List of Permissions

Manage accounting settings

The user can change important accounting settings, such as whether accounting is enabled, and the dates for locked/closed accounting periods.

Modify locked payments

This permission gives an accounting administrator the ability to approve changes to documents in locked accounting periods. Such administrators can authorize another user's change at their terminal.

Modify locked sales orders

This permission gives an accounting administrator the ability to approve changes to documents in locked accounting periods. Such administrators can authorize another user's change at their terminal.

Modify locked work orders

This permission gives an accounting administrator the ability to approve changes to documents in locked accounting periods. Such administrators can authorize another user's change at their terminal.

Open screen

If the user does not have this permission, they cannot see the Accounting screen in their screen list, nor can they open it.

Recreate general ledger account entries

Whether the user can clear out and mass-recreate GL accounting entries for ranges of documents (this should be disabled except for advanced users)

Use advanced mode when recreating general ledger account entries

Whether the user can use advanced mode in the recreate GL entries dialog. This requires knowledge of the database and should only be used by advanced users.

Approve credit overrides

Controls whether the user can view and approve credit overrides. This entails reviewing customer history and allowing an invoice to be finalized that would violate a customer's credit limit.

Approve price overrides

Controls whether the user can view and approve price overrides. This allows the user to review all document lines on which a salesman wishes to violate the current price control rules. Without approval, such documents cannot be finalized.

Edit price controls

Controls whether the user can view and edit price control rules. These rules apply to documents and prohibit finalization if any of the document lines do not meet one or more price control rules. A user must have global permission to add/edit rules that apply to all stores.

Open screen

If the user does not have this permission, they cannot see the Approvals screen in their screen list, nor can they open it. This screen is used to view and approve credit overrides, view and approve pricing overrides, and edit price control rules.

Manage adjustment types

Gives the user permission to add/edit/delete adjustment types. The only permission levels allowed are None and Global because adjustment types are global.

Manage assembly templates

Gives the user permission to access the "Configure Assembly Templates" dialog (menu option Configure->Inventory...->Assembly Templates). Assembly templates are used to speed up creation of assemblies on the parts screen, as well as creating teardowns and bids on the vehicles screen.

Manage document terms

Gives the user permission to add/edit/delete document terms. Terms are used on invoices to track AR finance charges and on purchase orders to track AP configuration, per vendor. This permission must be set to GLOBAL to function

Manage payment methods

Gives the user permission to add/edit/delete payment methods. This permission must be set to GLOBAL to function

Manage reports

Whether the user can add/edit/delete reports, their parameters, etc. These settings affect printing at all locations.

Manage return codes

Ability to add/edit/delete return codes that can be selected by users when performing returns on documents

Manage sales document types

The user can add/edit sales order document types (permission must be set to GLOBAL to enable)

Manage sell price classes

Gives the user permission to add/edit/delete inventory sell price classes. These price classes are used grouping inventory items for easier customer contract pricing and discounts. The only permission levels allowed are None and Global because sell price classes are Global.

Manage shipping methods

Ability to add/edit/delete the shipping method list used on all document screens. The only permission levels allowed are None and Global because shipping methods are global.

Manage stores

Restricts a user's ability to edit existing or create new stores. The user must be given global permissions in order to create new stores

Manage tax items

Gives the user permission to add/edit/delete both AR and AP tax items. The only permission levels allowed are None and Global because tax items are global.

Discard/reject owed customer cores

The user can discard outstanding customer cores at the store(s) specified by this permission. This causes these core records to no longer show up on the outstanding customer cores list.

Discard/reject owed vendor cores

The user can discard outstanding vendor cores at the store(s) specified by this permission. This causes these core records to no longer show up on the outstanding vendor cores list.

Discard/reject returned cores

The user can discard returned cores at the store(s) specified by this permission. This causes these core records to no longer show up in the list of returned cores ready to be inventoried.

Open screen

If the user does not have this permission, they cannot see the Core Management screen in their screen list, nor can they open it.

View owed customer cores

The user can view outstanding customer cores at the store(s) specified by this permission

View owed vendor cores

The user can view outstanding vendor cores at the store(s) specified by this permission

View returned cores

The user can view returned dirty cores that need to be inventoried. This permission limits the user to cores being inventoried at the store(s) specified by this permission

Add new customers

The user can add new customer records (this does not affect editing existing customers, though the user needs the ability to edit customers to add them). Global and store values are the same for this permission

Edit account limits

Allows the user to adjust customers' account limits on the customer screen

Edit advanced information

Allows the user to edit a customer's advanced information page (and several advanced fields on other tabs)

Edit billing address

Allows the user to edit a customer's billing address

Edit customer alternate addresses

Allows the user can add/edit/delete alternate addresses on a customer record

Edit customer messages

Allows the user to manage a customer's messages

Edit customer records

Whether the user can add or edit customer records on the customer information screen (adding new customers also requires the "Add new customers" permission)

Edit default customer terms

The user can change the default document terms for the customer.

Edit payment/pricing info

Allows the user to adjust a customer's allowed methods of payments, default pay types and pricing, and percent of pricing. User can also add new pricing rules. This does not affect editing the customer limit.

Edit salesman/store

Allows the user to edit a customer's default salesman/store

Manage customer options

The user can add/edit/remove customer options on the customer screen. These customer options apply to all customers.

Manage customer units

Allows the user to manage a customer's units

Merge customers together

Defines if the user is allowed to merge existing customers. Customers are treated as global, so a user must have global merge permission to perform this operation.

Edit All Reports

User can edit all Dashboard reports.

Edit Chart Query

User can edit the MySQL query for a Dashboard chart

Edit Charts

User can create and edit Dashboard charts.

Edit Own Reports

User can edit their own Dashboard reports.

Open Screen

User can view the dashboard and any reports shared with them.

Open screen

If the user does not have this permission, they cannot see the Data Management screen in their screen list, nor can they open it.

Perform imports

The user can perform data import operations.

Change picking destination locations

Allows the user to manage the location that picked items go to for various document types.

Change purchase order shipping methods

Defines if the user is allowed to change shipping methods on open and closed purchase orders from the picking screen.

Change sales order shipping methods

Defines if the user is allowed to change shipping methods on open and closed sales orders from the picking screen.

Change transfer order shipping methods

Defines if the user is allowed to change shipping methods on open and closed transfer orders from the picking screen.

Deliver inventory

Defines what stores the user can create run sheets for.

Open screen

If the user does not have this permission, they cannot see the Deliveries screen in their screen list, nor can they open it.

Pick inventory

Defines what stores the user can pick inventory at.

Cancel Auctions

User can cancel ebay auctions

Edit Configuration

User can access and use the Template and eBay Config tabs.

Open Screen

If the user does not have this permission, they cannot see the eBay Extension in their screen list, nor can they open it.

Perform Exports

User can perform ebay export operations.

Can log in to Enterprise Web

Restricts whether the user is allowed to log into the Enterprise Web application.

User administrator

An user administrator can create users and manage the permissions, stores, and groups of users in the system

View Advanced Reports

Whether the user can print or preview advanced reports on the report viewer screen

Can manage saved chart templates

Defines if the user is allowed to edit/delete saved chart templates that they did not create.

Edit interchange

This permission is required for any user that is allowed to add/edit/delete interchange, interchange notes, and interchange attachments on the interchange screen.

Open screen

If the user does not have this permission, they cannot see the Interchange screen, which is used to add/edit/search interchange records and applications.

Camera

Allows the user to take and attach pictures with the scanner.

Can enter quantity scanned manually

Whether or not the user is allowed to type in the number of parts in front of them, as opposed to being forced to physically scan every piece of inventory

Can use "move all" menu shortcut

The user can use Move All menu item to move all inventory from one location to another

Fast inventory move

Allows people to use the scanners to move inventory to a location without specifying a source location

Inventory count

Moves parts in and out of the variance quantity to fix discrepancies

Inventory detail

Allows people to use the scanners to see basic information about a part

Inventory move

Allows people to use the scanners to change inventory location

Inventory moves

Allows USER access TO the NEW move system ON LXW

Location detail

Allows people to use the scanners to review location-specific information

Login

Allows the user to Login to LX.

Picking

Lets users mark parts as being picked for a document.

Manage location delimeter

Gives the user the ability to change the delimeter that is automatically inserted between location codes. This can be done in the configure->locations dialog.

Manage Locations

Restricts the user's ability to edit existing or create new locations for one or more stores.

Open screen

If the user does not have this permission, they cannot see the Locations screen in their screen list, nor can they open it.

Perform unsafe deletes

Allows the user to delete locations that have child locations or documents/inventory that reference them. Performing a delete like this may cause some records to point to invalid locations unless corrected in the database.

Can manage scan jobs

The user can use the administrate scan jobs (cancel/approve/view) page on the manage warehouse screen (either for their store(s) or globally).

Can perform inventory adjustments

The user can access the inventory adjustment page on the manage warehouse screen (either for their stores or globally). With this permission, the user can create documents that adjust inventory levels based on previous inventory counts.

Can perform manual counts

The user can access the manual inventory count page on the manage warehouse screen (either for their store(s) or globally).

Open screen

If the user does not have this permission, they cannot see the Manage Warehouse screen in their screen list, nor can they open it.

View options

Whether a user may open/view the edit->options page, where many computer settings are stored. (Suggested default: True)

Add Models

Allows the user to add new manufacturers, series, and models. If they want to edit existing models, they must also have the Can Add Models permission.

Edit Models

Allows the user to change information about manufacturers, models, and series including default pricing information.

Edit part categories

Whether the user is allowed to modify part categories. This includes category based pricing defaults. This permission must be granted as Global.

Edit part cross references

Whether the user is allowed to manage part cross references. This permission must be granted as Global.

Edit part types

Whether the user is allowed to modify the part type list. This includes part type Q&A, etc. This permission must be granted as Global.

Edit service units

Whether the user is allowed to modify service units, service unit Q&A, etc. This permission must be granted as Global.

Edit vehicle models

Whether the user is allowed to modify vehicle makes and models. This permission must be granted as Global.

Access to part modification screen

Allows the user to open the part modification screen at all. This screen gives the user a spreadsheet-style view of many inventory records at once.

Manage advanced inventory settings

Signifies that the user is allowed to manage advanced inventory settings, such as which fields are global, searchable from the search screen, log changes, etc

Clone parts

Enables the clone/copy parts button on the parts screen

Create new conditions

The user can enter new conditions in the parts screen condition dropdown. If the user enters a new condition in this way, it will show up in the dropdown for future parts.

Edit attachments

Allows the user add/edit/remove images and attachments on a part

Edit GL category

The user can edit the GL category on inventory items globally or at the user's store(s).

Edit part information

Whether the user can change informational fields on the parts creen like description, oem number, etc.

Edit part locations

Whether the user can change a part's location information.

Edit part prices

Whether the user can change any of the pricing or core pricing on a part.

Edit part quantity

The user can perform manual inventory quantity adjustments.

Edit part statuses

Whether the user can change an inventory item's status.

Edit replacement cost

The user edit the cost field on the part information tab. For replenishable parts, this is the replenishment cost. For vehicle parts, this value represents the static vehicle cost allocation on the part.

Edit stocking data

The user can edit the primary stocking level fields, such as stock type, stock method, minimum, and maximum quantity.

Insert/Update Parts

Whether the user can save or create part records on the parts screen

Load/View Parts Detail

Whether the user can open parts on the parts screen

Replicate parts

Allows the user to use the 'replicate inventory' function on the parts screen. The user can only replicate parts to stores they have this permission at (or all stores for Global permission).

View costs

Whether the user is allowed to view cost and average cost. This is required to modify replenishment cost as well.

Open screen

If the user does not have this permission, they cannot see the Payment Entry screen in their screen list, nor can they open it.

Add new payments

Whether the user can add new payments to a customer

Change total of saved payments

Defines if the user is allowed to perform any operation that would affect the total of a payment that has already been saved. This can help ensure that payments are not adjusted after they hae been posted. This permission does not prevent the user from changing things about the payment that don't affect the total (such as notes or document allocations).

Edit existing payments

Whether the user can edit saved payments on a customer

Perform refunds on credit terminal

Defines if the user is allowed to refund money to the customer using the credit card terminal.

Perform voids on credit terminal

Defines if the user is allowed to void transactions completed through the credit card terminal. (This only applies to transactions on the current, open batch of transactions; posted batches don't allow voiding)

Void payments

Whether the user can void payments (if the user has store level permission, he can only void payments that were created at their stores)

Close POs without specifying sufficient serial #'s

This is whether a user can save a PO when any items on the screen have received greater quantity than serial #'s entered

Create new purchase orders

Whether the user can create purchase orders at the specified stores

Edit advanced fields on 'done receiving' POs

The user can modify advanced information on the PO after it has been marked as done receiving. This includes such items as correcting quantities, prices, changing vendor, and adding or removing items.

Edit basic fields on 'done receiving' POs

The user can modify basic information on the PO after it has been marked as done receiving. This includes such items as changing addresses, description, and PO type.

Edit purchase orders

Whether the user can edit existing purchase orders

Manage accounts payable fields

The user can approve PO postings, finalize prices, and manage fields on the AP tab

Purchase from inactive vendors

The user can issue POs to inactive vendors. Without this access, the user is notified that the vendor has been marked as inactive and that they should use another.

Receive Stock

Allows the user to receive stock on POs and correct received quantities on saved postings. A user needs this permission to mark POs as 'Done Receiving'

Reopen Closed POs

Allows the user to reopen POs that have been marked as 'Done Receiving'

View purchase orders

The user can open and view the detailed information of purchase orders in the system. Store level permission allows the user to view purchase orders created at any of that user's stores.

Void purchase orders

Allows user to void purchase orders for one of their stores/globally

Add misc parts

The user is allowed to enter miscellaneous (non-inventory) items.

Add new payments

Whether the user can add/edit payments when performing a sales order (only applies to sales order documents that accept payments)

Can refund core charges

The user can refund core charges to the customer without a core exchange. This does not affect whether the user can perform core exchanges.

Change back order settings

Whether the user can adjust the customer defaults for back ordering and partial ordering on a sales order

Change counterperson

Whether the user is able to change the counterperson the order is assigned to

Change customer salesperson on invoice

Whether the user has the permission to change the salesperson that is given credit for the sale

Change date

Controls whether the user can change the document date on SOs.

Change item pricing

Whether the user is allowed to change the sale price of an item on a sales order.

Change line item taxable

Allows the user to change the taxable checkbox on sales orders line items.

Change store credit method

Whether the user can change the store that will receive credit for a sale on a particular sales order

Change tax item

Whether the user is able to change the taxitem from the customer default on a sales order

Change terms

Whether the user is able to change the terms of the order from the customer default

Create new serial #'s

The user can enter brand new serial #'s on parts being sold on documents. If this is disabled, valid serial #'s must be entered on the parts screen.

Create sales orders

The user can create new sales orders in the system

Edit adjustments

Whether a user may add/edit/delete adjustments to a sales order. (Suggested default: False)

Edit closed SOs

This is whether a user can edit sales order that has been closed (finalized)

Edit existing payments

Whether the user can edit previously saved payments when performing a sales order

Edit sales orders

The user can modify existing sales orders in the system, no matter who created them

Finalize all sales orders

The user is able to finalize any type of sales order.

Finalize quotes

The user is able to finalize sales orders that do not affect inventory.

Finalize without choosing serial #s

The user can finalize a sales order despite one or more items not having sufficient serial #s chosen. This permission allows the user to override the warning that pops up telling the user that they must choose a serial # before continuing.

Print documents with price violations

Whether the user can print SO documents if there are any outstanding price violations. (Price rules can be configured and price violations can be reviewed/approved on the Approvals screen)

Quote TForce shipments

The user can send the contents of a sales order to TForce Worldwide to get a shipping quote.

Reopen closed/finalized quotes

Allows the user to reopen quote sales orders (ones that don't affect inventory) that have been closed/expired/finalized.

Reopen finalized invoices

Allows the user to reopen invoice sales orders (ones that do affect inventory) that have been closed/expired/finalized. Notice: this process must attempt to reverse accounting, inventory adjustments, etc.

Return expired/past-due items

Whether the user can add return items to an invoice after their "time to return" has passed.

Return inventory

The user is allowed to do returns on inventory. If disabled, no items with a negative quantity may appear on an invoice.

Schedule TForce shipments

The user can finalize/schedule shipment quotes.

Sell to inactive customers

This controls whether the user is able to add inactive customers to invoices. Choose store to allow the user to do this just for invoices at his store, global for everywhere.

Send To SAV

If the user does not have this permission, they cannot send parts to the SAV website

Specify the average cost for non-stocked/miscellaneous items

This allows a user to set the average cost for non-stocked items sold on sales orders globally or at the users stores. This also requires that this feature be enabled in the company settings (not recommended due to possible accounting inconsistancies and errors)

View costs

Whether the user can view cost data on invoices (set to store for invoices at their store or globally for all)

View sales orders

The user can open and view the detail information of sales orders in the system

Void sales orders

Whether the user is able to void a sales order

Perform potentially slow part searches

Allows the user to perform searches that the system has predicted might take longer to execute

Search parts

Defines what locations (if any) the user is allowed to search. This includes the smart search boxes on all the document screens.

Search vehicles

Defines what locations (if any) the user is allowed to search for vehicles.

Global settings administrator

A global administrator can manage global level settings

Group administrator

A group administrator can create/edit user groups, change the permissions of groups, and manage group-level settings

Store settings administrator

A store administrator can manage store-level settings

Manage hidden search options

If the user does not have this permission, they cannot hide search options, show hidden options, or view previously hidden options.

Manage saved searches

Allows the user to edit/replace/delete shared saved searches that were created by other individuals. Global allows a user to manage saved searches created at any store.

Open screen

If the user does not have this permission, they cannot see the Transaction List screen, which is used to search document history.

Administrate other stores' transfer orders

Whether a user may edit transfer orders that are neither to or from the user's store. (Suggested default: False)

Close TOs without specifying sufficient serial #'s

This is whether a user can save a TO when any items on the screen have received greater quantity than serial #'s entered

View transfer orders

The user can open and view the detailed information of transfer orders in the system. Store level permission allows the user to view transfer orders to or from one of the user's stores.

Void transfer orders

Whether the user can void transfer orders or not (store level permission considers the source *or* destination of the transfer)

Advanced whole unit editing

The user can open/edit whole units on the parts screen either globally or at the user's store(s).

Change stock availability

Allows user to use the 'Available' checkbox to change whole unit stocking levels without using a PO (suggested for advanced users only)

Edit additional information

Whether the user is alloweed to maange the fields on the Additional Info tab

Edit attachments

Whether the user is allowed to manage vehicle attachments and images

Edit basic information

Whether the user is allowed to edit the various fields on the basic information page

Edit bids/teardowns

Whether the user can add/edit vehicle bids or teardowns

Edit GL category

Allows user to change the gl category for the vehicle itself as well as the default for all parts off of the vehicle

Edit non-bid vehicles

Allows the user to add/edit vehicles that have a status other than B

Edit Q&A

Whether the user can manage data on the Q&A tab

Edit statuses

Whether the user is allowed to modify the status and user status on the vehicles screen. A user with this permission must still have the corresponding part permission in order to cascade vehicle status changes to associated parts.

Edit stock number

Whether the user is allowed to modify vehicle stock #'s. If the user doesn not have this permission, all new vehicles they create will get a stock # assigned to them automatically.

Edit whole unit information

Whether the user can edit fields on the whole units tab

View vehicle performance

Allows user to view vehicle costs and profits on the vehicle screen

Edit vendors

Enables the user to add/edit vendors using the vendor screen

Merge vendors together

Defines if the user is allowed to merge existing customers. Customers are treated as global, so a user must have global merge permission to perform this operation.

Search other purchase agents' vendors

Whether the user can search for vendors that have a different purchase agent assigned. Without this permission, the user can only find vendors assigned to them (or those with no agent assignment) on the vendor list or purchase orders screens.

Make Part Changes

Controls if the user can make changes/add parts from Work Clock.

Work Clock Administrator

Controls whether the user can perform administrative tasks in Work Clock (Global permission level required)

Add misc parts

The user is allowed to enter miscellaneous (non-inventory) items on a job.

Create new serial #'s

The user can enter brand new serial #'s on parts being used on documents. If this is disabled, valid serial #'s must be entered on the parts screen.

Do work for inactive customers

This controls whether the user is able to add inactive customers to work orders. Choose store to allow the user to do this just for work orders at his store, global for everywhere.

Edit closed documents

The user can edit certain fields on work orders that have already been closed

Edit Templates

Allows the user to create, edit, and remove job templates on work orders.

Reopen finalized work orders

Allows the user to reopen work orders that have been closed/finalized. Notice: this process must attempt to reverse accounting, inventory adjustments, etc.

Specify the average cost for non-stocked/miscellaneous items

This allows a user to set the average cost for non-stocked items consumed on work orders globally or at the user's stores. This also requires that this feature be enabled in the company settings (not recommended due to possible accounting inconsistancies and errors)

View work orders

The user can open and view the detailed information of work orders in the system. Store level permission allows the user to view work orders created at any of that user's stores.

Void Work Orders

Allows the user to void a work order. It is recommended that you restrict permission as voiding a work order can affect the accounting system in complex ways.

Work Orders Configuration

Allows the user to set up work order types and to perform administrative tasks on the work order system.