Granting store transaction permissions to user groups

Grant permissions for user groups to perform store transactions such as issuing and returning parts, transferring parts to stores, inserting physical inventory transactions, and updating stock records for parts.

To grant store transaction permissions to user groups:

Select Administration > Security > User Groups.
Select the user group for which to grant store transaction permissions, and then click the Store Security tab.
Click Add Store.
Specify this information:

Store

Enter the store for which to grant security rights. The system automatically populates the store description and Store Org.

Issues/Returns

Select to allow users to issue parts from this store and to return parts to this store.

Store-to-Store Issues (From Store)

Select to allow users to transfer parts from this store on the Quick Store-to-Store Transfer form and the Store-to-Store Issues form.

Store-to-Store Receipts (To Store)

Select to allow users to transfer parts to this store on the Quick Store-to-Store Transfer form and on the Store-to-Store Receipts form.

PO Receipts/Supplier Returns

Select to allow users to insert, update, or delete PO receipts for this store on the PO Receipts form and on the Supplier Returns form.

Physical Inventory

Select to allow users to insert or update physical inventory transactions for this store on the Physical Inventory form.

Non-PO Receipts

Select to allow users to insert, update, or delete non-PO receipts for this store on the Non-PO Receipts form.

Create Stock Records with Qty > 0

Select to allow users to add a new record to the Stock page of the Parts form with Qty. > 0 or Qty. for Repair > 0.

Update Stock Records

Select to allow users to update Qty. on Hand on the Stock page of the Parts form.

Scrap Parts from Stock

Select to allow users to scrap parts directly on the Scrap popup.
Click Submit.