Accounts Receivable Menu Security
Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Accounts Receivable Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.
Learn more about Available Levels here.
| Options | Available Levels | Levels |
| Main Menu |
|
|
| Access Customers | 0 - 4 | 2- Add/Edit Limited Fields, interactions Reverse payments 3- All but not Write Off or Patronage. Can also remove Delayed Terms from customer invoices 4- Full Access, edit sensitive contacts |
| Budget Billing | 0 - 3 |
1- View Only 2- Edit Tanks 3- Full Access (Edit Tanks, Payments and Credit Limit) |
| CFS Accounts | 0 - 1 | |
| CFS Disallow Forced Sales | 0 - 1 | |
| Change Transaction Due Date | 0 - 1 | |
| Commodities & Grain - ACH | 0 - 2 |
1 - View Only 2 - View and Edit |
| Commodities & Grain - Payables | 0 - 2 |
1 - No Access 2 - View, edit, transfer and hold |
| Commodities & Grain - Settings | 0 - 2 |
1 - View Only 2 - View and Edit |
| Commodities & Grain - Settlements | 0 - 2 |
1 - View Only 2 - View and Reverse |
| Credit | 0 - 4 |
2- View, edit JDF info 3- View, edit JDF info and reverse JDF payments. 4- View and edit all |
| Change Transaction Due Date | 0 - 1 | |
| Edit CFS Holds | ||
| Edit Licenses | 0 - 1 | |
| Edit Profit Center and Inventory Site | 0 - 1 | |
| Edit Status | 0 - 1 | |
| Energy Assistance Commitments | 0 - 2 |
1- View Only 2- View and Edit |
| Loyalty Point Adjustment | 0 - 1 | |
| On Reserve | 0 - 2 |
1- Set Customers 2- Set and Remove Customers |
| Reprint CFS Payments | 0 - 1 | |
| Reverse Payment | 0 - 1 | |
| Stored Cards | 0 - 1 | |
| Transfer Patronage | 0 - 1 | |
| View DigiDocs Info | 0 - 2 |
1- Normal only 2- Normal and confidential |
| View Margin on Sales History | 0 - 1 | |
| View Status | 0 - 1 | |
| Web Payments | 0 - 2 | 2- View and Edit |
| Basic Customer Information | 0 - 4 |
1- View Only 2- Edit Phone, Contact Name, Loyalty Card Info. 3- All except edit of Buyers 4- Full Access |
| View DigiDocs Info | 0 - 2 | 1- Normal only 2- Normal and confidential |
| Edit Customer Address | 0 - 2 |
1- Edit any Ship To addresses except 00 2- Edit all Ship To addresses |
| Edit Licenses | 0 - 1 |
0- No Access 1- Full Access |
| Edit Other Responsible Locations | 0 - 1 | |
| Edit Sales Tax Settings | 0 - 1 |
0- No Access 1- Full Access |
| Edit Status | 0 - 1 | |
| Edit Customer Splits | 0 - 1 |
0- No Access 1- Full Access |
| Energy Assistance Commitments | 0 - 2 |
1- View Only 2- View and Edit |
| Edit Customer Splits on Customer Screens | 0 - 1 | |
| Access Written Off Customers | 0 - 1 | |
| Access Bad Driver License Register | 0 - 1 | |
| Access Payment Options | 0 - 1 | |
| Add/Change Customer Field Rep | 0 - 1 | |
| Check Number Search | 0 - 1 |
0- No Access 1- Full Access |
| Edit Credit Limits | 0 - 3 |
0- No Access 1- Full Access |
| Enter Customer Contacts | 0 - 2 |
1- Non-sensitive Contacts only 2- All Contacts |
| Enter Customer Transactions | 0 - 2 |
1 - Normal 2- Add new customers |
| Enter Customer Payments | 0 - 2 |
1- Normal 2- Apply more than payment amount |
| Enter Inactive Customer Payments | 0 - 1 | |
| Enter Customer ACH payments | 0 - 2 | 1- Normal 2- Apply more than payment amount |
| Enter Customer CFS Payments | 0 - 1 | |
| Enter Written Off Payments | 0 - 1 | |
| Export AR Aging for NACM | 0 - 1 | |
| Export Customers for Equifax | 0 - 1 | |
| Fuel Discounts | 0 - 2 |
1 - Normal 2 - Allow Adding Fuel Delivery Discounts |
| Manage Publication Subscription | 0 - 1 | |
| Pay Interest | 0 - 1 | |
| Process Delayed Term Interest Charges | 0 - 1 | |
| Process Finance Charges | 0 - 1 | |
| Process Future Due Interest | 0 - 1 | |
| Process Late Payment Fees | 0 - 1 | |
| Record Payments from CFS | 0 - 1 | |
| Set Customer Sales Tax Status | 0 - 1 | |
| Set Publication Message | 0 - 1 | |
| Documents | 0 - 1 | |
| Patronage/Equity | 0 - 1 | 1 - Menu access |
| Change Customer ID | 0 - 1 | |
| John Deere Financial | 0 - 1 | |
| Merge Customers | 0 - 1 | |
| Database Maintenance | 0 - 1 | |
| Access Customer Web Logins | 0 - 2 | 2 - Full Access, sets account as an Administrator |
| Documents | ||
| Confirmation Letter Export | 0 - 1 | |
| Customer Labels | 0 - 1 | |
| Customer Purchase Summary | 0 - 1 | |
| Customer Statements | 0 - 1 | |
| Customer Statements Simple | 0 - 1 | |
| Fuel Purchase Summary | 0 - 1 | |
| JDF Multi-Use Activity Statement | 0 - 1 | |
| Sales Contract Statements | 0 - 1 | |
| Mail Merge Letters | 0 - 1 | |
| Prepaid Statement | 0 - 1 | |
| Process Customer Documents | 0 - 1 | |
| Process DigiDocs Customer Docs | 0 - 2 |
1- All except Delete 2- Full with Delete |
| Process Field Documents | 0 - 1 | |
| Process DigiDocs Field Documents | 0 - 2 | 1- All except Delete 2- Full with Delete |
| Customer Checks | 0 - 2 |
1- Print Checks 2- Print Signed Checks |
| 1099-PATR | 0 -1 | |
| Patronage/Equity | ||
| Calculate Patronage Sales | 0 - 1 | |
| Assign Patronage | 0 - 1 | |
| Reset Patronage | 0 - 1 | |
| Customers without W-9's List | 0 - 1 | |
| Patronage Category List | 0 - 1 | |
| Patronage Sales Report | 0 - 1 | |
| Patronage Status Report | 0 - 1 | |
| Patronage Liability Report | 0 - 1 | |
| Patronage/Equity Checks | 0 - 2 | 1- Print Checks 2- Print Signed Checks |
| Write Off Patronage | 0 - 1 | |
| Access Patronage Divisions | 0 - 2 |
1- All except Create Journal Entry 2- Full Access |
| Access Equity Entities | 0 - 1 | |
| Calculate DPAD | 0 - 1 | |
| Import DPAD | 0 - 1 | |
| Assign DPAD | 0 - 1 | |
| Reset DPAD | 0 - 1 | |
| DPAD Report | 0 - 1 | |
| Calculart PUR | 0 - 1 | |
| Import PUR | 0 - 1 | |
| Reset PUR | 0 - 1 | |
| PUR Setup | 0 - 1 | |
| PUR Report | 0 - 1 | |
| John Deere Financial | ||
| Enter John Deere Financial Adjustments | 0 - 2 | 1- All except Create Journal Entry 2- Full Access |
| Enter John Deere Financial Payments | 0 - 1 | |
| Prepare Sales Transmission | 0 - 1 | |
| Process Account Restrictions | 0 - 1 | |
| Record ACH Payment | 0 - 1 | |
| Upload Sales Activity | 0 - 1 |