Actions Tab

This section includes the fields and descriptions for the Actions tab.

User Island

Field	Description
Username	This field shows the username. If the action setup for a group is enabled, this field is blank.
Role Name	This field shows the role name. If the action group for a group is enabled, the role name is the same as the group name.

Permitted Job/Cost Actions Island

Attention: This sub-tab is available only when the Update Rights from Groups system parameter is enabled.

Field	Description
Submit Draft Invoice	Select this check box to enable invoice draft submission for all users in the selected group.
Approve Draft Invoice	Select this check box to enable invoice draft approval for all users in the selected group.
Reopen Draft Invoice	Select this check box to allow all users in the selected group to reopen invoice drafts.
Print Invoices/Credit Memos	Select this check box to allow all users in the selected group to use the Print Invoice action in the Sales Orders and Packing Lists workspaces to invoice and credit customers. Selecting this check box also enables the group members to use the Print Credit Memo action in the Credit Orders workspace. This also applies to the following workspaces: Invoice Selection Invoice Editing Invoice Editing Lawyer Note: This does not affect the group members' access to creating and printing invoices and credit memos in the Invoices and Credit Memos workspaces. The Print Invoice and Print Credit Memo actions can also be used if the group has access to these workspaces.
Approve Job Invoice Allocation	Select this check box to allow all users in the selected group to approve job invoice allocations.
Approve Employee Revenue Distribution	Select this check box to allow all users in the selected group to approve employee revenue distribution.
Change Job Budgets	Select this check box to allow all users in the selected group to change the information in all fields located in the Job Budgets workspace in the Job Cost module. If the group members cannot change job budgets, only the information can be modified. The group can use the actions needed to create purchase orders and plan jobs, such as planned start and ending date, first and last possible starting date, actual start and ending date, and remarks on job budget lines.
Submit Job Budgets	Select this check box to allow users in the selected group to submit job budgets.
Approve Job Budgets	Select this check box to allow all users in the selected group to use the Approve Job Budget action in the Job Budgets and Approve Job Budgets workspaces.
Reopen Job Budgets	Select this check box to allow all users in the selected group to use the Reopen Job Budget action in the Job Budgets and Approve Job Budgets workspaces.
Transfer to Quote	Select this check box to give all users in the selected group access to the Transfer to Quote action in the Job Budgets workspace in the Job Cost module. Note: Only users with the ability to change job budgets can use this action.
Change Quotes	Select this check box to allow all users in the selected group to change all information in the fields located in the Quote Editing workspace in the Job Cost module. If the group members do not have the ability to change quotes, the information in this workspace is read-only.
Approve Quote	Select this check box to allow all users in the selected group to use the Approve Quote action in the Quote Editing workspace in the Job Cost module.
Reopen Quote	Select this check box to allow all users in the selected group to use the Reopen Quote action in the Quote Editing workspace in the Job Cost module.
Change Job No. on Job	Select this check box to allow all users in the selected group to change the job number of a job in the Jobs workspace in the Job Cost module. The job number is changed only if no registrations have been made on the job in any workspace.
Reopen jobs	Select this check box to allow all users in the selected group to use the Reopen Job action in the Jobs workspace in the Job Cost module.
See Time Cost	Select this check box to allow all users in the selected group to view cost prices for time activities in the Job Budgets and Periodic Job Budgets workspaces in the Job Cost module. If you do not select this check box, cost prices are not shown on printouts made by the users in the group in the Print Job Budget and Print Job Report workspaces.
Change Costs for Time	Select this check box to allow all users in the selected group to view and change cost prices for time activities in the Job Budgets and Periodic Job Budgets workspaces in the Job Cost module.
See All Time Sheets	Select this check box to allow all users in the selected group to view time sheets for all employees in the Time Sheets workspace in the Job Cost module.
Change All Time Sheets	Select this check box to allow all users in the selected group to create, change, approve, and print out time sheets for all employees in the Time Sheets workspace in the Job Cost module.
Release Time Sheets	Select this check box to allow all users in the selected group to use the Release Time Sheet action in the Time Sheets workspace in the Job Cost module. Note: The Change All Time Sheets check box must also be selected to allow the user to use this action.
Reopen Time Sheets	Select this check box to allow all users in the selected group to use the Reopen Time Sheet action in the Job Cost module.
See All Expense Sheets	Select this check box to allow all users in the selected group to view expense sheets for all employees in the Expense Sheets workspace in the Job cost module.
Change All Expense Sheets	Select this check box to allow all users in the selected group to create, change, approve, and print out expense sheets for all employees in the Expense Sheets workspace in the Job Cost module.
Release Expense Sheets	Select this check box to allow all users in the selected group to use the Release Expense Sheet action in he Expense Sheets workspace in the Job Cost module.
Reopen Expense Sheets	Select this check box to allow all users in the selected group to use the Reopen Expense Sheet action in the Expense Sheets workspace in the Job Cost module.
Convert Job to Order	Select this check box to allow all users in the selected group to use the Convert to Order action in the Jobs workspace in the Job Cost module.
See All Employee Plans	Select this check box to allow all users in the selected group to view all planning lines in the Detailed Planning workspace in the Resource Planning module. If the users in the group cannot view all planning lines, only jobs assigned to each user with a project manager role can be viewed. Planning lines that have not been assigned to an employee are also viewable. For more information, refer to the field description for the Plan All Jobs field.
Plan All Jobs	Select this check box to allow all users in the selected group to create and change planning lines for all jobs in the Detailed Planning workspace in the Resource Planning module. If the users in the group do not have access to planning lines for all jobs, planning lines can only be created or changed when a user is the job's project manager. This field's function is connected to the See All Employee Plans field. If a user has access to plan all jobs but cannot view all employee plans, allocating hours to a planning line is done only for the employee assigned to the user. However, the user can also allocate hours to employees assigned to a job where the user's role is project manager. If you have defined that a user cannot plan all jobs and cannot view all employee plans, the user only has access to planning lines for jobs where the user's role is project manager. Lines for the employee assigned to the user are also viewable.
Submit Absence	Select this check box to allow all users in the selected group to use the Submit Absence action to to submit absences for all employees in the Employee Absence Calendars, Absence Calendar Lines, and Employee Calendars workspaces in the Resource Planning module.
Approve and Reject Absence	Select this check box to allow all users in the selected group to use the Approve Absence and Reject Absence actions to approve and reject absences for employees in the Employee Absence Calendars, Absence Calendar Lines, and Employee Calendars workspaces in the Resource Planning module.
Reopen Absence	Select this check box to allow all users in the selected group to use the Reopen Absence action to reopen absences for all employees in the Employee Absence Calendars, Absence Calendar Lines, and Employee Calendars workspaces in the Resource Planning module. If you do not select this field, absences can only be reopened if a user is the supervisor or absence approver of an employee.
Change Amount Activity Tasks	Select this check box to allow all users in the selected group to change tasks that derive amount activities in the Job Cost module. For more information, refer to the Approve Tasks Workspace section in the Job Cost module.
Change Time Activity Tasks	Select this check box to allow all users in the selected group to change tasks that derive time activities in the Job Cost module. For more information, refer to the Approve Tasks Workspace section in the Job Cost module.
Can Approve Tasks	Select this check box to allow all users in the selected group to approve tasks created in the Job Cost module. For more information, refer to the Approve Tasks Workspace section in the Job Cost module.
Submit Jobs	Select this check box to enable the user role to submit jobs.
Approve Jobs	Select this check box to enable the user role to approve jobs.

Permitted G/L Actions Island

Field	Description
Use Post-Entry Periods	Select this check box to allow all users in the selected group to post in prior-periods by selecting a prior-period in the General Journal and Vendor Invoices workspaces.
Submit Journals	Select this check box to allow all users in the selected group to use the Submit action to submit customer payment journals and job journals in the Customer Payments and Job Journal workspaces.
Post Own Journals	Select this check box to allow all users in the selected group to post customer payment journals and job journals they have submitted. Note: If the Allow Posting of Own Journals system parameter has been enabled, all users can post their submitted journals, even when this check box is not selected. Additionally, this functionality is no longer supported for general journals as part of the approval hierarchy for general journals (introduced with version 2.5).
Post	Select this check box to allow all users in the selected group to use the Post action in the Posting, General Journal, Vendor Invoices, and Job Journal workspaces. This does not affect the users' ability to post in the Print Posting Journal workspace.
Submit General Journals	Select this check box to allow all users in the selected group to submit general journals.
Approve General Journals	Select this check box to allow all users in the selected group to approve general journals.

Permitted A/R Actions Island

Field	Description
Release Customer Payments	Select this check box to allow all users in the selected group to release customer payments for posting. If you do not select this check box, the users within this group cannot manually mark the Released field on lines in the Customer Payments workspace.
Submit Customers	Select this check box to allow all users in the selected group to submit customers.
Approve Customers	Select this check box to allow all users in the selected group to approve customers.

Permitted A/P Actions Island

Field	Description
Submit Purchase Orders	Select this check box to allow users in the selected group to use the Submit Purchase Order action in the Purchase Orders workspace.
Approve purchase order	Select this check box to allow all users in the selected group to use the Approve Purchase Order action in the Purchase Orders workspace.
Reopen purchase order	Select this check box to allow all users in the selected group to use the Reopen Purchase Order action in the Purchase Orders workspace.
Approve request for quote	Select this check box to allow all users in the selected group to use the Approve Request for Quote action in the Requests for Quote workspace.
Reopen request for quote	Select this check box to allow all users in the selected group to use the Reopen Request for Quote action in the Requests for Quote workspace.
Approve requisition	Select this check box to allow all users in the selected group use the Approve Requisition action in the Requisitions workspace.
Reopen requisition	Select this check box to allow all users in the selected group to use the Reopen Requisition action in the Requisitions workspace.
Submit Vendor Invoices	Select this check box to allow all users in the selected group to release vendor invoices. It gives users the ability to submit invoices for approval in the Vendor Invoices and Invoice Allocation workspaces.
Approve Vendor Invoices	Select this check box to allow all users in the selected group to approve vendor invoices for posting in the Vendor Invoices and Invoice Allocation workspaces.
Pre Post Invoices	Select this check box to allows all users in the selected group to pre-post vendor invoices in the Reallocate Invoices workspace.
Submit Vendors	Select this check box to allow all users in the selected group to submit vendors.
Approve Vendors	Select this check box to allow all users in the selected group to approve vendors.

Permitted Trade Actions Island

Field	Description
Change Prices	Select this check box to allow all users in the selected group to change information on price and payment terms on the Quotes, Sales Orders, Credit Orders, and Order Lines workspaces. If you do not select this check box, all users in the selected group cannot change the values in the following fields located in the tabs in the Quotes, Sales Orders, and Credit Orders workspaces: Partial Delivery Payment Terms Tax Price List Price Step Invoices Discount % Charge 1-4 Maconomy auto-populates values in these fields using the data in the customer's information card. If you do not select this check box, all users in the selected group also cannot change the values in the following fields located in the sub-tabs of the workspaces: Unit Price Discount % Discount Maconomy auto-populates values in these fields using the data from price lists and discount agreements.
Approve Sales Orders	Select this check box to allow all users in the selected group to use the Approve Order action in the Sales Orders workspace.
Print Order Confirmations	Select this check box to allow all users in the selected group to use the Print Order Confirmation action in the Sales Orders workspace. This does not affect the users' ability to print order confirmations in the Print Order Confirmation workspace.
Print Picking and Packing Lists	Select this check box to allow all users in the selected group to use the Print Packing List action in the Sales Orders module. Selecting this check box also allows all users in the selected group to use the Create Warehouse Transaction and Create Picking List actions in the Sales Orders and Inventory modules. This does not affect the users' ability to print packing lists in the Print Packing List workspace.
Print Packing Slips	Select this check box to enable all users in the selected group to use the following: Print Packing Slip and Release for Invoicing actions to ship items in the Sales Orders workspace Approve Packing List and Print Packing Slip actions in the Picking Lists workspace Create Warehouse Transaction action in several workspaces Note: Selecting this check box does not apply to access control in the Print Picking Lists and Print Packing Slip workspaces. all users in the selected group can create and print warehouse transactions, picking lists, and packing slips in these workspaces if assigned to a group that provides access to the Print Packing Slip workspace.
Change orders being picked and packed	Select this check box to allow all users in the selected group to add, change, and delete order lines on a sales order with existing open lists or warehouse transactions. If you do not select this check box, all users in the selected group cannot change order lines on orders with existing open packing lists or warehouse transactions. If back order allocation is used, receiving items in the Item Receipt and Inventory Change workspaces also cause changes to existing picking lists. Maconomy checks if each user receiving the items has access to changing orders being picked and packed. If a user does not have access, the back order allocation does not allocate items to orders with a printed packing list. Note: The packing list is not automatically reprinted when changes are made to an order after a packing list is printed. You must locate the order in the Order Status workspace and deselect the Printed check box in the Packing List island to print an updated packing list.
Approve item purchase orders	Select this check box to allow all users in the selected group to use the Approve Item Purchase Order action in the Item Purchase Orders workspace.
Print item purchase orders	Select this check box to allow all users in the selected group to use the Print Item Purchase Order action in the Item Purchase Orders workspace. This does not affect the users' ability to print item purchase orders in the Print Item Purchase Order workspace.
Close Item Purchase Orders	Select this check box to allow all users in the selected group to use the Close Item Purchase Order action in the Item Purchase Orders workspace and the Close Purchase Order action in the Purchase Orders workspace.

Permitted Misc. Actions Island

Field	Description
Create Employee from Contact Person	Select this check box to allow all users in the selected group to use the Create Employee action to create employees from contact persons in the Contact Persons workspace.
Delete Closed Document Revisions	Select this check box to allow all users in the selected group to delete closed document revisions in the Document Revision History workspace. For further information about the functionality of document revisions, see the description of the Revision Control field in the Document Archives workspace.
Unconditionally Unlock Documents	Select this check box to allow all users in the selected group to unlock documents locked by any user in the Document Archives workspace. For further information about the functionality of locking documents in document archives, see the description of the Edit Control field in the Document Archives workspace.
Approve Monitors	Select this check box to allow all users in the selected group to approve monitors in the Monitors workspace.
Change Shared Selection Criterion Specifications	Select this check box to allow all users in the selected group to change selection criterion specifications marked as Public in the Selection Criterion Specification workspace.
Submit Employees	Select this check box to allow all users in the selected group to submit employees in the Employees workspace.
Approve Employees	Select this check box to allow all users in the selected group to approve employees in the Employees workspace.
Submit Users	Select this check box to allow all users in the selected group to submit users in the Users workspace.
Approve Users	Select this check box to allow all users in the selected group to submit users in the users workspace.
Synchronize Talent-Management Users with Employees	Select this check box to allow all users in the selected group to synchronize Talent-Management users with employees in the Employees workspace