Override Type Permissions

System Maintenance Menu -> Configure System Settings -> Security -> Override Types -> Overrides window -> Override Type Permissions

Override categories can be defined in the Override Types file, and then the permissions to allow overrides in the specific areas can be set as follows:

CL - Customer Credit Or Rental Value Limit
 

This category covers Document over-rides in:

Customer Is On The Bad Risk List
 Update Document Term Code
Credit Limit Override
 Rental Value Limit Override
 Outstanding A/R
 Over-Ride Cash Customer To On-Account

CM - Customer File Maintenance
 

This category covers permanent changes made to Customer Information in:

Customer Is On The Bad Risk List
 Update Document Term Code
 Credit Limit Override
 Rental Value Limit Override
 Outstanding A/R
 Over-Ride Cash Customer To On-Account

DD - Delete Item from an Open Document - including:

Deleted
 Qty
 Extended

Note: Code DD is not included in the drop-down selection list because the Reason Code processing does not apply, however the delete item action is automatically tracked.

IS - Inventory Status Changes- including:

Changed Allow Rental Flag To 'N'
 Changed Allow Depreciation To 'N'
 Changed Allow Transfer To 'N'

MO - Margin Overrides - including:

Sales Margin

Note: Codes flagged as MO are also utilized when logging Sale Margin Overrides as setup in the Company Security Parameters.

OT - Other Overrides - including:

Restart Change Product#
 Reorder Price
 Vendor Reorder Price
 Vendor Reorder Price By Div
 List Price
 Base List Price

OV - Overbooking Warnings - including:

Quantity
 Quantity Available

PR - Rental Item Rate Or Discount Change **
 PS - Sales Item Price Or Discount Change
 

These two product categories cover the following over-rides on the document for:

Disc%
 Unit Price
 Net Price
 Net Price Below Cost
Trade Disc Allowed
 Extended
 Rate Code
 Rate Amount
 Date
 Time
 Meter
 Time Disc%
 Time Disc Days
 Trade Discount %
Rental Disc% on Rental Cap
 Rental Disc% on Disc Pad Days
 Rental Disc%
 Sale Disc%

** Note: When any Reason Code defined in Override Reason Codes as PR type representing Rental Item Rate Or Discount Change, is also identified for a Division in the Time-Based Discounts in the Divisional Rate Parameters, then that Reason Code can only be used for Time-Based discount over-rides in that division.
 However other divisions not using that Reason Code for Time-Based Discount as per the Divisional Special Pricing, can continue to use the same Reason Codes for other over-rides.

RR - Rental Return Rental Item Override
RS - Rental Return Sales Item Override
 

S1 - Changing the Price of a Service - on a document
 S2 - Adding Delivery/Pickup Service Manually - this only applies to Type D Delivery/Pickup services.
 S3 - Deleting a Service from a Document - on a document

•Check each box for any areas, for which this Type of Reason Code could be applicable.
 

•Uncheck the box for areas for which this Type of Reason Code would never be used.

Note: This is a system defined list that is also the list used for Types of over-rides that are automatically tracked even without a Reason Code.

Topic Keyword: RSMPT01B