To assign branches to users:Use the Accessible Branches screen to identify the branches and territories for which a user can enter transactions, such as sales orders or accounts payable. You can also designate the territory in which the user can make inventory inquiries. You can set up users to ship products out of a branch without giving them access to all information in that branch.
A user's authorization at a branch is governed by whether that branch is included in an assigned inventory inquiry territory, home territory, or is the user's home branch and by the user's authorization key assignments.
If you assign a home branch, the user has full access to all functions at the branch, based on the user's authorization key assignments.
To limit a user's authorization to ship material or place orders in that branch, set a flag in the Auth column for that branch in the lower portion of the screen.
If you assign a home territory, the user has full access to all functions at all the branches in the territory.
Note: You cannot limit a user's authorizations to the branches in a home territory.
If you assign an inventory inquiry territory, the system displays data for the branches in that territory when the user makes inventory inquiries.
To assign branches to users:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.
In the User ID field, enter a user's ID to display the corresponding record.
Use the Brchs hot key to display the Accessible Branches screen.
Note: You must be assigned the USER.BRANCH.MAINT authorization key to access and edit this screen.
In the Home Branch field, enter the user's home branch.
The system lists the home branch in the Branches column. The Auth column is left blank, which give you full access to this branch.
In the Home Territory field, press F10 and select the territory from which this user most commonly does business.
In the Inv Inq Terr field, enter the territory, if territories are defined, in which this user has permission to make inventory inquiries.
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If you... |
Then, when this user does an initial inventory inquiry... |
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enter a territory |
information for all the branches in that territory displays. |
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leave the field blank |
the system determines what to display in the follow sequence:
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By default, the Branches column displays the user’s home branch, if one is assigned.
Enter any of the following branches, as needed:
Branches within the user’s home territory or inventory inquiry territory to which you want to limit the user’s access.
Additional branches to which you want to give the user access.
Enter additional branches by doing the following:
To add a branch, press F10 to select one from the list.
To add all branches or all branches in a territory to the list, use the Add Branches hot key. At the prompt, enter the territory name or all.
To delete a branch, position the cursor on the branch and press Alt-Delete.
To delete all branches, use the Clear All hot key.
In the Auth column for each selected branch, do one of the following:
Leave the field blank to grant access based on the user's authorization key assignments.
Press F10 and select one of the following options to limit the user's access to the branch:
I-Only Inventory Inq – The branch is accessible to this user only for inventory inquiry.
S-Sales Orders/Inv Inq – The branch is accessible to this user for inventory inquiry. The user can ship material out of this branch through sales order entry, but cannot enter orders at this branch.
Press Esc twice to save this information and update the user record.
See Also: