Override Types
System Maintenance Menu -> Configure
System Settings -> Security Tab -> General
Settings -> Override Types
- Override Auto-Log
- When an Operator overrides a value such as prices, rates,
discounts, equipment status, over bookings, credit limits, delete
items from a document, or change customer information, an override
record in automatically logged, whether or not a Reason for the
override is required.
Reporting of these overrides can be generated by 'Type' from
Override Report.
Override Reason
- Override Reasons can also be required for all operators to
account for the action, with restrictions on where specific
Types of override Reasons can be used.
Override Reason information is reported by the 'Reason Code' also
using Override Report.
The processing to require Reason Codes for overrides can be
activated in the Company Security
Parameters.
Utilizing Reason Codes for over-rides can be used independent of
password security as setup in Module
Passwords or the Automatic logging of overrides.
In preparation for setting up override Reason Codes, setup
different Type of override codes, and then define the areas
where each Type can be applied.
These Override Types can be maintained in the Override Types window
on the Security tab of the Configure
System Settings.
An operator must be assigned a Security
Role that allows permission to the Security - Override
Types in order to access this table.
The prompts to setup and defined override Types are:
-
- SEQ
- Sequence numbers are automatically assigned to track and
organize the records in the file. Multiple records can be
entered.
CODE
- Enter a Code Type of up to 2 alpha numeric characters.
DESCRIPTION
- Enter a description for this Type of Override Code.
ALLOWED
- Window to access the different areas that can require override
Reason Codes and set the permission flag as outlined in Override Type Permissions.
The Reason Codes themselves can now be defined in Override Reason Codes where each Reason Code
supports up to four of valid Types.
Topic Keyword: RSMPT01