Maxim Icon Maintaining Clients

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Maxim Icon Maintaining Clients

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As a client can be a Customer and a Supplier, there are different client settings that need to be maintained, for different reasons. The client Right, allows access to the Client screen in inquiry only mode. To facilitate different people, for different reasons, having update access, a number of Special Rights have been created.

 

hmtoggle_plus1        Cltdelmod

Allows the client delivery addresses to be updated.

 

hmtoggle_plus1        Cltconmod

Allows the client contacts to be updated.

 

hmtoggle_plus1        Cltnotmod

Allows client notes to be added.

 

hmtoggle_plus1        Clientmod

Allows a new customer to be added and all customer details to be changed. Allows access to the Customer section of the client.

 

hmtoggle_plus1        Cltsupmod

Allows a new supplier to be added and all supplier details to be changed. Allows access to the Supplier section of the client.

 

hmtoggle_plus1        C_RESTRICT

Allows access to the fields shown and to the Cust NonRestrict button.

 

hmtoggle_plus1        S_RESTRICT

Allows access to the fields shown and to the Sup NonRestrict button.

 

 

4Sales | Maintenance | Customers

 

 

Image 4.4

 

 

 

 

Supplier Non Restricted Fields

 

Image 6.1

 

 

 

 

Customer Non Restricted Fields

 

Image 6.1.1

 

 

 

To use the C_RESRICT and S_RESTRICT rights you should:

 

1.        Remove the clientmod right from the ACCTS RECEIVABLE Group and allocate

 C_RESTRICT as a separate right to those users who need full access.

 

2.        Remove the cltsupmod right from the ACCTS PAYABLE Group and allocate

 S_RESTRICT as a separate right to those users who need full access.