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.
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 |
Access the following:
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Either of the following:
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Access the Billing Codes screen of the Customer Maintenance tab. For more information, refer to Add or delete billing codes. |
Any of the following:
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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:
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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:
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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:
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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 |
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Access the Cash Receipt screen of the Accounting tab. |
Accounting Manager |
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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:
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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 |
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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 |
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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:
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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 |
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Access the CRM Management tab. For more information, refer to Working with the CRM Management tab. |
CRM Manager |
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Access the Delivery Status screen of the Customer Service tab. The Delivery Status screen is used with TSH PocketVision POD. |
Mobile Delivery |
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Access the following:
For more information, refer to Working with the Customer Service tab. |
Any of the following:
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Access the following:
For more information, refer to Working with the Customer Maintenance tab. |
Any of the following:
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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 |
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Access the following:
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CRM Manager |
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Access the following:
For more information, refer to Working with the Vision Configuration tab. |
Either of the following:
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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 |
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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 |
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Access the following on the System Configuration screen of the Vision Configuration tab:
For more information, refer to Working with the Vision Configuration tab. |
Customer Service Manager |
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Access the following:
For more information, refer to Working with the Vision Configuration tab. |
Warehouse Manager |
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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:
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Connect Microsoft Business Solutions Great Plains with Vision. |
Accounting Manager |
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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:
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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:
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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:
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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:
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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 |
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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:
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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 |
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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:
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Add notes to an order. For more information on adding notes to an order, refer to the following: Note: In order to be able to view existing order notes, you do not need any special security privileges. |
Either of the following:
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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:
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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:
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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 |
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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 |
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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 |
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Access the PO Cost Matching screen of the Purchasing tab. |
Purchasing Manager |
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Access the PO Entry screen of the Purchasing tab. |
Purchasing Manager |
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Remove a price hold on the Current Order screen of the Customer Service tab. For more information, refer to Price Holds. |
Customer Service Manager |
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Access the following:
For more information, refer to Working with the Pricing tab. |
Pricing Manager |
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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:
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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:
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Access the following:
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Either of the following:
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Access the following:
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Any of the following:
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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:
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Access the Purchasing Schedule screen on the Purchasing tab. For more information, refer to Set up a purchasing schedule. |
Purchasing Manager |
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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:
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Access the following:
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Purchasing Manager |
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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 |
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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:
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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 |
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Access the following on the Security Maintenance screen of the Vision Configuration tab:
For more information, refer to Working with the Vision Configuration tab. |
ConX Administrator |
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Access the following:
For more information, refer to Working with the Home Page tab. |
Any of the following:
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Access the Approve Vouchers screen on the Accounts Payable tab to review vouchers and approve them for payment. |
Accounts Payable Manager |
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Access the Voucher Entry screen on the Accounting tab. |
Accounting Manager |
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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:
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Access the following:
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General Corporate Buyer |
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Access an e-catalog that is integrated with Vision. For more information, refer to Overview of electronic catalogs. |
Web Integration Processing |