User Role List - Zayeen Documentation

Used By

Administrator or module owner

Data Type

settings

Search Keys

Code, Name

When to Use This Form

When users need to create, review, or update User Role List.
When this data needs to be available as a choice in transactions, reports, filters, or settings.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Before You Start

Make sure the user has access to this menu and the related reference data has already been prepared.
Check required fields first, especially codes, names, dates, accounts, customers, suppliers, products, divisions, or departments.
If the form uses active status, confirm the status before saving so the data appears in the correct selections.

Workflow

Open Settings / Users & Access / User Role List.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the required fields and complete supporting information that helps search, reporting, or transaction processing.
Review the code, name, status, accounts, grouping, and other references before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Key Fields

Field	User Explanation	Status
Code `id`	Unique code used to identify User Role List. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Division `defaultdivision`	Business unit or branch related to this record. Choose the correct division before saving.	Required
Department `defaultdepartment`	Department, warehouse, work location, or cost center related to this record.	Required
Currency `defaultcurrency`	Currency used for amounts in this record. Check the exchange rate when it differs from the default currency.	Required
Customer `defaultcustomer`	Customer reference used for sales, receivables, rewards, or customer reports.	Required

Details and Relationships

Most master-data forms are used as references by other forms. Changes may affect future transactions and reports.
Audit fields are filled in automatically by the application and help support teams trace changes.

After Saving

Active data can appear as a choice in transactions, reports, filters, or settings that use this reference.
Changes are normally used for new activity. Historical documents remain available for review.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Common Issues

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

Available Fields

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Code `id`	Unique code used to identify User Role List. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Division `defaultdivision`	Business unit or branch related to this record. Choose the correct division before saving.	Required
Department `defaultdepartment`	Department, warehouse, work location, or cost center related to this record.	Required
Currency `defaultcurrency`	Currency used for amounts in this record. Check the exchange rate when it differs from the default currency.	Required
Customer `defaultcustomer`	Customer reference used for sales, receivables, rewards, or customer reports.	Required
Lock Division `lockdivision`	Business unit or branch related to this record. Choose the correct division before saving.	Optional
Lock Department `lockdepartment`	Department, warehouse, work location, or cost center related to this record.	Optional
Lock Currency `lockcurrency`	Currency used for amounts in this record. Check the exchange rate when it differs from the default currency.	Optional
Lock Customer `lockcustomer`	Customer reference used for sales, receivables, rewards, or customer reports.	Optional
Lock Supplier `locksupplier`	Supplier reference used for purchasing, payables, or supplier reports.	Optional
Lock Payment Method `lockpayment`	Amount used in calculation and reporting. Review the value before saving.	Optional
Apply Additional Tax `useextratax`	Tax information used for transaction calculation and tax reporting.	Optional
Kunci Date & Time When Transaction `lockdatetime`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Lock Selling Price `locksalesprice`	Price used in transaction calculation. Confirm it matches the intended price level or rule.	Optional
Use product serial number `usesnproduct`	Product or item reference used in stock, sales, purchasing, or production processes.	Optional
Apply Other Taxes `useotherstax`	Tax information used for transaction calculation and tax reporting.	Optional
Supplier `defaultsupplier`	Supplier reference used for purchasing, payables, or supplier reports.	Required
Menu List `menus`	Menu List stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Lock Sales Representative `locksalesperson`	Lock Sales Representative stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Lock Service Staff `lockservicedoer`	Lock Service Staff stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Lock Employee `lockemployee`	Lock Employee stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Lock Shipment `lockshipment`	Lock Shipment stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Journal Entry Approval `approvejournal`	Journal Entry Approval stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Inventory Transfer Posting `approvalinvmoving`	Inventory Transfer Posting stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Allow Closing POS Session `closepos`	Allow Closing POS Session stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Lock Sales Discount `locksalesdisc`	Discount value or rule used when the transaction is calculated.	Optional
Allow Selling Below Cost `sellbelowcogs`	Allow Selling Below Cost stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Check stock balance during transaction `checkinventoryavailable`	Amount used in calculation and reporting. Review the value before saving.	Optional
Default Value `defaultvalue`	Default Value stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Sales Representative `defaultsalesperson`	Sales Representative stores information needed by User Role List. Fill it in according to the company data standard.	Required
Service Staff `defaultservicedoer`	Service Staff stores information needed by User Role List. Fill it in according to the company data standard.	Required
Employee `defaultemployee`	Employee stores information needed by User Role List. Fill it in according to the company data standard.	Required
Shipment `defaultshipment`	Shipment stores information needed by User Role List. Fill it in according to the company data standard.	Required
Payment Type `defaultpayment`	Amount used in calculation and reporting. Review the value before saving.	Required
Filter Group (Leave blank to show all) `filtergrouprole`	Filter Group (Leave blank to show all) stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Division List `divisionlist`	Business unit or branch related to this record. Choose the correct division before saving.	Optional
Department List `departmentlist`	Department, warehouse, work location, or cost center related to this record.	Optional
Product Group `productgroup`	Product or item reference used in stock, sales, purchasing, or production processes.	Optional
Supplier Group `suppliergroup`	Supplier reference used for purchasing, payables, or supplier reports.	Optional
Customer Group `customergroup`	Customer reference used for sales, receivables, rewards, or customer reports.	Optional
Sales Representative Group `salespersongroup`	Sales Representative Group stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Service Staff Group `servicedoergroup`	Service Staff Group stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Employee Group `employeegroup`	Employee Group stores information needed by User Role List. Fill it in according to the company data standard.	Optional
Table Permissions `tableroles`	Table Permissions stores information needed by User Role List. Fill it in according to the company data standard.	Optional

Menu Location

Settings / Users & Access / User Role List
/form/roles

Quick Create from Search Fields

If the + icon appears next to a search field, users can create default or locked reference masters directly from Role setup without leaving the access configuration in progress.

Customer

Available on the default Customer field or Lock Customer. If the role must be tied to a specific customer that does not exist yet, click + and select it again on the same role.

Supplier

Available on the default Supplier field or Lock Supplier. If the supplier restriction target is missing, click + to create it without leaving Role setup.

Salesperson

Available on the default Salesperson field. If the role should point to a salesperson who is not in the master yet, click + and continue the same role configuration.

Service Staff

Available on the default Service Staff field. If the role needs a specific service staff record that does not exist yet, click + to create it without leaving this form.

Employee

Available on the default Employee field or Lock Employee. If the role must be linked to a specific employee who has not been created yet, click + and select it again on the same role.