Class setup

The class setup procedure allows you to set the authority to use subsystems and modules on a menu basis.  You can also register the "Class" that includes the release authority in Sales Control Subsystem or Purchase Control Subsystem, Maximum Amt, and use authority on a processing menu basis.  The Class set in this procedure is assigned to each operator in [Employee Setup].
 → To About Class

Screen Transition

[Server applications]
  ↓
[System custodian]
  ↓
[Basic setup]
  ↓
[Class setup]
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[Class setup] screen - [Class], [Security] tab

Item Setup - [Class] tab

• Code
  Enter the Class code.  Up to 20 half size alphanumeric characters can be entered.
• Active
• Term of validity
• Name1/Name2
• Authority to release sales order
  Select the type of authority with which the operator of the relevant Class is able to release on [Sales Order Gate] in the [Sales Order Module].
  The types of authority that can be selected include "Amt check," "Qty check," "Required check," "STC," "Overdue AR," "Quota check," and "Credit check."
  Check items on which no authority is given are not shown in the list of check items on the [Sales Order Gate] screen.
• Level at which the SO unit price can be changed
  Select "A," "B," or "C" to determine the level of the "limit unit price" at which the authority is given.  The limit unit price involves the sales unit price that is registered on each customer, product, and currency in [Register Unit Price] in [Logistic Master].  "A" corresponds to the setting of "Limit unit price 1", "B" to "Limit unit price 2," and "C" to "Limit unit price 3" in [Register Unit Price].  The registration is designed so that "A" corresponds to the lowest limit unit price (with the largest discount) while "C" involves the highest limit unit price (with the smallest discount).
• Credit limit level
  Select "A," "B," "C," or "D" to determine the level of the "Credit limit" at which the authority is given.  The credit limit is registered in [Register Credit Limit] in the [Common Master Module] on each customer, currency, and level.  The registration is designed so that "A" corresponds to the highest limit level while "D" corresponds to the lowest.
  If the total amount of a transaction with a customer exceeds the credit limit that has been set on the same customer, all sales order vouchers issued thereafter will be indicated as "Amt check" error on the [Sales Order Gate] screen.
• 1SO voucher maximum Amt
  In the [Sales Order Module], enter the maximum amount that can be included in one voucher. 
  Any sales order voucher with more than the maximum amount will be indicated as "Amt check" error on the [Sales Order Gate] screen.
• Rate of discount limitation
  Any discount exceeding the rate specified here prevents the voucher from being saved when the sales order is entered.  A message will be shown when you try to save such a voucher.  Even if the amount of discount is entered in "Discount" on [Discount/Appreciation] screen, the rate of discount will be calculated and compared based on the amount of discount versus the Total Amt.
• Authority to release purchase order
  Selects the type of authority with which the operator of the relevant Class can release in [Purchase Order Gate] on [Purchase Order Module].
  Select either "Amt check," "Qty check," "Required check," or "Quota check."
  Check items on which no authority is given are not shown in the list of check items on the [Purchase Order Gate] screen.
• Level at which the unit price can be changed on purchase orders
  Select "A," "B," or "C" to determine the level of "limit unit price" at which the authority is given.  The limit unit price involves the purchase unit price that is registered on each customer, product, and currency in [Register Unit Price] in [Logistic Master].  "A" corresponds to the setting of "Limit unit price 1", "B" to "Limit unit price 2", and "C" to "Limit unit price 3" in [Register Unit Price].  The registration is designed so that "C" corresponds to the lowest limit unit price (cannot be purchased with a unit price that exceeds the discount unit price) while "A" involves the highest limit unit price (can be purchased with a unit price that exceeds the discount unit price).
• Hide Amt
  In shipments and/or arrivals, you can select whether the amount information appears on the display, forms, and so on.  Turn the checkbox ON if you do not want the amount information to be on the display.
• 1 Purchase order voucher maximum Amt
  In the [Purchase Order Module], enter the maximum amount that can be included in one voucher.
  Any purchase order voucher with more than the maximum amount will be indicated as "Amt check" error on the [Purchase Order Gate] screen.

Item Setup - [Security] tab