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
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.
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.
Repeat this step for all master tables which are parents of “Sales Rep.” table (the most important one is : Material:Shipto@DC table)
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
Add ^ at the beginning of the code
add $ at the end of the code
>>> this step should be done during a release.
Repeat this step for all master tables which are parents of “Account Manager” table (the most important one is : Material:Shipto@DC table)
Add ^ at the beginning of the code
add $ at the end of the code
>>> this step should be done during a release.
>>> this step should be done during a release.
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: “ Sales Rep.” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before)
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: “Material:Shipto@DC” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before : GKAM - GBUShip-toGroupCode)
