User setup requires multiple screens and is complicated!

Caroline Buckland Updated by Caroline Buckland

The Process

A combined user setup screen is available, List and Edit screens are available to enable what are viewed as the “key” user-related details to be maintained on a single screen.

In addition to the details that are currently entered on the User Edit screen (MAFD), the following other user-related details and controls, which can be entered in other modules, are also available for entry on the new Combined User Setup screen:

  • Portal Roles
  • Common Purchasing (CP) User control settings and defaults
  • Accounts Receivable (AR) and Sales Invoicing (SI) User defaults
Note. As the details for the latter two areas above are company specific, only details for the user’s default company are enterable via the new Edit screen. If multiple companies are being used, the details for all other companies will continue to have to be entered on the existing screens, i.e.

Menu Access to the existing options.

Systems Admin>System Wide Controls>Users & Roles

  • Common Purchasing User control settings and defaults
  • Accounts Receivable and Sales Invoicing User defaults

The following User definition fields are not available on the new Edit screen but will be assigned the following default values as they are mandatory settings within Advanced:  They can however be accessed from the current user edit screen (MAFD).

Environment Group:                 ‘CLOUD’

Language:                                  ‘00’

Allow Multiple Sign-on:             ‘Y’

BEM via Email:                           ‘1’ (Email and diary notification) but only where an email address has also been entered

Access the following menus:

System Admin>System Wide Controls>Users & Roles>Combined User Setup

The list screen will be displayed, the following features are available.

  • An Alias selection parameter to enable a search to be carried out for a user via their alias. (this is the Alias field used when the user is created in User Manager)
  • Status selection parameter to enable a user search to be restricted to only those users who are enabled, i.e. those who are neither disabled or inactive.

Actions to enable navigation to the existing Common Purchasing User and AR / SI User defaults List screens. 

These actions can be found by using the GO button followed by the appropriate link.

Note: companies other than a user’s default company can be maintained. Any settings not available on the new Edit screen for the user’s default company will also need to be maintained using these screens.

From the list screen the Insert, Amend, Copy of View is available.

Once an action has been applied the following screen will be displayed.

Select each format to retrieve or enter the details.

Common Purchasing User Screen

Procurement Portal /AR and SI Defaults

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