Table of Contents
Set up address manager
Rights control
During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. The following user rights are available for the address manager:
| Rights | Administrator | Main user | User |
|---|---|---|---|
| Rights group: Addresses | |||
| Addresses import | X | ||
| Addresses manage | X | ||
| Edit client / contractor | X | X | X |
| Multiple machining | X | X | |
| Edit employee / user | X | ||
Addresses import
Addresses can be imported individually or collectively from CSV and TXT files, as well as existing ones Addresses be updated with new data. The function is for users with the user right Addresses import available.
Addresses manage
Addresses can be created and edited by any user. captured Addresses can only be accessed by users with the user right Addresses manage to be deleted.
An address consists of numerous data fields. Each data field can be individually defined as a mandatory field. If the corresponding fields are not filled, it is not possible to save the address. Only users with the user right Addresses manage can define fields as mandatory fields.
User with the user right Addresses manage can also define the pre-assignment of the input masks (including customer no. and vendor no.), compile the lists used in selection fields (e.g. demand status, target group) and define the identifiers that the Addresses can be assigned.
Addresses are differentiated according to customer, contractor and employee. Several of these properties can be assigned to an address. Depending on the property assigned, further data fields are available, eg customer no. for customer, creditor no. for contractors and personnel data for employees. To ensure correctness and order in the master data specifically for financial accounting, only those users who have the user right can assign and remove properties for sold-to party and contractor and edit customer and vendor data Addresses manage or the user right Edit client / contractor have.
Edit client / contractor
Users with this right can use the properties of an address Clients and contractor assign or remove and edit the debtor data of buyers and creditors data of contractors.
When the properties for the client and contractor are assigned, a debtor no. or creditor no. pre-assigned from an individually defined number range. This number range can only be preset by users with the user right Addresses manage be determined.
Multiple machining
In the program area Multiple machining can at several Addresses selected data can be conveniently changed at the same time. These functions can be performed by the users who have the user right Multiple machining were authorized.
Edit employee / user
To protect sensitive personal data (including wage and vacation data), an address can have the property Employees assigned or removed by users with this user right. In addition, these users can display and edit the personnel and user data in the address manager.