In the Terminal box, select the appropriate terminal number, or select "All" to add the security at all terminals except terminal 1 (you'll have to add terminal 1 security separately).
Set up Accounts Receivable security to define which employees have access to the various A/R functions and reports available in your Epicor™ Eagle system.
In the Terminal box, select the appropriate terminal number, or select "All" to add the security at all terminals except terminal 1 (you'll have to add terminal 1 security separately).
Epicor recommends that you assign security in Terminal 1 first. Then, in step 9, you can copy the security to other terminals. If you select "All" in the Terminal box, be aware that the user's security will be created for all terminals EXCEPT terminal 1.
In the Store box, leave the default of 1 if you have only one store.
Multistore: Enter the store at which you want the user to have access, or enter ALL if you want the user to have access at all stores. If you select ALL, then you should have also selected ALL in the Store field when you added the user record for this user.
In the User box, enter the user's name or select one from the drop-down list (you may select ALL users if you're adding the same bit(s) to all users).
the drop-down list only displays users that have already been set up in the Add a User window.
Press Display.
Double-click on the Subsystem column heading to sort the options by application. Then scroll down to the options with "A/R" in the Subsystem column.
Define the A/R capabilities the user will have by clicking in the Authorized box next to each capability you want to change. If the Authorized box says No and you click it, it changes to Yes, and vice versa.
If you want the user to have full functionality (add, change, and delete) in legacy function MCR, set the following security bits set to Yes: 131, 134, 135, 148, 657, and 681. For full functionality in Eagle for Windows but "display only" functionality in legacy MCR, set the security bits listed above to Yes, except for bit 681, which must be set to No.
When finished, click Change.
If you need to copy the user's security to another terminal (if you didn't enter ALL in the Terminal box), click here to take you to the procedure steps.
Multistore: If you need to copy the user's security to another store (if you didn't enter ALL in the Store box), click here to take you to the procedure steps.
If you haven't already, you should now add a user record to associate with the security you just added.