Advanced Enterprise Technologies, Inc.
Table of Contents

Selecting Permissions for Allocation Tasks

In order for certain options within the Allocations module to be available, specific permissions must be set in the Administration module.  Permissions are adjusted by editing Roles.

Access Permissions in Administration

Complete Asset Changes

Edit or Remove Asset Changes

Create Invoices

Edit or Remove Invoices

 

Access Permissions in Administration

  1. From Quadra, access Administration.
  2. In the left-hand menu select Users, which will open a drop-down menu.
  3. Select Roles.
  4. For a given role, select Modules. Then make sure the Allocations and Accounts Receivable checkboxes are selected.
  5. Click the next section, Permissions.

The following options specify which permissions are needed to complete certain tasks within the Allocations module.

 

Complete Asset Changes

This refers to the ability to complete asset changes for a specific day, accessed from the Allocation Schedule.

  1. From the Permissions section, open the Accounts Receivable drop-down menu.
  2. Select the Add journal entries checkbox.
  3. Click Save Role at the bottom.

Edit or Remove Asset Changes

This refers to the ability to edit or remove asset changes for a specific day, accessed from the Allocation Schedule. With this permission, the Edit and Remove options will be available under the action menu. 

  1. From the Permissions section, open the Allocations drop-down menu.
  2. Select the Edit asset changes and/or Remove asset changes checkboxes.
  3. Click Save Role at the bottom.

 

Create Invoices

This refers to the ability to complete the invoice creation process. The Create Invoices option will be visible on the Allocation Schedule, above the grid.

  1. From the Permissions section, open the Accounts Receivable drop-down menu.
  2. Select the Add Invoices checkbox.
  3. Click Save Role at the bottom.

 

Edit or Remove Invoices

This refers to the ability to edit or remove individual invoices, accessed from the Allocation Schedule. With this permission the Edit and Remove options will be available under the action menu. 

  1. From the Permissions section, open the Allocations drop-down menu.
  2. Select the Edit invoices and/or Remove invoices checkboxes.