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.