Privilege Set Up in Maintenance

1. Start in Maintenance Module and select the Customer Tab & Privileges Tab, and click ‘new’ button:

2. Click the drop down Menu for Type, and select Order for Company or Purchase Order for Vendor:

3. Click drop down menu for Status and select Customer/Vendor Status:

4. Click drop down menu for Privilege and set desired level:

5. Click ‘Enable’ button (top left) inside customer record accounts tab and set status:

Status and Privilege level will determine allowable order process privilege for a Customer / Vendor in R2.