Departments

Security

Departments are organizational units within your company intended to handle purchasing functions including:

  • Inventory posting. Purchasing departments can make inventory purchases.
  • PO approvals. Purchasing departments determine the parameters for purchase order approval, including whether approvals are enabled, how many approval levels are required, and dollar limits/cutoffs for each approval level.
  • Commitments. Purchasing departments can track and post commitments.
  • Security. The ability to restrict who can enter purchase orders or miscellaneous purchases and the ability to restrict the vendors a purchasing department can use can be configured for each department.
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Departments security

Common accesses available on departments

Access A user with this access can...
Change Use the mass change action on departments.
Custom Fields Create and edit custom fields for departments.
Data Have read-only access to departments from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete departments.
Edit Edit department records.
Export Export department records from ActivityHD.
Import Import department records into ActivityHD.
New Create new department records.
Read Have read-only access to department records.
Report Run reports with department information.
Report Designs Create and edit report designs with department information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to departments.
Shared Filters Create and edit shared filters on departments.
Visible View the Departments folder in the Navigation pane.

 

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Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.