Help for BTBuilder | © BuildTopia 2009 |
Revised October 24, 2008
NSO roles define the functionality that a user can perform within the NSO Module. Messaging functionality allows the user to control the messages sent to users within BuildTopia.
Below is a list of the different permissions available and a brief description of what each permission does.
Permissions |
Description |
Create NSO |
Create and/or submit new NSO request |
Approve/Price NSO |
Ability to Approve production accepted NSO. Enables Retail Price to be added to the NSO |
Sales Acceptance |
Ability to Sales Accept a submitted NSO. |
Buyer Acceptance |
Ability to set the Buyer Accept approved of an NSO. |
Request Termination |
Ability to Request termination of a Buyer Accepted NSO. |
Approve Termination |
Ability to approve a buyer requested termination of an NSO. |
Release To Purchasing |
Ability to Release buyer accepted NSO to purchasing so that Purchase Orders can be Generated |
Copy NSO |
Ability to copy an NSO from one unit to another |
Promote to Option |
Ability to add an NSO to the data library as an option. |
Edit NSO |
Ability to edit the NSO data |
Assign/Edit Expiration Date |
Assign and edit NSO expiration date. |
Manage NSO |
Access to Manage NSO module from the homepage dashboard |
View NSO |
NSO links are displayed for user |
View NSO Cost |
Displays production defined cost field on the NSO for the user. |
View NSO Price |
Displays retail price field on the NSO for the user. |
View NSO Comments |
Displays the Comments List on an NSO for the user. |
View NSO Archive |
Displays the NSO_Archive to the user |
Production Acceptance |
Ability to Production Accept an sales accepted NSO. |
Create Estimate |
Ability to create an estimate for NSO. |
Accept Estimate |
Ability to accept estimate for NSO. |
Complete Estimate |
Ability to mark an estimate for NSO complete. |
Send to TP |
Ability to send estimate for NSO to Trade Partner. |
Re-open an Estimate |
Ability to Reopen a closed estimate for NSO. |
Assign/Edit Option Category |
Ability to Assign and edit Option Category on NSO. |
Assign/Edit Lockout Dates |
Ability to Assign and edit NSO lockout date. |
View Estimate |
Ability View Estimate data. |
Edit Estimate |
Ability to Edit Estimate data including Cost Code and Trade Partner data. |
Copy Estimate |
Copy NSO an estimate data to a different NSO |
Messages |
|
NSO Submitted |
Receive messaging when an NSO is submitted |
NSO Rejected Sales |
Receive messaging when an NSO is rejected by Sales |
NSO Accepted Sales |
Receive messaging when an NSO is Accepted by Sales |
NSO Rejected Production |
Receive messaging when an NSO is Rejected by Production |
NSO Accepted Production |
Receive messaging when an NSO is Accepted by Production |
Estimate Sent to TP |
Receive messaging when an estimate is sent to a Trade partner |
Estimate Sent by TP |
Receive messaging when an estimate is returned by a Trade partner |
TP Estimate Rejected |
Receive messaging when a Trade partner rejected to cost an estimate |
TP Estimate Accepted |
Receive messaging when a Trade partner accepts to cost an estimate |
Estimate Completed |
Receive messaging when an estimate is completed for an NSO |
Estimate Reopened |
Receive messaging when an estimate is reopened |
NSO Priced |
Receive messaging when an NSO is Priced |
NSO Rejected Buyer |
Receive messaging when an NSO is rejected by Buyer |
NSO Accepted Buyer |
Receive messaging when an NSO is accepted by Buyer |
NSO Released To Purchasing |
Receive messaging when an NSO is release to Purchasing so Purchase Orders can be generated |
NSO Termination Requested |
Receive messaging when a buyer requests to terminate an NSO |
NSO Termination Rejected |
Receive messaging when a buyer's requests to terminate an NSO is rejected |
NSO Termination Accepted |
Receive messaging when a buyer's requests to terminate an NSO is accepted |
NSO Comment Added |
Receive messaging associated with adding a comment to an NSO |
NSO Expired |
Receive messaging when an NSO is expired |
Estimate PO Generated |
Receive messaging when NSO to PO function generates a Purchase Order |
Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com |