Use the Additional User Data window to add any of the following miscellaneous information to a user record:
The Eclipse Information System (EIS) is a companion product that management can use to display selected business data in graphical format. EIS groups, such as Sales and Purchases, define the business areas for which a user can generate graphs.
If your company uses the Eclipse Information System, you need to assign EIS groups to users. Users can only generate graphical information for the groups assigned to their ID. Users with no groups assigned cannot access the EIS application.
To assign EIS groups to users:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
In the EIS Groups area of the screen, in the EIS Groups field, select the groups to assign to this user.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
If your company reimburses a user for expenses, designate the payee name for expense checks for this user and the IDs of users authorized to sign off on the expense. The payee must be set up as a vendor record.
To enter user expense parameters:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the User Expense Parameters area of the screen:
In the Pay To field, enter the name of the vendor to display on expense checks for this user.
In the Signoff fields, enter up to four IDs of users who must authorize this user's expenses before the system can create an expense check for the user.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
Use the Outgoing E-mail Parameters area of the Additional User Data window to set up default information with which to populate the Send E-mail window whenever a user sends an e-mail message from the system. These defaults identify the e-mail address of the person sending the message and, if needed, the e-mail address that receives a blind carbon copy of the message sent.
This feature is available only if you use the Outbound E-mail companion product.
To set user outgoing e-mail parameters:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the Outgoing E-mail Parameters area:
In the E-mail field, do one of the following:
To have the system populate the From field on the Send E-mail window with the user's ID and company domain name, leave the field blank. For example, the system populates the field with userID@eclispedistributor.com.
If it is different from the default generated by the system, enter the user's e-mail address in this field.
If the user wants to receive a blind carbon copy of each e-mail the user sends, enter the user's e-mail address in the Sender BCC field.
To append an identifying prefix to the Subject line of the blind carbon copy e-mail, enter the prefix in the Sender BCC Subject Prefix field.
Select the Forward Messages to E-mail check box if you are running the Eclipse Integration with Microsoft Outlook companion product and you want this user to receive system messages and tracker appends in their e-mail inbox.
Use this feature if this user is frequently logged out of Eclipse but still needs to receive information for the trackers for which they are on the forward list, as well as system message communications.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
Use the Text Message Parameters options to define for the user how to contact the user via text message. The system loads this information automatically when setting up and sending system notifications, such as the System Event Notification control maintenance record.
To set text message parameters:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the Text Message Parameters area:
Text Message Phone Number - Type the 9 digit phone number you want the system to use for texting.
Wireless Provider - Enter the user's phone's wireless provider, such as Verizon or AT&T. You must enter the provider information in order for the text message to be delivered.
Click OK and save your changes.
Use the User Phantom Options to limit the number of phantom processing that the user can have running or have queued to run. This restriction helps keep the system running at optimal levels. Having too many phantom processing running at once will slow down the system processing operations.
Note: By default, the system places no restrictions on these fields. Users can run as many processes as needed.
Users must have the USER.MAINT.ALLOWED authorization key to access User Maintenance. And the PHANTOM.MANAGER.CONTROL authorization key to view or edit the User Phantom Options. If users do not have the PHANTOM.MANAGER.CONTROL authorization key, then the information displays in view-only mode.
To add or edit user phantom options:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the User Phantom Options area:
In the Maximum Number of Running Phantoms field, enter the number of phantoms you want to let the user run at one time.
In the Maximum Number of Queued Phantoms field, enter the number of phantoms you want to let the user have queued at a single time.
Click OK and save your changes.
Users are the people who use the Eclipse system. The system stores a record for each user in User Maintenance. In some cases, users may also be customers, contacts, and vendors. When this occurs, you must first create a record in the system for the entity and then attach the name on that record to the user's maintenance record. For example:
For a user to purchase items from your company, the user must have a record in Customer Maintenance.
For a user to submit bills or expense reports to your company, the user must have a record in Vendor Maintenance.
To store address, phone and fax number information for a user, the user must have a record in Contact Maintenance.
From User Maintenance, you can then access the Additional User Data window to link a user to their corresponding customer, contact or vendor record.
To enter user entity data:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the User Entity Data area of the window as needed:
In the Customer field, enter the name of the customer with which this user is associated.
In the Vendor field, enter the name of the vendor with which this user is associated.
In the Contact field, enter the name of the contact with which this user is associated.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
Use the Messaging Options area of this window to specify user defaults related to the Message System. For example, you can specify the screen that displays when you press Ctrl-F8 and the maximum number of messages to store for the user.
You can also assign users to and remove them from message groups.
To define user messaging options:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the Messaging Options area of the window, as needed:
In the Message Groups field, click the Multiple Item button to display the Message Groups window, which lists the message groups to which this user is assigned. Add and delete message groups, as needed, and then click OK to save this information and return to the Additional User Data window.
Note: If the user is assigned the MESSAGE.GROUP.TYPES authorization key, the selection list contains only those groups for which the user is authorized.
In the Message Default field, select whether Ctrl-F8 displays the Received Messages screen or the Message Dialog screen.
R-Review - Displays the Received Messages screen.
D-Dialog - Displays the Message Dialog screen. This is the default value.
In the Maximum Number of Messages field, enter the maximum number of messages to keep in the message system for this user. When the number of messages reaches the maximum, the system deletes the oldest messages as new messages arrive.
In the New Message Notification field, select how the system notifies this user each time the user receives a new message:
Scrolling Notification - The newest received message scrolls across the bottom of the screen until the user accesses the Message System and views the received messages. This is the default method.
Single Notification - The following notification message displays at the bottom of the screen: x New Message Waiting, where x indicates the number of received messages the user has not yet viewed. This message displays until the user accesses the Message System and views the received messages.
No Notification - The system never displays any message notification at the bottom of the screen.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
A large warehouse operation can be divided into zones. Pickers, who select items from the shelves to fill orders, can belong to pick groups associated with each zone. For example, you might have a pick group W for the warehouse and pick group Y for the yard. When the warehouse picker selects orders to pick, the system prompts for the pick group. If the picker enters W, only those picks from the W area display.
If a user always picks in the same location, you can specify a default pick group for the user. This default displays on the picker's terminal without prompting the user.
To enter user warehouse options:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
Complete the following fields in the User Warehouse Options area of the window as needed:
In the Pick Group Default field, do one of the following:
Enter the default pick group to display for this user when the user logs into RF Picking.
Enter ALL to display all pick groups when the user logs into RF Picking.
In the Location Maint View field, select the user's default view for the Product Location Maintenance window.
In the Display Warning if Receiving in Incorrect Branch field, select whether the system displays a warning when a user displays a purchase order or stock receipt whose receiving branch does not match the branch from which the user is working.
Never - Does not display a warning.
Both - Displays a warning from purchase order entry and stock receipts.
POE - Displays a warning from purchase order entry.
Stock Receipts - Displays a warning from stock receipts.
Note: The setting in this field does not restrict the user from editing or receiving the purchase order, regardless of what the receive branch of the purchase order may be.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
If defined, the system can display a user-specific message on the cover sheet when a user faxes an order.
To define a default message for faxed orders:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
From the Additional menu, select Additional User Data to display the Additional User Data window.
In the Fax Default Message for Order Entry field, enter the message that the system displays on the cover sheet of all faxed orders this user creates.
Click OK to save this information and return to the User Maintenance window.
Save the user record.
See Also: