Eralis Job contains its own set of user authorizations, similar to the authorizations that are available in standard SAP Business One. These authorizations control the specific functions and operations that a user can perform in the Job module.
Authorizations can be accessed under Administration > System Initialization > Authorizations > Job Authorizations.
Authorization | Details | Options |
---|---|---|
CONTRACT | ||
Access Contract Estimated Costs | This determines whether the user is able to access the Estimated Costs to Complete calculation tab on the Contracts screen. This also applies to the bulk Estimated Costs to Complete option in the Transaction sub-menu of the main Job menu. |
Full Authorization: Permits the user to access the No Authorization: Prevents the user from accessing the screen. |
Access Contract Form | Controls overall access to the Contracts screen from the Master Job. |
Full Authorization: Allows the user to carry out any contract processing, subject to any other authorizations applied to the user account. Read Only: Provides the user with viewing rights, but no No Authorization: Prevents the user from being able to open the Contract screen. |
GL CODES | ||
GL Code Alteration | Allows the application of a restriction to a user account, preventing them from being able to change or alter the General Ledger accounts on a Job. These could be the accounts on the Master Job screen or the GL accounts on the individual job lines. |
Full Authorization: Allows the user to change the No Authorization |
INVOICE GENERATION | ||
Invoice Generation | Determines whether or not the user can generate an A/R invoice in Eralis Job. This relates to the A/R invoice from the Job Line Processing tab of the Job as well as to A/R invoices created from the Contracts module. |
Full Authorization: Permits the user to create A/R invoices, provided no authorization No Authorization |
Bulk Process Wizard | This authorization is focused on the generation of invoices from the Bulk Processing Wizard. |
Full Authorization: Permits the user to run the invoicing routine within the Bulk Processing Wizard, provided no authorization prevents them from doing so. No Authorization |
JOB ACCESS | ||
Access Jobs / Subjobs with no assigned activities | Restriction preventing users from accessing a Job / Subjob if they have not been assigned an activity against that Job / Subjob. |
Full Authorization Read Only No Authorization |
Access Jobs / Subjobs by branch | Restriction preventing users from accessing a Job / Subjob based on branch allocation. The system will look at the Branch field on the Master Job and compare it to the Branch field on the HR Record of the logged in user. |
Full Authorization Restricted |
Access Jobs / Subjobs which belong to other project managers | Restriction preventing users from accessing a Job belonging to another project manager. The system will look at the Entered By field on the Job / Subjob and compare the value to the logged in user. |
Full Authorization Read Only No Authorization |
Access to all Security Enabled Jobs | User can access any Job, even if security has been enabled on the Job |
Full Authorization No Authorization |
JOB SETUP | ||
System Initialization | Restricts access to open or make changes to the Eralis Job System Initialization screen. |
Full Authorization: Permits the user Read Only: Permits the user to open and view the details inside the screen. No Authorization: Prevents the |
Setup Job Type | Restricts access to open or make changes to the Setup Job Type screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the user from being able to open the screen. |
Setup Job Property | Restricts access to open or make changes to the Setup Job Properties screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the |
Setup Job Status | Restricts access to open or make changes to the Setup Job Status screen. |
Full Authorization: Permits the user to open and make any required changes. Read Only: Permits the user No Authorization: Prevents the |
Setup Job Analysis | Restricts access to open or make changes to the Setup Job Analysis Codes screen. |
Full Authorization: Permits the user Read Only: Permits the user to open and view the details inside the screen. No Authorization: Prevents the |
Setup Job Resource Type | Restricts access to open or make changes to the Setup Job Resource Type screen. |
Full Authorization: Permits the user Read Only: Permits the user to open and view the details inside the screen. No Authorization: Prevents the |
Setup Job Resource | Restricts access to open or make changes to the Setup Job Resources screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the |
Setup Job Category | Restricts access to open or make changes to the Setup Job Category screen. |
Full Authorization: Permits the user Read Only: Permits the user to open and view the details inside the screen. No Authorization: Prevents the |
Setup Document Group | Restricts access to open or make changes to the Setup Document Groups screen. |
Full Authorization: Permits the user Read Only: Permits the user to open and view the details inside the screen. No Authorization: Prevents the |
Setup Contract Phases | Restricts access to open or make changes to the Setup Contract Phases screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the |
Setup User Fields | Restricts access to open or make changes to the Setup User Fields screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the |
Setup Reports | Restricts access to open or make changes to the Setup Reports screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the |
Setup Job Time Type | Restricts access to open or make changes to the Setup Job Time Type screen. |
Full Authorization: Permits the user Read Only: Permits the user No Authorization: Prevents the |
JOB SETTINGS | ||
Status Change |
This restriction limits who is able to change the status on a Job / Subjob. The status controls certain attributes about the Job / Subjob such as:
By giving users access to make changes to the job status, the user is essentially given access to re-open jobs or alter quotes. |
Full Authorization: Allows the user No Authorization |
Type Change |
The Job Type controls the default GL account settings on the Job. Allowing the user to change the Job Types gives them the ability to alter the manner in |
Full Authorization: Allows the user No Authorization |
Access Serial Numbers |
Serial number tracking is enhanced in |
Full Authorization: Allows the user No Authorization |
JOB TRANSACTIONS | ||
Access Non-chargeable column on a Job Line | The settings control the ability for a user to change the Chargeable / Non-chargeable check box on a job line. |
Full Authorization: Allows a user to No Authorization |
Direct Data Entry | Authorization permitting or preventing a user from entering data against a job from the Job data entry screens. |
Full Authorization: Implies no No Authorization: Prevents the |
Data Entry for Warehouse | This authorization applies to the material entry function in Eralis Job and allows you to specify which warehouses the user can pick stock from. |
Full Authorization: Allows the user to pick stock from any warehouse Restricted: Allows you to specify a |
Move Job Lines | Controls the ability for a user to move a line from one Subjob through to another Subjob. |
Full Authorization: Allows the user to move job lines, provided no authorization prevent lines from being No Authorization |
Process Stock Check | Controls the ability to run the stock check functions in Eralis Job. |
Full Authorization: Allow the user No Authorization: Allows the user |
READ ONLY ACCESS | ||
Read / Write Access | Controls whether or not the entire Job module is set to a read only state. |
Full Authorization: Leaves the system in a standard editable mode, provided no authorization applies a read only mode. No Authorization |
SAP BUSINESS ONE AUTHORIZATION | ||
Chart of Accounts | Controls whether or not the user can open the standard SAP Business One Chart of Accounts screen. |
Full Authorization: Allows access No Authorization |
Journal Entry | Controls whether or not the user can open the standard SAP Business One Journal Entry screen. |
Full Authorization: Allows access No Authorization |
Employee Master Data | Controls whether or not the user can open the standard SAP Business One Employee Master Data screen. |
Full Authorization: Allows access No Authorization |
SETTLEMENT PROCESSING | ||
Allow Settlement Processing | Controls whether or not the user can run the settlement processing function from the Bulk Processing Wizard. |
Full Authorization: Permits the user No Authorization |
Allow Settlement Adjustments | This restriction provides control over whether or not the user can change the calculated adjustments for the settlement process, or, whether they are forced to work with the system calculated values. |
Full Authorization: Allows the user No Authorization |
TAB ACCESS | ||
Quote Tab | Determines whether or not the user is able to access the Quote tab on a Master or Subjob. |
Full Authorization: Provides access to the tab, provided no authorization No Authorization |
Transactions Tab | Determines whether or not the user is able to access the Transactions tab on a Master or Subjob. |
Full Authorization: Provides access to the tab, provided no authorization No Authorization |
Time Staff Tab |
Determines whether or not the user is able to access the Time Staff tab on a Master or Subjob. Note: This only applies to Eralis Job versions prior to 8.00.200 as this tab was removed from subsequent versions. |
Full Authorization: Provides access to the tab, provided no authorization No Authorization |
Resource Tab |
Determines whether or not the user is able to access the Resource tab on a Master or Subjob. Note: This only applies to Eralis Job versions prior to 8.00.200 as this tab was removed from subsequent versions. |
Full Authorization: Provides access to the tab, provided no authorization prevents access to the tab. No Authorization |
Material Tab |
Determines whether or not the user is able to access the Material tab on a Master or Subjob. Note: This only applies to Eralis Job |
Full Authorization: Provides access to the tab, provided no authorization prevents access to the tab. No Authorization |
Purchasing Tab |
Determines whether or not the user is able to access the Purchasing tab on a Master or Subjob. |
Determines whether or not the user is able to access the Purchasing tab on a Master or Subjob. No Authorization |
Invoice Tab |
Determines whether or not the user is able to access the Invoice tab on a Master or Subjob. |
Full Authorization: Provides access to the tab, provided no authorization No Authorization |
Accounting Tab |
Determines whether or not the user is able to access the Accounting tab on a Master or Subjob. |
Full Authorization: Provides access to the tab, provided no authorization No Authorization |
User Defined Fields Tab |
Determines whether or not the user is able to access the User Defined Fields tab on a Master or Subjob. |
Full Authorization: Provides access to the tab, provided no authorization No Authorization |
VISIBLE COSTS | ||
Visible Costs |
Provides a restriction to make unit cost prices, total cost, margin and markup fields on all Eralis Job screens
non-visible to prevent the user from seeing the costs or working out what the costs are. This setting overrides standard form settings.
|
Full Authorization: Makes the cost No Authorization |
VISIBLE PRICES | ||
Visible Prices | Provides a restriction to make all unit sell prices, total prices, margin and markup fields on all Eralis Job screens non-visible to prevent the user from seeing or calculating the prices on a transaction. This setting overrides standard form settings. |
Full Authorization: Makes the price No Authorization |
The purpose behind the SAP Business One restrictions is to overcome requirements within the SDK. To carry out certain processing in Eralis Job, user authorizations to certain areas of SAP Business One cannot be restricted using the SAP Business One general authorizations. However, in a number of instances, access to these areas is not desirable. Using the SAP Business One authorizations in the Eralis Job authorizations areas, you are able to apply a restriction to prevent the user from being able to access the relevant screens if they try to open them. Based on the SAP Business One authorizations, the user has authority to use the objects, and as such the SDK will allow the user to do the necessary processing; however, if they try to access the screens, the additional Eralis Job authorizations prevent them from doing so.
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