User Permissions List

This section contains all of the user ID permissions for assigning individual permissions to users in the system. User ID permission are administered in the Maintenance > User Maintenance > Permissions/Groups tab > User Permissions grid. For more information about managing user permissions, see Assign user and group permissions.

Note: Some permissions must be EXPLICITLY assigned on a user-by-user basis, i.e. cannot be granted via a ‘GROUP’ nor inherited as part of ADMIN user type. To see a list of only these exceptions, type “Exception” in the description filter field.

Category :

Name :

Description :

Added :

wdt_ID	Category	Name	Description	Added
1	Accounting	ACCADMIN \| Accounting Admin Menu	Locations: Accounting > Admin Types: View Description: View all options and forms in Accounting > Admin Dependencies: ACCOUNT permission for accessing the Accounting menu
2	Accounting	ACCOUNT \| Accounting Main Menu	Locations: Accounting main menu Types: View Description: Accounting main menu and permitted menu items
3	Accounting	ACCQVIEW \| Accounting Quick View Menu	Locations: Accounting > Quick View Permission types: View Access description: Aged AR AR By Customer Order Bookings By Customer Aged AP Income Statement Income Comparison Account Detail Time Billing Summary Time Billing Detail Block Time Revenue Checks Financial Ratio Journal Order Bookings By Master No. Revenue By Branch Revenue By Customer Revenue By Customer/Account Revenue By Master No. Revenue By State Shipments Total Invoicing Trial Balance Trial Balance with Sub-Accounts Dependencies: ACCOUNT permission for accessing the Accounting menu
4	Accounting	ACCREP \| Accounting Reports Sub Menu	Locations: Accounting > Reports Permission types: View Access description: While this permission provides access to the Reports menu itself, access to a specific reports is typically granted in the Live Data > Live Data Reports > Permissions tab. Dependencies: ACCOUNT permission to view the Accounting menu TIMEBILL view permission to view time billing reports ACCQVIEW view permission to view Quick Views sub menu
5	Accounting	APBANKVIEW \| AP Bank Info View	Location: Sales > Customer > Vendor sub-tab Accounting > Customer > Vendor sub-tab Permission types: View Edit Access description: View displays the Vendor sub-tab Edit allows users to edit the fields in the Vendor sub-tab Dependencies: CUSTOMER permission to work with Customer records VENDACCTINFO view and edit permission to allow users to work with Vendor records
6	Accounting	APMAIN \| AP Main Form	Locations: Accounting > Accounts Payable > AP Main Types: View Create Edit Delete Description: This permission is not used in the web client and is maintained for legacy purposes. Use the APMENU permission instead.
7	Accounting	APMENU \| AP Menu	Locations: Accounting > Accounts Payable Types: View Create Edit Delete Description: Voucher Print Checks Direct Payments Bill Recurring PO's Find AP Journal Entry View Aged AP View AP Journal Batch Form Batch List Work Queues Un-Released Vendor Invoices Voucher Verify Q PO Confirm Q PO Approval Q PO Receive Q PO Voucher Q Expense Approval Q Reports Aged Payables Check Register AP Journal Entries UnVouchered AP Dependencies: ACCOUNT permission to view the Accounting menu
8	Accounting	APQVIEW \| Accounts Payable Quick View	Locations: Accounting > Accounts Payable > Quick View Types: View Description: Allows users to view the Accounts Payable menu Quick View option
9	Accounting	ARINVADJ \| Invoice Adjustments	Locations: Accounting > Accounts Receivable > Invoices Types: Execute Description: Edit (adjust) invoices Create manual credits and process NSF Use the buttons on the AR Journal tab on the Invoice form to adjust journal entries Dependencies: ACCOUNT permission to view Accounting menu ARMENU permission to view Accounting > Accounts Receivable INVOICE permissions to work with Invoice records
10	Accounting	ARMAIN \| AR Main Form	Locations: Accounting > Accounts Receivable > AR Main Types: View Create Edit Delete Description: View allows users to view the Accounting menu > AR Main View the customers View AR view records Create new customers from the AR view Edit customers from the AR view Delete customers from the AR view Dependencies: ACCOUNT permission to view Accounting menu ARMENU permission to view Accounting > Accounts Receivable menu
11	Accounting	ARMENU \| AR Menu	Locations: Accounting menu > Accounts Receivable Types: View Description: Invoice Conversion Invoice Orders to Invoice Q Orders Approval Q Bill Recurring Orders Invoice Labor. This option also requires the TIMEBILL view permission. Create Service Dispatch Billing Invoices Print Invoices Cash Receipts Find AR Journal Entry View Aged AR View AR Journal-Allows users to view Write Off Invoices Work Queues Orders to Invoice Q Orders Approval Q Credit Card Reservation Q Credit Card Process Q Collection Queue Reports Aged Receivables Invoice Register Cash Receipts Detail Cash Receipts Summary Batch Receipt Detail AR Journal Entries Reprint Invoice Batch Customer Statements Income Projection Dependencies: ACCOUNT permission to view Accounting menu ARQVIEW permission to view Accounting > Accounts Receivable > Quick View
12	Accounting	ARQVIEW \| Accounts Receivable Quick View	Locations: Accounting > Accounts Receivable > Quick View Types: View Description: View allows users to view the Accounts Receivable menu option Quick View.
13	Accounting	AUTOADDRULE \| Rules for auto adding sale items	Locations: Accounting > Admin > Auto Add Rule Admin Types: View Create Edit Delete Description: Administer automatic rules for quote pricing Dependencies: ACCOUNT permission to view Accounting menu ACCADMIN permission to view Accounting > Admin
14	Accounting	BANKREC \| Bank Reconciliation Menu	Locations: Accounting menu > Bank Reconciliation Types: View Description: Access Accounting > Bank Reconciliation View Manual Bank Rec and Bank Rec History options View and save Manual Bank Reconciliations View, print, and delete Bank Reconciliation History Dependencies: ACCOUNT permission to view the Accounting menu
15	Accounting	BUDGETMENU \| Budget Menu	Locations: Accounting > Budgets Types: View Description: Grants access to Budget form Dependencies: ACCOUNT permission to view the Accounting menu
16	Accounting	CASHRECEIPT \| Cash Receipt	Locations: Accounting > Accounts Receivable > Cash Receipts Accounting > Accounts Receivable > Invoices > open invoice > extended menu > Cash Receipt Types: Execute Description: Allows users access to the accounts receivables cash receipts sections in the system Dependencies: ACCOUNT permission to view the Accounting menu ARMENU to view the Accounting > Account Receivable menu
17	Accounting	CHECKNO \| Change Check Number	Locations: Accounting > Accounts Payable > Print Checks Types: Edit Description: Change the check number in the Next Check No. field Dependencies: ACCOUNT permission to view the Accounting menu APMENU permissions to view Accounting > Accounts Payable
18	Accounting	CHECKPRINT \| Print a check	Locations: Accounting > Accounts Payable > Print Checks Types: Execute Description: Print checks from the Checks To Print form Dependencies: ACCOUNT permission to view the Accounting menu APMENU permissions to view Accounting > Accounts Payable
19	Accounting	COLLECTION \| Collections	Locations: Accounting > Accounts Receivable > Collection Queue Types: View Create Edit Delete Description: View allows users to see the Collection Queue option and view the collection activity records Create allows users to create collection activity records Edit allows users to edit collection activity records Delete allows users to remove collection activity records Dependencies: ACCOUNT permission to view the Accounting menu ARMENU permissions to view Accounting > Accounts Receivable
20	Accounting	CONINVOICE \| Conversion Invoice	Locations: Accounting > Accounts Receivable > Conversion Invoices Accounting > Accounts Payable > Conversion Vouchers Types: View Create Edit Delete Description: View allows users to see Accounting menu > Accounts Receivable > Conversion Invoices option View conversion invoices or conversion vouchers View Accounting menu > Accounts Payable > Conversion Vouchers Create allows users to create conversion invoices and vouchers Edit allows users to edit conversion invoices and vouchers Delete allows users to delete conversion invoices and voucher Dependencies: ACCOUNT permission to view the Accounting menu APMENU permissions to view Accounting > Accounts Payable ARMENU permissions to view Accounting > Accounts Receivable
21	Accounting	CREDITCARD \| Credit Processing	Locations: Accounting > Accounts Receivable > Work Queues > Credit Card Process Q Types: • View • Create • Edit • Delete Description: • View allows users to see the Credit Card Process Q • Create allows users to add new credit card and save for future use • Edit allows users to process credit card transactions • Delete: allows users to remove saved credit card. Note: does not allow users to delete credit card transactions
22	Accounting	CREDITS \| Allow Credit Creation	Locations: Create new credit and create a tax only invoice/credit options in: Accounting > Customer > Voucher tab Accounting > Customer > Invoices tab Site > Invoices tab Order > Invoices tab Project > Ord/Inv tab > Invoices grid The following extended menu options on the Invoice form: Create Credit Invoice Create Credit Invoice from Order Items Credit Part or All of Invoice Create Tax Credit From This Invoice Types: Create Description: For grid buttons depicted under location: Enables and disables the ability to create credit invoices Enables and disables the ability to create tax only invoice credits For extended menu options: Create Credit Invoice Create Credit Invoice from Order Items Disables extended menu options listed above. In conjunction with this permission the invoice must also be posted and cannot be type VOID. For extended menu options: Credit Part or All of Invoice Create Tax Credit From This Invoice Disables extended menu options listed above. In conjunction with this permission the invoice must also be posted and the invoice balance must be zero and cannot be type VOID. Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Projects menu PROJECT permission to work with Project records CUSTOMER permission to work with Customer records SITE permission to work with Site records SALES and ORDER permission to work with Order records INVOICE permission to work with Invoice records VOUCHER permission to work with Voucher records
23	Accounting	CUSTMERGE \| Customer Merge	Locations: Accounting > Customers > extended menu options 'Merge Another Customer into This Customer' and 'Merge as Locations into Another Customer' Types: View Description: View allows users to execute option Dependencies: ACCOUNT permission to view the Accounting menu Appropriate permission governing the type of customer record (CUSTTYPE, CUSTVEND or VENDOR)
24	Accounting	CUSTPROFIT \| Customer Profit Tab	Locations: Accounting > Customer/Vendor > Sale/Sum tab Types: View Execute Description: View allows users to see the Sale/Sum tab on the Customer form Exec allows users to click the Refresh button (calculates the values on the Sale/Sum tab) Dependencies: ACCOUNT permission to view the Accounting menu CUSTOMER permission to work with Customer records Appropriate permission governing the type of customer record (CUSTTYPE, CUSTVEND or VENDOR)
25	Accounting	CUSTTYPES \| Change customer types	Locations: Accounting > Customer Sales > Customers Types: View Create Edit Delete Description: View allows users to view customers of type CUSTOMER Create allows users to create customer records Edit allows users to edit customer records of type CUSTOMER Delete allows users to delete customer records of type CUSTOMER. Also requires additional permission depending on the access Locations. Only applies if "Restrict Customers by Type" option is set to ON in Q360Admin > System Config > General tab. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu CUSTOMER permission to work with Customer records
26	Accounting	DEFEXTACCT \| Default Extended Accounts	Locations: Accounting > Admin > Default Extended Accounts Types: View Create Edit Delete Description: View allows users to see Accounting menu > Admin > Default Extended Accounts option. Allows users to view the Default Extended Accounts Maintenance form. Create allows users to create entries on the Default Extended Accounts Maintenance form Edit allows users to edit entries on the Default Extended Accounts Maintenance form Delete allows users to delete entries on the Default Extended Accounts Maintenance form Dependencies: ACCOUNT permission to view the Accounting menu ACCADMIN permission to view Accounting > Admin
27	Accounting	FEESADMIN \| Fees Administration	This permission is not currently in use.
28	Accounting	FEESPRC \| Fees Processing	This permission is not currently in use.
29	Accounting	FINCHARGE \| Finance Charges	Locations: Accounting > Accounts Receivable > Finance Charges Types: View Description: View Accounting menu > Accounts Receivable > Finance Charges option Set up Finance Charges for penalizing a percentage to customers who are overdue on accounts Dependencies: ACCOUNT permission to view the Accounting menu ARMENU permission to view Accounting > Accounts Receivable
30	Accounting	GLMENU \| GL Menu	Locations: Accounting > General Ledger Time Bill > extended menu > View GL Entry Types: View Description: View Accounting menu > General Ledger menu options Enter Journal Transactions, View GL Journal, Recurring Journal Entries, Post Recurring Entries, Journal Distribution, and Reports. View, edit, create and delete GL Journal transactions View, create and delete GL Journal entries Create, edit, process and delete Recurring Journal entries Create, edit, process and delete GL Journal Distribution Allows users to view and print GL Reports: Account List, GL Transactions, and Trial Balance Dependencies: ACCOUNT permission to view the Accounting menu
31	Accounting	INVOICE \| Invoices	Locations: Accounting > Companies > Invoices tab Accounting > Company > Sites tab > Invoices tab Accounting > Accounts Receivable > AR Main > Invoices tab Accounting > Service Contracts > Service Contracts > Invoices tab Projects > Define Projects > Ord/Inv tab Sales > Orders > Invoices tab Types: View Create Edit Delete Description: View the invoice tab on the Customer, Projects, Site and Order forms View Accounting menu > AR > Invoices option View the Invoices tab on the Service Contract Create invoices Create service contract invoices (Service Contracts - extended menu option "Bill This Contract") Edit existing invoices Enter an Invoice No. to apply to the time bill records or mark all selected records with NO_BILL Delete allows users to delete invoices. Dependencies: ACCOUNT permission to view the Accounting menu ARMAIN permission to view Accounting > Accounts Receivable PROJMENU to view the Projects menu PROJECT permission to work with Project records SALESAUTO to view the Sales menu SALES and ORDER permissions to work with Order records CUSTOMER permission to work with Customer records SITE to work with Site records SERVCONT permission to work with Service Contract Records INVOICE permission to work with Invoice records
32	Accounting	INVOICECHG \| Change Invoice key fields after Posting	Locations: Accounting > Accounts Receivable > Invoice Types: Exec Description: Allows users to edit Invoice form fields if an invoice is posted. These fields include the following: Terms Method PO# PO Name Expiry Date Sales Rep Sales Rep 2 Due Date Comments Notes Dependencies: ACCOUNT permission to view the Accounting menu ARMENU permission to view Accounting > Accounts Receivable INVOICE permission to work with Invoice records *Admin Exception
33	Accounting	LABORRATE \| Labor Rate Form	Locations: Accounting > Admin > Labor Rates Types: View Create Edit Delete Description: View the Labor Rate records Create new Labor Rate records entries Edit existing labor rates Delete labor rates Dependencies: ACCOUNT permission to view Accounting menu ACCADMIN permission to view Accounting > Admin
34	Accounting	MASTERACCT \| Master Accounting/Vendor View	Locations: Inventory > Master Types: View Create Edit Delete Description: View Inventory menu View Accounting menu > Inventory > Master Part Number or Master Part/Vendors options View the Master with accounting information (including the Trans tab) View Orders/POs tab (works in conjunction with permission MASTERVEND (view)) Create new masters on these forms (including Copy This Master option on the Master record's extended menu, Create Master options using the Add New button on the Vendor Inventory screen or Create Master options using the Add New button on the Order Items to Purchase Inventory For screen) Edit these forms Delete is not in use at the current time (flag master as INACTIVE is recommended) Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to work with Master records
35	Accounting	ORDAUTOAPP \| Order Auto Approve	Locations: Accounting > Admin > Order Auto Approve Types: View Create Edit Delete Description: View Accounting > Admin > Order Auto Approve option View Order Auto Approve Details Create the Order Auto Approve Details Edit the Order Auto Approve Details Delete the Order Auto Approve Details Dependencies: ACCOUNT permission to view Accounting menu ACCADMIN permission to view Accounting > Admin
36	Accounting	PROJCLOSE \| Project Closing Entry	Locations: Projects > Projects > Extended Menu > Create Closing Entry Types: Execute Description: Allows users to access and execute the option Create Closing Entry Generate warranty service contracts Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records
37	Accounting	PROJCOGALL \| Post COGS For All Projects	Locations: Projects > Post COGS for All Projects Types: Execute Description: Allows users to use the option Post COGS for All Projects Dependencies: PROJMENU permission to view Project menu
38	Accounting	PROJREVALL \| Post Revenue For All Projects	Locations: Projects > Post Revenue for All Projects Types: Execute Description: Allows users to execute the option which will post Project Revenue for all ACTIVE Projects that are associated with Project costing Dependencies: PROJMENU permission to view Project menu
39	Accounting	SITEMOVE \| Move Site to new Customer	Locations: Accounting > Customers > Site tab Sales > Sites Service > Sites Types: Execute Description: Enables extended menu option "Move Site to a Different Customer" and move the site record (and its details) to another customer Dependencies: ACCOUNT to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CUSTOMER permission to work with Customer records SITE permission to work with Site records
40	Accounting	UNDO \| Allow UNDO in AR Journal	Locations: Accounting > Accounts Receivable > Invoices > AR Journal tab Accounting > Accounts Payable > Vouchers > AP Journal tab Types: View Description: Undo changes with the Cancel Changes button in the toolbar for invoices and vouchers. This honors the permission existing for invoices and vouchers. Undo AR Journal entries in Invoice screen for AR Journal tab > Undo button Dependencies: ACCOUNT permission to view Accounting menu APMENU permission to view Accounting > Accounts Payable ARMENU permission to view Accounting > Accounts Receivable
41	Accounting	UNPOST \| Un-Post An Invoice, Credit	Locations: Accounting > Customers > Invoices tab Types: Execute Description: Un-post invoices and credit memos using the extended menu option "Un-Post Invoice" Dependencies: ACCOUNT permission to view the Accounting menu CUSTOMER permission to work with Customer records INVOICE permission to view and edit invoices
42	Accounting	UPDAVGCOST \| Update Master Average Cost	Locations: Inventory > Masters Types: Execute Description: Update the average cost of the master via the extended menu option "Update Average Cost" Dependencies: MASTERACCT permission to work with Master records ACCOUNT permission to view the Accounting menu INVENTORY permissions to view Inventory menu
43	Accounting	VCHREXIMP \| Voucher Excel Sheet Import	Locations: Accounting > Accounts Payable > Voucher Types: View Description: Enables and disables the extended menu option Import Line Item(s) option. In conjunction with this permission the voucher cannot be posted. Dependencies: ACCOUNT permission to view Accounting menu for accessing from this location APMENU permissions to view Accounting > Accounts Payable VOUCHER permission to work with vouchers
44	Accounting	VENDACCTINFO \| Vendor Accounting Information	Locations: Accounting > Customers > Cust/Vend tab > Vendor sub-tab Types: View Edit Description: Allows users to view and edit vendor accounting information Dependencies: ACCOUNT permission to view Accounting menu APBANKVIEW permission to work with vendor information in the Customer, Sales and Accounting views
45	Accounting	VOUCHER \| Voucher	Locations: Accounting > Accounts Payable > Voucher Accounting > Companies > Voucher tab Projects menu > Projects > PO/Vouch tab Accounting > Accounts Payable > Purchase Orders > Voucher tab Types: View Create Edit Delete Description: View the Voucher tab on Customer, Purchase Order, Projects forms Create vouchers Edit the vouchers and use the extended menu options. Also allows users to use the buttons on the AP Journal tab on the voucher and purchase order form. Delete vouchers while in edit mode Dependencies: ACCOUNT permission to view the Accounting menu APMENU permission to view Accounting > Accounts Payable PROJMENU to view the Project menu PURCHASE permission tow work with Purchase Order records CUSTOMER permission to work with Customer records
46	Accounting	VOUCHERCHG \| Change Voucher Payment Method after Posting	Locations: Accounting > Accounts Payable > Voucher Types: Execute Description: Allows users to change the method of payment for a voucher, after the voucher is posted. When users are assigned this permission, the Method and Bank Acct fields within the Voucher window can be edited after the voucher is posted. When the permission is not assigned to the Edit icon in the window is grayed out. Dependencies: ACCOUNT permission to view Accounting menu APMENU permission to view Accounting > Accounts Payable *Admin Exception
47	Accounting	VOUCHERREL \| Release Voucher for Payment	Locations: Accounting menu > Accounts Payable > Un-Released Vendor Invoices Q Types: Execute Description: Release vouchers for payment when using this queue Dependencies: ACCOUNT permission to view the Accounting menu APMENU permission to view Accounting > Accounts Payable
48	Admin	BETA \| Beta Features for Test	Types: View Description: Allows users to use the Beta version of Q360
49	Admin	CAPTION \| Change User Defined Captions	This permission is currently not in use.
50	Admin	EMAILALERTTEMPLATE \| Email Alert Template	Locations: Maintenance > Email Alert Admin Types: View Create Edit Delete Description: Allows users to work with Email Alter Template records for triggering automatic emails when changes are made to Customer, Call, Oportunity, Order, Projects, Purchase Order, Quote, and Task records are changed and require notification. Dependencies: MAINTMENU permission to view the Maintenance menu
51	Admin	EXPENADMIN \| Expense Claim Admin	Description: View, submit, approve, and process expenses for all users in the system. This includes access to the Review Q and Approval Q tabs. Edit - allows user to edit Expenses until they have been posted and paid. View - allows user to see Project > Expenses details and user def subtabs, along with new Review Project Expenses forms. Also allows user to see a “Project Manager” filter on the new Review Project Expenses forms – otherwise, user sees only expenses for projects that user manages. Dependencies: EXPENSE permission to work with Expense records	21.03
52	Admin	GLOBALCOMM \| Global Comments	Global Comments now have a permission tab and View, Edit, Delete permissions can be set on a user-per-user basis. Global Comment Form – Base permissions: (View) to load, (Edit) to edit, (Delete) to delete Public Comments permissions: (View) to view, (Edit) to edit, (Delete) to delete Non-Public Comments permissions: (View) AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the View Flag checked (Edit) AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the Edit Flag checked (Delete) AND user must be an admin OR user must be owner OR must exist on the permission tab (as user or with group access) with the Delete Flag checked Note: The owner of a global comment is the user who sets the comment to be non-public. If a comment is not public and the user has the ability to edit, they will not be able to change the public flag unless they are the comment owner or an admin	22.01
53	Admin	LIVEDATASQL \| Export Live Data reports to SQL	Locations: Live Data > Live Data Reports Types: Execute Description: Displays the option Export to SQL This permission must be granted to ADMIN type users. Otherwise the option does not display. Dependencies: USERREP permission to view the Live Data Menu *Admin Exception
54	Admin	MAINTMENU \| Maintenance Menu	Locations: Maintenance menu Types: View Access description includes the following options: Maintenance > External Users Maintenance > Dispatch Zones Maintenance > Time Zones Maintenance > View History Maintenance > User Menu Administration Maintenance > API Configuration (applies to ADMIN User Type only Maintenance > Caller ID Maintenance > Admin Reports Additional information: GENCODE permission is required for accessing the General Codes option EMAILALERTTEMPLATE permission is required to accessing the Email Alert Admin option FIELDCAP permission is required for accessing the User Defined Caption option PROBCODE permission is required for accessing the Problem Codes option USERMAINT permission is required for accessing the User Maintenance option
55	Admin	RECORDLOCK \| Record Locking Admin	Locations: File > Record Locking Types: View Delete Description: View allows users to view the grid that displays all of the files that are locked in the system. Locked files are open entries that are in edit mode. Delete allows users to remove locked files that are in edit mode
56	Admin	RESQEMAIL \| Access ResQ Email (outbound) Form	No information is available for this.
57	Admin	SURVEYADMIN \| Survey Admin	This permission is currently not in use.
58	Admin	SURVEYSTATS \| Survey Statistics	This permission is currently not in use.
59	Admin	WEBUSER \| Web User Editing	Locations: Various Types: View Create Edit Delete Description: Provides users that do not have access to the Maintenance menu (MAINTMENU permission) the ability to work with External user records View allows users to view the External User records Create allows users to create External User records Edit allows users to edit External User records Delete allows users to delete External User records The location of the External User menu option for a non-admin user must be specified in Maintenance > User Menu Administration As of v24.01, required to use the Copy External User option
60	Admin	WORKFLOWDEF \| Workflow Definitions	Locations: Workflows > Workflow Definitions Types: View Create Edit Delete Description: Allows users to create and administer workflows in the system Dependencies: WORKFLOW permission to view the Workflow menu
61	Admin	ALLCUST All \| Customer Types Access	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Description: Allows users access to all customer records for a sales representative. Otherwise they are restricted to viewing their own accounts Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CUSTOMER permission to work with Customer records PROSPECT permission to view Customers records of the type PROSPECT
62	Admin	BUSDOC \| Business Documentation	Locations: Help > Business Documentation Types: View Create Edit Delete Description: View allows users to see the all business documentation listed Create allows users to create an entry in business documentation Edit allows users to edit any entry in business documentation Delete allows users to delete any entry in business documentation
63	Accounting	CHECKOCX \| Check Class Libraries	Locations: File > Check Class Libraries Types: View Description: Checks the system for changes to class libraries which can be helpful in refreshing areas when an update is performed
64	Basic	CONTACT \| Contact Form	Locations: File menu > Contacts Sales menu > Contacts Service > Contacts Types: View Create Edit Delete Description: View allows users to see the Contact form Create allows users to create new contacts Edit allows users to edit the contact form Delete allows users to delete contacts Dependencies: SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu
65	Basic	CONTACTHIS \| Contact History	Locations: File > Contacts > Contact Log tab Sales > Contacts > Contact Log tab Service > Contacts > Contact Log tab Types: View Create Edit Delete Description: View allows users to see any contact log entries Create allows users to create any contact log entries Edit allows users to edit any contact log entries Delete allows users to any contact log entries Dependencies: SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CONTACT permission to work with Contact records
66	Basic	CUSTOMER \| Customer Form	Locations: Accounting > Customers File menu > Companies Sales menu > Customers Service > Customers Types: View Create Edit Delete Description: View allows users to see the Global Search form (from File menu) and customer record Create allows users to create new customer records Edit allows users to edit existing customer records Delete allows users to delete customer record Note: The above permissions only apply if "Restrict Customers by Type" option is OFF in Q360Admin > System Config > General tab Dependencies: ACCOUNT permission to view the Accounting menu. This permission also allows users to change the status for the Customer record. SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu
67	Basic	CUSTTYPE \| Access CUSTOMER customer types	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Create Edit Delete Description: View allows users to view customers of type CUSTOMER Create allows users to create customer records Edit allows users to edit customer records of type CUSTOMER Delete allows users to delete customer records of type CUSTOMER. Also requires additional permission depending on the access Locations. Note: The above permissions only apply if "Restrict Customers by Type" option is set to ON in Q360Admin > System Config > General tab. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CUSTOMER permission to work with Customer records
68	Basic	CUSTVEND \| Access CUSTVEND customer types	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Create Edit Delete Description: View allows users to view customers of type CUSTVEND Create allows users to create customer records of type CUSTVEND Edit allows users to edit customer records of type CUSTVEND Delete allows users to delete customer records of type CUSTVEND. Also requires additional permission depending on the access Locations. Note: The above permissions only apply if "Restrict Customers by Type" option is set to ON in Q360Admin > System Config > General tab. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CUSTOMER permission to work with Customer records
69	Basic	CUSTVWADDT \| View Customer Add Date	Locations: Accounting > Customers > open customer > Cust. Profile sub-tab Sales > Customers > open customer > Cust. Profile sub-tab Service > Customers > open customer > Cust. Profile sub-tab Types: View Description: Enables and disables the display of the Add Date field Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CUSTOMER permission to work with Customer records
70	Basic	DOCMAN \| Document Management	Locations: File > Document Management Types: View Create Edit Delete Description: View allows users to see the all documents listed in the document management grid and to see the File > Document Management option Create allows users to create an entry in document management Edit allows users to edit any entry in document management Delete allows users to delete any entry in document management
71	Basic	DOCUMENT \| Documents	Locations: All forms with Documents tab Types: View Create Edit Delete Description: View allows users to view documents in the Document tab and in the Template Management grid Create allows users to add documents to the Document tab and in the Template Management grid Edit allows users to edit documents in the Document tab and in the Template Management grid Delete allows users to delete documents in the Document tab and in the Template Management grid Requires the appropriate permission governing the type of customer record (CUSTTYPE, CUSTVEND, PROSPECT, SUSPECT, IMPORT or VENDOR)
72	Basic	EQUIPSCHED \| Equipment Schedule	Locations: View > Equipment/Resource Scheduling Types: View Create Edit Delete Description: View allows users to see View menu > Equipment/Resource Schedule option and the Equipment, Room, Resource Console screen Create allows users to see the Equipment/Resource Admin option, see the Equipment, Rooms, Resources screen and create new entries Edit allows users to also see the Equipment/Resource Admin option and edit the Equipment, Rooms, Resources screen Delete allows users to also see the Equipment/Resources Admin option. Currently it does not delete any entries
73	Basic	EXPENAPPRV \| Expense Claim Approve	Types: View Edit Execute Description: View and approve expenses for users that have your ID listed as an approver. This includes access to the Approval Q tab. Dependencies: EXPENSE permission work with Expense records
74	Basic	EXPENSE \| Expense Claims	Types: View Create Edit Delete Description: View, create, and submit, and delete claims
75	Basic	GPSMAP \| GPS Map	Locations: Service > Tech GPS Location Types: View Description: View the Technician GPS Location form that displays geographical location of technicians that are using the mobile application and have a time bill running Dependencies: SERVMENU to view the Service menu
76	Basic	GRIDARRANG \| Allow Arranging Grid	Locations: All database defined grids in the system Types: View Description: Allows users to rearrange grid columns by moving the column headings
77	Basic	GRIDEXPORT \| Export Grid Data	Locations: All database defined grids in the system Types: View Description: Allows users to export to excel, email or copy and paste from database defined grids in Q360
78	Basic	GRIDSAVE \| Allow Saving Grid Info	Locations: All database defined grid in the system Types: View Description: Allows users to save their grid settings grids by using the right click option "Save User Grid" Note: ADMIN type users can use the right click option "Save Default Grid" to save the changes for all Q360 users with access to the grid.
79	Basic	LAUNCH \| Quick Launch	Locations: View > Quick View Types: View Description: Allows users to see the Quick Launch icon and use Quick Launch form
80	Basic	MYTASKALL \| My Tasks All Employee View	Locations: View > My Task List Permission types: View Access description: Allows user to select other UserIDs on the My Task List (and therefore see their respective version of 'My Task List') Can be used for providing access to converted quotes for other users in the Sales Bookings report Permission is only required if the user is not of type ADMIN
81	Basic	PTOAPPROVE \| Time Request Approval	Locations: File > HR Time Request Types: Execute Description: Execute allows users to approve time requests from anyone who reports to this user. This permission also allows user to submit PTO requests for their subordinates if necessary. Dependencies: HR Approval level authorizers must also be assigned the HR job role in Maintenance > User Logins/Permissions > Roles/Branches/Dist. tab > Job Role.
82	Basic	RUNSQL \| Run SQL Statements
83	Basic	SERVALERT \| Disable Service Alerts	Locations: View > Service Alerts Types: View Description: Allows users to disable global Service Alerts (Customer, Site and Product)
84	Basic	SITE \| Site Form
85	Basic	SITEMERGE \| Allow Merging Sites	Locations: Accounting > Customer > Sites tab > extended menu Sales > Sites > extended menu Service > Sites > extended menu Types: Execute Description: Enables and disables the Merge This Site into Another Site extended menu option Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu SITE permission to work with Site records CUSTOMER permission to work with Customer records
86	Basic	SQLEXPORT \| Export SQL Report Data	Locations: Live Data > Live Data Reports Types: View Description: View allows users to export to excel, email or copy and paste from SQL Report grids
87	Basic	TBADMIN \| TimeBill Reports To Admin	Locations: File > Time Bill > Time Log tab Types: Edit Description: Edit allows users to see other user IDs on the Time Log grid of the time billing record for the defined time period
88	Basic	TBINVEDIT \| Edit Invoiced Time Billings	Locations: File > Time Bill Types: Edit Description: Edit allows users to edit time billing records that have been invoiced
89	Basic	TBWAGE \| Timebill Wage Type	Locations: Service > Help Desk > open Call > Schedule / Time Bill tab > open Time Bill > Details tab Types: Edit View Description: Edit allows users to select option from the Wage Type drop-down box. The wage type options that display in this location are configured in the WAGETYPE general code. View allows users to view Time Bill form attributes: wage rate, fringe amount, piece count, piece amount, fixed amount.	21.03, 25.01
90	Basic	TIMEBILL \| Time Billing	Locations: File > Time Bill Projects > Projects > Time Bill tab View > My Task List > Time Bill icon Projects > Tasks > Time Bill icon Projects > Tasks > Timebill tab > Add New icon Projects > Tasks > open sub-task > Task tab > Time Bill icon Projects > open sub-task > Timebill tab > Add New icon Sales > Opportunities >Time Bill icon Description: View allows users to see File menu > Time Billing option and the Time Bill tab on the Project and Task form. It will also let users see the time billing records. Allows users to see the Accounting menu > Customer Time Billing option. Also allows users to see Time Billing reports (Time Billing, Time Billing Summary, Time Billing Detail) Create allows users to create Time Billing and can edit the following fields: Start Time, End Time, Description, Category, Sub Category Edit allows users to edit Time Billing entries including the fields mentioned in 'create' Delete allows users to delete Time Billing entries that have not been invoiced Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Projects menu PROJECT permission to work with Project records SLAESAUTO permission to view the Sales menu
91	Basic	TIMEBILLDB \| Allow double time billings	Locations: View > My Task List Types: Execute Description: Allows users to run multiple time bills at the same time *Admin Exception
92	Basic	USERREP \| Live Data Reports Menu	Locations: Live Data> Live Data Reports Types: View Description: Allows users to see the Live Data menu which will give the listing of SQL reports that the user has access to Dependencies: Requires additional permissions to see the individual reports (granted on the SQL reports) RUNSQL view permission to view the Live Data main menu option
93	Basic	VENDOR \| Access VENDOR customer types	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Create Edit Delete Description: View customers of type VENDOR Create customers of type VENDOR Edit customers of type VENDOR Delete customers of type VENDOR. Also requires the ACCOUNT permission Note: The above permissions only apply if 'Restrict Customers by Type' option is ON in Q360Admin > System Config > General tab. Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Projects menu SLAESAUTO permission to view the Sales menu CUSTOMER permission to work with Customer records
94	Basic	WORKFMENU \| Work Flow User Menu	Locations: Workflow menu Types: View Description: Allows users to see Workflow option from the main menu. Users still require the appropriate permissions to see the individual workflows Permission to view the individual work flows is granted on the Permission tab on the Define a Workflow form
95	HR	HRADMIN \| HR Employee Form	Locations: HR > Employee Types: View Create Edit Delete Description: Allows users to view and edit Employee records for all users. Without this permission, the user will only see their own Reports To employees. Edit permission required in order to make changes to an APPROVED HR Time Request *Admin Exception
96	HR	HRBURDTYPE HR \| Burden Type Tab	Locations: HR > Employee > Burden tab Types: View Create Edit Delete Description: View allows users to view the Burden tab and the Employee Burden form Create allows users to create Employee Burden records Edit allows users to edit Employee Burden records Delete allows users to delete Employee Burden records Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
97	HR	HREMPACT \| HR Employee Activity	Locations: HR > Employee > Activity tab Description: View allows users to see the Activity tab and the Employee Activity screen Create allows users to create Employee Activities Edit allows users to edit the Employee Activity screen Delete allows users to delete the Employee Activity screen Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records Note: Edit permission also allows user to append a feedback note to LDView_EmployeeActivity.
98	HR	HREMPART \| HR Employee Article	Locations: HR > Employee > Articles tab Types: View Create Edit Delete Description: View allows users to see the Articles tab and the Employee Article entries Create allows users to create Employee Article entries Edit allows users to edit Employee Article entries Delete allows users to delete Employee Article entries Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
99	HR	HREMPATT \| HR Employee Attendance	Locations: HR > Employee > Attendance tab Types: View Create Edit Delete Description: View allows users to see the Attendance tab. These entries are generated from the Time In and Time Out icons Edit allows users to edit the Time Clock entries Delete allows users to delete the Time Clock entries Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
100	HR	HREMPBENE \| HR Employee Benefit	Locations: HR > Employee > Benefits tab Types: View Create Edit Delete Description: View allows users to see the Benefits tab and the Employee Benefits entries Create allows users to create Employee Benefits entries Edit allows users to edit Employee Benefits entries Delete allows users to delete Employee Benefits entries Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
101	HR	HREMPCONT \| HR Employee Contact	Locations: HR > Employee > Contacts tab Types: View Create Edit Delete Description: View allows users to see the Contacts tab and the Employee Contact entries Create allows users to create Employee Contact entries Edit allows users to edit Employee Contact entries Delete allows users to delete Employee Contact entries Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
102	HR	HREMPCOURS \| HR Employee Course	Locations: HR > Employee > Training tab Types: View Create Edit Delete Description: View allows users to see Employee Training entries Create allows users to create Employee Training entries Edit allows users to edit Employee Training entries Delete allows users to delete Employee Training entries Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
103	HR	HREMPDET \| HR Employee Detail	Locations: HR > Employee > Details tab Types: View Edit Description: View allows users to see the Details tab and its fields Edit allows users to change the information on the Details tab Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
104	HR	HREMPDOC \| HR Employee Documents	Locations: HR > Employee > Documents tab Types: View Create Edit Delete Description: View allows users to see the Documents tab and the documents on the Employee form Create allows users to add documents to the Employee form Edit allows users to edit documents linked to the Employee form Delete allows users to delete documents from the Employee form Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
105	HR	HREMPLOYEE \| HR Employee Form	Locations: HR > Employee Types: View Create Edit Delete Description: View allows users to see the Employee and Candidate forms Create allows users to add new Employees and Candidates Edit allows users to edit Employee and Candidate forms Delete allows users to delete Employee and Candidate forms Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
106	HR	HREMPPAY \| HR Employee Pay History	Locations: HR > Employee > Pay/Benefits tab Types: View Create Edit Delete Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
107	HR	HREMPREV \| HR Employee Review	Locations: HR > Employee > Reviews tab Types: View Create Edit Delete Description: View allows users to see the Reviews tab and the Employee Reviews Create allows users to create Employee Reviews Edit allows users to edit Employee Reviews Delete allows users to delete Employee Reviews Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
108	HR	HREMPSAL \| HR Employee Salary/SSN	Locations: HR > Employee > Employee tab Types: View Edit Description: View allows users to the SSN/SIN, Salary, Salary Units, and Salary Currency fields as well as the History tab on the Employee record Edit allows users to change the SSN/SIN, Salary, Salary Units, and Salary Currency fields Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
109	HR	HREMPSCHED \| HR Employee Schedule	Locations: HR > Employee > Schedule tab Description: View allows users to see the Employee Schedule tab and view the Employee Schedule grids Version 22.01: View - HR > Schedule, Service > Resource Console. Added the ability to control visibility of HR comments when hovering over an HR Schedule Item on the Resource Console. If the General Code EMPSCHEDT>Code Value 6>”Show Comment” is set to Y, the Schedule Item’s COMMENT will be visible in the Resource Console when hovering. If a user has HREMPSCHED view permission, they will always see the comment in the Resource Console regardless of this flag. Previously, for all Schedule Types in which EMPSCHEDT>Code Value 3>”In” was set to Y, the comment would be displayed. Create allows users to create Employee Schedule Edit allows users to edit Employee Schedule Delete allows users to delete Employee Schedule Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records	22.01
110	HR	HREMPSKILL \| HR Employee Skill	Locations: HR > Employee > Training tab Types: View Create Edit Delete Description: View allows users to see the Training tab and the Employee Skill entries Create allows users to create Employee Skill entries Edit allows users to edit Employee Skill entries Delete allows users to delete Employee Skill entries Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
111	HR	HREVENTS \| HR Employee Events	Types: View Create Edit Delete Description: View allows users to view employee events Create allows users to create new employee events Edit allows users to edit existing employee events Delete allows users to delete employee events Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to work with Employee records
112	HR	HRGLOBSCH \| Global Schedule Menu	Locations: HR > Global Schedule Types: View Description: View allows users to see the HR > Global Schedule option and use the Global schedule Dependencies: HRMENU permission to view the HR menu
113	HR	HRHIRE \| HR Hire Menu	Locations: HR > Hire Types: View Description: View allows users to see the HR > Hire options Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to view HR > Employee and Candidate options
114	HR	HRMENU \| HR Menu	Locations: HR menu Types: View Description: View allows users to see the HR and some of its options including Employee and Project Admin Dependencies: To view the HR menu in the web client, other menu options such as TBPOST and HRTBAPPROV must be assigned. If the menu options permissions are not granted, the HR menu does not display.
115	HR	HRQCKVWRPT \| HR Quick View Report Menu	Locations: HR > Quick View > Time Clock Quick View Types: View Description: View allows users to see the Time Clock Quick View report Dependencies: HRMENU permission to view the HR menu
116	HR	HRREPORTS \| HR Reports	Locations: HR > Reports Types: View Description: View allows users to see and use the reports Dependencies: HRMENU permission to view the HR menu
117	HR	HRTBAPPROV \| HR Timebill Approval Queue	Locations: HR > Timebill Approve Queue Types: View Execute Description: Enables and disables access to the time bill approval queue for approving and un-approving time bills.
118	HR	HRWAGETYPE \| HR Wage Type Tab	Locations: HR > Employee > Wage Type tab Types: View Create Edit Delete Description: Enables and disables the view, edit, create and delete options for Wage Type tab If view access is not set, the tab is not visible in the Employee form If delete access is not set, the user cannot delete a wage type entry Dependencies: HRMENU permission to view the HR menu HREMPLOYEE permissions to view HR > Employee and Candidate options
119	HR	IMPORTTIME \| Import Time Sheet	Locations: Projects > Import Time Sheet Types: View Description: Allows users see the Projects > Import Time Sheet option Allows users to import time billing records via spreadsheet Dependencies: PROJMENU permission to view the Project menu
120	HR	TBPOST \| Timebill Post	Locations: • HR > Post Timebill Records • Projects > Post Timebill Records • File menu > Time Billing > extended menu > View GL Entry Types: • View • Execute Description: • View allows users to see Projects menu > Post Timebill Records option • Also allows users to process time billing records on the Time Bill Approval/Posting form • Execute allows user to post time bill records via extended menu option "Post Timebill" Dependencies: • PROJMENU permission if accessing from the Projects menu • HRMENU permission if accessing from the HR menu • TIMEBILL permission if accessing from the File menu
121	Inventory	ASSET \| Asset Form	Locations: Inventory > Asset Accounting > Inventory > Assets (windows) Types: View Create Edit Delete Description: View allows users to view the asset form Create allows users to use the extended menu option "Add an Asset" on the Master Part No. and Inventory View. Note: As of build 7.01.056 or higher, users cannot create new on the Asset form. Edit allows users to edit the asset form Delete allows users to delete the asset form Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu
122	Inventory	CHANGEMASTER \| Allows user to change a Master by Merging or Changing the MasterNo	Locations: Inventory > Master > extended menu > Merge This Master Into Another (web) Types: Exec Description: Exec allows users to change the master number for the specified master number or merge the master item with another existing master in the system Dependencies: INVENTORY permission to view the Inventory menu MASTERCCT permission to work with Master records
123	Inventory	CUSTPRICE \| Customer Pricing Form	Locations: Inventory > Customer Pricing view Types: View Create Edit Delete Description: View allows users to see Inventory menu > Customer Pricing option. Allows users to see the Pricing tab-Create allows users to create customer pricing for an item Edit allows users to edit the customer pricing Delete allows users to delete customer pricing for an item Dependencies: INVENTORY permission to view the Inventory menu
124	Inventory	INVADJUST \| Inventory Manual Adjustment	Locations: Inventory > Master Types: Execute Description: Allows users to select the extended menu Adjust Quantities option for Q type master part numbers. The Adjust Inventory window will allow users to adjust the various quantities for different branches. Dependencies: INVENTORY permission to view Inventory menu MASTER edit or MASTERACCT edit permissions, depending on point of access
125	Inventory	INVENTORY \| Inventory Menu	Locations: Inventory menu Types: View Description: View the Inventory menu options from the main menu Additional permission might be required depending on the area being accessed
126	Inventory	MASTBYCOMP \| Master By Company Form	Locations: Inventory > Master > Details tab > Add New icon Types: View Create Edit Delete Description: View allows users to zoom into and see the Company Inventory form Create allows users to add new Company Inventory form Edit allows users to edit the Company Inventory form Delete allows users to delete the Company Inventory form Dependencies: INVENTORY permission to view Inventory menu MASTER permission to work with Master records Note: Master By Company is also known as Company Inventory. These terms are used interchangeably.
127	Inventory	MASTER \| Master Part No. Form	Locations: Inventory > Master Types: View Create Edit Delete Description: View the Master - Inventory View record View Inventory menu > Transfer Inventory option View the Sales Order extended menu option "Transfer Inventory" Create new masters (including Copy This Master option on the Master record's extended menu, Create Master options using the Add New button on the Vendor Inventory screen or Create Master options using the Add New button on the Order Items to Purchase Inventory For screen) Edit existing masters Delete is not in use at the current time. Flagging master as INACTIVE is recommended Dependencies: INVENTORY permission to view the Inventory menu
128	Inventory	MASTERIMP \| Master Import/Update	Locations: Inventory > Import/Update Masters Types: View Description: Allows users to access the Import/Update Masters menu option Dependencies: INVENTORY permission to view the Inventory menu
129	Inventory	MasterLabor \| Master Labor	Locations: Sales > Quotes > Line Items tab > Labor sub-tab Sales > Orders > Line Items tab > Labor sub-tab Types: View Create Edit Delete Description: View displays the Labor sub-tab Create allows users to add labor items to a quote or order from the Labor sub-tab Edit allows users to edit existing labor items on a quote or order from the Labor sub-tab Delete allows users to remove labor items from a quote or order from the Labor sub-tab Dependencies: SALESAUTO permission to view the Sales menu QUOTE permission to work with Quote records SALES ans ORDER permissions to work with Order records
130	Inventory	MASTERPROF \| Master Profile Form	Locations: Inventory > Master Profiles Types: View Create Edit Delete Description: View allows users to view Master Profiles Create allows users to create new Master Profiles Edit allows users to edit Master Profiles Delete allows users to delete Master Profiles Dependencies: INVENTORY permission to view Inventory menu
131	Inventory	MASTERVEND \| Vendor Profile Form	Locations: Inventory > Master > Vendors tab Types: View Create Edit Delete Description: View allows users to see Vendor Profiles Create allows users to create Vendor Profiles Edit allows users to edit Vendor Profiles Delete allows users to delete Vendor Profiles Dependencies: INVENTORY permission to view the Inventory menu MASTERACCT permissions to view master item vendor information including Orders/POs tab
132	Inventory	MASTJOURN \| Inventory Journal Form	Locations: Inventory > Master > Trans tab (web) Types: View Description: View allows users to open the Inventory Journal form by clicking the zoom button on the grid Dependencies: INVENTORY permission to view the Inventory menu MASTERACCT permissions to view master item vendor information
133	Inventory	MASTTYPE \| Master Part No. Type	Locations: Inventory > Master Types: Edit Description: Edit allows the user to change the Master Type field Dependencies: INVENTORY permission to view the Inventory menu MASTER edit or MASTERACCT edit permissions, depending on point of access
134	Inventory	MULTIBRAN \| Multi Branch Access	Locations: Inventory > Master Inventory > Assets Types: View Description: Allows users to change branches on forms e.g. Master - extended menu option "Transfer Branch to Branch" for "Q" type masters or Asset, extended menu option "Transfer to Another Branch for "A" type masters Dependencies: INVENTORY permission to view the Inventory menu MASTER or ASSET permission, depending on point of access Note: MULTIBRAN permission not required to transfer inventory between branches using the Inventory > Transfer Inventory path. INVENTORY permission and MASTER or ASSET permission still required.
135	Inventory	PHYSINV \| Physical Inventory	Locations: Inventory menu > Physical Inventory Count Types: View Create Edit Description: View allows users to see Inventory menu > Physical Inventory Count option Allows users to see Inventory menu > Orders to Purchase For option and view the Order Items to Purchase Inventory For screen Create allows users to add items to the Physical Inventory form Edit allows users to edit the Physical Inventory form Dependencies: INVENTORY permission to view the Inventory menu
136	Inventory	RMA \| RMA Items	Locations: Sales > Orders > extended menu > Create RMA Order Accounting > Invoices > extended menu> Create RMA Order Types: Create Description: Allows users to create RMA orders from Order and Invoice forms Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SALES ans ORDER permissions to work with Order records
137	Inventory	SHIP \| Ship Orders	Locations: Inventory > Work Queues > Ship Q Project > Material tab > Extended Menu > Ship Selected Items(s) Types: View Edit Description: View allows users to view the Ship Order form Edit allows users to ship items from the Ship Order form Dependencies: INVENTORY permission to view the Inventory menu
138	Inventory	STAGINGLOC \| Staging Location Maintenance	Locations: Inventory > Admin > Staging Locations Inventory > Admin > Staging Locations Q Types: View Create Edit Delete Description: Allows user to create and administer the inventory staging locations in the system Dependencies: INVENTORY permission to view the Inventory menu
139	Inventory	UNRECEIVE \| Un-receive purchase order item	Locations: Inventory > Purchase Orders > open purchase order Types: Execute Description: Enables and disables the ability to un-receive a purchase order item. Additionally, the purchase item must have been already received. Dependencies: INVENTORY permission to view the Inventory menu
140	Inventory	UNSHIP \| UnShip An Order	Locations: Sales > Orders > Process icon Types: Execute Description: Allows users to un-ship an order or line item once it has been shipped Dependencies: SALES or ORDER permission to edit Order records Projects Permissions
141	Projects	ACCESSINFO \| Access Info Permissions	Locations: Sales > Sites > open site record > Access Info tab Service > Sites > open site record > Access Info tab Types: View Create Edit Delete Description: Allows users to work with Access Info form that can be used for storing device information at customer sites such as networking equipment, servers, and other devices requiring connectivity. Dependencies: SERVMENU permission to view the Service menu SALESAUTO permission to view the Sales menu SITE permission to work with Site records
142	Projects	CCOAPPROVE \| CCO Approval	Locations: Projects > Define Projects > open project > Ord/Inv tab > open CCO item > Process icon Types: Execute Description: Enables and disables the ability to approve CCO quotes and orders in the Process form Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records SALES and ORDER permission to work with Order records
143	Projects	CCOCONFIRM \| CCO Confirm	Locations: Projects > Define Projects > open project > Ord/Inv tab > open CCO item > Process icon Types: Execute Description: Enables and disables the ability to confirm CCO quotes and orders in the Process form Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records SALES and ORDER permission to work with Order records
144	Projects	CCOORDER \| CCO Permissions	Locations: Project > Define Projects > open project > Material tab > open order OR quote Types: Edit View Create Delete Description: Enables and disables the ability to do the following: Use the extended menu option (Create CCO Quote for Selected Item(s)) on the project Material tab. In addition the project cannot already be posted. Add a CCOQUOTE on the order grid of the project Ord/Inv tab. In addition the QUOTE permission must be set for Create. Delete a CCO quote Edit a CCO order Delete a CCO order Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records SALES and ORDER permission to work with Order records
145	Projects	CHECKLIST \| Check List Definition Form	Locations: Projects > Define Check Lists Types: View Create Edit Delete Description: View allows users to view Checklist Definition records Create allows users to create Checklist Definition records Edit allows users to edit Checklist Definition records Delete allows users to delete Checklist Definition records Dependencies: PROJMENU permission to view the Project menu DISPATCHCHK (view) permission required to see Checklist tab Internal User status required to see Checklist tab
146	Projects	ICOAPPROVE \| ICO Approval	Locations: Projects > Define Projects > open project > Ord/Inv tab > open ICO item > Process icon Types: Execute Description: Enables and disables the ability to approve ICO orders in the Process form Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records SALES and ORDER permission to work with Order records
147	Projects	ICOCONFIRM \| ICO Confirm	Locations: Projects > Define Projects > open project > Ord/Inv tab > open ICO item > Process icon Types: Execute Description: Enables and disables the ability to confirm ICO orders in the Process form
148	Projects	ICOORDER \| ICO Permissions	Locations: Project > Define Projects > open project > Material tab > open order OR quote Locations: View Create Edit Delete Description: Enables and disables the ability to do the following: Use the extended menu option (Create ICO for Selected Item(s)) on project material tab. In addition the project cannot already be posted. Add an ICOORDER on the order grid of the project ord/inv tab. In addition the ORDER permission must be set for Create. Delete an ICO order Edit an ICO order
149	Projects	PROJCOGS \| Post Project COGS	Locations: Projects > Define Projects > extended menu > Post Project COGS Types: Execute Description: Allows users to execute extended menu option Post Project COGS Dependencies: PROJECT permission to work with Project records
150	Projects	PROJCOST \| Project Cost	Locations: Accounting > Customers > Project tab > open record > Profit tab Projects > Define Projects > Profit tab **As of v22.02, this permission works in tandem with PROJLBRCST. If user does not have BOTH PROJCOST (view) and PROJLBRCST (view), user will be prevented from drilling into the detail (hyperlink) of Actual Labor Cost and / or Earned Labor Cost Description: In the PROJECTED section, users can view POs, COGS, Misc Exp, Labor Cost In the ACTUAL section, users can view PO Susp, Vouchered, COGS, Misc Exp, Labor Cost. In the EARNED section, users can view Non Labor Cost Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to work with Project records CUSTOMER permission to work with Customer records PROJPROFIT permission for viewing Profit tab in Project records
151	Projects	PROJECT \| Project Definition Form	Locations: Accounting > Customers > Projects tab Projects > Projects > open Project records Types: View Create Edit Delete Description: View allows users to see projects Create allows users to create new projects and use the extended menu options Edit allows users to edit projects Delete allows users to delete projects that do not have any time billing entries booked against the project Dependencies: PROJMENU permission to view the Project menu ACCOUNT permission to view the Accounting menu CUSTOMER permission to work with Customer records
152	Projects	PROJECTSOV \| Access to Project SOV	Locations: Projects > Define Projects > open project > SOV tab Types: View Create Edit Delete Execute Description: Allows users to work with schedule of values for the organization of project invoicing. Additionally, in order to work with SOV in the system, the configuration setting PROJECTSOV must be set to ON. Otherwise, the SOV tab will not display in the Project form. Dependencies: PROJMENU to view the Projects menu PROJECT to work with Project records INVOICE to work with Invoice records Various project permissions must also be granted to users. Depending on the level of access required, specific permissions may vary. Various accounting permissions must also be granted to users who need to interact with customer and invoice form information. Depending on the level of access required, specific permissions may vary.
153	Projects	PROJEVENTS \| Project and Task Events	Locations: Projects > Events tab Projects > Tasks > Events tab Types: View Create Edit Delete Description: View allows users to view project and task events Create allows users to create project and task events Edit allows users to edit project and task events Delete allows users to delete project and task events Dependencies: PROJMENU permission to view records by way of the Project menu PROJECT permission to work with Project records PROJTASK permission to work with Task records
154	Projects	PROJMENU \| Project Management Menu	Locations: Projects menu Types: View Description: Master Console Task Console Template List and individual project templates Define Projects Projects Sub-Tasks Project toolbar Project, Task, Sub Task, and Console icons (users will require additional permission to access Project, and Task screens) Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU to view the Project menu
155	Projects	PROJMERGE \| Allowing Merging Projects	Locations: Projects menu > Projects > extended menu > Merge a Project into This Project Types: Execute Description: Allows users to see the extended menu option and merge projects Dependencies: PROJMENU permission to view the Project menu PROJECT permissions to work with Project records
156	Projects	PROJMGRTEAMTB \| Allow Project Managers access to team members' time bills	Locations: Projects > open project > Time Bill tab Types: View Create Edit Delete Description: Allow users that are designated as project managers with the ability to work with and modify time bills for team members within a specific project. Also note the following: In order to edit time bills for a project the designated project manger must be designated as such within the Team/Events tab of the Project form. Users not designated as the project manager will see the User ID field within the Time Bill form in the windows client. Users not designated as the project manager will not see the User ID field within the Time Bill form in the web client. Dependencies: PROJMENU permission to view the Project menu PROJECT permissions to work with Project records TIMEBILL permission to work with Time Bill records
157	Projects	PROJPROFIT \| Project Profit tab	Locations: Project > Projects > Profit tab Projects > Quick Views > Project Status Types: View Description: View allows users to see the Profit tab on the Project form. Also allows users to print the Project Profit report. Allows users to see the Project Status Report form. Dependencies: PROJMENU permission to view the Project menu PROJECT permissions to work with Project records PROJREP to view the report in the Accounting menu
158	Projects	PROJPSTATE \| Edit Project in POST status	Locations: Projects > Projects Types: Edit Description: Edit allows users to edit projects with a status in a POST state (i.e. click the Edit button and change fields). However, this means that you will not be able to post any transactions to the project (in the POST state). Dependencies: PROJMENU permission to view the Project menu PROJECT permissions to work with Project records
159	Projects	PROJREP \| Project Reports	Locations: Projects > Reports Projects > Quick View Accounting menu > Project Management > Reports (windows) Types: View Description: Allows users to see the Projects > Quick View option. Users will also see the Projects > Reports option and reports, including Project Status Summary, and Project Status Detail Allows users to see Time Billing reports, including Time Billing, Time Billing Summary, and Time Billing Detail if the user also has the TIMEBILL view permission Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Project menu
160	Projects	PROJREVENU \| Project Revenue	Locations: Projects menu > Projects > Profit tab Types: View Execute Description: View allows users to see the following fields in the Profit tab, PROJECTED section : Orders, Misc Rev. View allows users to see the following fields in the Profit tab, ACTUAL section: Invoiced, Misc Rev. View allows users to see the following fields in the Profit tab, EARNED section: Revenue. Execute allows users to access and execute the extended menu option "Post Project Revenue" on the project form Dependencies: PROJMENU permission to view the Project menu PROJECT permission to view Project records PROJPROFIT permission to view the Profit tab in Project records
161	Projects	PROJTASK \| Project Task Form	Locations: Projects > Tasks Projects > Projects > Tasks tab Types: View Create Edit Delete Description: View allows users to view project tasks and its sub-tasks Create allows users to create new tasks and sub-tasks Edit allows users to edit existing tasks and sub-tasks Delete allows users to delete project tasks and sub-tasks Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records
162	Projects	PROJTASKCOMPL \| Complete Project Tasks	This permission is no longer used in the system.
163	Projects	PROJTEAM \| Project Team Members	Locations: Projects > Projects > Team/Events tab Types: View Create Edit Delete Description: View allows users to see the team member record Create allows users to add team members to the project Edit allows users to change details on the team member record Delete allows users to delete team members from the project Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records
164	Projects	RESCONS \| Resource Console	Locations: Projects > Resource Console Types: View Edit Description: View allows users to see the menu option "Resource Console" and "Resource Dayview" Also allow users to see the Resource Console and Resource Day View screens Edit allows users to use the Resource Console and make changes to project tasks/sub-tasks and service calls (with the appropriate permission based on the access) Dependencies: PROJMENU permission to view the Project menu SERVMENU permission to view the Service menu
165	Projects	TASKGRDEDT \| Project Task Grid Edit	Locations: Projects > Projects > open project > Tasks grid Types: Edit Description: Enables and disables the ability to edit the following fields in the project Task grid: WBS Title Category Sub Cat. Eff. (effort) Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records
166	Projects	TASKLISTCHK \| Define permissions for Task Check List	Locations: Projects > Tasks > open task Types: View Create Edit Delete Description: View allows users to view the Check List tab in the Task form for tasks and sub-tasks Create allows users to create check list items for tasks and sub-tasks Edit allows users to edit check list items for tasks and sub-tasks Delete allows users to delete check list items for tasks and sub-tasks Also note the following: If the view permission is not assigned, the tab will not appear on the form If the edit permission is assigned, the user will only be able to edit currently existing items on the list The create permission on its own does not do anything. The edit permission must also be granted to allow users to create new items in the lists. Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records PROJTASK permission to work with Task records Purchasing Permissions
167	Purchasing	OTPFQUEUE \| Access to Purchasing Queue	Locations: Inventory > Purchasing Queue Types: View Description: Allows users to open and view the Purchasing Queue Note that "Purchasing Queue" was renamed from "Orders To Purchase For Q" in Q360 version 9.05 Dependencies: INVENTORY permission to view the Inventory menu
168	Purchasing	POAPPROVE \| Approve PO	Locations: Accounting > Accounts Payable > Purchase Orders Inventory > Purchase Orders Types: Execute Description: Execute allows users to approve purchase orders so they can be received, only applies if the Purchase Order Approval Q has been turned ON in Q360Admin > System Configuration > Work Flow tab Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu PURCHASE permission to work with Purchase Order records
169	Purchasing	POCONFIRM \| PO Confirm	Locations: Accounting > Accounts Payable > Purchase Orders Inventory > Purchase Orders Types: Execute Description: Execute allows users to confirm Purchase Orders so they can be received Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu PURCHASE permission to work with Purchase Order records
170	Purchasing	PURCHASE \| Purchase Order	Locations: Accounting > Accounts Payable > Purchase Orders Inventory > Purchase Orders Projects > Projects > PO/Vouch tab Accounting > Companies > PO's tab Types: View Create Edit Delete Description: View Purchase Order tab on the Customer and Project forms View the Inventory menu > Purchase Orders option View the Inventory menu > Return to Vendor option Create new Purchase orders Edit purchase orders. Also required to Cancel Selected Line(s) on the Purchase Order form > Detail Grid > Detail Grid Extended Menu. Change vendors on a purchase order using extended menu option "Change PO Vendor" Delete purchase orders Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu	22.02
171	Sales	ACTIVITY \| Activity Form	Locations: View > Activity Sales > Customers > Activities tab Service > Customers > Activities tab Types: Create View Edit Delete Description: View allows users to view Activity tab on the different company views, the activity record, and the View menu > Activities option Create allows users to create new activities Edit allows users to edit existing activities-Delete allows users to delete activities Dependencies: SALESAUTO permission to view the Sales menu Permissions governing the type of customer record (i.e. CUSTTYPE, CUSTVEND, PROSPECT, or VENDOR)
172	Sales	APPROVE \| Approve Order	Locations: Sales > Orders > Process icon Sales > Orders > Process icon Accounting >Accounts Receivable > Quick Views > Orders Approval Q Types: Execute Description: Allows users to approve orders when clicking on the Process button for the order (Order should be in Confirmed status) when the Order Approval Q is turned ON (Q360Admin > System Configuration > Work Flow tab). Dependencies: SALESAUTO permission to view the Sales menu ORDER permission to work with Order records ACCOUNT permission to view the Accounting menu ARMENU permission to view Accounting > Accounts Receivable
173	Sales	APPRQUOTE \| Approve Quote	Locations: Sales > Quotes > Process icon Sales > Quotes > Process icon Types: Execute Description: Allows users to approve quotes when one clicks on the process button for the Quote (Quote should be in Confirmed status) when the Quote Approval Q is turned ON (Q360Admin > System Configuration > Work Flow tab) Dependencies: SALESAUTO permission to view the Sales menu QUOTE permissions to work with Quote records
174	Sales	AUTHRQUOTE \| Authorize Quote	Locations: Sales > Quotes > Process icon Types: Execute Description: Execute allows users to authorize quotes when one clicks on the process button when the Quote Authorized Q is turned ON (Q360Admin > System Configuration > Work Flow tab) Dependencies: SALESAUTO permission to view the Sales menu QUOTE permissions to work with Quote records
175	Sales	COMMADVICE \| Commission Advice	Locations: Accounting > Commissions > Commission Advice Types: View Create Edit Delete Description: View allows users to see Accounting menu > Commissions option Also allow users to see Commission Advice fly-out option Allows users to use the Commission Advice Maintenance and Commission Advice records Edit allows users to edit Commission Advice records Delete allows users to delete the Commission Advice records. You will have to manually close the Commission Advice window Dependencies: ACCOUNT permission to view the Accounting menu
176	Sales	COMMQUOTA \| Commission Quota	Locations: Accounting > Commissions > Commission Rates > Quota tab Types: View Create Edit Delete Description: Enables and disables the ability to view the commission quota form when clicking on the zoom button for rows on the Quota tab Dependencies: ACCOUNT permission to view the Accounting menu COMMRATE permission for viewing Accounting > Commissions menu
177	Sales	COMMRATE \| Commission Rate	Locations: Accounting menu > Commissions > Commission Rate Types: View Create Edit Delete Description: View allows users to see the Commission Rates option Also allows users to see the Commission Rate screen Create allows users to create new Commission Rate(s) Edit allows users to edit Commission Rate(s) Delete allows users to delete Commission Rate(s). You will have to manually exit the Commission Rate screen Dependencies: ACCOUNT permission to view the Accounting menu
178	Sales	COMMREPORT \| Commission Reports	Locations: Accounting menu > Commissions > Reports Types: View Description: View allows users to see the Accounting > Commissions > Reports option Allows users to see the Commission Advice Report and the Commission Paid Report fly-out options Allows users to view and execute those reports Dependencies: ACCOUNT permission to view the Accounting menu
179	Sales	CONFIRM \| Confirm Quote/Order	Locations: Sales toolbar > Quotes > Process button Sales > Quotes > Process button Sales toolbar > Orders > Process button Sales menu > Orders > Process button Types: Execute Description: Allows users to confirm Quote or Orders when one clicks the process button. (Quote/Order should have status of Data Entry) when the Quote Approval Q is turned OFF (Q360Admin > System Configuration > Work Flow tab) Dependencies: SALESAUTO permission to view the Sales menu ORDER permission to work with Order records QUOTE permission to work with Quote records
180	Sales	CONGRPEDIT \| Allow Edit of Group columns	Locations: Projects > Projects > open project > Ord/Inv tab > open order > Line Items tab Sales > Orders > Line Items tab Types: Edit Description: Allows users to edit the group column details in the Line Items tab grid. These columns by default are labeled Goup 1, Group 2, Group 3, Group 4, and Group 5. Dependencies: PROJMENU permission to view the Project menu SALESAUTO permission to view the Sales menu ORDER permission to work with Order records
181	Sales	CONSPECORDEDIT \| Allow Edit of Contract Item Special Order Flag	Locations: Projects > Projects > open project > Ord/Inv tab > open order > Line Items tab Sales > Orders > Line Items tab Types: Edit Description: Allows users to check the Special Order option. This is used to identify items where there is not enough on hand qty to fulfill the order. Dependencies: PROJMENU permission to view the Project menu SALESAUTO permission to view the Sales menu ORDER permission to work with Order records
182	Sales	CONTLSTADM \| Contact List Admin	Locations: Sales > Manage Contact Lists Types: View Description: Execute allows users to create and manage contact lists that flagged as PUBLIC. Dependencies: SALESAUTO permission to view the Sales menu
183	Sales	CUSTLIST \| Customer/Contact List Reports	Locations: Sales > Reports > Customer List Sales > Reports > Customer/Contact List Types: View Description: Allows users to see Customer List report or Customer/ Contact List report option and run either report. Both of these utilize the search form to generate reports. Dependencies: SALESAUTO permission to view the Sales menu
184	Sales	CUSTQLIST \| Customer Quick List	Locations: Sales > Customers > Quick Lists tab Types: View Create Edit Delete Execute Description: View allows users to see the Quick Lists tab Create allows users to create Quick Lists for a customer Edit allows users to edit the Quick Lists Delete allows users to delete the Quick List records Dependencies: SALESAUTO permission to view the Sales menu
185	Sales	FIXEDPRICE \| Quote Set Fixed Price	Locations: Sales > Quotes Types: Execute Description: Allows user to change the sub-total value in quotes to a specified value Dependencies: SALESAUTO permission to view the Sales menu QUOTE permission to work with Quote records
186	Sales	FUNNELDEF \| Funnel Definition Form	Locations: Sales > Sales Admin > Funnel Administration > open Funnel record Types: View Create Edit Delete Dependencies: SALESAUTO to view the Sales menu FUNNEL permission to work with Funnel records
187	Sales	IMPORT \| Access IMPORT customer types	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Create Edit Delete Description: View allows users to see customers of type IMPORT Create allows users to create customer of type IMPORT but also require view as well Edit allows users to edit customer of type IMPORT Delete allows users to delete customers of type IMPORT Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu Note: The above permissions only apply if the Restrict Customers by Type option is ON in Q360Admin > System Config > General tab
188	Sales	MARGIN \| Margin Analysis	Locations: Service > Help Desk > open service call > Parts tab Sales > Quotes > Line Items tab Types: View Description: Enables and disables the ability to do the following: The display of Margin % column on the Service Call form Parts tab grid The display of Margin tab on Line Items tab of order form The display of the Margin column on the Line Items tab grid Return the margin percentage when retrieving items on the Service Call form Parts tab grid The display of Unit Cost and Ext Cost columns in the Quotes, Line Items tab
189	Sales	OPPFUNNEL \| Define rules for Opportunity Funnels	Sales > Opportunities > main Funnel tab Sales > Opportunities > lower Funnel sub-tab Types: View Create Edit Delete Description: View displays the Funnel tab in the Opportunity form Create allows users to create new funnel items Edit allows users to edit funnel items Delete allows users to delete Also note the following: If the view permission is not assigned, the tab will not appear on the form If the edit permission is assigned, the user will only be able to edit currently existing items on the list The create permission on its own does not do anything. The edit permission must also be granted to allow users to create new items in the lists.
190	Sales	ORDCANC \| Order Cancel	Locations: Accounting > Accounts Receivable > Quick Views > Orders Approval Q > open order > Process icon Sales > Orders > Process icon Types: Execute Description: Allows users to use the Cancel Order option Dependencies: ACCOUNT permission to view the Accounting menu ARMENU permission to view the Accounting > Accounts Receivable menu SALESAUTO permission to view the Sales menu ORDER permission to work with Order records
191	Sales	ORDER \| Order Entry	Locations: Accounting > Customers > Orders tab Projects > open project > Orders/Invoices tab Sales > Orders Types: View Create Edit Delete Description: Create allows the user to create sales orders or install order (Service toolbar > Install) View allows users to view sales orders Edit allows users to edit sales orders or set the PO release date (Line Items tab > Details sub-tab) Delete allows users to delete orders (that are in DATAENTRY status) Dependencies: ACCOUNT permission to view the Accounting menu ARMENU permission to view the Accounting > Accounts Receivable menu SALESAUTO permission to view the Sales menu PROJMENU permission to view Permission menu ORDER permission to work with Order records
192	Sales	ORDEREDIT \| Edit Order After Dataentry	Locations: Sales > Orders > extended menu > Edit Order Types: Edit Description: Edit allows users to access the extended menu option, which is available to order not in CANCELLED status). This allows the user to edit the order line item description and prices after order approval. Dependencies: SALESAUTO permission to view the Sales menu SALES or ORDER permission to work with Order records
193	Sales	ORDEREXIMP \| Order Excel Sheet Import	Locations: Sales > Orders > open order > extended menu > Import Line Item(s) Types: View Description: Enables and disables the ability to use the Import Line Item(s) option on the order extended menu. In addition the status code of the order must be DATAENTRY. Dependencies: SALESAUTO permission to view Sales menu SALES or ORDER permission to work with Order records
194	Sales	ORDINVDATE \| Edit Invoice Release Date	Locations: Sales > Orders > extended menu > Set Invoice Date Types: Edit Description: Edit allows user to access and use the extended menu option. This affects when the orders will appear in the Orders to Invoice queue. Dependencies: SALESAUTO permission to view Sales menu SALES or ORDER permission to work with Order records
195	Sales	ORDPODATE \| Edit PO Release Date	Locations: Accounting > Customers > Orders tab extended menu > Set PO Release Date (with split) extended menu > Set PO Release Date on Selected Items (without split) Projects > Projects > Orders tab extended menu > Set PO Release Date (with split) extended menu > Set PO Release Date on Selected Items (without split) Sales > Orders extended menu > Set PO Release Date (with split) extended menu > Set PO Release Date on Selected Items (without split) Types: Edit Description: Edit allows user to access and use the extended menu options. This date affects when the orders appear in the Purchasing Queue. Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Project menu SALESAUTO permission to view the Sales menu SALES or ORDER permission to work with Order records
196	Sales	ORDREVERT \| Order Revert to Dataentry	Locations: Accounting > Orders > Process icon Project > Project > Orders tab Sales menu > Orders > Process icon Types: Execute Description: Allows users to click the Process button to returned the status to DATAENTRY after the order had initially been processed Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Project menu SALESAUTO permission to view the Sales menu SALES or ORDER permission to work with Order records
197	Sales	PRICEOVER \| Price Override	Locations: Accounting menu > Customer/Vendor > Cust/Vend tab > Company sub-tab > Default Price Projects > Project > Orders > Line Item tab Sales > Orders > Line Item tab Service > Help Desk > open call > Parts tab Types: Execute Description: Allows users to override the price that was designated to the customer on the Find Product tab Also allows users to select the price level drop-down on the Parts tab of the Help Desk form Allows users to change the Default Price field on the Customer Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Project menu SALESAUTO permission to view the Sales menu SALES or ORDER permission to work with Order records
198	Sales	PROSPECT \| Access PROSPECT customer types	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Create Edit Delete Description: View allows users to see customers of type PROSPECT Create allows users to create customers of type PROSPECT but also require view as well Edit allows users to edit customers of type PROSPECT Delete allows users to delete customers of type PROSPECT Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu CUSTOMER permission to work with Customer records Note: The above permissions only apply if the Restrict Customers by Type option is set to ON in Q360Admin > System Config > General tab
199	Sales	QUOTE \| Quote Form	Locations: Accounting > Customers > Quotes tab Sales > Quotes Sales > Contacts > Quotes tab Sales > Customers > Quotes tab Sales > Opportunities > Quotes tab Service > Contacts > Quotes tab Service > Customers > Quotes tab Sales > Quote > Process button > Reject Quote Types: View Create Edit Delete Description: View allows users to view quotes or quote tab Create allows users to create or copy quotes Edit allows users to edit any quote Delete allows users to delete any quote Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu
200	Sales	QUOTEAUTH \| Quote Extended Authorization	Locations: Accounting > Customers > Quotes tab Sales > Quotes Sales > Contacts > Quotes tab Sales > Customers > Quotes tab Sales > Opportunities > Quotes tab Service > Contacts > Quotes tab Service > Customers > Quotes tab Types: View Create Edit Delete Description: Enables and disables the ability to invoke the Process form for confirming, authorizing and rejecting quotes. This is also used in conjunction with the configuration option QUOTEAUTHEXTENDED. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu QUOTE permission to work with Quote records
201	Sales	QUOTECNCHG \| Quote Customer No. Change	Locations: Accounting > Customers > Quotes tab Sales > Quotes Sales > Contacts > Quotes tab Sales > Customers > Quotes tab Sales > Opportunities > Quotes tab Service > Contacts > Quotes tab Service > Customers > Quotes tab Types: Execute Description: Allows users to use the extended menu option "Change Customer" Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu QUOTE permission to work with Quote records
202	Sales	QUOTEEXIMP \| Quote Excel Sheet Import	Locations: Accounting > Customers > Quotes tab Sales > Quotes Sales > Contacts > Quotes tab Sales > Customers > Quotes tab Sales > Opportunities > Quotes tab Service > Contacts > Quotes tab Service > Customers > Quotes tab Types: View Description: Enables and disables the ability to use the Import Line Item(s) option on the Quote form extended menu. In addition the status code of the order must be DATAENTRY. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu QUOTE permission to work with Quote records
203	Sales	REPLCUNVITEM \| Replace Unverified Item	Locations: Accounting > Customers > Quotes tab Sales > Quotes Sales > Contacts > Quotes tab Sales > Customers > Quotes tab Sales > Opportunities > Quotes tab Service > Contacts > Quotes tab Service > Customers > Quotes tab Sales > Quotes Types: Execute Description: Allows users to replace quote line items that do not contain master numbers in the Details sub-tab. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu QUOTE permission to work with Quote records
204	Sales	ROUNDQUOTE \| Round Quote	Locations: Accounting > Customers > Quotes tab Sales > Quotes Sales > Contacts > Quotes tab Sales > Customers > Quotes tab Sales > Opportunities > Quotes tab Service > Contacts > Quotes tab Service > Customers > Quotes tab Sales > Quotes Types: Execute Description: Allows users to round up all the line items in a quote at once, to either the 10th, 100, 1000th, or 10000th decimal place. Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu QUOTE permission to work with Quote records
205	Sales	SALECOMPRC \| Sales Rep Commission Percentage	Locations: Accessed from the following forms: Customer Call Site Sales Lead Opportunity Quote Order Project Service Contract Types: View Edit Description: View allows users to view the commission percentage values located next the Sales Rep and Alt Sales Rep fields in each of the forms mentioned above Edit allows users to edit the commission percentage values located next the Sales Rep and Alt Sales Rep fields in each of the forms mentioned above
206	Sales	SALES \| Sales Orders	Locations: Accounting > Customers > Orders tab Sales > Orders Sales > Customers > Orders tab Sales > Opportunities > Orders tab Service > Customers > Orders tab Types: View Create Edit Delete Description: View allows users to view orders Create allows users to create orders Edit allows users to edit orders and also lets users set the PO release date Delete allows users to delete orders that has not been invoiced Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu QUOTE permission to work with Quote records
207	Sales	SALESADMIN \| Sales Admin Menu	Locations: Sales > Sales Admin Types: View Description: Allows users to view options such as Funnel Administration, Extended Quote Authorization Rules, Sales Groups, and Sales Score Setup Dependencies: SALESAUTO permission to view the Sales menu
208	Sales	SALESAUTO \| Sales Automation Menus	Locations: Sales menu Types: View Description: Allows user to view the general options in the Sales menu. Specific permission might require additional permission depending on the specific forms, views, and reports.
209	Sales	SALESCORE \| Sales Score Setup	Locations: Sales menu > Sales Admin > Sales Score Setup Types: View Description: Allows users to view the Sales menu > Admin > Sales Score Setup option. This allows users to setup Sales Score. Dependencies: SALESAUTO permission to view the Sales menu SALESADMIN permission to view Sales > Sales Admin
210	Sales	SALESFORE \| Sales Forecast Report	Locations: Sales > Reports > Sales Forecast Sales > Quick View > Sales Forecast Types: View Description: Allows users to view and run the Sales Forecast option Dependencies: SALESAUTO permission to view the Sales menu
211	Sales	SALESLEAD \| Sales Lead Form	Location: Sales > Sales Lead Types: View Create Edit Delete Description: View allows users to see the Sales Lead option and the Sales Lead form Create allows users to create a sales lead Edit allows users to edit the sales lead form Delete allows users to delete the sales lead form Dependencies: SALESAUTO permission to view the Sales menu
212	Sales	SALESOPP \| Sales Opportunity	Locations: Sales > Opportunities Sales > Contacts > Sales Opps tab Sales > Companies > Sales Opps tab Sales menu > Customers > Sales Opps tab Types: View Create Edit Delete Description: View allows users to see the sales opportunity. It also lets users see the Sales Opp. Review option (Sales > Quick View) Create allows users to create new sales opportunity Edit allows users to edit existing sales opportunity Delete allows users to delete sales opportunity if there are no converted quote or timebill records linked to the sales opportunity Dependencies: SALESAUTO permission to view the Sales menu
213	Sales	SALESREP \| Sales Rep Change	Locations: Call Customer Invoice Opportunity Project Order Service Contract Purchase Order Types: Edit Description: Allows users to change the Sales Rep fields in the various forms mentioned above Dependencies: Permissions are required based on the form and location being accessed, including: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu
214	Sales	SUBMTQUOTE \| Submit Quote	Locations: Sales > Quotes > Process icon Types: Execute Description: Execute allows users to submit quotes when one clicks on the process button Dependencies: SALESAUTO permission to view the Sales menu QUOTE permissions to work with Quote records
215	Sales	SUSPECT \| Access SUSPECT customer types	Locations: Accounting > Customers Sales > Customers Service > Customers Types: View Create Edit Delete Description: View allows users to see customers of type SUSPECT Create allows users to create customers of type SUSPECT but also require view as well Edit allows users to edit customers of type SUSPECT Delete allows users to delete customers of type SUSPECT Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu Note: The above permissions only apply if the Restrict Customers by Type option is set to ON in Q360Admin > System Config > General tab
216	Service	ALLEVENT \| Edit Any Help Desk Event	Locations: Service > Help Desk > open call> Events tab Types: Edit Description: Edit allow users to edit any events on the Call form regardless of the creator of the event Dependencies: SERVMENU permission to view Service menu EVENT permission to view events HELPDESK permissions to work with Call records
217	Service	BILLCALL \| Bill this Service Call	Locations: Service > Help Desk > open call > extended menu > Bill This Service Call Types: View Description: Allows users to bill service calls Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
218	Service	DISPATCHCHK \| Define rules for Dispatch Check List	Locations: Service > Help Desk > open service call > Check List tab Types: View Create Edit Delete Description: View allows user to view the Check List tab in the Service Call form Create allows users to create new check lists Edit allows users to edit check lists Delete allows users to delete check list items Also note the following: If the view permission is not assigned, the tab will not appear on the form If the edit permission is assigned, the user will only be able to edit currently existing items on the list The create permission on its own does not do anything. The edit permission must also be granted to allow users to create new items in the lists. Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
219	Service	DISPCLOSE \| Close service calls	Locations: Service > Help Desk > open service call Types: Execute Description: Enables and disables the ability to close service calls Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
220	Service	DISPCOST \| Help Desk Cost	Locations: Service > Help Desk > open call > Profit tab Types: View Description: Allows users to drill down into any fields on the Profit tab that are related to costs, including PROJECTED labor cost and ACTUAL labor cost Dependencies: DISPROFIT permission to view general Profit tab details SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
221	Service	DISPLBRCST \| Help Desk Earned Labor Cost	Locations: Service > Help Desk > open call > Profit tab Types: View Description: Allows users to drill down into EARNED labor cost field on the Profit tab Dependencies: DISPROFIT permission to view general Profit tab details SERVMENU permission to view the Service menu HELPDESK permission to work with Call records If the COGSHR config is set to ON, and the user does NOT have DISPLBRCST permission, the user will be prevented from drilling into the detail of Actual Labor Cost and / or Earned Labor Cost	22.02
222	Service	DISPPRI \| Dispatch Priority	Locations: Service > Help Desk > open call Types: Edit Description: Edit allows users to adjust the Priority field in the Call form Dependencies: DISPROFIT permission to view general Profit tab details SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
223	Service	DISPPROFIT \| Help Desk Profit Tab	Locations: Service > Help Desk > open call > Profit tab Types: View Description: Allows users to view the Profit tab on the Call form Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records DISPCOST permission to view specific Profit tab details for costs, including PROJECTED labor cost and ACTUAL labor cost DISPLBRCST permission to view specific Profit tab details for earned labor costs DISPREVENU permission to view specific Profit tab details related to revenue
224	Service	DISPREVENU \| Help Desk Revenue	Locations: Service > Help Desk > open call > Profit tab Types: View Description: Allows users to drill down into any fields on the Profit tab that are related to revenue Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records DISPROFIT permission to view general Profit tab details
225	Service	DISPTECH \| Change technician	Locations: Web Client > Technician > Calls > Open service call > Dispatch tab Types: Edit Description: Allows users to view the and work within the Dispatch tab for a specific service call. Assign the Edit permission to grant users the ability to dispatch calls, undispatch calls, and send dispatch notifications.
226	Service	DOWNQ \| Machine Down Q	Locations: Service > Work Queues > Down Time Q Types: Execute Description: Allows users to view the Machine Down Time Q Dependencies: SERVMENU permission to view the Service menu
227	Service	EVENT \| Service Call Events	Locations: Service > Help Desk > open call > Events grid Service > Help Desk > open call > Events tab Types: Create View Edit Delete Description: View allows users to view the events Create allows users to create new events Edit allows users to edit their events Delete allows users to delete the events Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work Call records
228	Service	HELPDESK \| Help Desk Form	Locations: Service > Help Desk > open service call Permissions types: View Create Edit Delete Description: View allows users to view the Call form Create allows users to create new service calls Edit allows users to edit existing service calls Delete allows users to delete service calls Create and View permissions are required in order to use the Default Service Call Priority feature. Dependencies: SERVMENU permission to view the Service menu
229	Service	HELPDESKCD \| Help Desk Close Date	Locations: Service > Help Desk > Details tab Types: Edit Description: Allows users to change the Close Date field Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work Call records
230	Service	HELPDESKPE \| Parts Entry	Locations: Service > Help Desk > open service call Types: View Description: Provides user with access to the extended menu option Parts Entry Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work Call records
231	Service	HELPDESKPT \| Help desk parts tab access flag	Locations: Service > Help Desk > open service call > Parts tab Types: View Description: Allows users to view the Parts tab in the Call form Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
232	Service	HELPDESKSC \| Help Desk Service Contract	Locations: Service > Help Desk > open service call > Call tab Types: Edit Description: Allows users to change the Service Contract coverage on the Call form by clicking the drop down arrow on the Coverage field Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
233	Service	HELPDESKTB \| Help desk time bill flag	Locations: Service > Help Desk > open service call > extended menu > Time Billing Entry Service > Help Desk > Details tab Types: Edit Description: Allows users to select the Billable checkbox on the Call tab on the Call form Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
234	Service	KBAPPQ \| K-Base Approval Queue	Locations: Service > Work Queues > Knowledge Base Queue Types: View Description: Allows user to view and approve submitted Knowledge Base entries from other uers Dependencies: SERVMENU permission to view the Service menu
235	Service	KBASE \| Knowledge Base	Locations: Service > Knowledge Base Types: View Create Edit Delete Description: View allows users to view items in the knowledge base Create allows users to create new entries in KB with the New Add button on the grid Edit allows users to edit KB entries Delete allows users to delete KB entries Dependencies: SERVMENU permission to view the Service menu As of v24.01, this permission is now accessible to External Users (default = OFF). KBASE (view) permission now checked prior to opening Knowledge Base form from Toolbar and Menu.
236	Service	MACHINE \| Product Form	Locations: Service > Products Service > open service call > Products tab Types: View Create Edit Delete Description: View allows users to view the product form Create allows users to create new product forms Edit allows users to edit product forms Delete allows users to delete the product form Dependencies: SERVMENU permission to view the Service menu HELPDESKPT permission is required for viewing the Parts tab in the Call form
237	Service	MARKCOMPLE \| Mark Call Complete	Locations: Service > Help Desk > open service call > extended menu > Mark Call Complete Types: View Description: Allows user to mark the service call complete Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
238	Service	PREVIEWINV \| Preview Invoice	Locations: Service > Help Desk > open service call > extended menu > Preview Billing Report Types: View Description: Allows users to preview the invoice associated with the service call Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
239	Service	PRIORITYQ \| Priority Dispatch Q	Locations: Service > Work Queues > Priority Q Types: Execute Description: Allows users to view the Priority Dispatch Q Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to grant users ability to open and work with Call records
240	Service	RECDISPATCH \| Recurring Dispatch	Locations: Service > Generate Recurring Dispatches Types: Exec View Create Delete Description: Execute allows users to generate recurring dispatches on demand instead of relying on the existing ResQ Daily automated processes. View, Create, Delete allow users to view, create or delete recurring dispatches respectively Dependencies: SERVMENU permission to view the Service menu
241	Service	RECEMAIL \| Received Email	Locations: Service > Work Queues > Received Email Q Types: View Edit Delete Description: View allows users to view emails in the Received Email queue Edit allows users accept and process emails in the Received Email queue Delete allows users to delete emails in the Received Email queue using the Delete button Dependencies: SERVMENU permission to view the Service menu
242	Service	SERVADMIN \| Service Admin Menu	Locations: Service > Service Admin Types: View Description: Allows user to view Service Admin options such as Employee Schedule and Vehicles Dependencies: SERVMENU permission to view the Service menu
243	Service	SERVCONT \| Service Contract	Locations: Accounting > Customers > Srv Cont tab Accounting > Service Contracts Sales > Customers > Srv Cont tab Service > Service Contracts Service > Work Queues > Service Contract Renewal Q Service > Customers > Srv Cont tab Types: View Create Edit Delete Description: View Service Contracts View the Accounting menu > Service Contracts option View Service Contract, Bill Service Contracts & Service Contract Renewal Q fly-out options Create new Service Contracts including Warranty Service Contracts via the Project or Order Extended Menu Edit allows Users to edit Service Contracts Delete allows Users to delete Service Contracts Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU permission to view the Service menu
244	Service	SERVMENU \| Service Menu	Locations: Service menu Types: View Description: Allows user to view the general options in the Service menu. Specific permission might require additional permission depending on the specific forms, views, and reports. Allows users to view service alert notifications
245	Service	SERVQVIEW \| Service Quick View	Locations: Service > Quick View Types: View Description: Allows users to view the Service menu > Quick View menu option Dependencies: SERVMENU permission to view the Service menu
246	Service	SERVREPORT \| Service Reports Menu	Locations: Service > Reports Types: View Description: In previous versions, this permission granted access to various Service related reports. Access to all reports is now controlled from the individual reports in Live Data > Live Data Reports > Permissions tab. Therefore, this permission is no longer required. Dependencies: SERVMENU permission to view the Service menu
247	Service	SRVCPROFIT \| Service Contract Profit Tab	Locations: Accounting > Service Contracts > Profit tab Service > Service Contracts > Profit tab Types: View Description: View the cost fields, including the PROJECTED labor cost and the ACTUAL labor cost, in the Profit tab Dependencies: ACCOUNT permission to view the Accounting menu SERVMENU permission to view the Service menu SERVCONT permission to view and work with Service Contract records
248	Service	VEHICLE \| Vehicle Form	Locations: Service > Service Admin > Vehicles Types: View Description: Allows users to view and work with Vehicle records Dependencies: SERVMENU permission to view the Service menu SERVADMIN permission to view Service > Service Admin
249	Subcontractor	ANNOUNCEMN \| Subcontractor Announcements	This permission is no longer used in the system.
250	Subcontractor	LICENSETYP \| Subcontractor License Type	This permission is no longer used in the system.
251	Subcontractor	RATE \| Subcontractor Rates	This permission is no longer used in the system.
252	Subcontractor	RATING \| Subcontractor Rating	This permission is no longer used in the system.
253	Subcontractor	SUBCANNOUN \| Subcontractor Announcements	This permission is no longer used in the system.
255	Service	SUBCINSTYP \| Subcontractor Insurance Type	Locations: Sales > Customer form > Subcontractor Insurance sub tab Types: • View • Edit • Create • Delete Description: • Allows user to access and define subcontractor insurance types	24.01
257	Subcontractor	SUBCONMENU \| Subcontrator Menu	This permission is no longer used in the system.
259	Subcontractor	SUBCRATING \| Subcontractor Rating	This permission is no longer used in the system.
260	Service	SUBCREGION \| Subcontractor Regions	Locations: Sales > Customer form > Subcontractor Regions sub tab Types: • View • Edit • Create • Delete Description: • Allows user to access and define subcontractor regions	24.01
261	Service	SUBCSKILLS Subcontractor Skills	Locations: Sales > Customer form > Subcontractor Skills sub tab Types: • View • Edit • Create • Delete Description: • Allows user to access and define subcontractor skills	24.01
262	Subcontractor	WORKTYPE \| Subcontractor Work Types	This permission is no longer used in the system.
263	Warehouse	ORDSHPINFO \| Update Order Ship Info	Locations: Accounting > Customer > Orders tab > open order > extended menu > Update Shipping Info Projects > Projects > Ord/Inv tab > open order > extended menu > Update Shipping Info Sales > Orders > open order > extended menu > Update Shipping Info Types: Edit Description: Allows users to select the Order form extended menu option Update Shipping Info Dependencies: ACCOUNT permission to view the Accounting menu PROJMENU permission to view the Projects menu SALESAUTO permission to view the Sales menu SALES or ORDER permission to work with Order records
264	Warehouse	OVERPO \| Allow PO overages	Locations: Accounting > Accounts Payable > Purchase Orders Inventory > Purchase Orders Types: Execute Description: Allows user to receive more items than originally ordered Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu PURCHASE permission to edit purchase orders
265	Warehouse	PICK \| Pick Orders	Locations: Inventory > Work Queues > Order Pick Q Sales > Orders > extended menu > Pick This Order Types: View Edit Description: View allows users to view the Order Pick form Edit allows users to pick items on the Order Pick form Dependencies: INVENTORY permission to view the Inventory menu SALESAUTO permission to view the Sales menu SALES and ORDER permission to work with Order records
266	Warehouse	PORCVDATE \| PO Receive Date Change	Locations: Inventory > Purchase Orders > Line Items tab > Details sub-tab Accounting > Accounts Payable > Purchase Orders > Line Items tab > Details sub-tab Types: Edit Description: Allows users to change the PO Receive date Dependencies: ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu PURCHASE permission to edit purchase orders
267	Warehouse	PORECEIVE \| PO Receive	Locations: Accounting> Accounts Payable > Work Queues > PO Receive Q Inventory > Work Queues > PO Receive Q Types: View Execute Description: Allows users access to the PO Receive Q and to execute the Receive PO option Dependencies: ACCOUNT permission to view the Accounting menu APMENU permission to view Accounting > Accounts Payable INVENTORY permission to view the Inventory menu PURCHASE permission to edit purchase orders
268	Warehouse	RECEIVELEGACYASSET \| Receive RMA Assets that do not yet exist in Q360	Types: Execute Description: Allows users receive and create assets that do not have an asset with the linked serial number in the system. This feature is typically reserved for an environment that is setting up Q360 for the first time and does not necessarily have assets and serial numbers linked in the expected manner. Dependencies: ASSET create permission to work with Asset records MACHINE edit permission for creating Product records
269	Legacy	APBTCHAPRV \| AP Batch Approve	Locations: Accounting menu > Accounts Payable > Batch Form or Batch List Types: Execute Description: Allows users to approve batch processing that has the CONFIRMED status Dependencies: ACCOUNT permission to view the Accounting menu APMENU view permission to view Accounting > Accounts Payable
270	Warehouse	APBTCHCONF \| AP Batch Confirm	Locations: Accounting > Accounts Payable > Batch Form or Batch List Types: Execute Description: Allows users to confirm batch processing. Dependencies: ACCOUNT permission to view the Accounting menu APMENU view permission to view Accounting > Accounts Payable
271	Warehouse	APBTCHPOST \| AP Batch Post	Locations: Accounting > Accounts Payable > Batch Form or Batch List Types: Execute Description: Allows users to post processed batches Dependencies: ACCOUNT permission to view the Accounting menu APMENU view permission to view Accounting > Accounts Payable
272	Legacy	APBTCHRLSE \| AP Batch Release	Locations: Accounting > Accounts Payable > Batch Form or Batch List Types: Execute Description: Allows users to release processed batches Dependencies: ACCOUNT view permission to view the Accounting menu APMENU view permission to view Accounting > Accounts Payable
273	Legacy	ASSETRESRV \| Reserve an Asset	Locations: Accounting > Customers > Orders tab > open order > Find Product tab Inventory > Find Product Sales > Orders > Line Items tab > Find Product sub-tab Types: View Description: Allows users to see the Add to Order button (located below the Find Assets button) and execute this option for adding an A type master to an order Dependencies: This might also require additions permissions depending on point of access. ACCOUNT permission to view the Accounting menu INVENTORY permission to view the Inventory menu SALESAUTO permission to view the Sales menu SALES and ORDER permission to work with Order records
274	Legacy	BLKTIMEFLG \| Block Time Flag	This permission is no longer used but remains in the system for legacy proposes.
275	Legacy	BLKTIMEINV \| Block Time Invoice	Locations: Accounting > Service Contracts > Service Contract > extended menu > 'Invoice Block Time Items' or 'Create A Block Time Invoice' Service > Service Contract > extended menu > 'Invoice Block Time Items' or 'Create A Block Time Invoice' Types: Create Description: Allows users to create a block time invoice Dependencies: ACCOUNT permission to view the Accounting menu SERVMENU permission to view the Service menu SERVCONT permission to work with Service Contract records
276	Legacy	BLKTIMEREM \| Block Time Remaining	This permission is no longer used but remains in the system for legacy proposes.
277	Legacy	BLOCKTIME \| Block Time	Locations: Accounting menu > Service Contracts > Service Contracts > Products tab > Detail sub-tab Service > Service Contract > > Products tab > Detail sub-tab Types: View Edit Create Delete Description: View allows users to view the Details tab (containing Block Time fields) on the Time Billing records (will need TIMEBILL-view permission as well) Create allows users to add a new Block Time item via the Add New button on the Detail sub-tab (Service Contract > Products tab) Edit allows users to override the Block Time and Amount fields on the Details tab of the Timebill records (will need TIMEBILL - edit permission as well) Delete is not currently used Dependencies: ACCOUNT permission to view the Accounting menu SERVMENU permission to view the Service menu SERVCONT permission to work with Service Contract records
278	Legacy	BOMDEF \| BOM Definition Form	This permission is no longer used but remains in the system for legacy proposes.
279	Legacy	CALLEDIT \| Edit Any Call	Locations: Service > Help Desk Types: Edit Description: This permission is no longer in used in the system. Use the HELPDESK edit permission instead. Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to view the Call form
280	Legacy	CHGPRDSITE \| Change Product Site	Locations: Service > Help Desk Types: Execute Description: Allows users to update the site record associated with a product on a service call but the call cannot be in CLOSED or COMPLETE status Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to view the Call form
281	Legacy	CUSTCOST \| Customer Cost	Locations: Projects > Projects > open project > Profit tab Types: View Description: Enables and disables the view for the following links on the project Profit tab: Projected column POs COGS Actual column PO Susp COGS Misc Exp Labor Cost WIP Earned column Non Labor Cost Dependencies: PROJMENU permission to view the project menu PROJECT permission to work with Project records
282	Legacy	CUSTERMS \| Customer Payment Terms	Locations: Accounting > Customers > Cust/Vend tab Sales > Orders > Header tab Sales > Quotes > Header tab Sales > Customers > Cust/Vend tab Service > Customers > Cust/Vend tab Types: View Edit Description: View allows users to see Company sub-tab on the customer record - Sales and Service views Edit allows users to change the Payment terms on the Credit Information section found on the Header tab of the Quote and Order form Dependencies: ACCOUNT permission to view the Accounting menu SALESAUTO permission to view the Sales menu SERVMENU to view the Service menu CUSTOMER permission to work with Customer records SALES and ORDER permission to work with Order records QUOTE permission to work with Quote records
283	Legacy	CUSTLBRCST \| Customer Earned Labor Cost	This permission is no longer used but remains in the system for legacy proposes.
284	Legacy	CUSTREVENU \| Customer Revenue	This permission is no longer used but remains in the system for legacy proposes.
285	Legacy	DISPSITETIME \| On/off site times	This permission is no longer used but remains in the system for legacy proposes.
286	Legacy	DISPTIMER \| Dispatch Timer	Locations: Service > Help Desk > open service call > Details tab Types: Edit Description: Allows the user to use the dispatch timer. Timer is used in various call escalation models. Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to view the Call form
287	Legacy	EMPSCHED \| Employee Schedule	This permission is no longer used but remains in the system for legacy proposes.
288	Legacy	EQUIPMENT \| Equipment/Resource Form	This permission is no longer used but remains in the system for legacy proposes.
289	Legacy	EVENTDATE Service Call Event Dates	Locations: Service > Help Desk > Call tab > Events grid Service > Help Desk > Events tab Types: Edit Description: Allows users to edit Date, On-Site, Off-Site fields in the Events form. Can create new ones but can't edit existing. Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to view the Call form EVENT permissions to view Events tab in the Call form
290	Legacy	EXPENHSPLT \| Expense Hard Split	Types: Execute Description: Split an expense item to associate the expense with multiple projects or calls Dependencies: EXPENSE permission to work with Expense records
291	Legacy	EXPENPOOL \| Expense Pool Viewer	This permission was previously used in the stored procedure Get_ExpenseReportsTo. It is replaced with the permissions EXPENADMIN and EXPENAPPRV.
292	Sales	FUNNEL \| Funnel Administration	Locations: Sales > Sales Admin > Funnel Administration Resource Console Types: View Create Edit Delete Description: View allows users to view Funnel records Create allows users to create new Funnel records Edit allows users to edit the main Funnel form Delete allows users to delete Funnel records Note: both view and edit permissions are required in order to filter the Resource Console by Funnel Dependencies: SALESAUTO permission to view the Sales menu SALESADMIN permission to view Sales > Sales Admin
293	Legacy	HELPDESKLT \| Help Desk Light Version	This permission is no longer used.
294	Legacy	HELPDESKQS \| Quick Ship/Return Parts	This permission is no longer used but remains in the system for legacy proposes.
295	Legacy	HRTIMCLKE \| Time Clock Edit Menu	This permission is no longer used but remains in the system for legacy proposes.
296	Legacy	INSTYPE \| Insurance Type	This permission is no longer used but remains in the system for legacy proposes.
297	Legacy	LETTER \| Letters	This permission is no longer used but remains in the system for legacy proposes.
298	Legacy	MACHINESEC \| Machine Security	This permission is no longer used but remains in the system for legacy proposes.
299	Legacy	MACSEC \| Machine Secure List	This permission is no longer used but remains in the system for legacy proposes.
300	Legacy	MACSECMSTR \| Machine Secure List Master	This permission is no longer used but remains in the system for legacy proposes.
301	Legacy	MRPMENU \| MRP Menu	This permission is no longer used but remains in the system for legacy proposes.
302	Legacy	ORDERCNCHG \| Order Customer No. Change	This permission is no longer used but remains in the system for legacy proposes.
303	Legacy	PDALOGIN \| PDA Login	This permission is no longer used but remains in the system for legacy proposes.
304	Legacy	PRODVWSECR \| View/Edit Product Secure Info	This permission is no longer used but remains in the system for legacy proposes.
305	Legacy	PROJEVTALL \| View all project events	Locations: Projects > Projects > open project > Team/Events tab Types: View Description: Enables and disable the ability to view all events Dependencies: PROJMENU permission to view the Projects menu PROJECT permission to work with Project records
306	Legacy	PROJFORCST \| Project Forecast Tab	This permission is no longer used but remains in the system for legacy proposes.
307	Projects	PROJLBRCST \| Project Labor Cost	This (view) permission works in conjunction with PROJCOST (view) permission. Both are required to drill into the Actual or Earned Labor detail (hyperlink).
308	Legacy	PROJMISC \| Project Misc Revenue/Expense	This permission is no longer used but remains in the system for legacy proposes.
309	Legacy	RoyaltyAdm \| Royalties Administration	Locations: Accounting > Service Contracts > Royalty Admin Types: View Create Edit Delete Execute Description: Allows users to create and administer royalty items. Dependencies: ACCOUNT permission to view the Accounting menu
310	Legacy	RoyaltyPrc \| Royalties Processing	Locations: Accounting > Service Contracts > Process Royalties Types: View Execute Description: Allows users to process vouchers related to service contract royalties. Dependencies: ACCOUNT permission to view the Accounting menu
311	Legacy	SERVCONS \| Service Master Console	This permission is no longer used but remains in the system for legacy proposes.
312	Legacy	SHOPFLOOR \| Shop Floor Form	This permission is no longer used but remains in the system for legacy proposes.
313	Legacy	SHOPORDER \| Shop Order	This permission is no longer used but remains in the system for legacy proposes.
314	Legacy	SRVCCOST \| Service Contract Cost	Locations: Accounting > Service Contracts > Profit tab Service > Service Contracts > Profit tab Types: View Description: View the cost fields, including the PROJECTED labor cost and the ACTUAL labor cost, on the Profit tab Dependencies: ACCOUNT permission to view the Accounting menu SERVMENU permission to view the Service menu SERVCONT permission to work with Service Contract records SRVCPROFIT permission to view the Profit tab
315	Legacy	SRVCLBRCST \| Service Contract Earned Labor	Locations: Accounting > Service Contracts > Profit tab Service > Service Contracts > Profit tab Types: View Description: View the EARNED labor cost field on the Profit tab Dependencies: ACCOUNT permission to view the Accounting menu SERVMENU permission to view the Service menu SERVCONT permission to work with Service Contract records SRVCPROFIT permission to view the Profit tab
316	Legacy	SRVCONOTHR \| Select Other Service Contract	Locations: Service > Help Desk > Call tab Types: Execute Description: Allows users to select all active service contracts (for the customer) on the drop down arrow on the Coverage field Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to view the Call form
317	Legacy	SRVCREVENU \| Service Contract Revenue	Locations: Accounting > Service Contracts > Profit tab Service > Service Contracts > Profit tab Types: View Description: View the Revenue fields on the Profit tab Dependencies: ACCOUNT permission to view the Accounting menu SERVMENU permission to view the Service menu SERVCONT permission to work with Service Contract records SRVCPROFIT permission to view the Profit tab
318	Legacy	TBENTRY \| Time Billing Entry	Locations: Service > Help Desk > open service call > extended menu > Time Bill Entry Types: View Description: Allows users to view the option and add a time billing entry using the Time Billing Entry form Dependencies: SERVMENU permission to view the Service menu HELPDESK permission to work with Call records
319	Legacy	TECHSUPPQ \| Tech Support Q	This permission is no longer used but remains in the system for legacy proposes.
320	Legacy	TECHWEB \| Technician Web Portal	This permission is no longer used but remains in the system for legacy proposes.
321	Legacy	TIMEBGLORT \| Time Billing - Global default	This permission is no longer used but remains in the system for legacy proposes.
322	Legacy	TIMEBILLNB \| Time Billing - No Bill Marker	This permission is no longer used but remains in the system for legacy proposes.
323	Legacy	TSQSUBMIT \| Tech Q Submit	This permission is no longer used but remains in the system for legacy proposes.
324	Legacy	VARMENU \| VAR Custom Menu	This permission is no longer used but remains in the system for legacy proposes.
325	Legacy	WEBUPDATE \| Web Updates	This permission is no longer used but remains in the system for legacy proposes.
326	Legacy	WORKFLOW \| Work Flow Form	Locations: Workflow menu Types: View Description: Allows view the Workflow menu Permission to view the individual workflows is granted in the Permission tab in Maintenance menu > Work Flow Definition
327	HR	HRSCHEDCAL \| HR Schedule Form (Calendar)	Locations: View > Quick Launch HR > Schedule Location specified in Maintenance > User Menu Administration Types: View Description: View the Vacation / Leave Schedule form, providing access to users to the Calendar tab Dependencies: HRMENU is required if the user is to be granted access from the HR menu	21.01
328	Basic	DOCOMIT \| Document Omit	Locations: All forms with the Documents tab Types: View Create Edit Delete Description: Grants access to documents management such as logos that come in as attachments on emails that are stored as documents, resulting in needless clutter. When a logo has been omitted, that logo and any other identical logo (e.g. tied to the same customer) will no longer display in Document grids. The option Omit Document marks documents as omitted. Any identical document with the same customer number will also be considered omitted. The options Show Omitted Documents and Hide Omitted Documents refreshes the grid to either display or hide documents that are marked as omitted The option Un-Omit Document removes this documents contents from the document omit table, so it will show up on document grids again. The View permission grants a user permission to the extended menu options Show Omitted Documents and Hide Omitted Documents The Execute permission grants a user permission to the extended menu option Omit Document and Un-Omit Document on all document grids. Dependencies: Access to the specific form where the Documents tab is located	21.01
329	HR	TBPOSTOWN \| Post Own Timebill	Locations: Time Bill > extended menu > Post Timebill Types: Execute Description: Allows user the ability to post their own time bills Dependencies: TBPOST permission for posting time bills in general	21.01
330	Standard	IMPORTMAP \| Import Map Builder Form	Locations: Maintenance > Import Map Builder Sales > Quote > extended menu > Create Import Map Sales > Order > extended menu > Create Import Map Accounting > Accounts Payable >Voucher > extended menu > Create Import Map Accounting > Bank Reconciliation > extended menu > Create Import Map Accounting > General Ledger > Enter Journal Transaction Types: View Create Edit Delete Description: The Import Map Builder allows you to create custom import templates that translate to Q360 data sources. Upon creating the new map, the option will display within forms that allow data importing. View allows users to view the Import Map Builder form and records Create allows users to create new map builder records Edit allows users to edit existing map builder records Delete allows users to delete existing map builder records Dependencies: MAINMENU permission is required for accessing Maintenance > Import Map Builder Other form specific permissions for accessing the extended menu option Create Import Map	21.01
331	Admin	EMAILTEMPLATE \| Email Template	Locations: Maintenance > Email Template Admin Types: View Create Edit Delete Description: View allows user to view the main menu options and Email Template records Create allows users to view Email Template records Edit allows user to edit Email Template records Delete allows users to delete Email Template records Dependencies: Email template types are defined and configured in the general code EMLTMPLTYP	21.01
332	Projects	PROJREOPEN \| Reopen project	Locations: Projects > open project > Status field Types: Execute Description: Allows users to work to reopen a closed project. More specifically, you can change a project from in the POST state to the PRE state. This permission must be manually assigned to ADMIN type users Dependencies: PROJMENU permission to view the Project menu PROJECT permission to work with Project records
333	Accounting	VOIDINV \| Ability to Void Invoice	Locations: Accounting > Accounts Receivable > Invoice > extended menu > Void Invoice Projects > Projects > Ord / Inv tab > open invoice > extended menu > Void Invoice Service > Help Desk > open call > WO / Inv tab > open invoice > extended menu > Void Invoice Service > Service Contracts > open contract > Cust. Invoices tab > open invoice > extended menu > Void Invoice Permission types: Execute Access description: Execute grants users the ability to void invoices. Ensure all users requiring this access are assigned the permission. Dependencies: ACCOUNT permission to view the Accounting menu INVOICE permission (Edit and View) to view Invoice records and Extended Menu option PROJMENU to view the Project menu, if accessing from this area SERVMENU to view the Service Menu, if accessing from this area CUSTOMER permission to work with Customer records, if accessing from this area
334	Accounting	VOUCHERAPPROVE	Locations: Purchase Order form Linked POs from the Voucher form Linked POs from the Customer form Permission types: Execute Access description: Execute allows users to designate voucher approvers in the Purchase Order form.
335	Project	SUBSTCOMPL	Locations: Project > extended menu > Mark Substantially Complete Permission types: Execute Access description: Execute allows users to mark a project as substantially complete
336	Basic	WORKFLOWSQL	Location: Workflows > Workflow Definitions > Workflow Form > Extended Menu Description: Allows users to use the Workflow form extended menu option Export Workflow, which allows users to export a workflow to XML format. *Admin Exception
337	HR	EACCEPTANCE	View - allows users to access eAcceptance column on document grids, eAcceptance tab on document properties form, and eAcceptance history data in the document properties history grid. Create - grants access to send an eAcceptance request to Q360 contacts, from document grids and print modals. Delete - grants access to cancel an eAcceptance request. Note: Print > Print Destination = EAccept requires both EACCEPTANCE (Create) permission and DOCUMENT (Create) permission.	21.03, 25.01
338	Projects	PROJTEAMTB	View - grants user full access to the Projects > Project Team Time Entry form. View - allows employee user to access Extended Menu option (Time bill form) to launch the Project Time Billing form with fields pre-filled based on current Time Bill. The option will be disabled if the time bill is not linked to a project and/or time bill, or if the linked project is not active (status must be in PRE/ACTIVE state). When the user clicks the menu option, the Project Time Billing form will open and inherit project no, task no, category, sub category and wagetype fields where applicable.	21.03
340	Projects	PROJEXP	View - allows users to see new form “Review Project Expenses.” Exec - grants access to extended menu functions on “Review Project Expenses” form.	21.03
341	Accounting	PWSITE	Edit - allows users to edit Site form > Prevailing Rate.	21.03
342	Accounting	PWPROJECT	Edit - allows users to edit Project form > Prevailing Rate.	21.03
343	Accounting	PWRATEADMIN	Create, View, Edit - allow users to access Prevailing Wage Admin form.	21.03
345	Basic	IMPORTMAP	View, edit, create, and delete - grant access to the form functionality for Maintenance > Import Map Builder and various extended menus (e.g. Quote > Create Import Map).	21.03
346	Sales	CONSPECORDEREDIT	Edit - allows edits to special order flag while in “Special Edit Mode.” Sales > Quotes > Line Items, Sales > Orders > Line Items. Note: All other restrictions on editing this field still apply.	22.01
347	Grids	GRIDEXPORT	External Users permission. View - allows for assigning the permissions to export from standard grids and from Live Data (sqlreport) grids.	22.01
348	Grids	SQLEXPORT	External Users permission. View - allows for assigning the permissions to export from standard grids and from Live Data (sqlreport) grids.	22.01
349	Sales	MARGIN	View - allows visibility of GP column on Sales > Quotes > Line Items Tab.	22.01
350	Invoice	POST	Exec - required for posting an invoice. The INVOICE (Edit) permission is no longer required.	22.01
351	Basic	SITE	Create - allows Site creation from the customer form, changes to the form and save capability, but unless user also has SITE (Edit) permission, they will not be able to edit a previously existing site.	22.01
352	HR	TBINVEDIT	Edit - allows editing of Start Date, End Date, Timebilled, and Description fields on Time Log grid. Note: All other Timebill rules apply.	22.01
353	HR	TBPOST	Exec - has been changed to TBPOST (View) to view form. Note: Everything on the page EXCEPT viewing the form itself will still require permission TBPOST (Exec).	22.01
354	HR	TIMEBILLDB	Allows double time billings for TECH type users.	22.01
355	Service	DISPREOPEN \| Reopen Post Type Calls	Allows users the ability to re-open calls that are set to a status specified as a POST type (such as CLOSED). Note: this permission must also be manually assigned to ADMIN type users.
356	Projects	PERDIEM	Allows user to request a per diem rate while travelling.	23.01
357	Projects	TASKSCHEDULE	Required for visibility of the Assignments tab(s) on tasks.	23.01
358	Sales	SALESREPCHANGE	Locations: - Sales > Sales Admin > Sales Rep Global Change Types: - Exec Description: - Required to see Sales Rep Global Change option on main menu	23.01
359	Accounting	BRANCH	Locations: - Accounting > Admin > Branch and Dept Maintenance Types: - Create - Delete - Edit - View Description: Allows user to see Branch tab on Branch and Dept table, add/delete/edit branches on this tab	23.01
360	Accounting	DEPARTMENT	Locations: - Accounting > Admin > Branch and Dept Maintenance Types: - Create - Delete - Edit - View Description: Allows user to see Department tab on Branch and Dept table, add/delete/edit departments on this tab	23.01
361	Basic	ERRMESSAGE	Locations: • Maintenance > Admin > Error Messenger Manager Types: • View: view new form Custom Error Message • Edit new form Custom Error Message	22.02
362	Basic	HELPDESKADMIN	Controls how users may interact with Q360 Context Sensitive Help Types: • View: controls visibility of the help anchors on forms where they have been added • Create: create help anchors and / or articles • Edit: help anchors and / or articles • Delete: help anchors and / or articles • Exec: grants all of the previously mentioned permissions	22.02
363	Accounting	VENDDEPOSIT	Types: • Exec: allows user to create a vendor deposit	22.02
364	Sales	POITEMLINK	Type: • Exec: allows user to link PO items to order items	22.02
365	Sales	POITEMUNLINK	Type: • Exec: allows user to unlink PO items from order items	22.02
366	HR	TIMEBILLUNLINKED	Locations: File > Time Bill Types: Create Description: Enables Add button to create a manual time bill	23.01
367	Basic	SCHEDULE	Locations: Live Data Report > Permissions Tab Description: Allows user to schedule the export of a live data report to an external user.	23.01
368	Sales	COMMPLAN	Locations: Maintenance > Background Jobs > Commissions Import Types: Edit Create Delete Description: Required to use Commission Import background job Dependencies: ACCOUNT permission for accessing the Accounting menu COMMADVICE permission to view the Accounting > Commissions option	23.01
369	Projects	PROJECTTEMPLATE	Locations: • Projects > Template List Types: • View • Create • Edit • Delete Description: • This permission controls who may view/create/edit/delete project templates Dependencies: • PROJECT permission	23.02
370	Reports	DELETESNAPSHOT	Locations: • Live Data Report Project Forecast Snapshot Analysis Types: • Exec Description: • Allows user to use the “Delete Snapshot” option on the Extended Menu of this report	23.01
371	Service	DISPATCHSCHEDULE	Locations: • Service > Call • Resource Console Types: • Exec • View • Edit • Delete Description: • Control a user’s ability to interact with dispatch schedules. This will also limit a user’s ability to schedule calls on the resource console. Dispatching and un-dispatching service calls requires the Exec permission.	23.01
372	Projects	EXTSOWTAB	Locations: External User > Project Tasks/Forms Types: View Description: View SOW tab Dependencies: None	23.02
373	Service	DEFICIENCY	Location: Service Main Menu > Deficiencies > Call > Deficiency Tab Permission types: View Edit Create Delete Access description: Allows user to view, edit, create, delete deficiencies Dependencies: Config DEFICIENCY must be set to ON in order to view the Deficiencies tab	23.01
374	Accounting	GLENTRY \| Journal Transaction form	Locations: • Accounting > General Ledger > Enter Journal Transaction form Types: • View • Edit • Create • Delete Description: • Used to control a user’s access to and manipulation of the Accounting > General Ledger > Enter Journal Transaction form Dependencies: • ACCOUNT permission for accessing the Accounting menu	23.01
375	Service	SUBCCONSOLE \| Subcontractor flag	Locations: Sales > Customer form > Subcontractor flag and sub tabs Types: • View Description: • View: Allows user to view subcontractor flag and tab on Customer form	24.01
376	Service	SUBCLICTYP \| Subcontractor License Types	Locations: Sales > Customer form > Subcontractor License sub tab Types: • View • Edit • Create • Delete Description: • Allows user to access and define subcontractor license types	24.01
377	Service	SUBCRATE \| Subcontractor Rates	Locations: Sales > Customer form > Subcontractor Rate sub tab Types: • View • Edit • Create • Delete Description: • Allows user to access and define subcontractor rates	24.01
378	Basic	USERMAINT \| User Maintenance	Required to use the Copy External User option.	24.01
379	Service	KBEVENT \| KB Events tab	Locations: Service > Knowledge Base > Drill into an Article > Events tab Types: View Create Edit Delete Description: View permission allows user to view Events grid on the Events tab. Create allows user to add new events. Edit allows user to edit existing events. Delete allows user to delete existing events	10.01
380	Accounting	POTHRESHOVR \| PO Confirmation/Approval	Locations: • Inventory > Purchase Orders • Accounting > Accounts Payable > Purchase Orders Types: • Exec Description: • Allows confirmation and approval of Purchase Orders exceeding the PO Threshold limit set in config CHECKPOCOSTTHRESHOLD (additionally supported by config CHECKPOCOST) Dependencies: • ACCOUNT permission to view the Accounting menu • INVENTORY permission to view the Inventory menu • PURCHASE permission to work with Purchase Order records	25.01
381	Standard	Q360AI	Types: Execute Only \| Allows User to access Ask Q Chat Bot	25.01
	Category	Name	Description	Added

Reference

User Permissions List

User Permissions List

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General codes

Core workflows