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