows the user to create and edit countries. Added 1.11.0.

country_create

Allows the user to create countries. Added 1.11.0.

country_edit

Allows the user to edit countries.Added 1.11.0.

draft_modify

@@@

draft_post

@@@

employees_manage

@@@

exchangerate_edit

@@@

file_attach_eca

@@@

file_attach_entity

@@@

file_attach_order

@@@

file_attach_part

@@@

file_attach_tx

@@@

file_read

@@@

file_upload

@@@

financial_reports

Allows the user to see and print financial reports.

gifi_create

@@@

gifi_edit

@@@

gl_all

@@@ Not sure how this is different than account_all above.

gl_reports

@@@

gl_transaction_create

@@@

gl_voucher_create

@@@

inventory_adjust

Allows the user to adjust inventory.

inventory_all

Allows the user all inventory privileges.

inventory_approve

Allows the user to approve inventory receipts and shipments.

inventory_receive

Allows the user to enter inventory receipts.

inventory_reports

Allows the user to see or view inventory.

inventory_ship

Allows the user to enter inventory shipments.

inventory_transfer

Allows the user to transfer inventory.

language_create

@@@

language_edit

@@@

orders_generate

@@@ How is this different than Sales or Purchase orders?

orders_manage

@@@

orders_purchase_consolidate

@@@

orders_sales_consolidate

@@@

orders_sales_to_purchase

@@@

part_create

Allows the user to create parts.

part_delete

Allows the user to delete parts.

part_edit

Allows the user the edit parts.

payment_process

@@@

pricegroup_create

@@@

pricegroup_edit

@@@

purchase_order_create

Allows the user to only create a purchase order.

purchase_order_delete

@@@

purchase_order_edit

@@@

purchase_order_list

@@@

receipt_process

@@@

reconciliation_all

Can approve or enter a reconciliation.

reconciliation_approve

Can only approve a reconciliation.

reconciliation_enter

Can on enter a reconciliation.

recurring

@@@

rfq_create

Allows the user to create a request for quotations (RFQs).

rfq_delete

Allows the user to delete RFQs.

rfq_list

Allows the user to list or see RFQs.

sales_order_create

Can only create a sales order.

sales_order_delete

Can only delete a sales order.

sales_order_edit

Can only edit a sales order.

sales_order_list

Can only list a sales order.

sales_quotation_create

Can only create a sales quotation.

sales_quotation_delete

Can only delete a sales quotation.

sales_quotation_list

Can only list a sales quotation.

sic_all

Allows the user all create and edit privileges for managing Standard Industrial Classification (SIC) codes.

sic_create

Allows the user to create SIC codes.

sic_edit

Allows the user to edit SIC code.

system_admin

@@@

system_settings_change

@@@

system_settings_list

@@@

tax_form_save

@@@

taxes_set

@@@

template_edit

Allows the user to edit templates.

timecard_add

Allows the user to add timecards.

timecard_list

Allows the user to see and list timecards.

timecard_order_generate

@@@

transaction_template_delete

@@@

translation_create

@@@

users_manage

Allows the user to manage user roles.

voucher_delete

Allows the user to delete vouchers.

warehouse_create

Allows the user to create new warehouses.

warehouse_edit

Allows the user to edit existing warehouses.

yearend_reopen

Allow the user the reopen a closed year.

yearend_run

Allows the user to run the year end process.