About roles and job functions

A job function denotes permission to perform one or more specific tasks or access one or more areas of Vision. Examples of job functions include Order Entry (which allows a user to enter orders) and Price Hold Override (which allows a user to override price holds).

A role is a group of job function settings. A security manager can grant or revoke roles to individual users. Examples of roles are Customer Service Manager and Customer Service Representative.

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Descriptions of each job function, as well as the role(s) that have the job functions in the standard installation of Vision, are provided below. Note that you can have job functions assigned to different roles to fit your company's particular needs.

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Job function	Corresponding privilege(s) for this job function	Role needed to have this job function
Accounts Payable	Access the following: Vendor Profile screen of the Accounts Payable tab Receivers screen of the Accounts Payable tab Current Voucher screen of the Accounts Payable tab	Either of the following: Accounts Payable Clerk Accounts Payable Manager
Billing Code Maintenance	Access the Billing Codes screen of the Customer Maintenance tab. For more information, refer to Add or delete billing codes.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Supervisor
C/M Entry	Create credit memo (C/M) pickup orders. This job function enables a user to select the C/M Pickup option from the Order Type area of the Current Order screen of the Customer Service tab. For more information, refer to Specify the order type.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Supervisor
C/M One Step	Create credit memo (C/M) one-step orders. This job function enables a user to select the C/M One Step option from the Order Type area of the Current Order screen of the Customer Service tab. For more information, refer to Specify the order type.	Either of the following: Customer Service Manager Customer Service Supervisor
C/M Void	Void credit memos (C/Ms). This job function enables a user to void a credit memo on the Recent Transactions screen of the Customer Service tab by right-clicking it and selecting Void on the shortcut menu. For more information, refer to Void a credit memo or an invoice.	Either of the following: Customer Service Manager Sales Manager
Cancel Picker	Cancel pickers. This job function enables a user to cancel a picker on the Recent Transactions screen of the Customer Service tab by right-clicking it and selecting Cancel Picker on the shortcut menu. For more information, refer to Cancel a picker for a release.	Customer Service Manager
Cash Receipts	Access the Cash Receipt screen of the Accounting tab.	Accounting Manager
Company Override	Access the Company drop-down list on the Current Order screen of the Customer Service tab. If you do not have this job function, you cannot override the company selected in this list. For more information, refer to Specify the company.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Representative Customer Service Supervisor
Contract Maintenance	Access the Contracts folder, which is in the Maintenances Forms folder on the Pricing Configuration screen of the Pricing tab. For more information, refer to Working with the Pricing tab.	Contract Manager
Core Bank Override	Enter a line item for a core return on the Current Order screen of the Customer Service tab even though the selected customer does not have sufficient quantity in the core bank for that product. For more information, refer to About core return line items.	Customer Service Manager
Credit Card Access	Access the fields in the Credit Card area on the Master screen, the Ship To Preferences screen on the Customer Maintenance tab. Without this job function, you cannot add or modify credit card information for a customer on the Customer Maintenance tab.	Any of the following: Credit Manager Customer Service Associate Customer Service Manager Customer Service Supervisor
Credit Hold Override	Override a credit hold on the Current Order screen of the Customer Service tab. For more information, refer to Credit checks. If you do not have this job function and an order does not meet a credit check, then the order is placed on credit hold. In addition, a follow-up activity is created for this order.	Customer Service Manager
CRM	Access the CRM Management tab. For more information, refer to Working with the CRM Management tab.	CRM Manager
CRM Mobile	Access the Delivery Status screen of the Customer Service tab. The Delivery Status screen is used with TSH PocketVision POD.	Mobile Delivery
Customer Lookup	Access the following: Customer Profile screen of the Customer Service tab Ship Tos screen of the Customer Service tab Recent Transactions screen of the Customer Service tab Order Inquiry screen of the Customer Service tab AR Inquiry screen of the Customer Service tab For more information, refer to Working with the Customer Service tab.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Representative Customer Service Supervisor FAD Customer Service Representative Sales Associate Sales Manager
Customer Maintenance	Access the following: Search screen of the Customer Maintenance tab Master screen of the screen of the Customer Maintenance tab Accounting screen of the Customer Maintenance tab Pricing screen of the Customer Maintenance tab Preferences screen of the Customer Maintenance tab Ship To Main screen of the Customer Maintenance tab Ship To Pricing screen of the Customer Maintenance tab Ship To Preferences screen of the Customer Maintenance tab Contacts screen of the Customer Maintenance tab For more information, refer to Working with the Customer Maintenance tab.	Any of the following: Accounting Manager Credit Manager Customer Service Associate Customer Service Manager Customer Service Supervisor
File Maintenance Admin	Access the Dealer Information maintenances, which is available from the System Configuration screen of the Vision Configuration tab. For more information, refer to Working with the Vision Configuration tab.	Security Manager
File Maintenance CRM	Access the following: Response Statuses maintenance, which is available from the CRM Information folder on the System Configuration screen of the Vision Configuration tab. For more information, refer to Create or modify a response status for follow-up activities. Service Levels maintenance, which is available from the CRM Information folder on the System Configuration screen of the Vision Configuration tab. For more information, refer to Create or modify a service level for follow-up activities.	CRM Manager
File Maintenance Customer	Access the following: Customer Type maintenance, which is available from the Customer Information folder on the System Configuration screen of the Vision Configuration tab. Map Location maintenance, which is available from the Customer Information folder on the System Configuration screen of the Vision Configuration tab. For more information, refer to Working with the Vision Configuration tab.	Either of the following: Accounting Manager Customer Service Manager
File Maintenance Employee	Access the Employees maintenance, which is available from the Miscellaneous Information folder on the System Configuration screen of the Vision Configuration tab. For more information, refer to Working with the Vision Configuration tab.	Personnel Maintenance
File Maintenance GL	Access the GL Control Numbers maintenance, which is available from the Miscellaneous Information folder on the System Configuration screen of the Vision Configuration tab.	Accounting Manager
File Maintenance OE	Access the following on the System Configuration screen of the Vision Configuration tab: Order Message maintenance, which is available from the Miscellaneous Information folder. For more information on order messages, refer to Create or modify standard order messages. Alpha Product maintenance, which is available from the Product Information folder. Inventory Reason Code maintenance, which is available from the Product Information folder. Miscellaneous Sort Code maintenances, which is available from the Product Information folder. Pricing Class maintenance, which is available from the Product Information folder. Product Class maintenance, which is available from the Product Information folder. Product OE maintenance, which is available from the Product Information folder. Product Types maintenance, which is available from the Product Information folder. UOM Titles maintenance, which is available from the Product Information folder. For more information, refer to Working with the Vision Configuration tab.	Customer Service Manager
File Maintenance Warehouse	Access the following: Manufacture Abbreviation maintenance, which is available from the Product Information folder on the System Configuration screen of the Vision Configuration tab. Warehouse maintenance, which is available from the System Configuration screen of the Vision Configuration tab. For more information, refer to Working with the Vision Configuration tab.	Warehouse Manager
Freight Allocation	Allocate the freight amount for an entire shipment received through the Receive by Shipment option in Vision Back Office. When you allocate freight to a receiver, the system determines the average freight amount per product, and that average is allocated to each of the products on the receiver that arrived in your warehouse. For more information, refer to Allocate freight for a receiver.	Either of the following: Accounts Payable Clerk Accounts Payable Manager
Great Plains	Connect Microsoft Business Solutions Great Plains with Vision.	Accounting Manager
Invoice Rebill	Create rebill orders. This job function enables a user to select the Rebill option from the Order Type area of the Current Order screen of the Customer Service tab. For more information, refer to Specify the order type.	Either of the following: Customer Service Manager Customer Service Supervisor
Invoice Void	Void invoices. This job function enables a user to void an invoice on the Recent Transactions screen of the Customer Service tab by right-clicking it and selecting Void on the shortcut menu. For more information, refer to Void a credit memo or an invoice.	Either of the following: Customer Service Manager Sales Manager
Map Location Override	Override the default map location in the Map Location drop-down list on the Current Order screen of the Customer Service tab. If you do not have this job function, you cannot access the Map Location drop-down list; the map location displayed is taken from the Map Location drop-down list selected for the ship to location on the Ship To Maint screen of the Customer Service tab. For more information, refer to description of the Map Location drop-down list on the Ship To Main screen of the Customer Maintenance tab.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Supervisor
Mobile	Download routes and manifests to TSH PocketVision POD devices from your Vision system. In addition, this job function enables you to upload signatures taken as deliveries are made. The signatures are uploaded to the Vision system.	Either of the following: General Role (assign to all users) Mobile Delivery
Notify Credit Hold	Receive a message that the order currently being entered will go on credit hold, if appropriate. This message will be displayed even if the user does not have the Credit Hold Override job function.	FAD Customer Service Representative
OE Payments	Add payment information such as cash amount, check amount, and credit card information on the Order Payment dialog box for an order. To access the Order Payment dialog box, click the Payments button on the Current Order screen of the Customer Service tab. If you do not have this job function, the Payments button is not available. For more information, refer to Add payment information to the order.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Representative Customer Service Supervisor
On Account Payment	Access the On Account Payment screen on the Customer Service tab to apply payments (cash, check, or charge) to a customer's account.	Customer Service Manager
One Step	Create one-step orders. Select the One Step option from the Order Type area of the Current Order screen of the Customer Service tab. For more information, refer to Specify the order type.	Either of the following: Customer Service Manager Customer Service Supervisor
Order Activity Notes	Add notes to an order. For more information on adding notes to an order, refer to the following: Add order notes to the current order Add and view order notes for a previously entered order Note: In order to be able to view existing order notes, you do not need any special security privileges.	Either of the following: Customer Service Manager Sales Manager
Order Entry	Enter a new order using the Current Order screen of the Customer Service tab. For more information, refer to Working with the Customer Service tab.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Representative Customer Service Supervisor FAD Customer Service Representative
Order Maint	Make changes to an existing order on the Current Order screen of the Customer Service tab. For more information, refer to Working with the Customer Service tab.	Any of the following: Customer Service Manager Customer Service Supervisor Purchasing Manager
Override BO	Permit a backorder for a warehouse even though that warehouse is set up to prohibit them. For more information, refer to Overview of line item sourcing.	Customer Service Manager
Override Company Filter	When a user is searching for a customer, this job function permits the user to override the My Companies filter. For more information, refer to the description of the Valid Companies list in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab.	CRM Manager
Override Salesman Filter	When a user is searching for a customer, this job function permits the user to override the My Sales Representatives filter. For more information, refer to the description of the Valid Sales People list in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab.	CRM Manager
PO Cost Check	Access the PO Cost Matching screen of the Purchasing tab.	Purchasing Manager
PO Entry	Access the PO Entry screen of the Purchasing tab.	Purchasing Manager
Price Hold Override	Remove a price hold on the Current Order screen of the Customer Service tab. For more information, refer to Price Holds.	Customer Service Manager
Pricing Maintenance	Access the following: Pricing Configuration screen of the Pricing tab Pricing Inquiry screen of the Pricing tab Pricing Model screen of the Pricing tab ABC Model screen of the Pricing tab For more information, refer to Working with the Pricing tab.	Pricing Manager
Product Cost Override	Override the cost of a product in the line item area on the Current Order screen of the Customer Service tab.	Either of the following: Customer Service Associate Customer Service Manager Customer Service Supervisor
Product Lookup	Access the Product screen on the Customer Service tab. For more information, refer to Add a product to the current order.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Representative Customer Service Supervisor FAD Customer Service Representative Sales Associate Sales Manager
Product Maint (Global)	Access the following: Product Management tab to maintain global products. For more information, refer to Working with the Product Management tab. ROP Factors tab on the Product Management tab or the Purchasing tab.	Either of the following: Purchasing Manager Warehouse Manager
Product Maint (Warehouse)	Access the following: Product Management tab to maintain warehouse products. For more information, refer to Working with the Product Management tab. ROP Factors tab on the Product Management tab or the Purchasing tab.	Any of the following: General Corporate Buyer Purchasing Manager Warehouse Manager
Product Price Override	Override the price of a product in the line item area on the Current Order screen of the Customer Service tab. If you do not have this job function, the Override Price check box on the Current Order screen is not available. For more information, refer to Override a price.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Supervisor
Purchasing Schedule	Access the Purchasing Schedule screen on the Purchasing tab. For more information, refer to Set up a purchasing schedule.	Purchasing Manager
Quote Entry	Create supply quotes. This job function enables a user to select the Quote option from the Order Type area of the Current Order screen of the Customer Service tab. For more information, refer to Specify the order type.	Any of the following: Customer Service Manager Customer Service Supervisor Furniture Project Manager
ROP Maintenance	Access the following: ABC Model screen on the Purchasing tab. For more information, refer to Set up a new ABC model. ROP Model screen on the Purchasing tab. For more information, refer to Set up a new ROP model.	Purchasing Manager
Security	Access the User Maintenance on the Security Maintenance screen of the Vision Configuration tab to grant or revoke roles to individual users of Vision in order to broaden or limit their access to different parts of the software. For more information, refer to Set up users on your Vision system.	Security Manager
Send Ack	Send order and backorder acknowledgments on demand from the Recent Transactions screen of the Customer Service tab. For more information, refer to Send or resend order documents such as acknowledgments and quotes.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Supervisor
Service Shop Tables	Update the data in your Yes Management System with data in your Vision system, and vice versa. For more information, refer to Overview of integrated service shop management.	Service Shop Integration
System Admin	Access the following on the Security Maintenance screen of the Vision Configuration tab: Forms Maintenance, which is available from the Security Configuration folder Job Function Maintenance, which is available from the Security Configuration folder Role Maintenance, which is available from the Security Configuration folder Tabs Maintenance, which is available from the Security Configuration folder For more information, refer to Working with the Vision Configuration tab.	ConX Administrator
User (General Purpose)	Access the following: Home Page screen on the Home Page tab Customer Profile screen on the Home Page tab Vision Back Office screen on the Home Page tab For more information, refer to Working with the Home Page tab.	Any of the following: Credit Manager Customer Service Manager Customer Service Supervisor General Role (assign to all users) Personnel Maintenance Service Shop Integration
Voucher Approval	Access the Approve Vouchers screen on the Accounts Payable tab to review vouchers and approve them for payment.	Accounts Payable Manager
Voucher Entry	Access the Voucher Entry screen on the Accounting tab.	Accounting Manager
Warehouse Override	Access the Warehouse drop-down list on the Current Order screen of the Customer Service tab. If you do not have this job function, you cannot override the warehouse selected in this list. For more information, refer to Specify the warehouse. In addition, this job function enables you to override the company and warehouse on the log-on screen of the Receive by Shipment option in Vision Back Office. For more information, refer to Overview of Receive by Shipment.	Any of the following: Customer Service Associate Customer Service Manager Customer Service Representative Customer Service Supervisor Warehouse Manager
Warranty Maintenance	Access the following: Warranty Type screen on the Pricing tab. For more information, refer to Add a warranty type to your system. Warranty Schedule Maintenance screen on the Pricing tab. For more information, refer to Set up a new warranty schedule.	General Corporate Buyer
Web Integration	Access an e-catalog that is integrated with Vision. For more information, refer to Overview of electronic catalogs.	Web Integration Processing