Security Switches - Configuration

Allows you to access and configure the CRM profile functions at Configuration > CRM > Profile. Functions are:

Classifications, Salespeople, Categories, Territories, and Province/State Codes

Allows you to access and configure the taxes & discount functions at Configuration > CRM > Taxes & Discounts. Functions are:

Location Tax, Tax 1, Tax 2, Tax 3, Tax 4, and Discount

Allows you to access and configure the CRM call functions at Configuration > CRM > Calls. Functions are:

Division Settings, Categories, Types, Purposes, and Results

Allows you to access and configure the accounts payable functions at Configuration > General Ledger > Accounts Payable. Functions are: 

Vendor Categories, Currency, G/L Defaults, Payroll Plus Import, and Vendor EFT

Allows you to access and configure the G/L accounts functions at Configuration > General Ledger > G/L Accounts. Functions are:

Account Profile, Profit Centers, Group Codes, D.O.C. Reports, Area Sales G/L Accounts, Account Groupings, Account Access List, Special Accounts, and Account 1st Digits

Allows you to access and configure the purchase order functions at Configuration > General Ledger > Purchase Orders. Functions are:

Location Settings, FOB, Priority, Terms, Unit of Measure, Ship Via, and Shipping Instructions

Allows you to access and configure the employee functions at Configuration > General Ledger > Employee. Functions are:

Classes, Marital Status, Sex, and Types

at Configuration > General Ledger > General. Functions are:

Allows you to access and configure the equipment profile functions at Configuration > Equipment > Profile. Functions are:

Equipment Defaults, Equipment Models, Group Codes, Classifications, Classes, Option Categories, Option Sub Categories, Equipment Add Defaults, Cost Summary Breakdown, and Update Supplier Invoice Amount

Allows you to access and configure the general equipment functions at Configuration > Equipment > General. Functions are:

After Sales Accounts, Miscellaneous Charges Credits, Inspection Types, Inspection Type Attributes, Inspection Section Steps, Traffic, Traffic SubTypes, Invoicing, Deposit, History SubTypes, Margin Programs, Margin Additional Costs, Margin Reserves, and Margin User Levels

Allows you to access and configure the parts profile functions at Configuration > Parts > Profile. Functions are:

PartsAdds, Types, Source of Supply, Classes, Return Codes, Master Price Files, and Sales Tax Update

Allows you to access and configure the parts profile functions at Configuration > Parts > CostingFunctions are:

Cost Code Order Creation, Cost Code Order Updates, and Cost Code Updates

See also: Cost Code Logic.

Allows you to access and configure the general parts functions at Configuration > Parts > General. Functions are:

Alternate Charge G/L Accounts, Deposit, Freight, JD PM Manage, Location Grouping, Location Transfers, Manufacturer Groupings, Quote Settings, Parts Highlighting, Parts Lost Sales, Parts Requisitions Lost Sales, Parts Requisitions Highlighting, Parts Store Priorities, and Report Groupings

Allows you to access and configure the general parts functions at Configuration > Service > Work Orders. Functions are:

Quick Add Defaults, Downtime Delay Codes, Reasons, Types, Shops, Bays, Deposit, Make Type Correlation, and Service Request Classifications

Allows you to access and configure the general ledger functions at Configuration > Service > General Ledger. Functions are:

Work Order G/L Accounts, Work Order Premium Code G/L Defaults, Rates, Miscellaneous Charges, Labor Fees, and Quote Adjustments

Allows you to access and configure the agreements and warranty functions at Configuration > Service > Agreements & Warranties. Functions are:

SAM Programs, SAM Schedules, SAM Contract Categories, Warranty Defaults, Warranty Causes, and Warranty Types

Allows you to access and configure the general service functions at Configuration > Service > General. Functions are:

Division Settings, Work In Process, Time Off, IntelliTech Setup, Job Code Selection Groups, Quote Settings, and Premium Codes

Allows you to access and configure the rental setup functions at Configuration > Rental. Functions are:

Category Class Subclass Setup, Rental Duration, Rental Control Setup, Rental Reason Codes, Demo Loaner Accounts, Insurance Types, Customer Insurance Agency, Unattended Rental Billing Parameters, Safety Messages, Safety Messages by Category Class, Inspection Steps, Labor Codes, Job Site, Job Customers, and Rental Holidays

Allows you to access and configure the miscellaneous functions at Configuration > Miscellaneous > Other. Functions are:

Ship Via, Promotion Code, Task Templates, Mobile Phone Carriers, Alert Management, Retention History, Terminals, and System Settings

Allows you to access and configure the miscellaneous functions at Configuration > Miscellaneous > Printing. Functions are:

Forms Numbers, Laser Overlay, Configure Printers, Marketing Footer, Signature Positioning, Email Headers, PDF Retention, and Configure Printers (New)

Allows you to access and configure the add a branch function (Add a Branch) at Configuration > Utilities > Add a Branch.

Note:  The Add a Branch function requires a VitalEdge password.