Work with DC1 user profiles (ASGD96001)

Options

Assign client/Display assign client	Access the panel where client types and accompanying message queues can be assigned. If DC1 Alert Management is activated, then every time an event is triggered, that is to be received by this user, you have the option to let the system send the message to a specific message queue. You can also, via this function key, define the following client information (FAX, PHONE and Mail) to be used in the print control functionality, allowing you to print this contact information for the order handler in the header of the Sales order confirmation and Invoice documents. See Standardize the layout/information on the printout for more information.
Enquiry program templates/Dsp enquiry program templates	Select this option to access the Enquiry program templates panel where you can define the enquiry programs that should be accessed when the user presses the F13-F24 function keys, using a particular template.
Manufacturing info/Dsp manufacturing info	This option is only displayed if DC1 Manufacturing is installed and activated. Select this option to access the Manufacturing information panel where you can define defaults for the user profile to be used in the DC1 Manufacturing system.
Time info/Dsp time info	This option is only displayed if DC1 Time is installed and activated. Select this option to access the Time information panel where you can define information for the user profile to be used in the DC1 Time system.

Selection fields

User: This column lists the user IDs in alphabetical order for all existing DC1 user profiles.

Description: This column lists the user names.

Active: This column denotes if the user is allowed to log on to DC1.

User language: This column lists the user’s language code.

Group profile: This column lists the group profile identity for the user profile. If a user profile is connected to a group profile, the authorities defined for the group profile will be valid for the user profile.

Valid as group prf: This column denotes if the user profile is to be valid as a group profile. If set to YES, the user profile can be defined as Group profile for other user profiles.

Work with DC1 user profiles (ASGD96004)

Templates

Enter, in the fields below, the templates to be used in different programs within DC1.

BP maintenance

Enter the template that should be proposed when this user starts working with the Business partner file. The template decides which panels will be displayed, and in which order, and it also controls which default values are already completed on the panels. If the user uses another template when maintaining customers and suppliers in the Business partner file, this field is automatically updated with that template.

BP enquiry

Enter the template that should be proposed when this user enters the Business partner file enquiry. The template decides which panels will be displayed, and in which order. If the user uses another template when enquiring on customers and suppliers in the Business partner file, this field is automatically updated with that template.

Item maintenance

This field is only displayed if DC1 Distribution is installed and activated. Enter the template that should be proposed when this user starts working with the Item file. The template decides which panels will be displayed, and in which order, and it also controls which default values are already completed on the panels. If the user uses another template when maintaining items in the Item file, this field is automatically updated with that template.

Item enquiry

This field is only displayed if DC1 Distribution is installed and activated. Enter the template that should be proposed when this user enters the Item file enquiry. The template decides which panels will be displayed, and in which order. If the user uses another template when enquiring on items in the Item file, this field is automatically updated with that template.

A/R invoice entry: This field is only displayed if DC1 Financials is installed and activated. Enter the template that will be the default when this user enters the manual A/R invoice entry routine. The template decides which fields are displayed for input, and gives default values in fields, if such have been defined. If the user uses another template when entering A/R invoices, this field is automatically updated with that template.

A/R payment entry: This field is only displayed if DC1 Financials is installed and activated. Enter the template that will be the default when this user enters the manual A/R payment entry routine. The template decides which fields are displayed for input, and gives default values in fields, if such have been defined. If the user uses another template when entering A/R payments, this field will automatically be updated with that template.

A/P invoice entry: This field is only displayed if DC1 Financials is installed and activated. Enter the template that will be the default when this user enters the manual A/P invoice entry routine. The template decides which fields are displayed for input, and gives default values in fields, if such have been defined. If the user uses another template when entering A/P invoices, this field will automatically be updated with that template.

A/P payment entry: This field is only displayed if DC1 Financials is installed and activated. Enter the template that will be the default when this user enters the manual A/P payment entry routine. The template decides which fields are displayed for input, and gives default values in fields, if such have been defined. If the user uses another template when entering A/P payments, this field will automatically be updated with that template.

G/L entry: This field is only displayed if DC1 Financials is installed and activated. Enter the template that will be the default when this user enters the manual G/L entry routine. The template decides which fields are displayed for input, and gives default values in fields, if such have been defined. If the user uses another template when entering the G/L, this field will automatically be updated with that template.

G/L entry (AR/AP): This field is only displayed if DC1 Financials is installed and activated. Enter the template that will be the default when this user manually enters G/L postings for A/R and A/P documents. The template decides which fields are displayed for input, and gives default values in fields, if such have been defined. If the user uses another template in the G/L entry routine, this field will automatically be updated with that template.

CMC role: Enter a code from the Roles table to indicate the information that will be available to the user in the Customer Management Console (CMC).

Default order source: This field is only displayed if the ORDSRACT (Order source active) function is activated in the Function control file and is an optional entry. The order source functionality allows you to track the source from where a sales order was created. Per user, define the Default order source code. This code will be defaulted in add mode when entering sales orders. If nothing is defined for the user here, the field will be blank in the sales order entry related panels, and must be completed by the user.

Interactive process: Set this field to YES if users with this user profile are allowed to run programs interactively. This is done by pressing F2 when releasing a job instead of clicking OK. Set this field to NO if all jobs from this user are to be run in batch.

User language

Enter the user’s language code. The language code will be used when you log on to a company, to retrieve the right language library, where all the translated programs, panels and printer files are stored, as well as the different codes from the Language table. The user language also controls which date format should be used for that user.

When you log on to a company, the fictitious entry *LANGBAS in the library list of this company is exchanged with the language library for the language entered for the user. If there is no language library defined for the language, *LANGBAS is exchanged with the system language library. The system language is defined in Work with companies.

Allow change period: This field is only displayed if DC1 Distribution is installed and activated. Indicate if users with this user profile are allowed to change the accounting period in DC1 Distribution from the proposed actual period to another accounting period.

Default cash reg: Enter the cash register which should be the default for this user profile during cash sales.

Management A/R notes: Indicate if this user profile has management authority when maintaining A/R notes (agreements), meaning the user is allowed to change or delete entered A/R notes. If NO, then this user is only allowed to enter A/R notes.

Group profile: Enter the group profile identity that you want to connect to the user profile. If a user profile is connected to a group profile, the authorities defined for the group profile will be valid for the user profile.

Valid as group prf: Set this field to YES if the selected user profile is to be valid as a group profile, otherwise set it to NO. If you set this field to YES, the selected user profile can be defined as Group profile for other user profiles.

Item outlook: Optional entry. Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. This is the item outlook code that is to be used during item creation, maintenance and search of items created within the item classification. This code works as a filter for the applicable user profile, allowing access to the different characteristics of an item since some characteristics are specific for a certain purpose. For example, a user with a marketing profile would not be interested in all the characteristics but only in a specific group of them. If authority is granted in the Authority group table for the IOLK (Item outlook) group, any code defined at this level can be changed at Item generation/maintenance.

Warehouse: Enter a code from the Warehouse table to define for which warehouse this user profile normally works. This warehouse code is defaulted to the shipment header when outbound shipments are manually created by this user. This definition is used by the Shipment type functionality.

Dft enq std sys unit

Mandatory entry. Enter a type from the System unit type table to indicate which system unit type should be the default enquiry standard unit for this user when accessing the Warehouse balance enquiry and Time axis enquiry programs.

The unit of measure is then retrieved in accordance with this unit type from the definition made for the item in the Item file/System units panel.

Handler: Mandatory entry if DC1 Distribution is installed an activated. Enter a code from the Signature table to define which handler should be used as default for this user profile. The information is used, for example, when entering orders in the system.

Default SO type: This field is only displayed if DC1 Distribution is installed and activated. Enter a code from the Sales order type table to define the sales order type that will be defaulted to this user when entering sales orders.

Engineer: This field is only displayed if DC1 Requests and Returns or DC1 Service is installed and activated. Enter a code from the Engineer table to define which engineer should be used as a default value for this user profile, when the user creates service order jobs from Requests and returns maintenance or from Service order maintenance.

Default PO type: This field is only displayed if DC1 Distribution is installed and activated. Enter a code from the Purchase order type table to define the purchase order type that will be defaulted to this user when entering purchase orders.

Max. support level: This field is only displayed if DC1 Requests and Returns is installed and activated. Enter the maximum support level that is valid for this user. When working with Requests and Returns maintenance, this user can only receive incidents, on the queue, up to and including this support level.

Default PR type: Enter the default purchase requisition type, from the Purchase order type table, to be used as the default when creating purchase orders from purchase requisitions for this user.

Smart order entry PR

Purchase requisition headers and lines can automatically be created by utilizing the smart order entry functionality for purchase requisitions, thereby retrieving data from any of the following modes. Enter the mode of the smart order entry session that you want to access by default. When you add a new purchase requisition, this mode will be accessed allowing you to select any lines that you want to create (retrieve). Once in the smart order entry session you can toggle to any other mode. See Process overview of purchase requisitions for more information.

The modes are:

Previous purchase requisitions
History
Item search
Assortment
Warehouse balance

Default QT type

This field is only displayed if DC1 Distribution is installed and activated. Enter a code from the Sales order type table to define the sales order type that will be defaulted to this user when entering sales quotations. The following sales order types are not allowed:

those defined for a SMS claim order, a rebate payment order or a rebate claim order type. These order types are only allowed in claim/payment routines and are not allowed anywhere else.
A simulation order type – This order type is defined for simulation and can only be used in the Sales quotation simulation function.

Work with DC1 user profiles, Copy (ASGD96005)

User: Displays the ID of the user you selected to copy.

New user: Enter the ID of the new user you are defining.