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Accounts Payables

Role ID: Role Name: Description: Task ID CARD_0301* CARD_0302* CARD_0303* CARD_0304* DEFAULTUSER INQ_FIN_001* INQ_FIN_004* INQ_FIN_005* INQ_FIN_007* INQ_PURCH_001* INQ_PURCH_002* INQ_PURCH_003* LIST_PURCH_001* RPT_FIN_004* RPT_PURCH_001* RPT_PURCH_002* RPT_PURCH_003* RPT_PURCH_004* RPT_PURCH_005* RPT_PURCH_CAM01* TRX_PURCH_008* TRX_PURCH_009* TRX_PURCH_010* TRX_PURCH_011* TRX_PURCH_012* TRX_PURCH_013* TRX_PURCH_014* TRX_PURCH_015* TRX_PURCH_016* TRX_PURCH_017* TRX_PURCH_018* TRX_PURCH_019* TRX_PURCH_020* TRX_PURCH_021* TRX_PURCH_022* TRX_PURCH_025*

AP CLERK* Account Payables Clerk Tasks include processing vendor invoices, paying bills, reconciling bank accounts, working with vend Name Maintain vendors and addresses Maintain vendors financial summary Maintain buyers Maintain customer/vendor relationships Default User View GL account financial information View GL journal entries View General Ledger history View GL account financial information View vendors View Payables Management transactions View vendor financial information All Purchasing Transactions list General Ledger reports Purchasing reports Setup reports Payables Management check information Purchasing posting journals Vendor letters Control Account Mgmt reports Generate suggested purchase orders Enter Payables Management transactions Enter scheduled Payables Management payments Enter manual Payables Management payments Select Payables Management checks Edit Payables Management checks Print Payables Management checks Post Payables Management checks Process remittance Apply Payables Management documents Void historical Payables Management transactions Void open Payables Management transactions Edit Payables Management transactions Hold Payables Management transactions Purchasing series post Generate EFT Files

Accounts Receivable
Role ID: Role Name: Description: Task ID ADMIN_SALES_005* ADMIN_SALES_008* ADMIN_SALES_009* ADMIN_SALES_010* ADMIN_SALES_011* ADMIN_SALES_013* ADMIN_SALES_014* ADMIN_SALES_015* ADMIN_SALES_016* CARD_0201* CARD_0202* CARD_0203* CARD_0206* DEFAULTUSER INQ_SALES_001* INQ_SALES_002* INQ_SALES_003* INQ_SALES_004* INQ_SALES_009* RPT_SALES_001*

AR CLERK* Account Receivables Clerk Tasks include entering sales invoices, processing cash receipts, preparing collection letters, and assis Name Reconcile Receivables amounts Post scheduled customer payments Age customer balances Assess finance charges Print customer statements Write off sales documents Paid transaction removal Period-end sales routines Sales tables Maintain customers and addresses Maintain customer financial summary Maintain customer/vendor relationships Maintain national accounts Default User View customers View customer financial information View receivables financial information View receivables transactions View national accounts Sales reports

RPT_SALES_003* RPT_SALES_004* RPT_SALES_005* RPT_SALES_006* TRX_SALES_007* TRX_SALES_013* TRX_SALES_014* TRX_SALES_015* TRX_SALES_016* TRX_SALES_017* TRX_SALES_019* TRX_SALES_020* TRX_SALES_021* TRX_SALES_022*

Sales setup reports Posting journals Customer letters Collection letters Enter customer/vendor transactions Enter Receivables transaction Enter customer scheduled payments Enter customer cash receipts Apply sales documents Enter refund checks Sales series post Edit posted Receivables transactions Edit other Receivables transactions Enter/edit Receivables batches

BOOKKEEPER
Role ID: Role Name: Description: Task ID CARD_0101* CARD_0102* CARD_0103* CARD_0104* CARD_0105* CARD_0201* CARD_0202* CARD_0203* CARD_0204* CARD_0205* CARD_0206* CARD_0207* CARD_0208* CARD_0209* CARD_0210* CARD_0301* CARD_0302* CARD_0304* DEFAULTUSER INQ_FIN_001* INQ_FIN_002* INQ_FIN_003* INQ_FIN_004* INQ_FIN_005* INQ_FIN_006* INQ_FIN_007* INQ_FIN_008* INQ_FIN_009* INQ_PURCH_001* INQ_PURCH_002* INQ_PURCH_003* INQ_SALES_001* INQ_SALES_002* INQ_SALES_003* INQ_SALES_004* INQ_SALES_005* LIST_PURCH_001* LIST_SALES_001* RPT_FIN_001* RPT_FIN_002* RPT_FIN_003* RPT_FIN_004* RPT_FIN_005* RPT_FIN_006* RPT_PURCH_001* RPT_PURCH_002* RPT_PURCH_003* RPT_PURCH_005* RPT_PURCH_CAM01* RPT_SALES_001* RPT_SALES_004* RPT_SALES_005* RPT_SALES_006*

BOOKKEEPER* Bookkeeper Tasks include creating and paying vendor invoices, creating sales invoices, billing customers, receivin Name Maintain accounts Maintain account analysis Maintain budgets Maintain checkbooks Maintain financial currencies Maintain customers and addresses Maintain customer financial summary Maintain customer/vendor relationships Maintain customer items Maintain customer lockbox Maintain national accounts Maintain picking instructions Maintain process instructions Maintain prospects Maintain salespeople and territories Maintain vendors and addresses Maintain vendors financial summary Maintain customer/vendor relationships Default User View GL account financial information View account analysis View account rollup View GL journal entries View General Ledger history View budget information View GL account financial information View checkbook financial information View transaction matching View vendors View Payables Management transactions View vendor financial information View customers View customer financial information View receivables financial information View receivables transactions View SOP transactions All Purchasing Transactions list All Sales Transactions list Financial statements AFA reports FRx reports General Ledger reports Budget reports Checkbook and Banking reports Purchasing reports Setup reports Payables Management check information Vendor letters Control Account Mgmt reports Sales reports Posting journals Customer letters Collection letters

TRX_FIN_001* TRX_FIN_002* TRX_FIN_003* TRX_FIN_004* TRX_FIN_005* TRX_FIN_006* TRX_FIN_007* TRX_FIN_008* TRX_FIN_009* TRX_PURCH_009* TRX_PURCH_010* TRX_PURCH_011* TRX_PURCH_012* TRX_PURCH_013* TRX_PURCH_014* TRX_PURCH_015* TRX_PURCH_016* TRX_PURCH_017* TRX_PURCH_018* TRX_PURCH_019* TRX_PURCH_020* TRX_PURCH_021* TRX_PURCH_022* TRX_PURCH_023* TRX_PURCH_024* TRX_PURCH_025* TRX_SALES_001* TRX_SALES_002* TRX_SALES_003* TRX_SALES_004* TRX_SALES_005* TRX_SALES_006* TRX_SALES_007* TRX_SALES_008* TRX_SALES_009* TRX_SALES_010* TRX_SALES_013* TRX_SALES_014* TRX_SALES_015* TRX_SALES_016* TRX_SALES_017* TRX_SALES_018* TRX_SALES_020* TRX_SALES_021* TRX_SALES_022*

Enter journal entries Enter/edit General Ledger batches Post Financial series Enter bank deposits Enter bank transactions Enter miscellaneous checks Enter bank transfers Reconcile bank statements Transaction matching Enter Payables Management transactions Enter scheduled Payables Management payments Enter manual Payables Management payments Select Payables Management checks Edit Payables Management checks Print Payables Management checks Post Payables Management checks Process remittance Apply Payables Management documents Void historical Payables Management transactions Void open Payables Management transactions Edit Payables Management transactions Hold Payables Management transactions Purchasing series post Enter/edit Payables batches Enter/Edit PO Returns batches Generate EFT Files Enter SOP transactions Enter/edit SOP batches Print sales documents Order fulfillment Transfer shipments Holds processing Enter customer/vendor transactions Transfer multiple orders Automatic order allocation Sales bulk confirmation and print Enter Receivables transaction Enter customer scheduled payments Enter customer cash receipts Apply sales documents Enter refund checks Enter lockbox information Edit posted Receivables transactions Edit other Receivables transactions Enter/edit Receivables batches

Contract Management
Role ID: Role Name: Description: Task ID TRX_FSS_CL01* Role ID: Role Name: Description: Task ID ADMIN_FSS_CL01* CARD_FSS_CL01* INQ_FSS_CL01* RPT_FSS_CL01* TRX_FSS_CL01* Role ID: Role Name: Description: Task ID INQ_FSS_CL01* RPT_FSS_CL01* CA AGENT* Contract Agent Responsible for contract entry, maintenance and billing. Name Process Service Call Mgmt transactions

CA MANAGER* Contract Administrator Responsible for all of the Contract Administration Management. Everything from Setup, to daily tra Name Set up Service Call Mgmt Enter/Edit Service Call Mgmt info View Service Call Mgmt info Print/View Service Call Mgmt info Process Service Call Mgmt transactions CA STAKEHOLDER* Contract Stakeholder Can vew and report on Contract Administration information. Name View Service Call Mgmt info Print/View Service Call Mgmt info

Accountant
Role ID: CERTIFIED ACCOUNTANT*

Role Name: Description: Task ID ADMIN_FIN_001* ADMIN_FIN_002* ADMIN_FIN_003* ADMIN_FIN_004* ADMIN_FIN_005* ADMIN_FIN_006* ADMIN_FIN_007* ADMIN_FIN_008* ADMIN_FIN_009* ADMIN_FIN_CF01* ADMIN_FIN_IF01* CARD_0101* CARD_0102* CARD_0103* CARD_0104* CARD_0105* DEFAULTUSER INQ_FIN_001* INQ_FIN_002* INQ_FIN_003* INQ_FIN_004* INQ_FIN_005* INQ_FIN_006* INQ_FIN_007* INQ_FIN_008* INQ_FIN_009* INQ_FIN_CF01* RPT_FIN_001* RPT_FIN_002* RPT_FIN_003* RPT_FIN_004* RPT_FIN_005* RPT_FIN_006* TRX_FIN_002* TRX_FIN_008* TRX_PURCH_025*

Certified Accountant Tasks include managing and maintaining the general ledger, managing fixed assets, managing bank a Name Set up General Ledger Set up quick journals Set up financial currencies Set up Bank Reconciliation General financial administration Period-end financial routines Currency revaluation Import from ADP Financial tables Set up Cash Flow Management Set up Interfund Management Maintain accounts Maintain account analysis Maintain budgets Maintain checkbooks Maintain financial currencies Default User View GL account financial information View account analysis View account rollup View GL journal entries View General Ledger history View budget information View GL account financial information View checkbook financial information View transaction matching View Cash Flow information Financial statements AFA reports FRx reports General Ledger reports Budget reports Checkbook and Banking reports Enter/edit General Ledger batches Reconcile bank statements Generate EFT Files

Service Call Management


Role ID: Role Name: Description: Task ID TRX_FSS_CL01* Role ID: Role Name: Description: Task ID TRX_FSS_CL01* TRX_FSS_CL02* Role ID: Role Name: Description: Task ID ADMIN_FSS_CL01* CARD_FSS_CL01* INQ_FSS_CL01* RPT_FSS_CL01* TRX_FSS_CL01* Role ID: Role Name: Description: Task ID INQ_FSS_CL01* RPT_FSS_CL01* CL AGENT* Service Call Agent Responsible for entering service calls, updating and completing service calls. Name Process Service Call Mgmt transactions CL DISPATCHER* Service Call Dispatcher Responsible for entering, dispatching, updating and completing service calls. Name Process Service Call Mgmt transactions Dispatch service calls

CL MANAGER* Service Call Adminsitrator Responsible for all of the Service Call Management. Everything from Setup, to daily transactions and Name Set up Service Call Mgmt Enter/Edit Service Call Mgmt info View Service Call Mgmt info Print/View Service Call Mgmt info Process Service Call Mgmt transactions CL STAKEHOLDER* Service Call Stakeholder Can vew and report on Service Call Management information. Name View Service Call Mgmt info Print/View Service Call Mgmt info

Collections Management
Role ID: Role Name: Description: Task ID ADMIN_SALES_CM01* ADMIN_SALES_CM02* ADMIN_SALES_CM03* CMDEFAULTUSER* Role ID: Role Name: Description: Task ID CMDEFAULTUSER* INQ_SALES_CM01* Role ID: Role Name: Description: Task ID CMDEFAULTUSER* INQ_SALES_CM01* TRX_SALES_CM01* CM MANAGER* Collections Manager Manager of the Collections Department Name Set up Collections Management Manage Collectors Edit Reminder Levels Collections Management default user CM STAKEHOLDER* Collections Stakeholder Ability to view and report on Collections information Name Collections Management default user View collections information COLLECTOR* Collector Performs daily Collections tasks Name Collections Management default user View collections information Send collections letters

Customer Service Representative


Role ID: Role Name: Description: Task ID DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_SALES_005* INQ_SALES_006* INQ_SALES_007* RPT_INV_001* RPT_SALES_001* TRX_SALES_001* TRX_SALES_002* TRX_SALES_003* TRX_SALES_004* TRX_SALES_005* TRX_SALES_006* TRX_SALES_007* TRX_SALES_008* TRX_SALES_009* TRX_SALES_010*

CUSTOMER SERVICE REP* Customer Service Representative Tasks include answering customer service calls, verifying the status of stock items, processing and en Name Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View SOP transactions View Serial/Lots View process holds Budget reports Sales reports Enter SOP transactions Enter/edit SOP batches Print sales documents Order fulfillment Transfer shipments Holds processing Enter customer/vendor transactions Transfer multiple orders Automatic order allocation Sales bulk confirmation and print

Depot Management
Role ID: Role Name: Description: Task ID ADMIN_FSS_DP01* CARD_FSS_DP01* TRX_FSS_DP01* TRX_FSS_DP02* Role ID: Role Name: Description: Task ID INQ_FSS_DP01* RPT_FSS_DP01* Role ID: Role Name:

DP MANAGER* Depot Management Manager Responsible for all of the Depot Management. Everything from Setup, to daily transactions and mai Name Set up Depot Mgmt Enter/Edit Depot Mgmt info Process Depot Mgmt transactions Enter labor time and parts on work orders DP STAKEHOLDER* Depot Management Stakeholder Can vew and report on Depot Management information. Name View Depot Mgmt info Print/View Depot Mgmt info DP TECHNICIAN* Depot Management Technician

Description: Task ID INQ_FSS_DP01*

Responsible for applying parts and labor to existing service calls. Name View Depot Mgmt info

Fixed Assets
Role ID: Role Name: Description: Task ID ADMIN_FIN_FA01* ADMIN_FIN_FA02* ADMIN_FIN_FA03* CARD_FA01* FADEFAULTUSER* INQ_FIN_FA01* INQ_FIN_FA02* RPT_FIN_FA01* TRX_FIN_FA01* Role ID: Role Name: Description: Task ID FADEFAULTUSER* INQ_FIN_FA02* RPT_FIN_FA01*

FA MANAGER* Fixed Assets manager Responsible for all of the Fixed Asset management. Everything from setup, to daily transactions and Name Set up Fixed Asset module Fixed Assets period end routines Fixed Assets maintenance and utilities Create and maintain Fixed Assets Fixed Assets general user View Fixed Assets General Ledger information View Fixed Assets Fixed Assets reports Depreciate Fixed Assets FA STAKEHOLDER* Fixed Assets stakeholders Ability to view and report on Fixed Assets information Name Fixed Assets general user View Fixed Assets Fixed Assets reports

IT
Role ID: Role Name: Description: Task ID ADMIN_PURCH_POE02* ADMIN_SYSTEM_001* ADMIN_SYSTEM_003* ADMIN_SYSTEM_005* ADMIN_SYSTEM_006* ADMIN_SYSTEM_008* ADMIN_SYSTEM_009* ADMIN_SYSTEM_010* ADMIN_SYSTEM_011* ADMIN_SYSTEM_012* ADMIN_SYSTEM_SL01* CARD_0002* CARD_0003* DEFAULTUSER INQ_SYSTEM_002* INQ_SYSTEM_003* RPT_SYSTEM_001* RPT_SYSTEM_002*

IT OPERATIONS MANAGER* IT Operations Manager Tasks include managing network and server applications, creating reports in the enterprise resource Name PO Enhancements File Maintenance Set up users and security Set up system information File maintenance, backup and restore System utilities Report Writer Modifier Customization maintenance Customization status Table import Set up Advanced Lookups Maintain organizational tree Maintain Business Alerts Default User View activity tracking View process server results Users and security reports General reports

Operations Manager
Role ID: Role Name: Description: Task ID ADMIN_INV_001* ADMIN_INV_002* ADMIN_INV_003* ADMIN_INV_004* ADMIN_INV_005* ADMIN_INV_006* ADMIN_INV_007* ADMIN_INV_008* ADMIN_INV_009* ADMIN_INV_010* ADMIN_INV_011* ADMIN_INV_012* ADMIN_PURCH_003* ADMIN_PURCH_004* ADMIN_PURCH_005* ADMIN_PURCH_CAM01*

OPERATIONS MANAGER* Operations Manager Tasks include ensuring the timely and cost-effective delivery of products, and managing the operatio Name Set up Inventory Set up item classes and currencies Set up lot categories Set up price levels and groups Reconcile Inventory Inventory change utilities Price list utilities Price sheet transfer Remove Inventory history Period-end Inventory routines Item ABC Analysis wizard Inventory tables Set up purchase order information Reconcile Purchasing Remove Purchasing information Set up Control Account Mgmt

ADMIN_PURCH_POE01* ADMIN_SALES_003* ADMIN_SALES_004* ADMIN_SALES_006* ADMIN_SALES_007* ADMIN_SALES_009* ADMIN_SALES_010* ADMIN_SALES_011* ADMIN_SALES_012* ADMIN_SALES_013* ADMIN_SALES_014* ADMIN_SALES_015* ADMIN_SALES_016* CARD_0201* CARD_0202* CARD_0203* CARD_0204* CARD_0205* CARD_0206* CARD_0207* CARD_0208* CARD_0209* CARD_0210* CARD_0301* CARD_0302* CARD_0303* CARD_0304* CARD_0401* CARD_0402* CARD_0403* CARD_0404* CARD_0405* CARD_0406* CARD_0407* CARD_0408* CARD_0409* CARD_0410* CARD_0411* CARD_0412* CARD_0413* CARD_0414* CARD_0415* DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_INV_006* INQ_INV_007* INQ_INV_008* INQ_PURCH_001* INQ_PURCH_003* INQ_PURCH_004* INQ_PURCH_POE01* INQ_SALES_001* INQ_SALES_002* INQ_SALES_005* INQ_SALES_006* INQ_SALES_007* INQ_SALES_008* INQ_SALES_009* INQ_SALES_010* INQ_SALES_011* LIST_PURCH_001* LIST_SALES_001* RPT_INV_001* RPT_INV_002* RPT_INV_003* RPT_INV_004* RPT_INV_005* RPT_INV_006* RPT_PURCH_001* RPT_PURCH_002* RPT_PURCH_004*

PO Enhancements Setup Set up Sales Order Processing Set up Invoicing Remove sales information Edit sales status Age customer balances Assess finance charges Print customer statements Transfer sales commissions Write off sales documents Paid transaction removal Period-end sales routines Sales tables Maintain customers and addresses Maintain customer financial summary Maintain customer/vendor relationships Maintain customer items Maintain customer lockbox Maintain national accounts Maintain picking instructions Maintain process instructions Maintain prospects Maintain salespeople and territories Maintain vendors and addresses Maintain vendors financial summary Maintain buyers Maintain customer/vendor relationships Maintain items Maintain item kits Maintain item bill of materials Maintain item sites Maintain item quantities Maintain item bins Maintain item vendors Maintain item pricing Maintain item planners Maintain item Purchasing options Modify item print options Maintain item currency Maintain resource planning Stock count assignment Maintain landed costs Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View bill of materials information View item resource planning View item price list View vendors View vendor financial information View purchase order transactions View PO commitments and approval information View customers View customer financial information View SOP transactions View Serial/Lots View process holds View Invoicing transactions View national accounts View lockbox information View salespersons and commissions All Purchasing Transactions list All Sales Transactions list Budget reports Inventory posting journals Inventory setup reports Item pricing reports Purchase order generation reports Inventory resource planning reports Purchasing reports Setup reports Purchasing posting journals

RPT_SALES_001* RPT_SALES_003* RPT_SALES_004* RPT_SALES_005* TRX_INV_001* TRX_INV_002* TRX_INV_003* TRX_INV_004* TRX_INV_005* TRX_INV_006* TRX_INV_007* TRX_INV_008* TRX_PURCH_001* TRX_PURCH_002* TRX_PURCH_003* TRX_PURCH_004* TRX_PURCH_005* TRX_PURCH_006* TRX_PURCH_007* TRX_PURCH_008* TRX_PURCH_022* TRX_PURCH_POE01* TRX_SALES_001* TRX_SALES_002* TRX_SALES_003* TRX_SALES_004* TRX_SALES_005* TRX_SALES_006* TRX_SALES_007* TRX_SALES_008* TRX_SALES_009* TRX_SALES_010* TRX_SALES_011* TRX_SALES_012*

Sales reports Sales setup reports Posting journals Customer letters Enter item transactions Enter item transfers Enter bin transfers Enter item assemblies Post Inventory series Enter/edit Inventory batches Schedule stock count Enter stock count Enter purchase order transactions Print purchasing documents Enter/edit Purchasing batches Enter Receivings transactions Enter/match Purchasing invoices Enter Purchasing returns transactions Edit purchase orders Generate suggested purchase orders Purchasing series post PO Commitments and Approvals Enter SOP transactions Enter/edit SOP batches Print sales documents Order fulfillment Transfer shipments Holds processing Enter customer/vendor transactions Transfer multiple orders Automatic order allocation Sales bulk confirmation and print Enter Invoicing transactions Enter/edit Invoicing batches

Order Processor
Role ID: Role Name: Description: Task ID DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_INV_006* INQ_INV_007* INQ_INV_008* INQ_PURCH_004* INQ_SALES_001* INQ_SALES_005* INQ_SALES_006* INQ_SALES_007* INQ_SALES_008* INQ_SALES_009* INQ_SALES_010* LIST_SALES_001* RPT_INV_001* RPT_INV_002* RPT_INV_006* RPT_PURCH_001* RPT_SALES_001* TRX_SALES_003* TRX_SALES_004* TRX_SALES_005* TRX_SALES_006* TRX_SALES_008* TRX_SALES_009* TRX_SALES_010*

ORDER PROCESSOR* Order Processor Tasks include verifying that there is sufficient inventory for an order, sending new orders to product Name Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View bill of materials information View item resource planning View item price list View purchase order transactions View customers View SOP transactions View Serial/Lots View process holds View Invoicing transactions View national accounts View lockbox information All Sales Transactions list Budget reports Inventory posting journals Inventory resource planning reports Purchasing reports Sales reports Print sales documents Order fulfillment Transfer shipments Holds processing Transfer multiple orders Automatic order allocation Sales bulk confirmation and print

Project Accounting

Role ID: Role Name: Description: Task ID PADEFAULTUSER * TRX_PA_006* Role ID: Role Name: Description: Task ID PADEFAULTUSER * TRX_PA_003* Role ID: Role Name: Description: Task ID PADEFAULTUSER * TRX_PA_004* Role ID: Role Name: Description: Task ID PADEFAULTUSER * TRX_PA_005* Role ID: Role Name: Description: Task ID ADMIN_PA_001* CARD_PA_001* INQ_PA01* PADEFAULTUSER * RPT_PA01* TRX_PA_001* TRX_PA_002* TRX_PA_003* TRX_PA_004* TRX_PA_005* TRX_PA_006* TRX_PA_007* TRX_PA_008* TRX_PA_009* TRX_PA_010* TRX_PURCH_001* TRX_PURCH_004* TRX_PURCH_022* Role ID: Role Name: Description: Task ID PADEFAULTUSER* TRX_PA_002* Role ID: Role Name: Description: Task ID PADEFAULTUSER* TRX_PA_008* TRX_PURCH_001* TRX_PURCH_004* Role ID: Role Name: Description: Task ID PADEFAULTUSER* TRX_PA_007* Role ID:

PA BILLING CLERK* Project Accounting billing clerk Can enter billing transactions Name Project Accounting billing PA EQUIPMENT CLERK* Project Accounting equipment log clerk Can enter equipment logs Name Project Accounting equipment log entry PA EXPENSE CLERK* Project Accounting employee expense clerk Can enter employee expenses Name Project Accounting employee expense entry PA INV TRANSFER CLERK* Project Accounting inventory transfer clerk Can enter inventory transfers Name Project Accounting inventory transfer entry

PA MANAGER* Project Accounting manager Responsible for module setup, master record creation and period end procedures. Name Set up and administer Project Accounting Project Accounting enter/edit contracts

Project Accounting timesheet entry Project Accounting miscellaneous log entry Project Accounting equipment log entry Project Accounting employee expense entry Project Accounting inventory transfer entry Project Accounting billing Project Accounting revenue recognition Project Accounting purchasing entry Project Accounting closing Project Accounting series posting Enter purchase order transactions Enter Receivings transactions Purchasing series post PA MISC CLERK* Project Accounting miscellaneous log clerk Can enter miscellaneous logs Name Project Accounting default user Project Accounting miscellaneous log entry PA PURCHASING CLERK* Project Accounting purchasing clerk Can enter purchasing transactions Name Project Accounting default user Project Accounting purchasing entry Enter purchase order transactions Enter Receivings transactions PA REVENUE CLERK* Project Accounting revenue recognition clerk Can enter revenue recognition transactions Name Project Accounting default user Project Accounting revenue recognition PA STAKEHOLDER*

Role Name: Description: Task ID INQ_PA_001* PADEFAULTUSER* RPT_PA_001* Role ID: Role Name: Description: Task ID PADEFAULTUSER* TRX_PA_001*

Project Accounting stakeholders Can view and report on Project Accounting information Name View Project accounting information Project Accounting default user Project Accounting reports PA TIMESHEET CLERK* Project Accounting timesheet clerk Can enter employee timesheets Name Project Accounting default user Project Accounting timesheet entry

PAYROLL
Role ID: Role Name: Description: Task ID CARD_0501* CARD_0502* CARD_0503* CARD_0504* CARD_0505* CARD_0506* CARD_0507* CARD_0508* DEFAULTUSER INQ_PAYRL_001* INQ_PAYRL_002* INQ_PAYRL_003* INQ_PAYRL_004* RPT_PAYRL_001* RPT_PAYRL_002* RPT_PAYRL_003* RPT_PAYRL_004* RPT_PAYRL_005* RPT_PAYRL_006* RPT_PAYRL_007* RPT_PAYRL_010* TRX_PAYRL_001* TRX_PAYRL_002* TRX_PAYRL_003* TRX_PAYRL_004* TRX_PAYRL_005* TRX_PAYRL_006* TRX_PAYRL_007* TRX_PAYRL_008* TRX_PAYRL_009*

PAYROLL CLERK* Payroll Clerk Tasks include entering employee information, collecting time sheets, processing payroll checks for e Name Maintain employees Maintain taxes Quick employee assignment Maintain employee pay codes Maintain payroll deductions and benefits Employee summary Maintain future pay rates Maintain employee direct deposits Default User View payroll transaction history View employee/payroll information View pay code history View company payroll summary Employee list reports Employee wage and hour reports with history Reprint journals Payroll setup reports Period end payroll reports with posting Quarter end payroll reports Cross-company reports Employee/payroll letters Enter payroll transactions Build payroll checks Calculate payroll checks Print payroll checks Generate ACH file Enter manual payroll checks Enter/edit Payroll batches Void payroll checks Activate post-dated pay rates

Preventive Maintenance
Role ID: Role Name: Description: Task ID TRX_FSS_PV01* Role ID: Role Name: Description: Task ID ADMIN_FSS_PV01* CARD_FSS_PV01* INQ_FSS_PV01* RPT_FSS_PV01* TRX_FSS_PV01* Role ID: Role Name: Description: Task ID INQ_FSS_PV01*

PM AGENT* Preventive Maintenance Agent Responsible for entering PM schedules and events. Also, responsible for generating preventive main Name Process Preventive Maintenance transactions

PM MANAGER* Preventive Maintenance Manager Responsible for all of the Preventive Maintenance. Everything from Setup, to daily transactions and Name Set up Preventive Maintenance Enter/Edit Preventive Maintenance info View Preventive Maintenance info Print/View Preventive Maintenance info Process Preventive Maintenance transactions PM STAKEHOLDER* Preventive Maintenance Stakeholder Can vew and report on Preventive Maintenance information. Name View Preventive Maintenance info

RPT_FSS_PV01* Role ID: Role Name: Description: Task ID

Print/View Preventive Maintenance info POWERUSER POWERUSER POWERUSER Name

PURCHASING
Role ID: Role Name: Description: Task ID CARD_0301* CARD_0302* CARD_0303* CARD_0304* CARD_0401* CARD_0402* CARD_0403* CARD_0404* CARD_0405* CARD_0406* CARD_0407* CARD_0408* CARD_0409* CARD_0410* CARD_0411* CARD_0412* CARD_0413* CARD_0414* CARD_0415* DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_INV_006* INQ_INV_007* INQ_INV_008* INQ_PURCH_004* LIST_PURCH_001* RPT_INV_001* RPT_INV_002* RPT_INV_003* RPT_INV_004* RPT_INV_005* RPT_INV_006* RPT_PURCH_001* RPT_PURCH_004* TRX_INV_001* TRX_INV_002* TRX_INV_003* TRX_INV_004* TRX_INV_005* TRX_INV_006* TRX_INV_007* TRX_INV_008* TRX_PURCH_001* TRX_PURCH_002* TRX_PURCH_003* TRX_PURCH_004* TRX_PURCH_005* TRX_PURCH_006* TRX_PURCH_007* TRX_PURCH_008* Role ID: Role Name: Description: Task ID CARD_0301* CARD_0303*

PURCHASING AGENT* Purchasing Agent Tasks include reviewing minimum and maximum inventory levels, entering purchase orders, monito Name Maintain vendors and addresses Maintain vendors financial summary Maintain buyers Maintain customer/vendor relationships Maintain items Maintain item kits Maintain item bill of materials Maintain item sites Maintain item quantities Maintain item bins Maintain item vendors Maintain item pricing Maintain item planners Maintain item Purchasing options Modify item print options Maintain item currency Maintain resource planning Stock count assignment Maintain landed costs Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View bill of materials information View item resource planning View item price list View purchase order transactions All Purchasing Transactions list Budget reports Inventory posting journals Inventory setup reports Item pricing reports Purchase order generation reports Inventory resource planning reports Purchasing reports Purchasing posting journals Enter item transactions Enter item transfers Enter bin transfers Enter item assemblies Post Inventory series Enter/edit Inventory batches Schedule stock count Enter stock count Enter purchase order transactions Print purchasing documents Enter/edit Purchasing batches Enter Receivings transactions Enter/match Purchasing invoices Enter Purchasing returns transactions Edit purchase orders Generate suggested purchase orders

PURCHASING MANAGER* Purchasing Manager Tasks include entering contact information for new suppliers, negotiating and maintaining contracts Name Maintain vendors and addresses Maintain buyers

CARD_0304* CARD_0401* CARD_0402* CARD_0403* CARD_0404* CARD_0405* CARD_0406* CARD_0407* CARD_0408* CARD_0409* CARD_0410* CARD_0411* CARD_0412* CARD_0413* CARD_0414* CARD_0415* DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_INV_006* INQ_INV_007* INQ_INV_008* INQ_PURCH_004* INQ_PURCH_POE01* LIST_PURCH_001* RPT_INV_001* RPT_INV_002* RPT_INV_003* RPT_INV_004* RPT_INV_005* RPT_INV_006* RPT_PURCH_001* TRX_INV_001* TRX_INV_002* TRX_INV_003* TRX_INV_004* TRX_INV_005* TRX_INV_006* TRX_INV_007* TRX_INV_008* TRX_PURCH_001* TRX_PURCH_002* TRX_PURCH_003* TRX_PURCH_004* TRX_PURCH_005* TRX_PURCH_006* TRX_PURCH_007* TRX_PURCH_008*

Maintain customer/vendor relationships Maintain items Maintain item kits Maintain item bill of materials Maintain item sites Maintain item quantities Maintain item bins Maintain item vendors Maintain item pricing Maintain item planners Maintain item Purchasing options Modify item print options Maintain item currency Maintain resource planning Stock count assignment Maintain landed costs Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View bill of materials information View item resource planning View item price list View purchase order transactions View PO commitments and approval information All Purchasing Transactions list Budget reports Inventory posting journals Inventory setup reports Item pricing reports Purchase order generation reports Inventory resource planning reports Purchasing reports Enter item transactions Enter item transfers Enter bin transfers Enter item assemblies Post Inventory series Enter/edit Inventory batches Schedule stock count Enter stock count Enter purchase order transactions Print purchasing documents Enter/edit Purchasing batches Enter Receivings transactions Enter/match Purchasing invoices Enter Purchasing returns transactions Edit purchase orders Generate suggested purchase orders

Returns Management
Role ID: Role Name: Description: Task ID TRX_FSS_RT01* Role ID: Role Name: Description: Task ID ADMIN_FSS_RT01* CARD_FSS_RT01* INQ_FSS_RT01* RPT_FSS_RT01* TRX_FSS_RT01* Role ID: Role Name: Description: Task ID

RT AGENT* Returns Management Agent Responsible for entering, receiving, processing and closing Return Material Authorizations and Retur Name Process Returns Mgmt transactions

RT MANAGER* Returns Management Administrator Responsible for all of the Returns Management. Everything from Setup, to daily transactions and ma Name Set up Returns Mgmt Enter/Edit Returns Mgmt info View Returns Mgmt info Print/View Returnsl Mgmt info Process Returns Mgmt transactions RT STAKEHOLDER* Returns Mangement Stakeholder Can vew and report on Returns Management information. Name

INQ_FSS_RT01* RPT_FSS_RT01*

View Returns Mgmt info Print/View Returnsl Mgmt info

Shipping and Receiving


Role ID: Role Name: Description: Task ID DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_INV_006* INQ_INV_007* INQ_INV_008* INQ_PURCH_001* INQ_PURCH_004* INQ_SALES_001* INQ_SALES_005* INQ_SALES_006* INQ_SALES_007* INQ_SALES_008* INQ_SALES_009* INQ_SALES_010* LIST_PURCH_001* LIST_SALES_001* RPT_INV_001* RPT_INV_004* RPT_INV_005* RPT_INV_006* RPT_PURCH_001* RPT_SALES_001* TRX_PURCH_001* TRX_PURCH_002* TRX_PURCH_003* TRX_PURCH_004* TRX_PURCH_005* TRX_PURCH_006* TRX_PURCH_007* TRX_PURCH_008* TRX_PURCH_022* TRX_SALES_001* TRX_SALES_002* TRX_SALES_003* TRX_SALES_004* TRX_SALES_005* TRX_SALES_006* TRX_SALES_007* TRX_SALES_008* TRX_SALES_009* TRX_SALES_010* TRX_SALES_011* TRX_SALES_012*

SHIPPING AND RECEIVING* Shipping and Receiving Tasks include receiving shipments from vendors, verifying received shipments against purchase orde Name Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View bill of materials information View item resource planning View item price list View vendors View purchase order transactions View customers View SOP transactions View Serial/Lots View process holds View Invoicing transactions View national accounts View lockbox information All Purchasing Transactions list All Sales Transactions list Budget reports Item pricing reports Purchase order generation reports Inventory resource planning reports Purchasing reports Sales reports Enter purchase order transactions Print purchasing documents Enter/edit Purchasing batches Enter Receivings transactions Enter/match Purchasing invoices Enter Purchasing returns transactions Edit purchase orders Generate suggested purchase orders Purchasing series post Enter SOP transactions Enter/edit SOP batches Print sales documents Order fulfillment Transfer shipments Holds processing Enter customer/vendor transactions Transfer multiple orders Automatic order allocation Sales bulk confirmation and print Enter Invoicing transactions Enter/edit Invoicing batches

Warehouse Manager
Role ID: Role Name: Description: Task ID DEFAULTUSER INQ_INV_001* INQ_INV_002* INQ_INV_003* INQ_INV_004* INQ_INV_005* INQ_INV_006* INQ_INV_007* INQ_INV_008* INQ_SALES_001* INQ_SALES_005*

WAREHOUSE MANAGER* Warehouse Manager Tasks include managing periodic physical inventory counts, verifying the status of sales orders, mana Name Default User View items View transactions affecting items View inventory transactions Find serial/lots View Serial/Lots View bill of materials information View item resource planning View item price list View customers View SOP transactions

INQ_SALES_006* INQ_SALES_007* INQ_SALES_008* INQ_SALES_009* INQ_SALES_010* RPT_INV_001* RPT_INV_002* RPT_INV_003* RPT_INV_004* RPT_INV_005* RPT_INV_006* RPT_SALES_001* TRX_INV_001* TRX_INV_002* TRX_INV_003* TRX_INV_004* TRX_INV_005* TRX_INV_006* TRX_INV_007* TRX_INV_008*

View Serial/Lots View process holds View Invoicing transactions View national accounts View lockbox information Budget reports Inventory posting journals Inventory setup reports Item pricing reports Purchase order generation reports Inventory resource planning reports Sales reports Enter item transactions Enter item transfers Enter bin transfers Enter item assemblies Post Inventory series Enter/edit Inventory batches Schedule stock count Enter stock count

Roles available in Microsoft Dynamics Great Plains 10.0

Description Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Default User View detail and summary account information. Also includes the Account list and preview. Also includes the Account list and preview. Also includes the Account list and preview. View detail and summary history account information. View net change, currency summary and checkbook information. Also includes the Checkbook lis Also includes the Vendor list and preview. View transaction by vendor or by document. Also includes the Payables Transactions list and View payables summary, vendor credit, vendor yearly, vendor period, and vendor summary. Trial-Balance, cross-reference, account, setup, Multidimensional Analysis and Transaction Ma Trial-Balance, history, and analysis reports

Used in the Letter Writing Assistant

Does not include posting. Also includes the Payables Transactions list, preview and customiz Does not include posting. Does not include posting. Does not include posting. Does not include posting. Does not include posting. Includes the ability to post Payables Management checks. Does not include posting. Does not include posting. Can void historical Payables Management transactions and post them. Can void open Payables Management transactions and post them. Does not include posting. Does not include posting. Includes all posting of the purchasing series.

Description

Create checklists and perform year end close. Access to the tables is only necessary to report data from within Report Writer. Also includes the Customer list, preview and customization.

Default User Also includes the Customer list and preview. View customer period summary, yearly summary, payment summary, and customer summary. View receivables transactions by customer and by document. Also includes the Receivables Tra Trial-Balance, history, analysis, and activity reports

Used in the Letter Writing Assistant Used in the Letter Writing Assistant Does not include posting. Does not include posting. Also includes the Receivables Transactions list, preview and custo Does not include posting. Does not include posting. Does not include posting. Includes all posting of the sales series. Can waive finance charges, mark customer payments as NSF, and void or post receivables trans Does not include posting. Does not include posting. Also includes the Receivables Batches list, preview, and customiza

Description The ability to create all types of accounts and to mass modify accounts. Also includes the A

Also includes the Checkbook list, preview, and customization. Also includes the Customer list, preview and customization.

Maintain lockbox and lockbox bank details.

Also includes the Prospects list, preview and customization. Also includes the Salespeople list, preview and customization. Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Default User View detail and summary account information. Also includes the Account list and preview.

Also includes the Account list and preview. Also includes the Account list and preview. View detail and summary history account information. View net change, currency summary and checkbook information. Also includes the Checkbook lis View checkbook register and checkbook balance. Also includes the Vendor list and preview. View transaction by vendor or by document. Also includes the Payables Transactions list and View payables summary, vendor credit, vendor yearly, vendor period, and vendor summary. Also includes the Customer list and preview. View customer period summary, yearly summary, payment summary, and customer summary. View receivables transactions by customer and by document. Also includes the Receivables Tra View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

Trial-Balance, cross-reference, account, setup, Multidimensional Analysis and Transaction Ma Budget, checkbook, bank posting journals and bank history reports Trial-Balance, history, and analysis reports

Used in the Letter Writing Assistant Trial-Balance, history, analysis, and activity reports Used in the Letter Writing Assistant Used in the Letter Writing Assistant

Does not include posting. Also includes the General Ledger Batches list, preview, and custom Does not include posting. Also includes the General Ledger Batches list, preview, and custom Includes all posting of the financial series. Does not include posting. Does not include posting. Does not include posting. Does not include posting. Does not include posting. Does not include posting. Also includes the Payables Transactions list, preview and customiz Does not include posting. Does not include posting. Does not include posting. Does not include posting. Does not include posting. Includes the ability to post Payables Management checks. Does not include posting. Does not include posting. Can void historical Payables Management transactions and post them. Can void open Payables Management transactions and post them. Does not include posting. Does not include posting. Includes all posting of the purchasing series. Does not include posting. Also includes the Payables Batches list, preview, and customizatio Does not include posting. Also includes the Returns Batches list, preview, and customization Does not include posting. Includes all document types. Also includes the Sales Order Transac Does not include posting.

Does not include posting.

Does not include posting. Also includes the Receivables Transactions list, preview and custo Does not include posting. Does not include posting.

Does not include posting. Does not include posting. Can waive finance charges, mark customer payments as NSF, and void or post receivables trans Does not include posting. Does not include posting. Also includes the Receivables Batches list, preview, and customiza

Description Able to enter/update/complete service calls, including billing

Description Able to setup all the Service Call Management related tables Able to create and maintain Service Call Management tables Able to view service call information Able to print or view service call information Able to enter/update/complete service calls, including billing

Description Able to view service call information Able to print or view service call information

Description Set up the General Ledger module, account categories, segments and transaction matching setu Set up multicurrency, rate types, and currency accounts. Perform administrative tasks such as reconcile, remove history and archive matched transacti Perform period consolidation, year end closing and create checklists.

Access to the tables is only necessary to report data from within Report Writer.

The ability to create all types of accounts and to mass modify accounts. Also includes the A

Also includes the Checkbook list, preview, and customization. Default User View detail and summary account information. Also includes the Account list and preview.

Also includes the Account list and preview. Also includes the Account list and preview. View detail and summary history account information. View net change, currency summary and checkbook information. Also includes the Checkbook lis View checkbook register and checkbook balance.

Trial-Balance, cross-reference, account, setup, Multidimensional Analysis and Transaction Ma Budget, checkbook, bank posting journals and bank history reports Does not include posting. Also includes the General Ledger Batches list, preview, and custom Does not include posting.

Description Able to enter/update/complete service calls, including billing

Description Able to enter/update/complete service calls, including billing Able to dispatch service calls

Description Able to setup all the Service Call Management related tables Able to create and maintain Service Call Management tables Able to view service call information Able to print or view service call information Able to enter/update/complete service calls, including billing

Description Able to view service call information Able to print or view service call information

Description

Contains all of the general Collections Management windows that users would need access to s

Description Contains all of the general Collections Management windows that users would need access to s

Description Contains all of the general Collections Management windows that users would need access to s

Description Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

Budget reports for items, serial/lots, activity and analysis Trial-Balance, history, analysis, and activity reports Does not include posting. Includes all document types. Also includes the Sales Order Transac Does not include posting.

Does not include posting.

Description Able to setup all the Depotl Management related tables Able to create and maintain Depot Management tables Able to process work orders Able to process work orders

Description Able to view work order information Able to print or view work order information

Description Able to view work order information

Description

Contains all of the general Fixed Asset windows that users would need access to such as look

Access to all of the Fixed Asset reports

Description Contains all of the general Fixed Asset windows that users would need access to such as look Access to all of the Fixed Asset reports

Description Set up users, user classes, user access, system password, activity tracking, security task s Set up registration, business alerts, organizational structures, intercompany, language, pro Check links, clear data, SQL maintenance, backup and restore. Ability to reconcile, remove rates, remove activity detail, process server, business alerts,

Ability to view, export and import modified forms and repots Ability to view, disable and enable sub-features and additional products installed.

Maintain organization tree and assignments. Default User

Description Set up unit of measure schedules, bill of materials, inventory control and stock calendar.

Ability to adjust costs, change valuation, change decimal places, change average cost, repla

Ability to mass remove sheets, remove transaction history, distributions, period history, jo Create checklists and perform year end close. Access to the tables is only necessary to report data from within Report Writer. Set up purchase order processing and purchase order generator map sites. Reconcile purchasing and purchasing documents. Mass vendor delete, remove transaction history, distributions, period history, journal histo

Set up sales order processing, process holds, sales workflow, advanced picking and extended Remove sales documents, mass delete, remove transaction history, distributions, periods hist

Create checklists and perform year end close. Access to the tables is only necessary to report data from within Report Writer. Also includes the Customer list, preview and customization.

Maintain lockbox and lockbox bank details.

Also includes the Prospects list, preview and customization. Also includes the Salespeople list, preview and customization. Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Maintain item history and setup. Also includes the Item list, preview and customization.

Maintain price lists, price groups, group assignments, group items, price sheets, sheet assi

Maintain item and site resource planning.

Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View assembly documents and indented bill. View bin quantities, item allocation, item resource planning, available to promise and item View price lists, price trace, price sheets, and items and promotions. Also includes the Vendor list and preview. View payables summary, vendor credit, vendor yearly, vendor period, and vendor summary. View purchase order documents and purchase order items. Also includes the Purchase Order Tra Also includes the Customer list and preview. View customer period summary, yearly summary, payment summary, and customer summary. View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

View invoices and invoiced items. Also includes the Invoicing Transactions list and preview.

Also includes the Salespeople list and preview.

Budget reports for items, serial/lots, activity and analysis

Pricing and error reports

Trial-Balance, history, and analysis reports

Trial-Balance, history, analysis, and activity reports

Used in the Letter Writing Assistant Enter transactions and transfers. Does not include posting. Also includes the Item Transacti Does not include posting. Does not include posting. Does not include posting. Includes all posting of the inventory series. Does not include posting.

Also includes the Purchase Order Transactions list, preview and customization. Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting.

Includes all posting of the purchasing series. Does not include posting. Includes all document types. Also includes the Sales Order Transac Does not include posting.

Does not include posting.

Does not include posting. Also includes the Invoicing Transactions list, preview and customi Does not include posting.

Description Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View assembly documents and indented bill. View bin quantities, item allocation, item resource planning, available to promise and item View price lists, price trace, price sheets, and items and promotions. View purchase order documents and purchase order items. Also includes the Purchase Order Tra Also includes the Customer list and preview. View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

View invoices and invoiced items. Also includes the Invoicing Transactions list and preview.

Budget reports for items, serial/lots, activity and analysis

Trial-Balance, history, and analysis reports Trial-Balance, history, analysis, and activity reports

Description Ability to enter billing invoice transactions

Description Ability to enter equipment log transactions

Description Ability to enter employee expense transactions

Description Ability to enter inventory transfer transactions

Description Includes PA initialization, setup, utilities, and file maintenance Creation of Project Accounting cards

Ability to enter timesheet transactions. Ability to enter miscellaneous log transactions Ability to enter equipment log transactions Ability to enter employee expense transactions Ability to enter inventory transfer transactions Ability to enter billing invoice transactions Ability to enter revenue recognition transactions Ability to enter purchasing transactions Ability to enter closing transactions Access to the series post window and abilty to print associated posting journals Also includes the Purchase Order Transactions list, preview and customization. Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Includes all posting of the purchasing series.

Description Access to all of the lookups that a PA user will need to have Ability to enter miscellaneous log transactions

Description Access to all of the lookups that a PA user will need to have Ability to enter purchasing transactions Also includes the Purchase Order Transactions list, preview and customization. Does not include posting. Also includes the Purchase Order Transactions list, preview and cu

Description Access to all of the lookups that a PA user will need to have Ability to enter revenue recognition transactions

Description Access to all of the lookups that a PA user will need to have

Description Access to all of the lookups that a PA user will need to have Ability to enter timesheet transactions.

Description Also includes the Employee list, preview and customization. Maintain employee, state and local taxes.

Default User Also includes the Employee list and preview.

Ability to print period-end reports and post the tax liabilities.

Used in the Letter Writing Assistant

Includes Posting and voiding of payroll checks Includes Posting and voiding of payroll checks Includes Posting Ability to void and post the payroll checks

Description Able to process preventive maintenance service calls

Description Able to setup all the Preventive Maintenance related tables Able to create and maintain Preventive Maintenance tables Able to view preventive maintenance information Able to print or view preventive maintenance information Able to process preventive maintenance service calls

Description Able to view preventive maintenance information

Able to print or view preventive maintenance information

Description

Description Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Maintain item history and setup. Also includes the Item list, preview and customization.

Maintain price lists, price groups, group assignments, group items, price sheets, sheet assi

Maintain item and site resource planning.

Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View assembly documents and indented bill. View bin quantities, item allocation, item resource planning, available to promise and item View price lists, price trace, price sheets, and items and promotions. View purchase order documents and purchase order items. Also includes the Purchase Order Tra Budget reports for items, serial/lots, activity and analysis

Pricing and error reports

Trial-Balance, history, and analysis reports Enter transactions and transfers. Does not include posting. Also includes the Item Transacti Does not include posting. Does not include posting. Does not include posting. Includes all posting of the inventory series. Does not include posting.

Also includes the Purchase Order Transactions list, preview and customization. Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting.

Description Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Maintain item history and setup. Also includes the Item list, preview and customization.

Maintain price lists, price groups, group assignments, group items, price sheets, sheet assi

Maintain item and site resource planning.

Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View assembly documents and indented bill. View bin quantities, item allocation, item resource planning, available to promise and item View price lists, price trace, price sheets, and items and promotions. View purchase order documents and purchase order items. Also includes the Purchase Order Tra

Budget reports for items, serial/lots, activity and analysis

Pricing and error reports

Trial-Balance, history, and analysis reports Enter transactions and transfers. Does not include posting. Also includes the Item Transacti Does not include posting. Does not include posting. Does not include posting. Includes all posting of the inventory series. Does not include posting.

Also includes the Purchase Order Transactions list, preview and customization. Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting.

Description Able to process RMAs and RTVs, including billing

Description Able to setup all the Returns Management related tables Able to create and maintain Returns Management tables Able to view RMA and RTV information Able to print or view RMA and RTV information Able to process RMAs and RTVs, including billing

Description

Able to view RMA and RTV information Able to print or view RMA and RTV information

Description Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View assembly documents and indented bill. View bin quantities, item allocation, item resource planning, available to promise and item View price lists, price trace, price sheets, and items and promotions. Also includes the Vendor list and preview. View purchase order documents and purchase order items. Also includes the Purchase Order Tra Also includes the Customer list and preview. View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

View invoices and invoiced items. Also includes the Invoicing Transactions list and preview.

Budget reports for items, serial/lots, activity and analysis Pricing and error reports

Trial-Balance, history, and analysis reports Trial-Balance, history, analysis, and activity reports Also includes the Purchase Order Transactions list, preview and customization. Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting. Also includes the Purchase Order Transactions list, preview and cu Does not include posting.

Includes all posting of the purchasing series. Does not include posting. Includes all document types. Also includes the Sales Order Transac Does not include posting.

Does not include posting.

Does not include posting. Also includes the Invoicing Transactions list, preview and customi Does not include posting.

Description Default User Also includes the Item list and preview. View item transactions and receipts. Also includes the Item Transaction list and preview.

View assembly documents and indented bill. View bin quantities, item allocation, item resource planning, available to promise and item View price lists, price trace, price sheets, and items and promotions. Also includes the Customer list and preview. View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

View invoices and invoiced items. Also includes the Invoicing Transactions list and preview.

Budget reports for items, serial/lots, activity and analysis

Pricing and error reports

Trial-Balance, history, analysis, and activity reports Enter transactions and transfers. Does not include posting. Also includes the Item Transacti Does not include posting. Does not include posting. Does not include posting. Includes all posting of the inventory series. Does not include posting.

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