About Salesperson Security

Salesperson Concepts

Your DDMS system is designed to protect the security of the information it contains. There are several types of salesperson security available.

You can enter a password for each salesperson or order-writer in the Salesperson window. This password is then required each time an order-writer number is required. For example, if a password is assigned, it is always required in the Order Entry window, because an order-writer number is always required in order entry.

Passwords can also be assigned to important salesperson procedures in the (LHY) Salesperson Parameters screen to prevent unauthorized access. A password can be required before a salesperson can be deleted, for example.

You may not want cost, margin, or gross profit percentages to display in the Salesperson window. You can mask the Cost, Margin, and Gross boxes, so the figures credited to the salesperson are not displayed.

You can also save information about any changes, additions or deletions made to salespersons. The information you can save includes the salesperson who was affected, the date the change was made, and the order-writer number that was used when the change was made.

Note: To mask the cost, margin, gross information, and save information about any changes made to salespersons, you use salesperson parameters. To require a password in windows other than the Order Entry window, you must also set parameters. You set salesperson parameters in the (LHY) screen. For details, see Parameters.

Since each salesperson is assigned a unique number, you can also specify which functions the salesperson is allowed to use. You can prevent the salesperson from changing or deleting accounts and information in windows, for example. You assign functions in the Allowable Functions for Salesperson dialog box. This information is stored in the S-FUNCTION file. For more information on setting salesperson security, see Salesperson Security Functions.

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Setting Allowable Functions for Accounts Payable

Setting Allowable Functions for Accounts Receivable

Setting Allowable Functions for Bill of Materials

Setting Allowable Functions for Chart of Accounts

Setting Allowable Functions for Contact

Setting Allowable Functions for Contracts

Setting Allowable Functions for Customer History

Setting Allowable Functions for Customer

Setting Allowable Functions for Item Extended Desc

Setting Allowable Functions for General Ledger

Setting Allowable Functions for Item