Clerk Confirmation


Security Clerk Prompt -> Clerk Confirmation

This window appears if the option to Prompt for Clerk or to Record Clerk or to Check Operator Password Prompt for Clerk Changing Customer Credit is set in the Company Security Parameters.
For the Clerk requirement, a valid clerk code must be entered in this field as setup in Operators.

A further security flag to Check Operator Password can be set requiring the operator password to be entered to confirm identity.
Three attempts to enter the correct password are allowed before the operator is refused access, and the clerk code may be re-entered.

If the flag to Prompt for the Clerk Code is NOT set in the Company Security Parameters then the current operator signed in to the session, will be assumed and the pop-up window will be skipped.

Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters any "Password" requirement is ignored.

Capture Clerk in Change Mode on Document:
On an existing document an optional Note field is also provided to allow the operator to enter the reason for the change, when the new clerk code is entered.
On a convert program the Note is populated with the new document type and number.
e.g. Convert a Reservation to Contract would generate a Note such as the Contract#: 3001742

The clerk code and the note are tracked in Clerk Document Access Log.


Capture Clerk in Change Product Status Code:
When this window is triggered to capture the clerk from the Update Status Code of Single Product utility, an optional Note field is provided to allow the operator to enter the reason for the change.
The clerk code and the note are tracked in Status Code Change History.

Capture Clerk on Convert Quote to Invoice, Contract or Reservation:
This 'Clerk Confirmation' window is triggered in Rental Quotes and also in each of Convert Quote to Contract, Convert Quote to Reservation or Convert Quote to Invoice if the 'Record Clerk Accessing Quotes' flag is checked in the Company Security Parameters.
The Clerk that is captured in one of these convert utilities is then updated on both the source Quote and the resulting Invoice, Contract or Reservation.

Capture Clerk in Change Customer Credit Rating or Credit Limit:
When this window is triggered to capture the clerk from the Customer Information for a change to the 'Credit Rating' or to the 'Credit Limit', the mandatory Note field is provided to capture the reason for the change.
The clerk code and the note are tracked on the Override Report.

Capture Clerk in Deposit Taken Utilities:
This window can be triggered to capture the clerk on the Contract Deposits, Reservation Deposits or Work Order Deposits.

Topic Keyword: CLERK01
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