Adding, Editing and Deleting Roles

A role is a set of rights for app operations for access to specific modules, of a particular system for other users, designed by an accredited person. It can be changed as per the requirements of the system and its users. The user's role defines which particular modules of the Ginesys ERP are accessible for that particular user. In this master form, we can create, edit, and delete (untagged) roles for Ginesys users of a particular organization. The ‘Roles’ tab defines the access/restriction to various menus, sub-menus, and operations under different modules to a particular user.

This article describes how to manage users' Roles in Ginesys ERP Admin on the web.

Note: For the Report module also access to Roles must be given from this functionality.

Impact of Batch/Serial functionality on Item Batch View

Addition of New App operation in ITEM MENU

Module Name: Admin - Security - User - Roles
A new app operation has been introduced - “Edit Batch Serial”.
- The operation will remain unticked by default.
- Migrate all existing roles as unticked.

Addition of New Action in Item list view page
- Name - Batch/Serial Details
- Nature - Do not depend on role-app operation
- Behaviour of action in item list view page
  - If no Item is selected, system will restrict and display the following msg - "Please select an Item to View Batch."
  - If selected item’s Inventory Management is Item wise, system will restrict and display the following msg - “Inventory for selected Item <barcode> is neither Batch / Serial wise managed. Unable to view.”
  - If valid item selected, then it will open Batch/Serial Detail window.
Provision of Batch/Serial Window from Item Master (Edit mode only)
- New button has been added
  - Name -‘Batch/Serial Detail’
  - Position - Left corner of the form footer
  - Behaviour - It will be displayed only if for the selected item’s Inventory Management is Item wise.
Provision of Batch/Serial Window from Manage item window
- Add new option in Manage item’s Three dot option popup

Batch/Serial Detail Window

Batch/Serial Detail Window UI

Grid & Section level Details:
- The window will have a view of all the Batch/ Serial details for the selected Item.
- If user does not have Edit Batch/Serial app operation in his role, then this grid becomes view only.
- Item Details Section: (View only)
  - Field Details:
    - Barcode: Barcode, if not present then ICODE of an item
    - Item Name: To display Item Name specified for the selected item. If Item Name is not defined, then concatenation of all category values to be displayed, separated by a space.
- Batch/Serial Details (Grid): (Modification allowed)
  - The grid contains all the Batch/ Serial details for the selected item
  - Multi selection provision required
  - Search records tool required
  - Sorting, Searching, Filter option on all column to be provided
  - Row add or delete option not required
  - The grid to have columns as mentioned below:
    - Batch/Serial No. (Default view: Yes | Hideable: No)
    - Created On (Default view: Yes | Hideable: Yes)
    - Mfg. Date (Default view: Yes | Hideable: Yes)
    - Valid Upto (Default view: Yes | Hideable: Yes)
    - Std. Rate (Default view: Yes | Hideable: Yes)
    - WSP (Default view: Yes | Hideable: Yes)
    - RSP (Default view: Yes | Hideable: Yes)
    - MRP (Default view: Yes | Hideable: Yes)
    - Stock Qty. (Default view: Yes | Hideable: Yes)
  - By default, the view is arranged in descending order of the 'Created On'.
  - Stock Qty column value is hyperlinked. On clicking the option opens a small display box - Sitewise Stock. (discussed below)
  - Grid/Field level validation:
    - Auto generated Batch/Serial number cannot be modified, but other information can be changed for those Batches/Serials.
    - When modifying Batch/Serial no., user can’t feed same Batch/Serial no. already present in the grid.
      ”Entry with same batch/serial no. is already present in the grid, please change batch/serial no. and try again” [OK]
- Action Buttons:
  - UPDATE:
    - Applicability: If user role has permission for Edit Batch/serial then enable button else disable
    - On update: update and save the changes for item’s batch/serial
      Tech Note: Update the values in DB.INVBATCH_SERIAL
  - CLOSE: Do nothing, close the window and take user back to previous window

Site wise stock Details Window

Purpose of the window: This is a view only window that will display site wise stock for the particular item’s batch. Site may have positive/negative stock for a respective batch, because negative stock could be allowed for batch applicable items.
Window Details:
- At the top of the view Barcode and Batch No. of the selected Item. are displayed.
- Columns are available - Site Name, Short Name, Closing Stock.
  - No column can be hidden.
  - By default, the view will be arranged in alphabetical order of Site Name.
  - Only Sites of the connected OU will be displayed.
  - Only site with batch stock <> 0 will be displayed
  - Closing Stock will be displayed up to 2 decimal places.
  - Clicking on Close [X] or anywhere outside the box closes the view.

Add User Roles

Prerequisites

The Admin users' role must have access to the Role feature by enabling Add app operation for the feature through Ginesys Web - Admin - Security - Role.

Step-by-step guide

The steps are as follows:

Go to Ginesys Web - Admin - Security - Role.
List view of Roles module opens.
Click on Add button.
Role window will open.
Put in the Role Name (Mandatory Field) and Description.
Select Profile Name from the drop-down list.
Select the Modules to give access to this particular user in the Available Module section.

Note: If you select the lowest level of a module, then all the parent modules of that module will be selected automatically.
Select the form level to get multiple app operations present in the Available Operation section.
Select the app operations you want to apply for the particular user (Add, Edit and Delete)
Click on Save & Close button to save the role for the particular user.

Impact of Batch/Serial functionality on “Edit Batch Serial”

The operation will remain unticked by default.
Migrate all existing roles as unticked.

Edit User Roles

Prerequisites

The users' role must have access to the Role feature by enabling Edit app operation for the feature through Ginesys Web - Admin - Security - Role.

Step-by-step guide

The steps are as follows:

Go to Ginesys Web - Admin - Security - Role.
List view of Roles module opens.
Double click on a user you want to edit.
The Role window will open and all the previously created settings will be populated automatically.
You can edit all the settings as per your requirement.
Click on Save & Close button to save the edited data.

Delete User Roles

Prerequisites

The users' role must have access to the Role feature by enabling Delete app operation for the feature through Ginesys Web - Admin - Security - Role.

Constraint on Delete operation

Note: Role cannot be deleted once it is tagged to a User. However it can be made Extinct.

Step-by-step guide

The steps are as follows:

Go to Ginesys Web - Admin - Security - Role.
List view of Roles module opens.
Select a role you want to delete.
Click on Action > Delete.
"Are you sure you want to delete current Record?" - this message will be displayed.
If you click on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".

To go back to the main page click on Managing ERP User in Ginesys Web