Each user has an access level for each module of Herschel. These access levels are read from the user file whenever the user logs into the system. 


Note that if a user has an access level of zero for a module, they will have no access to any of that module’s options.   If a user has, for example, access level 4 to a module, then they will be able to use the options in that module that require an access level of 1, 2, 3 or 4.

 

The various access levels for each module's options are as follows:

 

Assemblies Module


Partnumber enquiry 1
Assembly enquiry 1
Where used enquiry 1
Assembly explosion report 2
Where used report 2
Assembly file details report 2
Assembly loop check report 2
Assemblies not OK to make report 2
Obsolete assemblies report 2
Assembly units of measure report 2
Roll up costs, summary report 3
Roll up costs, detailed report 3
Transfer route costs into assemblies report 3
Transfer assembly costs to stock file report 4
Roll up assembly costs option 3
Transfer route costs option 3
Quotation request tool 3
Assembly tool 3
Assembly unit of measure tool 3
Mass replace a partnumber option 4

 

Buy Module


Partnumber enquiry 1
Purchase order enquiry 1
Purchase order summary 1
Where needed enquiry 1
Vendor enquiry 1
Price file enquiry 3
Orders by partnumber report 2
Orders by vendor report 2
Orders by order number report 2
Orders by duedate report 2
Orders by entered by report 2
Scheduled orders report 2
Forward cash requirements report 4
Tax statistics report 4
Vendor details report 3
Prices by partnumber report 3
Prices by vendor report 3
Purchase order tool  3 (4 to delete)
Urgent item tool 2
Print an order option 3
Print many orders option 3
Receive a purchase order option 2
Receive free issue items option 2
Print a purchase receipt option 2
Print many purchase receipts option 2
Purchase receipt tool 5
Purchase receipt labels option
2
Vendor address labels option
3
Clear receipts by vendor option
5
Clear receipts by number option
5

Uncleared receipts report

4
Receipts summary & transfer report
4
Vendor details tool
3
Vendor pricelist tool
4
Import vendor details option
3
Delete & transfer old items option
5


History Module


Partnumber enquiry 1
Partnumber sales 2
Partnumber sales summary 2
Customer sales enquiry 2
Sales order details enquiry 2
Despatch / invoice details enquiry 2
Sales by partnumber report 2
Sales by customer report 2
Sales summary by partnumber report 2
Sales summary by customer report 2
Sales summary by family report 2
Sales summary by month report 2
Sales summary analysis report 2
Sales history export to Excel report 2
Cost of sales report 2
Customer performance analysis report 2
Partnumber purchases enquiry 2
Vendor purchases enquiry 2
Purchase receipt details enquiry 2
Purchases by partnumber report 2
Purchase by vendor report 2
Vendor performance analysis report 2
Movement history enquiry
1
Movement history report 2
ABC analysis report 3
Redundant stock analysis report 2
Obsolete stock analysis report 2


Make Module


Partnumber enquiry 1
Works order enquiry 1
Works order summary 1
Where needed enquiry 1
Trial kit a partnumber option 2
Trial kit many partnumbers option 2
Orders by partnumber report 2
Orders by order number report 2
Orders by duedate report 2
Orders by release date report 2
Trial kitting report 2
Incorrectly kitted orders report 2
Traceability search report 2
Works order barch details report  2
Works order tool 4 (5 to delete)
Create a set of works orders tool 4
Create multiple orders tool 4
Urgent item tool 2
Print a kit list option 3
Print many kit lists option 3
Issue kit to an order option 3
Issue an item to many orders option 3
Works order kit tool 4
Receive a works order option 3
KIt list labels option 3
Works order labels option 3
Delete old orders option 5


Plan Module


Partnumber enquiry 1
Assembly explosion 1
Plan enquiry 1
Parent enquiry 1
Actions enquiry 1
Weekly summary report 2
Monthly summary report 2
Full details report 2
Monthly accuracy report 2
Redundant stock report 2
Purchases by partnumber report
2
Purchases by vendor report
2
Made in-house report
2
Actions full details report
2
Plan explosion option
4
Forecasts tool
3


Sell Module


Partnumber enquiry 1
Sales order enquiry 1
Sales order summary 1
Customer enquiry 1
Price file enquiry 4
Orders by partnumber report 2
Orders by customer report 2
Orders by order number report 2
Orders by duedate report 2
Orders showing profile report 2
Sales summary analysis report 4
Stock availability report 2
Sales order intake report 4
Tax statistics report 4
Customer details report 5
Prices by pricelist report 4
Prices by partnumber report 4
Pricelist comparison report 4
Sales order tool 4 (5 to delete)
Urgent item tool 2
Print an acknowledgement option 4
Print many acknowledgements option 4
Despatch a sales order option 3
Print a despatch note option 3
Print many despatch notes option 3
Despatch note tool 5
Print an invoice option 4
Print many invoices option 4
Print summary invoices option 4
Despatched but not invoiced report 4
Despatch summary & transfer report 4
Export documentation tool 4
Print export documents option 4
Despatch labels option 3
Customer address labels option 5
Customer details tool 4 (6 to amend credit rating from version 12.0028)
Customer address tool 4
Sales pricelist tool 4
Copy sales pricelists option 4
Update sales pricelists option 4
Import customer details option 5
Import credit limits option 5
Delete & transfer old items option 5
Update tax percentages option 4
Move all order lines option 5


Shop Module


Partnumber enquiry 1
Works order progress enquiry 1
Works order summary option 1
Work-to list enquiry 1
Route enquiry 1
Workcentres by workcentre report 4
Workcentres by department report 4
Operators by name report 4
Operators by department report 4
Route details report 4
Order progress by partnumber report 4
Order progress by order number report 4
Work-to lists report 4
Unbooked operations report 4
Print a route card option 2
Print many route card options 2
Make a booking option 2
Use an operational operation option 3
Booking tool 3
Record time worked option 4
Time worked tool 4
Job cost summary report 4
Job cost details report 4
Non-stock items report 4
WIP valuation 1 report 4
WIP valuation 2 report 4
Time Worked Report 4
Workcentre tool 5
Operator tool 5
Route tool 5
Transfer costs to stock file option 5


Store Module


Partnumber enquiry 1
Family enquiry 1
Partnumber details by partnumber report 2
Partnumber details by family report 2
Partnumber full details by family report 2
Partnumber account details report 2
Partnumber locations report 2
Partnumber scrap allowances report 2
Family details report 2
Ordering details by partnumber report 2
Ordering details by family report 2
Cost comparisons by partnumber report 5
Cost comparisons by family report 5
Stock valuation report 5
Stock transactions analysis report 5
Quarantine stock report 2
RoHS compliance report 2
Receive into stock option 2
Issue from stock option 2
Move stock option 2
Adjust stock option 3
Move into quarantine option 3
Move from quarantine option 3
Urgent item tool 2
Simple reporder point by family report 2
Simple reorder point by vendor report 2
Over ordered items report 2
Stock status report 2
Manually ordered items report 2
Items without stock cover report 2
Negative stock items report 2
Urgently required items report 2
Stocktake list - all items report 3
Stocktake list - due items report 3
Stocktaking tool 3
Variance report 3
Update stock levels option 5
Stocktake periods option 5
Last stocktake dates option 5
Stock labels option 2
Location labels option 2
Partnumber tool 5
Family details tool 5
Import partnumber details option 5
Import revised item details option 5
Transfer costs option 5
Transer transactions option 5


Manager Module


My information tool 4
User details tool4 4
Tax details tool 4
Non-working days tool 4
User defined variables tool 4
Clear all datafiles 4
Import version 11 data option 4
Zero stock figures option 4
Initialise documents option 4
Currency details report 4
User details report 4
Non-working days report 2
Lock / unlock system option 4
Currency tool  4
Add more documents option 4
Clear options in use option 4
Clear records being updated option 4
Clear stocktaking file option 4
Copy livedata option 4
Reindex datafiles option 4
Optimise datafiles option 4
Verify stock figures option 4
Change family tool 4
Change issue type tool 4
Change order method tool 4
Change RoHS status tool 4
Change a partnumber tool 4
Delete a whole family 4