AC

Accounting

Allowed to enter UDF values on journal entries

Enter Y to allow the user to make entries in the UDF pop-up window in the General Journal Entry window.

Enter N to prohibit the user from making entries in the UDF pop-up window in the General Journal Entry window.

Yes

AC

Accounting

Allowed to load other users saved general journal entries

Enter Y to allow the user to load and distribute General Journal Entries saved by other PENTA users through the General Journal Entry window.

Enter N to prohibit this user from loading and distributing General Journal Entries saved by other PENTA users through the General Journal Entry window. When this value is N, this user can only load and distribute general Journal Entries created and saved by their PENTA User Id.

No

AC

Accounting

Allowed to update check signatures

Allow the user to update which signature is automatically printed on PR and AP checks for an OU

No

AP

Accounts Payable-General

Allowed to Distribute AP batches

User is allowed to Distribute AP batches from the AP invoice window

Yes

AP

Accounts Payable-General

Allowed to Distribute Manual AP

User is allowed to Distribute AP batches from the AP Manual Payment window

Yes

AP

Accounts Payable-General

Can access AP information for type 'E' vendors

If this action code is N, in the Purchase History and Open Payables Query windows PENTA disables queries for vendors that are employees (type E).

Yes

AP

Accounts Payable-General

Allowed to adjust AP/AR write-off thresholds

User can modify AP and AR write-off information at the system-wide and vendor levels.

Yes

AP

Accounts Payable-General

Force Y/N response to AP inter-company warning

In the Invoice & Credit Memo Entry window, if the user makes an entry that will result in inter-company entries, PENTA displays a warning message asking if this is intentional.

If the item is Y (the default), the user must enter a Y or N before proceeding.

If this item is N, the response will default to Y, and the user only needs to press ENTER to acknowledge the message.

This item also applies to the AP Manual Payment Entry window.

Yes

AP

Accounts Payable-General

Allowed to load recurring AP distributions

If this action code is Y, the user will be able to create invoices in the AP Invoice & Credit Memo window by loading previously defined 'recurring distributions'.

If this action code is N, this function will be disabled.

Yes

AP

Accounts Payable-General

Require entry of Invoice Total on AP Invoices

If this item is set to Y, the user will be required to enter an Invoice Total amount on the Document tab of the AP Invoice & Credit Memo window.
If this item is set to N, PENTA will not require the user to enter an Invoice Total amount on the Document tab of the AP Invoice & Credit Memo window.
If an Invoice Amount does not exist, PENTA will set it equal to the total of the distributions for the invoice when you leave the document.

Yes

AP

Accounts Payable-General

Allow override of Retention Amount on AP invoice SC distributions

If this action code is Y, PENTA allows the user to override the calculated retention amount on the SC Distribution tab of the AP Invoice & Credit Memo Entry window and add new addresses or update existing addresses for the current vendor.

If this action code is N, the user will not be allowed to override the calculated retention amount on the SC Distribution tab of the AP Invoice & Credit Memo Entry window.

Yes

AP

Accounts Payable-General

Allow add / update vendor address during AP invoice entry

If this action code is Y, the user can open the addresses window on the AP Invoice & Credit Memo Entry window and add new addresses or update existing addresses for the current vendor.

If this action code is N, the user cannot open the addresses window on the AP Invoice & Credit Memo Entry window.

Note: This module security parameter does not affect the ability to add addresses for vendors with a type code of Miscellaneous.

Yes

AP

Accounts Payable-General

Allow override of cost distributions on AP PO distributions

Controls whether the user can override the purchase order cost distribution during AP invoice and AP manual check entry.

Enter Y to allow this user to override the cost distribution on AP invoices and AP manual checks.

Enter N to prevent this user from overriding= the cost distribution on AP invoices and AP manual checks.

Yes

AP

Accounts Payable-General

Can access other users' distributions

PENTA allows the user to query and modify distributions created by other users.

Yes

AP

AP - Vendor Information

Allowed to access vendor bank account information

PENTA allows the user to view and modify vendor bank account information.

Yes

ARQRY

Manage Customer Receivables

Allow access to Invoice Notes

If this value is set to No, the user will be prevented from:

Creating new invoice notes

Opening the Invoice Notes window by clicking on the notes icon in the receivables block.

Navigating to the Invoice Notes tab.

Yes

ARQRY

Manage Customer Receivables

Allow user to add/modify Invoice Notes

If this value is set to No, the user will be prevented from:

• Creating new invoice notes

• Creating new revisions to existing notes

• Updating attributes or text for an existing note.

• Modifying which invoices link to a note.

Yes

ARQRY

Manage Customer Receivables

Allow access to delete Invoice Notes

If this value is set to No, PENTA prevents the user from deleting invoice notes.

Yes

BILL

Billing & Accounts Receivable

Can update Timesheet # in the Adjust Invoice Amounts window

Enter Y to allow this user to update the Timesheet # on cost transactions, generated by the Calculate Customer Cost process, in the Labor, Purchase, Equipment, Inventory, and Miscellaneous Job Cost Details pop-up windows of the Adjust Invoice Amounts window.

Enter N to prevent the user from updating the Timesheet #.

No

BILL

Billing & Accounts Receivable

Can enter billing adjustments to 'closed' jobs

Enter Y to allow this user to enter manual billings, credit memos, or invoice reversals for work orders with a 'Close Work Order' status code where the work order's service type has the "Allow billing adjustments to 'close work order' status work orders" box checked.N to prevent this user from entering manual billings, credit memos, or invoice reversals for work orders with a 'Close Work Order' status code (regardless of the service typesetting).

No

BILL

Billing & Accounts Receivable

Can enter billing adjustments to 'delete' jobs

Enter Y to allow this user to enter manual billings, credit memos, or invoice reversals for work orders with a 'Complete' status code where the work order's service type has the "Allow billing adjustments to 'complete' status work orders" box checked.

Enter N to prevent this user from entering manual billings, credit memos, or invoice reversals for work orders with a 'Close Work Order' status code (regardless of the service typesetting).

No

BILL

Billing & Accounts Receivable

Can enter billing adjustments to 'close work order' WOs

Enter Y to allow this user to enter billings, credit memos, or invoice reversals for work orders with a 'Close Work Order' status code where the work order's service type has the "Allow billing adjustments to 'close work order' status work orders" box checked.

Enter N to prevent this user from entering billings, credit memos, or invoice reversals for work orders with a 'Close Work Order' status code (regardless of the service typesetting).

No

BILL

Billing & Accounts Receivable

Can enter billing adjustments to 'complete' WOs

Enter Y to allow this user to enter billings, credit memos, or invoice reversals for work orders with a 'Complete' status code where the work order's service type has the "Allow billing adjustments to 'complete' status work orders" box checked.

Enter N to prevent this user from entering billings, credit memos, or invoice reversals for work orders with a 'Close Work Order' status code (regardless of the service typesetting).

No

CNTR

Contracts

Require change request with all contract changes.

Force the user to enter a change request ID with every contract amount change.

Yes

CR

Change Requests

Allow subcontract update through Change Requests window

If this value is set to Y, the user will be able to check the 'Update SC' checkbox on the Detail Distribution tab of the Change Requests window.

Yes

CR

Change Requests

Restrict entries to pending status codes

Prevent the user from setting up change requests with approved or void status codes. All new change requests must have a pending status. Similarly, the user will not be able to update a change request to a non-pending status.

Yes

CR

Change Requests

Allow contract update through Change Request window

If this value is set to Y, the user will be able to check the 'Update Contract' checkbox on the Detail Distribution tab of the Change Requests window.

Yes

CUS

Change Requests

Allow update to WO Tax Defaults

Allow the user to update the defaults for work order taxability from the Customer window.

Yes

DEL

Delete Major Entity

Delete Work Order Entity

Authorization to delete a work order

Yes

EDM

Electronic Document Management

Query released batches not marked as Ready for Organization

When using the Document Organization window, the user is allowed to query un-owned batches that are not marked 'Ready for organization'

Yes

EDM

Electronic Document Management

Query released batches not marked as Ready for Data Entry

When using the Document Organization window, the user is allowed to query un-owned batches that are not marked 'Ready for data entry'

Yes

EDM

Electronic Document Management

Query all unlined batches

When using the Document Organization window, PENTA allows the user to query any batch that has not had one of its documents linked to a data record.

Yes

eExp

eExpense

Enable "Quick Approve"

Determines whether the "Quick Approve" button appears on the Approval page.

Yes

eExp

eExpense

Query other's expense reports

User is allowed to query other employee's expense reports

Yes

EMPHR

Employee HR Information

Allowed to access the Education tab

User is allowed to access the Education tab

Yes

EMPHR

Employee HR Information

Allowed to access the Clearances tab

User is allowed to access the Clearances tab

Yes

EMPHR

Employee HR Information

Allowed to access the Property tab

User is allowed to access the Property tab

Yes

EMPHR

Employee HR Information

Allowed to access the Organizations tab

User is allowed to access the Organizations tab

Yes

EMPHR

Employee HR Information

Allowed to access the Address tab

User is allowed to access the Address tab

Yes

EMPHR

Allowed to access the Contacts tab

User is allowed to access the Contacts tab

Yes

EMPHR

Employee HR Information

Allowed to access the Payroll tab

User is allowed to access the Payroll tab

Yes

EMPHR

Employee HR Information

Allowed to access the Certification tab

User is allowed to access the Certification tab

Yes

EMPHR

Employee HR Information

Allowed to access the Training tab

User is allowed to access the Training tab

Yes

EMPHR

Employee HR Information

Allowed to access the Skills tab

User is allowed to access the Skills tab

Yes

EMPHR

Employee HR Information

Allowed to access the Medical tab

User is allowed to access the Medical tab

Yes

EMPHR

Employee HR Information

Allowed to access the Pension tab

User is allowed to access the Pension tab

Yes

EMPHR

Employee HR Information

Allowed to access the User Defined Fields tab

User is allowed to access the User Defined Fields tab

Yes

EQRENT

Equipment Rental Charging

Allow calculation of equipment rental charges on jobs

Allow the user to start the equipment rental calculation process for jobs.

Yes

EQRENT

Equipment Rental Charging

Allow calculation of equipment rental charges on yards

Allow the user to start the equipment rental calculation process for yards.

Yes

EQRENT

Equipment Rental Charging

Allow review/posting of equipment rental charges on jobs

Allow the user to review and post equipment rental charges for jobs.

Yes

EQRENT

Equipment Rental Charging

Allow review/posting of equipment rental charges on yards

Allow the user to review and post equipment rental charges for yards.

Yes

EST

Estimates

Require change request or key with all estimate changes.

Force the user to enter either a change request ID or an estimate key with every estimate amount change.

No

ETS

eTimesheets

Query other’s timesheets

PENTA allows the user to query other employee's timesheets.

Yes

FA

Fixed Asset Information

Allow entry of Original Value > 0 on new and existing assets

Enter Y to allow the entry of Original Value greater than zero on new and existing fixed assets.

Enter N to prevent the entry of Original Value greater than zero on new and existing fixed assets.

Yes

FA

Fixed Asset Information

Allow entry of Ownership Code

Enter Y to allow the Ownership Code field for fixed assets to be entered and updated.

Enter N to prevent the Ownership Code field for fixed assets from being entered or updated.

Yes

INV

Inventory Management

Allow release of Sales Orders where price is less than cost

Warehouses can be set up to require a minimum markup on Sales Orders. If this is set to Y, PENTA allows the user to release Sales Orders that do not meet this requirement.

Yes

INV

Inventory Management

Authorized to ship Sales Orders exceeding cust credit limit

PENTA allows the user to ship Sales Orders that exceed a customer's credit limit.

Yes

JOBMST

Job Master Information

Allow Assignment of Emps in Unauthorized OUs

If Y, user can assign ‘Associated Employee Ids’ (Project Manager, Project Administrator, Project Controller, Salesperson) that are assigned to OUs for which the user is not authorized. If N, user can only assign employees that belong to OUs for which the user is authorized.

No

JOBMST

Job Master Information

Allow update of WC Modifier Pct

Allow the user update access to the WC modifier percent field on the Job Information screen.

Y – Allow the user to update the field

N – Do not allow the user to update the field

No

JOBMST

Job Master Information

Allow user to modify status of a Deleted job.

PENTA allows the user to modify the status of a job when the job's current status is D (Delete).

Yes

JOBMST

Job Master Information

Allow update of the job status and status date.

Allow the user to access the status and status date fields in the Job Information window.

Yes

JOBMST

Job Master Information

Allow update of CC Validation Rule

Allow the user to update access to the CC Validation Rule field on the Job Information window.

No

JOBMST

Job Master Information

Allow user to modify status of a Closed job.

Allow the user to update access to the CC Validation Rule field on the Job Information window.

Yes

OU

Organizational Units

Allow update to WO tax defaults

Allow the user to update the defaults for work order taxability from the Organizational Units window.

Yes

PBA

Penta Business Analytics

Penta Business Analytics Business User

Business Users can view the data in cubes.

No

PBA

Penta Business Analytics

Penta Business Analytics Business User Plus

Business User Plus users can view and refresh cubes.

No

PBA

Penta Business Analytics

Penta Business Analytics Dashboard User

Penta Business Analytics Dashboard User

No

PBA

Penta Business Analytics

Penta Business Analytics Power UI User

Penta Business Analytics Power Users can create and generate cubes.

No

PBA

Penta Business Analytics

Penta Business Analytics Administrator

Administrators are allowed to perform administrative tasks in Penta Business Analytics

No

PO

Purchase Orders

Allow Issues Status Change

Allow the user to modify the issued status of purchase orders and changes to purchase orders.

Yes

PO

Purchase Orders

Allow PO receipt from within PO Window

If this value is set to Y, PENTA enables a button allowing the user to record a receipt against a non-inventory purchase order from within the Purchase Orders window itself instead of forcing them to perform this function through a separate window.

No

PO

Purchase Orders

Allow receipt of non-work order lines from within PO window

If this value is set to Y, receipt of PO lines with work order, job, asset, or account distributions will be allowed through the PO window.

If this value is set to N, you can only receive work order lines.

In either case, receipt of inventory purchase orders must occur through the PO Receipts window. This item only applies if the setting for "Allow PO receipt from within PO Window" is Y.

No

PO

Purchase Orders

Allow PO Status Change

Allow the user to modify the status of purchase orders, purchase order lines, and changes to purchase orders.

Yes

PO

Purchase Orders

Require Entry of Shipping Method

If this value is set to Y, PENTA forces the user to select a Shipping Method when setting up a purchase order.

No

PO

Purchase Orders

Require Entry of FOB & Freight Terms

If this value is set to Y, PENTA forces the user to select a FOB & Freight Terms value when setting up a purchase order.

No

PO

Purchase Orders

Require Entry of Order Type

If this value is set to Y, PENTA forces the user to select an Order Type when setting up a purchase order.

No

PO

Purchase Orders

Allow Creation of Catalog Information in PO Window

If this value is set to Y, PENTA allows the user to create Supplier Product Information from the PO window.

If this value is set to N, PENTA does not allow the user to create Supplier Product Information from the PO window.

Yes

PR

Payroll - General

Allow update of the 'Use Check Date as Distr Date' field

Enter Y to allow update of the default value for 'Use Check Date as Distr Date' field in the labor distribution windows.

Enter N to prevent update of the default value for the 'Use Check Date as Distr Date' field in the labor distribution windows.

No

PR

Payroll - General

Allow update of offset deduction fields on Rapid Checks

Allow update of offset deduction fields on Rapid Checks window.

Yes

PREMP

Payroll - Employee Information

Allowed to view Social Security/tax id/alien registration #s

Enter Y to allow the user to view Social Security numbers, tax ids, and alien registration numbers.

Enter N to prevent the user from viewing Social Security numbers, tax ids, and alien registration numbers.

Yes

PREMP

Payroll - Employee Information

Allowed to override Unit Pay Rate Schedule Id

Enter Y to allow this user to override the Unit Pay Rate Schedule ID value for an employee. If left as N, PENTA will always use the schedule in effect for the Payroll Class/Pay Rate.

No

PREMP

Payroll - Employee Information

Allow update of Employee Tax Id #

Allow the user update access to the Tax Id field on the Employee Information window.

Yes

PREMP

Payroll - Employee Information

Allowed to access emp bank account information

PENTA allows the user to view and modify employee bank account information.

Yes

PRFE

Project Review/Forecast Entry

Allow initiation of Calculate Revenue Process

Allow the user to initiate a 'Calculate Revenue' process and view revenue previews from Project Review and Forecast Entry's main window.

Yes

PRFE

Project Review/Forecast Entry

Allow access to employee level detail

Allow the user to Access Employee Level Detail from within Project Review and Forecast Entry.

Yes

PRTE

Payroll - Time Entry

Can access override pay rate

The User can access special pay rate in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override PR class

The User can access Payroll Class in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override pay rate #

The User can access pay rate # in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override WH state

The User can access WH state in TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override UC state

The User can access UC state in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override local code

The User can access local WH code in the TC override

Yes

PRTE

Payroll - Time Entry

Can access override WC code

The User can access WC code in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override PL code

The User can access PL code in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override Std Charge Rt

The User can access standard charge rate in TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override shift #

The User can access shift # in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override hazard duty #

The User can access hazardous duty # in the TC override window

Yes

PRTE

Payroll - Time Entry

Can access override crew id

The User can access crew id in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access override sort group

The User can access check sort group in the TC override window.

Yes

PRTE

Payroll - Time Entry

Can access other users' batches

PENTA allows the User to query and modify batches created by other users.

No

PRTE

Payroll - Time Entry

Allow override of hour type defaulted from hours class

Hour classes include an optional hour code used as a default during timecard entry. Typically, the user can update this value; however, if this value is set to N, PENTA restricts the user to entering time of the type specified by the hour class.

Yes

PRTE

Payroll - Time Entry

Allow override of OU/Account defaulted from hours class

Hour classes include an optional account number used as a default during timecard entry. Typically, the user can update this value; however, if this value is set to N, the user cannot override the OU Id and account number from the class.

Yes

PRTE

Payroll - Time Entry

Allowed to access the Daily tab

The User can access the Daily tab.

Yes

PRTE

Payroll - Time Entry

Allowed to access the Weekly tab

The User can access the Weekly tab

Yes

PRTE

Payroll - Time Entry

Allowed to access the Deduction tab

The User can access the Deduction tab.

Yes

PRTE

Payroll - Time Entry

Allowed to access the Reimbursement tab

The User can access the Reimbursement tab

Yes

PRTE

Payroll - Time Entry

Allowed to access the Equipment tab

The User can access the Equipment tab

Yes

PRTE

Payroll - Time Entry

Allowed to access the Units tab

The User can access the Units tab

Yes

PRTE

Payroll - Time Entry

Can access override certified code

The User can access the certified code in the TC override window.

Yes

REQ

Requisitions

Allow Access to Detail

Allow the user access to the 'Detail' tab of the Requisitions window. This also controls whether the user can delete or update the status of a requisition.

Yes

REQ

Requisitions

Allow Access to Pricing Information

Allow the user to view pricing information in the Requisitions window.

Yes

REQ

Requisitions

Allow Access to Releases

Allow the user to access the 'Release' tab of the Requisitions window.

Yes

SALES

Sales Orders

Allow update of the Salesperson Id field.

Allow the user to update the Salesperson Id field in the Sales Order screen.

Yes

SC

Subcontract Information

Allow field user access to bond status

Allow field user access to bond status on approved subcontract.

Yes

SC

Subcontract Information

Allow field user access to Lien/Waiver Received

Allow field user access to Lien/Waiver Received on approved subcontract.

Yes

SC

Subcontract Information

Allow field user access to Retention Received

Allow field user access to Retention Received on approved subcontract.

Yes

SC

Subcontract Information

Allow field user access to Insurance Information

Allow field user access to Insurance Information on approved subcontract.

Yes

SC

Subcontract Information

Allow field user to add new line items

Allow field user to add new line items on approved subcontract.

Yes

SC

Subcontract Information

Allow field user to modify price history

Allow field user to modify price history on approved subcontract.

Yes

SC

Subcontract Information

Require retention percentage for all SC lines

If this item is set to N, (the default), the retention percentage field for subcontract line items will be optional. If this item is set to Y, the field will be required.

No

SEC

Security

Authorize job records for all OUs

The user can set a job to be authorized for all OUs—even if the user is not authorized for all OUs.

No

SEC

Security

Custom menu item authorization

Authorization to set up custom menu items.

Yes

SEC

Security

Public grid layout authorization

Authorization to set up, modify, and delete public grid layouts.

Yes

SEC

Security

Authorize main records for all OUs

The user can authorize a main entity for all OUs—even if the user is not authorized for all OUs.

Yes

SERV

Service Management

Confirm WO taxability overrides

Prompt the user to confirm WO taxability overrides.

Yes

SERV

Service Management

Allow AP/PO Entry on WO Trans Entry

Allow the user to access the AP & PO tab on the Work order Transaction Entry window.

Yes

SERV

Service Management

Allow user to modify status of a 'Completed' work order

The user can modify the status of a work order whose current status is C (Complete).

Yes

SERV

Service Management

Allow user to change the WO Invoice Number

If this value is set to Y, the user can change the WO Invoice Number from its PENTA-assigned default value.

Yes

SERV

Service Management

Can access other users' distributions

The User can query and modify distributions created by other users.

No

SERV

Service Management

Allow user to assign a WO status code of 'Work Completed'

The user can change a work order's status to 'Work Complete'.

Yes

SERV

Service Management

Require entry of Call Priority

If this value is set to Y, PENTA forces the user to select a Call Priority when setting up a work order.

No

SERV

Service Management

Require entry of Call Type

If this value is set to Y, PENTA forces the user to select a Call Type when setting up a work order.

No

SERV

Service Management

Require entry of Salesperson

If this value is set to Y, PENTA forces the user to select a Salesperson when setting up a work order.

No

SERV

Service Management

Allow user to assign a WO status code of 'Close Work Order'

The user can change a work order's status to 'Close Work Order'.

Yes

SERV

Service Management

Can override status on Work Orders with a Hard Credit Hold

Allow override of Work Order status for Work Orders on a Hard Credit Hold.

No

SERV

Service Management

Allow override of Suppress Cost Amounts on WO Authorization

Enter Y to allow this user to override the 'Suppress Cost Amounts' checkbox when creating WO Authorizations. If left as N, PENTA always suppresses cost amounts for the user.

Yes

SERV

Service Management

Can override status on Work Orders with a Soft Credit Hold

Allow override of Work Order status for Work Orders on a Soft Credit Hold.

No