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When we receive a request for a User Creation for Novecare here are the following steps:

#Actions to do
1.

Create the user using the right User Type (Global Planner should be only for users that will run calculations)

  • What is the scope needed for the user ?
  • Is this user will replace an existing user?
    • Yes: Who ? Can we deactivate the old one ? When ?
2.Associate the user to the right user(s) group(s)
3.

If the user is a S&OP Leader:

  • Create a new line in the MasterTable S&OP Leader with the User ID in the code and short name column + description on the name

Note: for a S&OP Leader, the user group used should be the Zone.

4. 

If the user is a S&OP Planner:

  • Create a new line in the Master Table S&OP Planner with the User ID in the code and short name column + description on the name and add the linked S&OP Leader 

  • Create a new condition "Novecare - S&OP - Country / User"
    • Condition type : filter applied to record codes 
    • Selection mask: User ID 
    • Parent master table: S&OP Planner
  • Update the advanced security for the Master Table S&OP Planner


  • On the material master table create a new Condition "NOVECARE - S&OP - Country / User (display)
    • Condition type: User input value
    • Parent master table: Material 
    •  
    • Create the DF in order to update the condition (yUsers Scope Management > S&OP Planner - Viewer Scope);


    • Add the assignement calculation of Active SKUs with "SOP Planner filter" in the datafield. 

    • Add the DF on the sequence "ALL GBU - UPDATE CONDITIONS"

    • To add the datafield on the sequence:
      Right click on the datafield → Add to a sequence → All Gbu - Update Conditions 
      Actions → Update condition 
      Action to be performed in case of error → move to next action
      Be sure to place the new action before the save to server 
       
  • Do a right click on the SKU master table and go to Security
  • Advanced security tab
  • Check that the user group linked to you user the visibility's condition and modification's condition are the ones created on the Material master table for Visibility and S&OP Planner master table for modification


  • Do a right click on the Resources Master Table and go to Security → Advanced Security and add the condition (only if the user is using PP).


4.Go to workspace user right management, assign the plant to the S&OP Planner 
5.Open the hierarchy → resource; assign the resource to the S&OP Planner 



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