DynaSys users
Different users have accesses to DynaSys, below is a global overview of the main roles and action in the system :
| Role | Responsibility |
|---|---|
Sales Employee (Sales Manager / Account Manager) | Update Sales Team forecasts for its Material x Ship-To (based on its portfolio defined in SAP- Sales group/Account manager) |
| Sales Assistant (CSR/CSS) | Update Customer/CSR forecasts for its Material x Ship-To (based on its portfolio defined in SAP)) |
| Global Key Account Manager | View the forecast for the global scope he is in charge of (Customer group (=Key Account), Product range...) |
Demand Planner (S&OP Manager) | Key Users of the tool : Manage the DFUs life cycle, Review the statistical forecast, Validate the final forecast for its scope |
| Controlling (Finance) | Review the Budget/MTP |
Each GBU may have different roles. More details are available in the Wiki DynaSys GBU Corner pages :
User creation in DynaSys
User scope and role
A User will have at least one Role and one Scope :
- the Role depends on his fonction and define which workspaces, models and shortcuts he can access
- the Scope defines which DF/data he has access to
Each user will have :
- One (or many) role(s)
- One (or many) scope(s)
- One profile (viewer, global planner…)
Each role/scope will be defined through a User Group.
The steps to create a new user are :
- Create User
Note : Avoid to re-use an old user for traceability/connection dashboard except if the user was deleted for more than 1 year (Refer to the YY.MM in the user name)
- Create scope User group(s)
Note : Don't duplicate User group to avoid to duplicate the security
- Define security for the User group(s) scope
- Assign User group(s) scope to the new user
- Assign User group(s) role to the new user
Each role is linked to :
Workspaces,
Shortcuts,
Calculations
Write/Read on models
The Security is set-up in the Workspace, the Forecast/User models and the Shortcuts.
The User group to assign a role to a user are generally defined during the project phase. No new user group for a role should be defined for a new user creation.
User roles and type of accesses per GBU
When receiving a request for an access, the first step is to collect all required information :
- User Name
- Windows ID
- GBU
- Role (refer to list below)
- Scope (refer to list below)
A form needs to be completed by the user to collect all the information :
| GBU | Role | Scope | Model security | User profile | Type of access |
|---|---|---|---|---|---|
| AROMA PERFORMANCE | Demand Planner | Zone | Global Planner | Remote | |
| Sales Rep. | Sales group code (WP1) Account Manager code (PF1) | Collaborator | Remote (Migration to web in progress) | ||
| Global Key Account Manager | GBU Ship-To Group name/code | Viewer | Remote (Migration to web in progress) | ||
| NOVECARE | S&OP Manager | Windows Login + set-up by Main Shipping plant / Main Production plant | U00 - Impot - IN U99 - Export - OUT x. Supersession x. Master Tables Update x. Users Scope Management y. GBU - NOVECARE z. MTP / Commercial RoadMap z. Budget | Global Planner | Remote |
| Sales Manager | Sales group code (WP1) Account Manager (PF1) | U00 - Impot - IN x. Supersession x. Users Scope Management y. GBU - NOVECARE z. MTP / Commercial RoadMap z. Budget | Collaborator | Web | |
| Sales Assistant (CSR - Customer Service Representative) | ZI Partner code (WP1) CSS Representative code (PF1) | U00 - Impot - IN x. Supersession x. Users Scope Management y. GBU - NOVECARE z. MTP / Commercial RoadMap z. Budget | Collaborator | Web | |
| Global Key Account Manager | Ship-To KA name/code | U00 - Impot - IN x. Supersession x. Users Scope Management y. GBU - NOVECARE z. MTP / Commercial RoadMap z. Budget | Viewer | Web | |
RMD (Regional Market Director) | Zone and BfC Market | U00 - Impot - IN x. Supersession x. Users Scope Management y. GBU - NOVECARE z. MTP / Commercial RoadMap z. Budget | Viewer | Web | |
| BDM (Business Development Manager) | Zone and BfC Market | U00 - Impot - IN x. Supersession x. Users Scope Management y. GBU - NOVECARE z. MTP / Commercial RoadMap z. Budget | Viewer | Web | |
| PEROX | Demand Planner | Zone | Global Planner | Remote | |
| Account Manager | Collaborator | Web | |||
| Global Key Account Manager | GBU Ship-To Group | Viewer | Web | ||
| SILICA | Demand Planner | Zone | Global Planner | Remote | |
| Sales Rep. | Sales Group code | Collaborator | Web | ||
| Sales Assistant (CSR - Customer Service Representative) | ZI Partner code | Collaborator | Web | ||
| Global Key Account Manager | Ship-to KA name/code | Viewer | Web | ||
| SA&D | Demand Planner | Zone | Global Planner | Remote | |
| Account Manager | Account Manager (PF1) | Collaborator | Remote | ||
| Sales Assistant (CSR - Customer Service Representative) | CSS Representative code (PF1) | Collaborator | Remote | ||
| SPECIAL CHEM | S&OP Manager | Windows Login + set-up by BfC Market | U00 - Impot - IN U99 - Export - OUT x. Supersession x. Users Scope Management x. Master Tables Update x. Currency management y. GBU - Special Chem z. MTP / Commercial RoadMap z. Budget z. Constrained demand z. Contribution margin z. Pricing management | Global Planner | Remonte |
| Sales Manager | Sales group code (WP1) Account Manager (PF1) | U00 - Impot - IN U99 - Export - OUT x. Supersession x. Users Scope Management x. Master Tables Update x. Currency management y. GBU - Special Chem z. MTP / Commercial RoadMap z. Budget z. Constrained demand z. Contribution margin z. Pricing management | Collaborator | Web | |
| Sales Assistant (CSR - Customer Service Representative) | ZI Partner code (WP1) CSS Representative code (PF1) | U00 - Impot - IN U99 - Export - OUT x. Supersession x. Users Scope Management x. Master Tables Update x. Currency management y. GBU - Special Chem z. MTP / Commercial RoadMap z. Budget z. Constrained demand z. Contribution margin z. Pricing management | Collaborator | Web | |
| Global Key Account Manager | GBU Ship-To Group | U00 - Impot - IN U99 - Export - OUT x. Supersession x. Users Scope Management x. Master Tables Update x. Currency management y. GBU - Special Chem z. MTP / Commercial RoadMap z. Budget z. Constrained demand z. Contribution margin z. Pricing management | Viewer | Web | |
| TS | Demand Planner | Zone + BU | Global Planner | Remote | |
| Product Manager | Manually set-up | Collaborator | Web | ||
| Sales Rep. | Sales group code (WP1) | Collaborator | Web | ||
| RSD | List of Sales Rep. | Collaborator | Web | ||
| Pricing Team | Full GBU | Collaborator | Remote |
- Security user model
Security user model DP3 (1).xlsx
- User creation
User naming should follow the rule below :
GBU - User role / Name
Examples :
The email of the user should also be registered in the External user name :
The available user types for the GBU users are :
- Global Planner for Demand /S&OP Planners
- Collaborator for Sales Manager
- Viewer for users who just need view access
Note : Do not give "Administrator" to GBU users, they would be able to get connected during the import processes
Administrator and Super user are for SBS users for system maintenance
- User deletion
When a user is obsolete :
- Rename the user with zzz before the user name. The YY/MM does correspond to the Year/Month when the user can be re-used (=Year+1.Current Month)
- Deactivate it
Note: if the user was working on our SBS team, rename the user with zzz[YY/MM-SBS]ID.
User DynaSys server access
The Server access is only required for Remote access. For Web access, no remote access is required.
If a user needs a server access, send an email to : DynaSys.Interface.Team@solvay.com with the User Windows ID
User Group mailing
New users should also be added in the corresponding Google group :
If users are Key Users (=Demand planners), they should be also added in the following Google group :
Sales Manager/Sales Employee creation
This process is applicable for all GBUs except PEROX and SA&D. For PEROX and SA&D, the Sales Manager is managed at the Account Manager level.
The Sales Employee User scope needs to be set-up following different steps :
- create the Sales Employee ID (with the email, WindowsID) and corresponding condition
- link the Sales Employee to the Sales Employee ID
- create the Sales Employee User group and update the Master tables security
- Step 1 : Create a new Sales Employee ID
Create a new entry in the Master table Sales Employee ID
Note : This step needs exclusive access to the tool. It has to be done during the release.
To create a new entry, click on "Lock data"
The data to register are :
Code = email
Name = LAST NAME First Name
Short name = User Login
- Step 2 : Create the condition linked to the Sales Employee ID
- Step 3 : Link the Sales Employee to the Sales Employee ID
Sales Employee correspond to the Sales Group code in WP1 or the Account Manager code in PF1.
A Sales Employee ID could be linked to more than one Sales Employee.
You can either update directly in the table during a release or use the datafield : Sales Employee ID Override, which will update the hierarchy during the night.
- Step 4 : Update the security
- Step 5 : Simulate the user to make sure the user sees some DFUs in his portfolio
DynaSys user creation details per GBU
For all users :
Login : Windows ID
External user name : eMail
Silica
| User Description | Role User group | Scope User group | |||
|---|---|---|---|---|---|
User group to be created (Do not duplicate an existing one) | Condition to be created | Security to be updated | |||
Demand Planner AP / EU / NA / LA | SI - DP / First and last Name | SILICA - GBU dp - SILICA - EU (or AP, NA, LA) | (included in the Role User group) | N/A | N/A |
Sales Assistant (CSR (Customer Service Rep.) | SI - CSR / First and last Name | SILICA - GBU SILICA - Role CSR (for EU, AP, LA) or SILICA - Role CSR NA ( for NA) | SI - CSR - LAST NAME and First Name | SI - CSR - LAST NAME and First Name Parent Master Table : CSR Selection mask : ZI Partner code (CSR code) + ^ at the beginning of the code and $ at the end of the code Note : Search in CSR table the name of the CSR you want to create, use his code in this field) | Material:Shipto@DC table CSR Table |
Sales Representative | SI - SREP / First and last Name | SILICA - GBU SILICA - Role Sales Rep (for EU, AP, LA) SILICA - Role Sales Rep NA ( for NA) | SI - SREP - LAST NAME and First Name | SI - SREP - LAST NAME and First Name Parent Master Table : Sales Employee ID Selection mask : eMail (Sales Employee ID code) Note : Prior to this step, the Sales Employee ID should be created and linked to the corresponding Sales Employee(s) code (Refer to paragraph : Sales Manager/Sales Employee creation for more details) | Material:Shipto@DC table Sales Employee ID table |
Global Key Account Manager (GKAM)Note : A user who is CSR or SREP can also be a GKAM (he will not be able to modify the KA scope) | N/A (User name of the sales manager) | SHKA - Ship-to KA Name | SHKA - Ship-to KA Name Parent Master Table : Ship-to KA Selection mask : code of the Ship-to KA + ^ at the beginning of the code and $ at the end of the code | Material:Shipto@DC table (Only on visibility - No modification) | |
Perox
| User Description | Role User group | Scope User group | |||
|---|---|---|---|---|---|
User group to be created (Do not duplicate an existing one) | Condition to be created | Security to be updated | |||
Demand Planner AP / EU | PE - DP / First and last Name | PEROX - GBU DP - PEROX - EU (or AP) PEROX - Role Account Manager | (included in the Role User group) | N/A | N/A |
Demand Planner NA | PE - DP / First and last Name | PEROX - GBU DP - PEROX - NA | (included in the Role User group) | N/A | N/A |
Account Manager | PE - Account Manager / First and last Name | PEROX - GBU PEROX - Role Account Manager (for EU and AP) PEROX - Role Account Manager NA ( for NA) | PE - AM / LAST NAME and First Name | PE - AM / LAST NAME and First Name Parent Master Table : Account Manager Selection mask : Account manager code + ^ at the beginning of the code and $ at the end of the code Note : Search in Account manager table the name of the account manager you want to create, use his code in this field | Material:Shipto@DC table Account Manager Table |
Global Key Account Manager (GKAM)Note : A user who is Account Manager can be also a GKAM of a specific zone | N/A (User name of the account manager) | GKAM - GBU Ship-to Group Name - Zone | GKAM - GBU Ship-to Group Name - Zone Create a a first condition for the GBU Ship-to Group Parent Master Table : GBU Ship-to Group Selection mask : GBU Ship-to Group + ^ at the beginning of the code and $ at the end of the code + Create a combined condition : Condition GKAM - GBUShip-toGroupCode AND Condition Zone Under table Ship-to@BU Name : GKAMxZONE - GBUShip-toGroupName Zone Type : Combined Condition | Material:Shipto@DC table Ship-to@BU table | |
Aroma
| User Description | Role User group | Scope User group | |||
|---|---|---|---|---|---|
User group to be created (Do not duplicate an existing one) | Condition to be created | Security to be updated | |||
Demand Planner | PA - DP / First and last Name | AROMA - GBU AROMA - Role Demand - Scope EU (or AP, NA, LA) | (included in the Role User group) | N/A | N/A |
Sales Representative | PA - Sales Rep / First and last Name | AROMA - GBU AROMA - Role Sales Rep | PA - SREP - LAST NAME and First Name | PA - SREP - LAST NAME and First Name Parent Master Table : Sales Employee ID Selection mask : eMail (Sales Employee ID code) Note : Prior to this step, the Sales Employee ID should be created and linked to the corresponding Sales Employee(s) code (Refer to paragraph : Sales Manager/Sales Employee creation for more details) | Material:Shipto@DC table Sales Employee ID Table |
Global Key Account Manager (GKAM)Note : Sales Representative who are also GKAM have 2 accounts and can switch from one account to another (Refer to the specific page on "Switch user feature for more details) | PA - GKAM / First and last Name | GKAM - GBU Ship-to Group Name | GKAM - GBU Ship-to Group Name | GKAM - GBU Ship-to Group Name Parent Master Table : GBU Ship-to Group Selection mask : GBU Ship-to Group + ^ at the beginning of the code and $ at the end of the code | Material:Shipto@DC table Ship-to@BU table |
Special Chem (TS)
| User Description | Role User group | Scope User group | |||
|---|---|---|---|---|---|
User group to be created (Do not duplicate an existing one) | Condition to be created | Security to be updated | |||
Demand Planner | CH - DP / First and last Name | CH - GBU CH – Sales Employee | (included in the Role User group) | N/A | N/A |
| Sales assistant | CH – GBU CH – Sales Assistant | CH – SA - Windows ID | CH – SA - Windows ID | Sales Assistant ID table Material:Shipto@DC table | |
Sales Representative | CH - SE / First and last Name | CH – GBU CH – Sales Employee | CH – SE - Windows ID | CH – SE - Windows ID | Sales Employee ID table Material:Shipto@DC table |
Global Key Account Manager (GKAM)Note : Sales Representative who are also GKAM have 2 accounts and can switch from one account to another (Refer to the specific page on "Switch user feature for more details) | PA - GKAM / First and last Name | CH – GBU CH – Sales Employee | CH - GKAM - Name of GKAM Dimension CH – SE - Windows ID | CH - GKAM - Name of GKAM Dimension CH – SE - Windows ID | Sales Employee ID table Material:Shipto@DC table |
4.TECHNOLOGY SOLUTIONS
| Description | Role user group | Scope User group | |||
|---|---|---|---|---|---|
User group to be created (Do not duplicate an existing one) | Condition to be created | Security to be updated | |||
| Sales employee | TS - SREP - Country code / Last & First Name | TS - Role Sales manager | TS - SREP - Country code / First & Last Name | TS – SREP – Country Code / LAST & First Name | Sales Employee ID table Sales Employee table Material:Shipto@DC table |
| Pricing team | TS - Princing Team | N/A | N/A | N/A | |
| DEMAND PLANNER | TS - DP / First and last Name | DP - TS (MS) or DP - TS (PA) or DP - TS (PHOS - HENCHANG) or DP - TS (PHOS - PHOSPHINE) or DP - TS (PHOSPHORUS) | N/A | N/A | N/A |
Sales Rep. SREP
Create the user:
Name: Windows ID
Description : TS - SREP - Country code / Last & First Name
User Properties:
Check “Collaborator”
Check “Account Enabled”
Create the user Group :
Create the user group (DO NOT DUPLICATE AN EXISTING ONE)
Name : TS – SREP – Country Code / LAST & First Name
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition:
Under table Sales Employee ID
Name: TS - Country Code / LAST & First Name
Condition Type: Filter applied to record codes
Selection mask : input the user's email address
Parent master table: Sales Employee ID
>>> This step should be done during a release... (Exclusive access needed!)
Update the Sales Employee ID table, add the user's email address into the table and tick the related condition you just created in the previous step
Update the security of master tables: “ Sales Employee” > 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 Employee” table (the most important one is : Material:Shipto@DC table)
RSD
xxx
PRICING TEAM
Create the user :
Login : Windows ID
Description : TS - DP / First and last Name
Assign the following user groups :
TS - Princing Team
DEMAND PLANNER
Create the user :
Login : Windows ID
Description : TS - DP / First and last Name
Assign the following user groups :
TS - DP- ...
PRODUCT MANAGER
5.NOVECARE
Sales Employee
Create the user:
Login: Windows ID
Login SAP
Description: NOVECARE - SREP - Country Code / LAST and first name
Assign the user to the following user groups:
NOVECARE - Sales rep (KG)
Create the user group:
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name: NOV - SREP - Country Code / LAST and first name
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition:
Under table Sales Employee ID
Name: NOV - SREP - Country Code / LAST and first name
Type: Filter applied to record codes
Selection mask: User email address (Search in Sales Employee table the name of the Sales Employee you want to create, use the email address in the corresponding field)
>>> This step should be done during a release.
Update the security of master tables: “Sales Employee ID” > 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 Employee ID” table (the most important one is : Material:Shipto@DC table)
Customer Service Rep. CSR
Create the user:
Login: Windows ID
Description: NOVECARE - CSR - LAST and first name
Assign the user to the following user groups:
NOVECARE - CSR
Create the user group:
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name: NOV - CSR - LAST and first name
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition:
Under table CSR
Name: NOV - CSR - LAST and first name
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: “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)
S&OP Planner
Create the user:
Login: Windows ID
Description: NOVECARE - S&OP Manager - Country Code / First and last name
Assign the user to following user groups:
NOVECARE - S&OP Planner
Create the user Group:
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name: NOV - S&OP Manager - Country Code / First and last name
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition:
Add ^ at the beginning of the code
Add $ at the end of the code
Under table S&OP Planner
Name: NOV - S&OP - Country Code / First and last name
Type: Filter applied to record codes
Selection mask: code of the S&OP Planner (Search in S&OP Planner table the name of the S&OP planner you want to create, use his code in this field)
>>> This step should be done during a release.
Update the security of master tables: “S&OP Planner” > 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 “S&OP Planner” table (the most important one is : Material:Shipto@DC table)
+ Link between S&OP Leader and S&OP Planner: Update the S&OP Planner table and assign the correct S&OP Leader to the correct S&OP Planner, depending on the zone.
S&OP Leader
Create the user:
Login: Windows ID
Description: NOVECARE - S&OP Leader Mini Zone - Country Code / First and last name
Assign the user to following user groups:
NOVECARE - S&OP Planner
Create the user Group:
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name: NOV - S&OP Leader - Mini Zone / First and last name
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition:
Under table S&OP Leader
Name: NOV - S&OP Leader - Mini Zone - First and last name
Type: Filter applied to record codes
Selection mask: code of the S&OP Leader (Search in S&OP Leader table the name of the S&OP planner 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: “S&OP Leader” > 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 “S&OP Leader” table (the most important one is : Material:Shipto@DC table)
Global Key Account Manager (GKAM) / Regional Key Account Manager (RKAM)
A user who is SREP can be also a GKAM
Create the user group:
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name: GKAM - ShiptoKAName
Assign the user to the user group created
Delete any other existing assignments copied from duplicata
Create condition:
Under table Shipto KA
Name: GKAM - 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.
Create combined condition:
Under table ShiptoKA
Name: SHKA x Zone - ShiptoKAName Zone
exemple: SHKA x Zone - BERCEN NA
Condition type: Combined condition
Left operand: Add condition previously created
Right operand: Zone Shipto - Zone
>>> This step should be done during a release.
Update the security of the 3 master tables Material:Shipto/ Material:Shipto@BU / Material: Shipto@DC:
For each master table:
Right click > Security > Advanced security
Go to user group line (created step before)
Put the condition
>>> This step should be done during a release.
Regional Market Director (RMD) / Business Development Manager (BDM)
A user who is SREP or BDM can also be a RMD
Create the user:
Login: Windows ID
Description: NOVECARE - BDM Market Name x Mini Zone First and last name
Assign the user to following user groups:
NOVECARE - RMD (KG)
NOVECARE - BDM (KG)
Create the user Group:
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name: NOV - RMD Market Market Name - Mini Zone
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition:
Under table XXX
Name: XXX
Type: Filter applied to record codes
Selection mask: code of the XXX (Search in XXX table the name of the XXX 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:
“Material:Shipto@DC” > Right click > Security > Advanced security
Go to user group line (created step before)
Put the condition
>>> This step should be done during a release.
6.SA&D
Account Manager
Create the user :
Login : Windows ID
Description : SD - Account Manager / First and last Name
Assign the user to following user groups:
- SA&D - GBU
- SA&D - Role Account Manager (Except NA, LA)
- SA&D - Role Account Manager (LA)
- SA&D - Role Account Manager (NA)
Create the user Group :
Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)
Name : SD - AM - LOGIN
Assign to this user group the user created
Delete any other existing assignments copied from duplicata
Create condition :
Under Master table Account Manager (under ProductGroup:ShipTo@BU)
Name : SD - AM - LOGIN
Type : Filter applied to record codes
Selection mask : code of the account manager (Search in Account manager table the name of the account manager you want to create, use his code in this field)
Add ^ at the beginning of the code
add $ at the end of the code
7.Composites
Demand Planner
Create 1 new user :
- Login : Windows ID
Description : AERO - Demand Planner - First and Last Name
User Properties : Global Planner, Demand Planner, Distribution Planner, Production Planner, Super user, Account Enabled, External user name: email address
Assign the user to the following user groups : CM - Role Demand Planner
PMI
Create 4 new users :
- Login : Windows ID
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Enabled, External user name: email address
Assign the user to the following user groups : CM - Role Sales Coordinator
- Login : Windows ID_BACKUP
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Disabled
Assign the user to the following user groups : CM - Role Sales Coordinator
- Login : Windows ID_SC2
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Disabled
Assign the user to the following user groups : CM - Role Sales Coordinator
- Login : Windows ID_SC3
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Disabled
Assign the user to the following user groups : CM - Role Sales Coordinator
Create 3 new user groups :
- Name : AERO - Sales Coordinator - First and Last Name
Assign the new users Windows ID and Windows ID_BACKUP (created above) to this group
Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar
- Name : AERO - Sales Coordinator - First and Last Name (Other)
Assign the new user Windows ID_SC3 (created above) to this group
Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar
- Name : AERO - Sales Coordinator - First and Last Name (Secondary)
Assign the new user Windows ID_SC2 (created above) to this group
Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar
>> Complete when no users are connected to DP2 <<
Add Condition to the Primary Sales Coordinator Master table :
- Name : SC-First and Last Name
- Description : Sales Coordinator-PMI
- Definition : Condition type = User input value, Parent master table = Primary Sales Coordinator
Add User to Primary Sales Coordinator Master table :
- Open the Primary Sales Coordinator Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (next sequential number), Name (First and Last Name), check off the new condition created above
Add Condition to the Secondary Sales Coordinator Master table :
- Name : SC2-First and Last Name
- Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table, Parent master table = Secondary Sales Coordinator
Add User to Secondary Sales Coordinator Master table :
- Open the Secondary Sales Coordinator Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)
Add Condition to the Other Sales Coordinator Master table :
- Name : SC3-First and Last Name
- Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table, Parent master table = Other Sales Coordinator
Add User to Other Sales Coordinator Master table :
- Open the Other Sales Coordinator Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)
Modify the Advanced Security of the Primary Sales Coordinator Master table :
- Right-click on the Primary Sales Coordinator Master table
- Click on Security
- Click on Advanced secruity in the Primary Sales Coordinator properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Primary Sales Coordinator Master table to each new user group
Modify the Advanced Security of the Material:Forecast Customer@Spec Master table :
- Right-click on the Material:Forecast Customer@Spec Master table
- Click on Security
- Click on Advanced secruity in the Material:Forecast Customer@Spec properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Primary Sales Coordinator Master table, Secondary Sales Coordinatory Master table, and Other Sales Coordinatory Master table to each new user group (Other = SC3, Secondary = SC2)
PMI Admin
Create 5 new users :
- Login : Windows ID
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Enabled, External user name: email address
Assign the user to the following user groups : CM - Role Sales Coordinator
- Login : Windows ID_BACKUP
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Disabled
Assign the user to the following user groups : CM - Role Sales Coordinator
- Login : Windows ID_GLOBAL
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator, Account Disabled
Assign the user to the following user groups : AERO - PMI
- Login : Windows ID_SC2
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator
Assign the user to the following user groups : CM - Role Sales Coordinator
- Login : Windows ID_SC3
Description : AERO - Sales Coordinator - First and Last Name
User Properties : Collaborator
Assign the user to the following user groups : CM - Role Sales Coordinator
Create 4 new user groups :
- Name : AERO - Sales Coordinator - First and Last Name
Assign the new users Windows ID and Windows ID_BACKUP (created above) to this group
Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar
- Name : AERO - Sales Coordinator - First and Last Name (Other)
Assign the new user Windows ID_SC3 (created above) to this group
Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar
- Name : AERO - Sales Coordinator - First and Last Name (Secondary)
Assign the new user Windows ID_SC2 (created above) to this group
Assign all Tools access rights
- Name : AERO - PMI Admin - First and Last Name
Assign the new user Windows ID_ADMIN (created above) to this group
Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar
>> Complete when no users are connected to DP2 <<
Add Condition to the PMI Admin Master table :
- Name : PMI Admin - First and Last Name
- Description : Sales Coordinator-PMI
- Definition : Condition type = User input value, Parent master table = PMI Admin
Add Condition to the Primary Sales Coordinator Master table :
- Name : SC-First and Last Name
- Description : Sales Coordinator-PMI
- Definition : Condition type = User input value, Parent master table = Primary Sales Coordinator
Add User to Primary Sales Coordinator Master table :
- Open the Primary Sales Coordinator Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (next sequential number), Name (First and Last Name), PMI Admin (Choose the Admin entered in the PMI Admin table above), check off the new condition created above
Add Condition to the Secondary Sales Coordinator Master table :
- Name : SC2-First and Last Name
- Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table, Parent master table = Secondary Sales Coordinator
Add User to Secondary Sales Coordinator Master table :
- Open the Secondary Sales Coordinator Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)
Add Condition to the Other Sales Coordinator Master table :
- Name : SC3-First and Last Name
- Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table, Parent master table = Other Sales Coordinator
Add User to Other Sales Coordinator Master table :
- Open the Other Sales Coordinator Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)
Add Condition to the Material:Forecast Customer@Spec Master table :
- Name : Admin PMI at DFU - First and Last Name
- Definition : Condition type = Combined condition, Left operand = Active L2, Logic operator = AND, Right operand = PMI Admin condition (from the PMI Admin Master table) for new user, Parent master table = Material:Forecast Customer@Spec
Add Condition to the Forecast Customer Master table :
- Name : PMI Admin FC - First and Last Name
- Definition : Condition type = Aggregated condition, Detailed condition = Admin PMI at DFU condition (from the Material:Forecast Customer@Spec Master table) for new user, Logic operator = OR, Parent master table = Forecast Customer
Modify the Advanced Security of the Primary Sales Coordinator Master table :
- Right-click on the Primary Sales Coordinator Master table
- Click on Security
- Click on Advanced secruity in the Primary Sales Coordinator properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Primary Sales Coordinator Master table to each new user group
Modify the Advanced Security of the Forecast Customer Master table :
- Right-click on the Forecast Customer Master table
- Click on Security
- Click on Advanced secruity in the Forecast Customer properties box
- Scroll down to the newly created PMI Admin user group
- Add the newly created condition for the Forecast Customer Master table
Modify the Advanced Security of the Material:Forecast Customer@Spec Master table :
- Right-click on the Material:Forecast Customer@Spec Master table
- Click on Security
- Click on Advanced secruity in the Material:Forecast Customer@Spec properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Primary Sales Coordinator Master table, Secondary Sales Coordinatory Master table, and Other Sales Coordinatory Master table to each new user group (Other = SC3, Secondary = SC2)
- Add the newly created condition for the Forecast Customer Master table
Account Manager
Sales Group (Need a better process for this step!!):
- We need to have a sales group set up in SAP before the account manager can be setup. Kevin Anderson or Amanda Pullen may know what this is or what code we should use. Look in the BW file and in SAP for the proper code.
Regional Sales Manager:
- Usually supplied in the ticket, but if not we need to know who the account manager will be reporting to.
Create new user :
- Login : Windows ID
Description : AERO - Sales Team - REGION / LAST NAME First Name (For example: AERO - Sales Team - GB / DAVIS Matt)
User Properties : Collaborator, Enable account, External user name: email address
Assign the user to the following user groups : CM - Role Account Manager
Create 1 new user group :
- Name : AERO - Sales Team - REGION / LAST NAME First Name (For example: AERO - Sales Team - GB / DAVIS Matt)
Assign the new user Windows ID and CMSALES to this group
Assign the following Tools access rights : Menu bar, Quick access menu, Message Window, and Tool Bar
>> Complete when no users are connected to DP2 <<
Add Condition to the Forecast Account Manager Master table :
- Name : REGION / LAST NAME First Name (For example: GB / DAVIS Matt)
- Definition : Condition type = User input value, Parent master table = Forecast Account Manager
Add User to Forecast Account Manager Master table :
- Open the Forecast Account Manager Master table
- Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
- Add new record into table : Code (Sales Group Code from SAP - see first step in process), Name (REGION / LAST NAME First Name - For example: GB / DAVIS Matt), set the Regional Sales Manager, check off the new condition created above
Modify the Advanced Security of the Forecast Account Manager Master table :
- Right-click on the Forecast Account Manager Master table
- Click on Security
- Click on Advanced secruity in the Forecast Account Manager properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Forecast Account Manager Master table to the new user group
Modify the Advanced Security of the Forecast Customer Master table :
- Right-click on the Forecast Customer Master table
- Click on Security
- Click on Advanced secruity in the Forecast Customer properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Forecast Account Manager Master table to the new user group
Modify the Advanced Security of the Ship-to Master table :
- Right-click on the Ship-to Master table
- Click on Security
- Click on Advanced secruity in the Ship-to properties box
- Scroll down to the newly created user groups
- Add the newly created condition for the Forecast Account Manager Master table to the new user group
Modify the Advanced Security of the Material:Forecast Customer@Spec Master table :
- Right-click on the Material:Forecast Customer@Spec Master table
- Click on Security
- Click on Advanced secruity in the Material:Forecast Customer@Spec properties box
- Scroll down to the newly created user group
- Add the newly created condition for the Forecast Account Manager Master table to the new user group
Modify the Advanced Security of the Material:Shipto:Spec@DC Master table :
- Right-click on the Material:Shipto:Spec@DC Master table
- Click on Security
- Click on Advanced secruity in the Material:Shipto:Spec@DC properties box
- Scroll down to the newly created user group
- Add the newly created condition for the Forecast Account Manager Master table to the new user group





























