Infor LX/BPCS Tips & Tricks for OPERATIONS: Order Entry Action Code / Function Key Security

Access to Order Entry/Maintenance has traditionally been controlled by using LX Program Security to grant or remove authority to ORD700. LX Company Security and LX Warehouse Security further control which transactions a user is allowed to create or maintain. A separate 8.4.2 enhancement allows security managers to control which types of transactions a user is allowed to create or maintain, through LX Order Type Security and LX Order Class Security. Building on these LX transaction security features, the Order Entry Action Code/Function Key Security enhancement allows security managers to further control what actions a user can take regarding an authorized transaction.

Security managers can now control the actions each user is allowed to be restricted from in the Order Entry job stream. The benefit is easily illustrated by some examples:

• Regular users can be allowed to create and revise customer orders but are restricted from deleting an order.
• Salespersons can be authorized to full authority with quotes and can be allowed to create customer orders but not to revise or delete them.
• Or, salespersons could be restricted from 1=Create in Order Directory, with the result that they could only create an order by copying a quote, if they are authorized to 3=Copy in Quote Directory.
• Only selected customer service users can be allowed to create RMAs, by controlling 1=Create in RMA Directory. A different group of customer service users who handle the actual returns can be authorized to create the return orders or credit memos from those RMAs, by controlling 3=Copy in RMA Directory.

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