Set up the Security file to be used when creating and editing customer records.

Stream II supports several different levels of security in the system.  One of the security options is field level security.  The field security option is supported in the Company Master program that is used to create and maintain customer records.  Field level security allows you to define the operators edit rights for each field shown in the Master Maintenance programs.  Multiple security files can be created to allow different rights to be granted to different users and files can be set up and maintained on a user, branch, group, or global basis for flexibility.  Before processing accounts receivable transactions (especially customer maintenance and setup), you should ensure that all users have been granted the proper access to the various fields in the Company Master program.  This will prevent unauthorized users from changing critical information such as the customer payment terms or credit limit.  It is also important to note that the default and security options can be used together.  By combining the two options, you can default conservative values into critical fields (like terms, credit limit, customer status, and other fields used by the accounting and order processing system), and then secure these fields so that the default value must be used.  This lets non accounting personnel set up new customer records while still allowing the credit and collections personnel to control the critical information in the new records until they have a chance to review and modify the account.  For more information about security set up and maintenance please see the System Security appnote that is included in the Application Notes section of this document.


Set up the information that will be used for Sales Tax Processing