Page Comparison

Terms

Use this area to set accounts receivable payment terms, credit limits and exemptions for transaction, invoice, and statement processing.

To change the payment terms for an account, click the Set Custom Terms button. A window similar to the following with the standard terms appears.

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Make the desired changes and click the Save button. Click the Cancel button to undo any changes.

NOTE:        Standard payment terms can be configured by selecting Setup | Configure – Standard Terms.

Credit Limit

The credit limit feature is only available when Interact Professional is used to maintain account balances. It allows the user to set a maximum amount of credit for an account. The scale operator can receive a warning message when the credit limit is close to being exceeded or has been exceeded. 

A warning message similar to the following will appear in the Weigh form when the account is selected.

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Click OK to continue. The operator can choose to continue and process the transaction or cancel the transaction.

When continuing to process a transaction for an account that has exceeded it's credit limit additional warning messages will follow.

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Click Yes to continue and complete the transaction. Another message similar to the following will appear during the outbound portion of the transaction for Weigh In / Weight Out transaction types. Click Yes to continue and complete the transaction.

Click No to cancel the transaction. A message similar to the following will appear.

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Click OK to continue. The ticket can be modified or cancelled. 

Exemptions

Check the boxes for any exemptions specific to the selected account.

• Exempt from Finance Charge
• Exempt from Freight Tax
• Exempt from Freight Charge

Invoicing

Users and Logins

Use the Users table to add, edit, or inactivate user logins. Permissions to each database table can be set differently for each user login. Interact includes several default user types. Choose one of these user types to set initial permissions. Modify permissions to customize user setting.

Add a New User

To add a new User, select Maintain | Users. Click the Image AddedNew button. A blank form appears.

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A valid entry requires a Login Id and Name. When a Password for a user login is not set, the user will use only their Login Id to log into Interact.

• Login Id can be up to eight (8) characters in length and is an alpha numeric field. This field is not case sensative
• Name can be up to forty (40) characters in length

Type

• Interact User - This login type can be used to set various database table permissions. 
• Sales Person Only - This login type has zero (0) permissions to the database. This user login is used to assign Quotes and Jobs to a sale representative. This user login can be used for reporting purposes.

Password

Passwords are optional, but recommended to ensure a secure environment. Without password protection, anyone can sign in as the administrator and make unauthorized changes to the database. Passwords can be a maximum of eight (8) characters log. Letters, numbers, and special characters can be used, but no spaces. The password is case sensitive.

Display Settings

Allows a user to view all weight information in a specific UOM which may be different from the default UOM.

Permissions

Use the Reset To drop-down to automatically set database table permissions based on different user login levels. Review settings for each database table and modify settings as needed for each user.

Administrator

The Administrator level is the only level allowed to add or delete users and reset passwords. Interact installs an "admin" login with permissions to all database tables. The administrator level is not password protected. Since the administrator level has access to everything, it should be password protected after installation.

Supervisor

The Supervisor level allows access to all database tables except the User table. This level is not allowed to add, delete, or reset user passwords. This level is allowed to view user logins.

Operator

The Operator level is allowed access to view most of the tables and denied access to any table related to the Interact Professional version. They are allowed access to the Weigh form to process transactions.

Guest

The Guest level is allowed to view most database table and run report. They are denied access to the Weigh form.

Custom Settings

Permissions for each table can be set individually using the custom setting options.

• None - Do not allow access to the table. The user will receive an Insufficient Permissions to View message.
• View - User is allowed to view data in the table but is not allowed to add, edit, or delete records from the table.
• Save - User is allowed to add and edit records from the table.
• Delete - User is allowed to add, edit, or delete records from the table.

Click the Image AddedSave button to continue. To undo any changes click the Image AddedUndo button.

Edit an Existing User

To edit setting for a User, select the User from the list or use the search field. Make desired changes. Click the Image AddedSave button to continue.

Delete an Existing User

To delete a User, select the User from the list or use the search field and click the Image Added Delete button. A window similar to the following will appear.

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Click Yes to delete the User.