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Difference between revisions of "Users Group"
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(Tag: Visual edit) |
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==Users Group== | ==Users Group== | ||
| − | This maintenance screen allows the user to configure and add User Group on a specific User. This is also | + | This maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use. |
| + | ===== Company User Structure (Users Group) ===== | ||
| + | [[File:Company User Structure - User Groups.png|center|1000x1000px]] | ||
| + | <br /> | ||
=====Users Group Record List===== | =====Users Group Record List===== | ||
| − | [[File: | + | [[File:Prime - User Group - Record List.png|center|1000x1000px]] |
| + | |||
| + | |||
| + | Notes: | ||
*User group is a required field when creating and editing the user record. The user group can be used if the status is '''ACTIVE''' | *User group is a required field when creating and editing the user record. The user group can be used if the status is '''ACTIVE''' | ||
=====Adding Users Group===== | =====Adding Users Group===== | ||
| − | [[File: | + | [[File:Prime - User Group - Add.png|center|1000x1000px]] |
| + | <br /> | ||
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 39: | Line 46: | ||
=====Editing Users Group===== | =====Editing Users Group===== | ||
| − | [[File: | + | [[File:Prime - User Group - Edit.png|center|1000x1000px]] |
| + | <br /> | ||
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 71: | Line 79: | ||
=====Users Group View Record===== | =====Users Group View Record===== | ||
| − | [[File: | + | [[File:Prime - User Group - View.png|center|1000x1000px]] |
| + | |||
| + | |||
Notes: | Notes: | ||
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|- style="height:25px;" | |- style="height:25px;" | ||
| style="" |Maintenance | | style="" |Maintenance | ||
| − | | style="" |[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate | + | | style="" |[[Maintenance]]<nowiki> | </nowiki>[[Account Class]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Bank]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Chart of Account]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Position]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Proforma]]<nowiki> | </nowiki>[[Sales Person]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Terms]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Warehouse]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales | | style="" |Sales | ||
| Line 96: | Line 106: | ||
| style="" |[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]] | | style="" |[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Sales Return]] | ||
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| − | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module | + | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module''' |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Reports | | style="" |Reports | ||
| Line 115: | Line 125: | ||
| style="" |Purchase Reports | | style="" |Purchase Reports | ||
| style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]] | | style="" |[[Purchase Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Average Cost]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Maintenance Aids | | style="" |Maintenance Aids | ||
| − | | style="" |[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Exchange Rate | + | | style="" |[[Account Codes Aids]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Bank Aids]]<nowiki> | </nowiki>[[Brand Aids]]<nowiki> | </nowiki>[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Company Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Customer Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]<nowiki> | </nowiki>[[Item Class Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Item Type Aids]]<nowiki> | </nowiki>[[Position Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Proforma Aids]]<nowiki> | </nowiki>[[Sales Person Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Terms Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Warehouse Aids]] |
|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="" |Sales Aids | | style="" |Sales Aids | ||
| Line 155: | Line 159: | ||
| style="" |Purchase Reports | | style="" |Purchase Reports | ||
| style="" |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]] | | style="" |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|} | |} | ||
<br /> | <br /> | ||
Revision as of 11:54, 23 September 2021
Contents
Users Group
This maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.
Company User Structure (Users Group)
Users Group Record List
Notes:
- User group is a required field when creating and editing the user record. The user group can be used if the status is ACTIVE
Adding Users Group
| Field | Description | Expected Values |
|---|---|---|
| 1.Group Name | •Desired Name for Users Group | •Alphanumeric |
| 2.Group Desc | •Description for Users Group | •Alphanumeric |
| 3.Dashboard View | •Allowing the Users Group to view or hide the Dashboard | •Tick/Untick |
| 4.Modules | •Allowing the Users Group to view or hide the functions on each module | •Tick/Untick |
Notes:
- When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
- For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Editing Users Group
| Field | Description | Expected Values |
|---|---|---|
| 1.Group Name | •Desired Name for Users Group | •Alphanumeric |
| 2.Group Desc | •Description for Users Group | •Alphanumeric |
| 3.Dashboard View | •Allowing the Users Group to view or hid the Dashboard | •Tick/Untick |
| 4.Modules | •Allowing the Users Group to view or hid the functions on each module | •Tick/Untick |
Notes:
- When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
- For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Users Group Record Option
File:Users Group Record Option.png
Users Group Record Option
Notes
- For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here
Users Group View Record
Notes:
- The User can edit and modify the restrictions of each modules of the User Group while viewing it.
- For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found here