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User Setup

Field Label

Field Level Help

Accounting Variable 1, 2, 3, 4

Default accounting variable for the user.

Allow Delete Sales Orders

Indicates if the User is allowed to delete Sales Orders.

Allow Posting From

The starting date from which the User is allowed to post transactions. Based on the Posting Date of the transaction. This setup overrides the Posting Dates defined in the Company Setup and should primarily be set for accounting Users.

Allow Posting To

The ending date up to which the User is allowed to post transactions. Based on the Posting Date of the transaction. This setup overrides the Posting Dates defined in the Company Setup and should primarily be set for accounting Users.

Allow Unhold Sales Order

Indicates if the User is allowed to take a Sales Order off of Hold.

Allow Unpost

Indicates if the User is allowed to Unpost transactions.

Amount Right Offset

Used for check print adjustment

Amount Top Offset

Used for check print adjustment

Amount Words Left Offset

Used for check print adjustment

Amount Words Top Offset

Used for check print adjustment

Date Right Offset

Used for check print adjustment

Date Top Offset

Used for check print adjustment

Do Not Allow to Create Req Order

If checked, the Create Order button will be hidden on the Requisition page.

Email

The email address of the User.

GL Ledger

Default GL Ledger for the User

Memo Left Offset

Used for check print adjustment for the User

Memo Top Offset

Used for check print adjustment for the User

Menu

Defines which Menu options are available in the GoldFinch Mobile app.

Name

The unique identifier of the User Setup record.

Payee Address Left Offset

Used for check print adjustment for the User

Payee Address Top Offset

Used for check print adjustment for the User

Payee Left Offset

Used for check print adjustment for the User

Payee Top Offset

Used for check print adjustment for the User

Purchasing Agent

If not blank, used as the default Purchasing Agent on Purchase Order, and can also be used on Supply Plan to filter SKU.

Salesforce User

Defines the Salesforce User.

Scan Allow Post Output

Indicates if the User is allowed to create and post an Output Journal.

Scan Receive Bin Required

Indicates if the receiving bin (which could be any put-away bin) needs to be scanned during Scan Receive. It does not default to the Receive bin set up on the Warehouse.  If this field is not checked, the Receive bin set up on the Warehouse will be used.

Scan Ship Bin Allowed

Indicates if the User is allowed to scan a shipping bin (which could be any pick bin) during Scan Ship. It does not default to the Ship bin set up on the Warehouse.  If this field is not checked, the Ship bin set up on the Warehouse will be used.

Scan Ship Filter Option

Determines which field to filter on when using the mobile scan app. Ex: each user can be assigned a different Shipping Agent so that their app will only allow them to scan shipments for which that Agent is being used.

Scan Work Center

Users are only allowed to process Item Routing steps that are linked to the Work Center

Title

The job title of the User.

Warehouse

The default Warehouse assigned to the User.

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