Accounting

The Accounting role lets you view the following menus/reports:

  • Parts
    • View/Lists
    • Part Spec Group
  • Purchasing
    • Receipts
    • Vendors
  • Operations
    • Doc Uploads
    • Processes
    • Document List
  • Accounting
    • Chart/Ledger
    • A/R
    • A/P
    • Financial Reports

The Accounting role gives you the following special privileges:

  • Can View Inventory Reports
  • Can Edit Invoice Date
  • Can Edit Receipt Date
  • Can Create Customer Credit Codes

Accounting Admin

The Accounting Admin role lets you view the following menus/reports:

  • Parts
    • View/Lists
    • Part Spec Group
  • Purchasing
    • Receipts
    • Vendors
  • Operations
    • Doc Uploads
    • Processes
    • Document List
  • Accounting
    • Audit Tools

The Accounting Admin role gives you the following special privileges:

  • Can Edit GL Lock Date
  • Can Manage Customer Credit Hold
  • Can Reconcile
  • Can Approve Vouchers
  • Can Reopen Vouchers

Admin

The Admin role lets you view the following menus/reports:

  • Every Role and Screen + Can Edit Homepage (Bulletin Board)

The Admin role is the master super user role; Admin can do anything and everything within the Cetec ERP system.


AllInvoices

The AllInvoices role lets you view the following menus/reports:

Can See All Invoices Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

AllPQuotes

The AllPQuotes role lets you view the following menus/reports:

Can See All PQuotes Can See All POs Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

AllQuotes

The AllQuotes role lets you view the following menus/reports:

Can See All Quotes Can See All Orders Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Can Edit BOM

The Can Edit BOM role lets you view the following menus/reports:

Can Edit BOM Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

CAR

The CAR role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Cetec

The Cetec role lets you view the following menus/reports:

Can Update Documents Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Doc Control

The Doc Control role lets you view the following menus/reports:

Can Edit Revisions Can Delete Documents Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

ECO

The ECO role lets you view the following menus/reports:

Can Change ECO State Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

ECO Admin

The ECO Admin role lets you view the following menus/reports:

Can Change ECO State Can Close ECO Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Edit Inventory

The Edit Inventory role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Engineer

The Engineer role lets you view the following menus/reports:

Can Edit Part Can Edit Revisions Can Delete Documents Can Edit BOM Can See All Quotes Can See All Orders Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Labelling

The Labelling role lets you view the following menus/reports:

Can Edit Print Records

Manager

The Manager role lets you view the following menus/reports:

Can Edit Part Can Edit Cut Sheet Can View Inventory Reports Can Delete Order Comments Can Edit Login Time Can Edit PRC Can Edit Workflow Priority Can Edit Tools Can Edit Print Records Can Delete Documents Can Export Customer List Can Pick Can Part Request Can Manage Work Time Can See Labor Rate Can have multiple work times Can Split Can Create Customer Credit Codes Can See All Invoices Can See All PQuotes Can See All POs Sees… Sales Leads Opportunities Forecasts Reports Parts View/Lists Part Spec Group Reports Purchasing Receipts Vendors Operations Doc Uploads Processes Document List Production Mgmt Scheduling

NCR

The NCR role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Multiple Work Times OK

The Multiple Work Times OK role lets you view the following menus/reports:

Can have multiple work times

Order Split

The Order Split role lets you view the following menus/reports:

Can Split

Order WIP Modify

The Order WIP Modify role lets you view the following menus/reports:

Can Edit Order WIP Date

OTD Only

The OTD Only role lets you view the following menus/reports:

Can Update Documents

Part Merge

The Part Merge role lets you view the following menus/reports:

Can Merge Prcpart

Part Request

The Part Request role lets you view the following menus/reports:

Can Part Request Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

PQuote Approval

The PQuote Approval role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Process Owner

The Process Owner role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Production

The Production role lets you view the following menus/reports:

Can Update Documents Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List Production Orders Quality Part KitAudit Customer Tools

Production Only

The Production Only role lets you view the following menus/reports:

Can Part Request Sees… Production Orders

Purchasing

The Purchasing role lets you view the following menus/reports:

Can Edit Part Sees… Parts View/Lists Part Spec Group Purchasing PQuotes Purchasing Orders Receipts Vendors Assisted Purchasing Operations Doc Uploads Processes Document List

QA Admin

The QA Admin role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

QA Inspector

The QA Inspector role lets you view the following menus/reports:

Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Quality Engineer

The Quality Engineer role lets you view the following menus/reports:

Can Delete Documents Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Sales

The Sales role lets you view the following menus/reports:

Can Edit Part Sees… Sales Quotes Orders Invoices Customers Leads Opportunities Forecasts Reports Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Supervisor

The Supervisor role lets you view the following menus/reports:

Can Edit Part Can Edit Part Bin Info Can Edit Cut Sheet Can Delete Documents Can Export Customer List Can Part Request Can have multiple work times Can Clear Work Instructions Can Change Order Location Group Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List Production Mgmt Scheduling

Tools Can Edit Tools Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

User Can Update Documents Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Voucher Approval Can Approve Vouchers Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

Warehouse Can Pick Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List Warehouse Receiving Picking & Kitting Inventory Barcodes

WorkInstructions Can Edit Work Instructions Can Clear Work Instructions Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

WorkInstructionsUnlockedOnly Can Edit Unlocked Work Instructions Sees… Parts View/Lists Part Spec Group Purchasing Receipts Vendors Operations Doc Uploads Processes Document List

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