1.SILICA
Demand Planner AP / EU / NA / LA
Create the user :
Login : Windows ID
Description : SI - DP / First and last Name
Assign the following user groups :
dp - SILICA - EU (or AP, NA, LA)
SILICA - GBU
Customer Service Rep. CSR
Create the user :
Login : Windows ID
Description : SI - CSR / First and last Name
Assign the user to following user groups:
SILICA - GBU
SILICA - Role CSR (for EU, AP, LA)
SILICA - Role CSR NA ( for NA)
Create the user Group :
Duplicate an existing one, example : csr - ccartall
Name : csr - LOGIN
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition :
Under table CSR
Name : csr - LOGIN
Type : Filter applied to record codes
Selection mask : code of the CSR (Search in CSR table the name of the CSR you want to create, use his code in this field)
Add ^ at the beginning of the code
add $ at the end of the code
>>> this step should be done during a release.
- Update the security of master tables:
Master table “ CSR” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before)
- Repeat this step for all master tables which are parents of “CSR” table (the most important one is : Material:Shipto@DC table)
Sales Rep. SREP
Create the user :
Login : Windows ID
Description : SI - SREP / First and last Name
Assign the user to following user groups:
SILICA - GBU
SILICA - Role Sales Rep (for EU, AP, LA)
SILICA - Role Sales Rep NA ( for NA)
Create the user Group :
Duplicate an existing one, example : sr - oguillou
Name : sr - LOGIN
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition :
Under table Sales Rep.
Name : sr - LOGIN
Type : Filter applied to record codes
Selection mask : code of the SREP (Search in Sales Rep. table the name of the SREP you want to create, use his code in this field)
Add ^ at the beginning of the code
add $ at the end of the code
>>> this step should be done during a release.
- Update the security of master tables:
Master table “ Sales Rep.” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before)
Repeat this step for all master tables which are parents of “Sales Rep.” table (the most important one is : Material:Shipto@DC table)
Global Shipto Key Account SHKA
A user who is CSR or SREP can be also a SHKA (he will not be able to modify the SHKA scope)
Create the user Group :
Duplicate an existing one, example : SHKA - Bridegestone
Name : SHKA - ShiptoKAName
Assign the user to the user group created
Delete any other existing assignments copied from duplicata
Create condition :
Under table Shipto KA
Name : SHKA - ShiptoKACode
Type : Filter applied to record codes
Selection mask : code of the GBU Ship-to Group (Ask the requester for the code)
Add ^ at the beginning of the code
add $ at the end of the code
>>> this step should be done during a release.
Update the security of only master table “Material:Shipto@DC ” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before)
For Modification Condition put Modify None
