Set up User Security
Click "Add" to add a new PO User ID setup.
PO User ID |
All Purchase Order users must be already defined with a Pak Accounting User ID in Utilities – Global – System Security. Security does not have to be enabled; however, the User must be defined. In Purchase Order User Level Security Maintenance add each PO User ID and assign an Account Profile ID and Default Orderer ID. |
Default Division ID |
Not a required field. This can only be assigned after one or more Division IDs have been assigned in the detail portion of the screen. |
Account Profile ID |
Drop down to select the Account Profile for use. |
Default Orderer ID |
Not a required field. Will default with the default user if not filled in. |
Default Cost Center |
Not a required field |
Default Ship To Sub-Account |
Not a required field |
Email Notify Options |
For future enhancements |
Click the green "+" to add a new Division ID in the detail portion of the screen. Then enter the divisions this user needs access to. Mark the functions this user will be performing. (We recommend making one user a “super-user” who is authorized for all of the functions.)
Division ID |
A Division ID is not a cost center (department, job or property). Division ID’s are an organizational structure concept. Many companies can be set up with one Division ID. Purchase Order supports complex organizational structures which can assign a specific user different security functions depending on which division the PO is assigned. As with other Pak Accounting modules, new divisions can be entered on the fly by using F12. |
PO Creation |
check if allowed, uncheck if not allowed to create PO's |
Allow Changes on Submitted PO's |
Allow Changes on Submitted PO's allows for changes to be made to submitted and approved purchase orders without going back through the approval steps. There are 3 options: No = does not allow uses to make changes to submitted PO's. Yes, don't revert PO = The "Super User" can make changes to PO past the submit stage. Yes, revert PO to Draft = allow user to make changes to a submitted PO, but will revert the PO back to the Draft stage to be re-submitted. |
PO Line Item Type Security |
Inventory, GL - Select the types this user needs access to. Shop is not supported at this time. It is for future enhancements. |
Receipt and Vendor Invoice Security |
Receive Receipts, Vendor Invoice Creation, Vendor Invoice Update - Select the options the User is authorized for. Vendor Invoice options are for entering A/P Invoices. |
List: Print/view listing of all User Security and permission.
Utility: Copy/Merge User - A User ID can be copied to another User ID as long as the new User ID exists in global security.