Authorizations

The creation of ProcessForce documents depends on specific user authorizations

Path

Administration → System Initialization → Authorizations → General Authorizations

Click a specific username to see and change authorizations assigned to a specific user.

Authorizations connected to ProcessForce specifically can be found in the Authorizations form → Users → ProcessForce.

A specific authorization can have one of three values:

• Full Authorization – user can create, change and post a specific document

• Read Only – user can open a document but cannot change it

• No Authorization – a lack of access to a specific document for a specific user

If the authorizations for a specific user are grayed out, it indicates that the user has superuser privileges and owns all the authorizations.

You can set up superuser privileges in the Users form:

Path

Administration → Setup → General → Users

Only users with a Professional license assigned can change authorizations.

To work with certain ProcessForce documents, specific authorizations are needed. For example, to create, modify, and post Production Goods Receipts and Production Goods Issues, as well as the corresponding Pick Orders and Pick Receipts, you must grant Full Authorization for the following permissions:

• Goods Receipt and Goods Issue: Authorizations form → Inventory → Inventory Transactions → Goods Receipt [and] Goods Issue

• Journal Entry. This setting is required for Goods Receipt and Goods Issue to reflect on financials: Authorizations Form → Financials → Journal Entry

• Pick Receipt and Pick Order: User Authorization → ProcessForce → Production → Inventory Transaction → Pick Receipt [and] Pick Issue

• Numbering Series. This is needed for documents series management: Authorizations form → Administration → Numbering Series.