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OrderStream auth codes are authorization codes which can be set up by OrderStream administrators to restrict the ability of users to create, delete or process transactions under certain scenarios by prompting them to enter a password. Auth codes can also be set up to restrict access to the OrderStream Admin Tools menu which, as the name suggests, contains many powerful administrative functions.
Auth codes are be set up to restrict users in scenarios such as
| • | Creating a new sales order or invoice or a customer flagged as On Hold |
| • | Entering a discount greater than the maximum allowable amount entered in the Customer Maintenance module. |
| • | Deleting a sales order, purchase order, shipment, receipt or invoice. |
| • | Overriding a sales order's on hold status (Advanced Credit Hold) |
| • | Receiving or vendor invoicing a quantity greater than the purchase order quantity. |
| • | Processing invoices, shipments, inventory transfers and work orders where inventory levels will be driven negative. |
| • | Creating a credit note for customers flagged as on hold. |
When a user attempts to take an action which is protected against by an auth code, the user is presented with a prompt to enter a password. The prompt looks similar for all auth codes with the only difference being the text which informs the user of why the password is required. For example, the prompt for the sales order deletion auth code appears as shown in the image below.
Setting Up Auth Codes
Auth Code setup must be completed directly in your ActiveM database as there is no maintenance form for this task. Using SQL Server Management Studio (for SQL Server 2005, use Enterprise Manager for SQL Server 2000), open your ActiveM database then open the AuthCodes table. Use the auth code listing below to enter the correct data into the ModuleID and AuthType fields. Enter the desired password into the AuthCode field. The DateCreated and UserCreated fields are optional.
Auth Code and Auth Type Listing
The following table contains all available Auth Types and their applicable modules.
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Sales Order
|
2
|
1
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Customer On Hold
|
Sales Order
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2
|
2
|
Override Maximum Discount Allowed
|
Sales Order
|
2
|
3 or NULL
|
Sales Order Deletion
|
Sales Order
|
2
|
4
|
Override Orders on Hold
|
Invoice
|
26
|
NULL
|
Invoice Deletion
|
Invoice/Credit Note
|
26
|
1
|
Customer On Hold
|
Invoice
|
26
|
2
|
Override Maximum Discount Allowed
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Estimating
|
1
|
2
|
Override Maximum Discount Allowed
|
Inventory
|
8
|
1
|
Modify Item's Frozen Costs
|
Inventory
|
8
|
5
|
Allow Inventory Quantities to turn negative
|
Other
|
11
|
NULL
|
All Admin Tools menu options
|
Other
|
11
|
1
|
Transaction Override
|
Receiving
|
5
|
3
|
Receipt Deletion
|
Receiving
|
5
|
5
|
Allow Receiving excess quantities
|
PO/PO Invoice
|
7
|
3
|
Purchase Order Deletion
|
PO/PO Invoice
|
7
|
5
|
Allow Invoicing more than received and/or purchased
|
Shipping
|
4
|
3
|
Shipment Deletion
|
Shipping
|
4
|
5
|
Allow Inventory Quantities to turn negative
|
|
