Access to price types

For an operator to be able to use a price type, it is necessary to assign that price type to his/her operator group and to the company/center to which that group belongs.

In this way it is possible to limit the access to price types for selected operator groups.

Note
If an operator issues a document for a center different from the center to which he/she is logged-in, then he/she can only use those price lists, whose price type is associated with the operator group of that operator and with the center for which a document is being issued.

It is possible to add and remova an assotiation between a price type and an operator group from the level of:

  • Sales/Purchase → Price Types -> tab Operators
  • Configuration (Trade/Warehouse) → Price Types → tab Operators
  • Configuration → Company Structure → Operator Groups → tab Price Types

Such an operation can be performed with the use of buttons [Attach Group]/[Detach Group]

To assing a price type to a company/center, it is necessary to go to Configuration -> Company Structure -> Rights Structure -> Object Availability 

Then, from the list of objects, select option Price Types and attach or detach particular price types.

Hint
In child centers, parameter Get From Parent Center is checked by default. It disables the possibility of attaching and detaching price types. If only a part of price types from a parent center is supposed to be available in a child center, the parameter should be unchecked – then buttons used for attaching and detaching are activated.
Note
No price types which are not available for the direct parent centers can be attached to child centers.
Example
Operator groups available in the system: b2_admin, b2_default, Group_1, Group_2

Price types available in the system:

PT1, PT2, PT3

Centers types available in the system:

Company (parent), NYC (subsidiary to Company), RICH (subsidiary to Company and equivalent to NYC)

Operator groups assigned to particular centers:

  • Company – b2_admin, b2_default, Group_1, Group_2
  • NYC – Group_1
  • RICH – Group_1 and Group_2

Price types available in particular centers:

  • Company – PT1 (default), PT2, PT3
  • NYC – PT3 (default)
  • RICH – PT2 (default) nad PT3

Price types available for particular operator groups:

  • PT1 – b2_admin, Group_1
  • PT2 – b2_admin, Group_1
  • PT3 – Group_2

Situation 1:

Depending on an operator group, an operator will have access to the following price types while logging in to Company center:

  • b2_admin → PT1, PT2
  • Goup_1 → PT1, PT2
  • Group_2 → PT3
  • b2_default → no price types available

If an operator belongs to Group_1 and Group_2 at the same time, he will have access to price types PT1, PT2 and PT3.

Situation 2:

Only operators from Group_1 can log in to center NYC. However, price types available for Group_1 are not available in center NYC. Price type available in center NYC is not available for Group_1.

Therefore, an operator logging in to center NYC will not have access to any price type.However, while issuing a document in center NYC, the system will set price type PT3, which is default for center NYC.

Situation 3:

Operator OP_1 belong to groups:

  • Group_1
  • Group_2

Operator OP_1 logs in to center RICH

In center RICH, operator OP_1 has access to the following price types:

  • PT2, because this price type is available for Group_1 and center RICH
  • PT3, because this price type is available for Group_2 and center RICH

Operator OP_1 has no access to price type PT1 in center RICH as this price type is not available for this center.

 

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