Using the Restricted (R) Name ID Status

Using the Restricted (R) Name ID Status (aka Boycott)

Name ID Status Options: Active / Inactive / Temporary / Restricted

• The status is set in Name Address Maintenance option 3. General Information on the specific name ID

• Active: can use the name ID in any package

• Inactive: prevent any new transactions from being added except Payments on Account

• Temporary: name ID was added on the fly such as in OneWeigh or more work needs done on the Name ID for setup

• Restricted: give a warning, but allow override if the user has override privileges in System Security

  • When entering new transactions for a Name ID, give a warning if the Status for that Name ID is Restricted, with possible security override.

  • System Security allows or prevents the override of Name ID Restricted status user-by-user

Setup

Name/ Address

NAM > Name Address Maintenance > Add / View / Edit Name IDs > 3. General Information

Open

• To prevent anyone from entering new transactions on a particular customer, mark the Name ID as Inactive (I)

• To control who enters new transactions on a particular customer, mark the Name ID as Restricted (R)

System Security

• Customize > System Security > NAM - General Options - Override Restricted Name ID

• Users with a Yes to this setting will be able to enter their login information to get past the restricted warning

  Open

  

   

 Modules Changed to Use Restricted Name ID

• GRN

  • Ticket Entry and Edit

  • Cross Country Ticket Entry

  • Contract Maintenance

  • Contract Pricing (for Origin / Destination Location)

• INV

  • Add/Edit Purchase Orders

  • Add/Edit Sales Orders

  • Stock Additions

  • Invoice Entry

  • Delivery Ticket Entry / Edit

• ACP

  • Voucher Maintenance

• ACR

  • Invoice Maintenance