Updated: July 27, 2023 7:01am

Physical Inventory Permissions

You can control employee access to various features of RP Prism Physical Inventory. Refer to the following table for a list of PI-related security permissions.
Note: All users are able to access the Physical Inventory area and view the list of PIs for a store.

Permission Description
Physical Inventory - Access Allow group members to access the Physical Inventory area.
Physical Inventory - Activate/Deactivate PI Sheet Allow group members to activate or deactivate a PI.
Physical Inventory - Create New PI Sheet Allow group members to create a new PI sheet (with or without a filter).
Physical Inventory - Create PI Zone Allow group members to create a new PI zone.
Physical Inventory - Delete Zone Allow group members to delete zones.
Physical Inventory - Edit PI Sheet Allow group members to access the Edit button to edit a PI Sheet Name or Notes.
Physical Inventory - Edit PI Zone Allow group members to edit the Zone name or descriptions.
Physical Inventory - Modify PI Sheet Counts Allow group members to modify the counts on PI sheets. 
  • When set to ALLOW, users CAN merge the Add Counts tab of the zone sheet into the PI Sheet, modify the counts on the PI Sheet Scanned/Discrepancy tabs and change counts on the add counts tab or removing items from that tab should not trigger this permission.
  • When set to DENY, the MERGE button is disabled. A yellow toast message alerts the user if the user tries to modify counts on the PI Sheet Scanned/Discrepancy tabs (changing counts on the add counts tab or removing items does not trigger this permission.
  • When set to OVERRIDE, users are prompted for override credentials when trying to merge Add Counts tab into the zone sheet or trying to modify counts on the PI Sheet Scanned/Discrepancy tabs. Changing counts on the add counts tab or removing items from that tab does not trigger this permission.
Physical Inventory - Modify Zone Counts Allow group members to modify the counts on PI zone sheets.
Physical Inventory - Print PI Sheet Allow group members to print PI Sheets.
Physical Inventory - Print Zone Sheet Allow group members to print zone sheets (listing counts for the zone).
Physical Inventory - Send PI Sheet Allow group members to send PI sheets to Retail Pro 9.
Physical Inventory - Update PI Sheet All group members to update PI sheets in Prism.
Physical Inventory - Update PI Sheet Start Quantities Allow group members to access the Update Start Qty button for PIs. Selecting the Update Start Qty button will reset the Start Qty for all items to their current OH Qty in inventory at the PI store.
Physical Inventory - Zone Merge Physical Inventory- Zone Merge: When set to Allow, allows the user to merge zones. When set to override, an override credential is required to complete the merging of the selected zone(s) and when it is set to deny, then the merge button is disabled.
Physical Inventory - Zone Unmerge Physical Inventory- Zone Unmerge: When set to Allow, allows the user to unmerge zones. When set to override, an override credential is required to unmerge he selected zone(s) and when it is set to deny, then the unmerge button is disabled.

 

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