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  4. Shop Management: Program Security (List of Protected Areas)
  1. Home
  2. Knowledge Base
  3. 02. Shop Management 5.9 Legacy
  4. Shop Management: Program Security (List of Protected Areas)

Shop Management: Program Security (List of Protected Areas)

The following is a list of protected areas and their functions in the shop management software:

Protected Area Triggers
Program Security Configurations -> Program Security
Apply Payments – Charge Pay/Post Invoice -> Select Payment Type = Charge -> Click Charge. Does not Prevent Posting from WIP screen.
Batch Payment – Apply Credit Apply Credit button in Batch Payments
Batch Payment – NSF Click NSF button in Batch Payments
Batch Payment – Save Save (post) a payment in batch payments.
Brake Packages Configurations -> Brake Packages
Canned Jobs – Add Click Add from the canned job list
Canned Jobs – Copy Click Copy from the canned job list
Canned Jobs – Delete Click Delete from the canned job list
Canned Jobs – Edit Click Edit from the canned job list
Canned Jobs – Export Does nothing in SE; refers to 5.9 feature
Canned Jobs – Import Does nothing in SE; refers to 5.9 feature
Category – Add Click Add in Standard Descriptions -> Category
Category – Delete Click Delete in Standard Descriptions -> Category
Category – Edit Click Edit in Standard Descriptions -> Category
Counter Sale – Check Profit Click Check Profit from a Counter Sale
Counter Sale – Payment Apply payment to a Counter Sale
Counter Sale – Post Post a Counter Sale
Customer – Phone Click Telephone List from Customer screen. Does not prevent editing numbers that are visible from the Customer screen.
Customer – Remove / Recover Edit -> Remove Customer; AND Configurations -> Special Maintenance -> Recover Deleted Customers
Customer – Tax Click Tax Button in Customer Screen
Customer – Type Click Type Button in Customer Screen
Default Screen – OK Edit Screen View tab in Shop Data
Default Settings – OK Edit Default Settings tab in Shop Data
Diagnostic Reports – OK Does nothing in SE; refers to 5.9 feature
Disclaimers – OK Edit Disclaimers tab in Shop Data
Discounts Options -> Discount from the Order screen. Does not prevent copy and pasting an existing discount. Does not prevent adding/editing discounts in Configurations -> Packages and Discounts
Electronic Payment Processing Admin Configurations -> Special Maintenance -> Electronic Payment Processing
End of Day Configurations -> End of Day Reports AND Utilities -> End of Day. Protects both editing End of day reports and running end of day
End of Month/Year Close Utilities -> Fiscal Year End Close
Enforce Mileage In Toggle Enforce Mileage In in the Screen View tab in Shop Data
Excise Tax – Ok Edit Compound Taxes tab in Standard Tables
Fee Assessment Utilities -> Late Fee Assessment. Does not affect editing of late fee settings.
History – Detail Click Detail button in History tab; AND double click invoice in History tab
History – Unpost Click Un-Post Invoice button in History tab
Income Accounts – Add Add Income Account from Income/Payment Types tab in Standard Tables
Income Accounts – Delete Delete Income Account from Income/Payment Types tab in Standard Tables
Income Accounts – Edit Edit Income Account from Income/Payment Types tab in Standard Tables
Inventory List – Update Click Update in Inventory List window
Invoice Validation – OK Edit Invoice Validations tab in Shop Data
Labor Rate – Ok Edit Labor tab in Standard Tables
Location – Add Click Add in Location tab in Standard Descriptions
Location – Delete Click Delete in Location tab in Standard Descriptions
Location – Edit Click Edit in Location tab in Standard Descriptions
Lube, Oil, & Filter Packages Configurations -> Lube, Oil, & Filter Packages
Manage Locked Records Configurations -> Special Maintenance -> Manager Locked Records
Markup Costs – OK Edit MarkUp tab in Standard Tables
NSF Checks Click NSF button in Batch Payments. This is a duplicate of Batch Payments – NSF
Order – Change Printed Invoice Edit/Open Invoice that has been marked as printed
Order – Check Profit F12 from the Order screen; AND Click Options -> Check Profit from Order screen
Order – Options Click Options from Order screen
Order – Remove Edit -> Remove Order
Order Detail Report Ctrl+F10 from the Order screen
Order Options – Apply Payment Click Options -> Apply Payment from Order screen. Does not prevent Pay/Post Invoice
Order Options – Post Invoice Click Options -> Post Invoice from Order screen. Does not prevent Pay/Post Invoice and does not prevent Post from WIP screen
Packages & Discounts Configurations -> Packages and Discounts
Parts Discount Rate – Ok Edit Discount tab in Standard Tables
Parts Kits – Add Click Add in Utilities -> Parts Kits
Parts Kits – Delete Click Delete in Utilities -> Parts Kits
Parts Kits – Edit Click Edit in Utilities -> Parts Kits
Parts Kits/List – Copy Click Copy in Utilities -> Parts Kits; Does not prevent copy from parts list (inventory)
Parts List – Add Click Add in Inventory (Parts List)
Parts List – Copy Click Copy in Inventory (Parts List)
Parts List – Delete Click Delete in Inventory (Parts List)
Parts List Edit / Matrix Click Edit in Inventory (Parts List); AND Edit Price MarkUp Matrix in Standard Tables. Does not trigger until clicking Done or Next.
Pay / Post Invoice Click Pay/Post Invoice from Order screen. Does not prevent Post from WIP screen.
Payment History – Delete Paymt Click Delete from Payment History Windows. Either from Batch Payments or Apply Payments windows.
Payment Types – Add Add Payment Type from Income/Payment Types tab in Standard Tables
Payment Types – Delete Delete Payment Type from Income/Payment Types tab in Standard Tables
Payment Types – Edit Edit Payment Type from Income/Payment Types tab in Standard Tables
Phone Descriptions – Ok Edit Phone tab in Standard Descriptions
Physical Count Inventory -> Inventory Transactions -> Physical Count
Postcards – Add Click Add in Followup tab in Standard Descriptions. Applies to FollowUp and Mail Merge Letters in addition to Postcards.
Postcards – Delete Click Delete in Followup tab in Standard Descriptions. Applies to FollowUp and Mail Merge Letters in addition to Postcards.
Postcards – Edit Click Edit in Followup tab in Standard Descriptions. Applies to FollowUp and Mail Merge Letters in addition to Postcards.
Purchase Orders Inventory -> Purchase Orders; AND P.O.s button in toolbar
Purchase Orders – Delete Click Delete from Purchase Order window
Purge Estimates Click Purge Ests from the WIP screen
Quick Estimate – Check Profit Click Check Profit button from a quote
Report/Printer – OK File -> Print Setup; AND Configurations -> Report/Printer. Does not trigger until clicking OK
Reports – Print Click Print from the Report window
Returns Inventory -> Inventory Transactions -> Returns
Revision History – Detail Click Detail button from Revision History window. Options -> Revision History
Revisions – Check Profit F12 AND Click Check Profit from Revision screen
Revisions – Remove SubEst Click Remove SubEst from Revision screen
Revisions – Transfer Revision Click Sell Revision from Revision screen
Schedule – Add Does nothing in 7.x+. Protects features in old scheduler
Schedule – Delete Does nothing in 7.x+. Protects features in old scheduler
Schedule – Edit Does nothing in 7.x+. Protects features in old scheduler
Scheduler Setup Configurations -> Scheduler Setup -> Scheduler Options AND Add / Edit Schedule States AND Add / Edit Schedule Resources
Set Start Invoice # – OK Configurations -> Special Maintenance -> Set Starting Invoices. Does not trigger until clicking OK
Shop/Hazmat Costs – OK Edit Shop / Hazmat tab in Shop Data
Special Maintenance & Check for Updates Configurations -> Special Maintenance -> Grid Line Colors | Set Starting Invoice | Toggle Catalog Availability; AND Help -> Check For Updates
Standard Accounts – Ok Edit Standard Accounts tab in Standard Tables
Standard Notes – Add Click Add in Notes tab in Standard Descriptions
Standard Notes – Delete Click Delete in Notes tab in Standard Descriptions
Standard Notes – Edit Click Edit in Notes tab in Standard Descriptions
Status – Add Click Add in Status tab in Standard Descriptions
Status – Delete Click Delete in Status tab in Standard Descriptions
Status – Edit Click Edit in Status tab in Standard Descriptions
Tax Rate – Ok Edit Tax Rate tab in Standard Tables
Technicians – Add Click Add in Technicians Setup window. Configurations -> Technicians Setup
Technicians – Delete Click Delete in Technicians Setup window. Configurations -> Technicians Setup
Technicians – Edit Click Edit in Technicians Setup window. Configurations -> Technicians Setup
Tire Packages Configurations -> Tire Packages
Title Descriptions – Ok Edit Title tab in Standard Descriptions
Update Customer Status Click Update Customer Status button from the Customer screen
User List – Add Does nothing in SE; only works in 5.9
User List – Delete Does nothing in SE; only works in 5.9
User List – Set Default Click Reset to Default Settings button in User Selections List window. (Click Users button from toolbar)
Vehicle – Add Recommendations Click Add button on the Vehicle Screen
Vehicle – Delete Recommendations Click Delete button on the Vehicle Screen
Vehicle – Edit Recommendations Click Edit button on the Vehicle Screen
Vehicle – Remove Edit -> Remove Vehicle
Vehicle – Tax Click Tax button on the Vehicle Screen
Vendor List – Add Click Add button from Vendor Setup window. Configurations -> Vendor Setup
Vendor List – Delete Click Delete button from Vendor Setup window. Configurations -> Vendor Setup
Vendor List – Edit Click Edit button from Vendor Setup window. Configurations -> Vendor Setup
Vendor Type – Add Click Add button from Vendor Type tab in Standard Descriptions
Vendor Type – Delete Click Delete button from Vendor Type tab in Standard Descriptions
Vendor Type – Edit Click Edit button from Vendor Type tab in Standard Descriptions
Work In Progress – Payment Click Payment button from WIP screen
Work In Progress – Post Click Post button from WIP screen
Work In Progress – Schedule Click Appointment button from WIP screen
Work in Progress – Show Margin Click Yes or No for Display Margin on WIP from Screen View tab in Shop Data
Zip Code Mapping Edit Zip Code Mapping tab in Standard Tables

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