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