Additional User Record Information Overview

Once you have defined the general user defaults on the User Maintenance window, use the window's menu options to define defaults for special functions.

For example: You may need to assign GP% control parameters to users in sales, to limit the amount by which they can override sales prices. You may also want to assign authorization passwords to the managers in sales so that they can make pricing adjustments.

If your company uses any of the following companion products, you need to set user defaults:

• Document Imaging - Assign a default document imaging profiles to users.

• Outbound E-mail - Set up default information to populate the Send E-mail screen whenever users send e-mail messages from the system.

• RF Warehouse Management - Define users' pick groups.

• Eclipse Information System (EIS) - Define the business areas for which users can generate graphs.

• Time Clock - Set user options, such as whether the system should clock users out after a certain time of day.

For customer, vendors, or contacts for whom you have defined user records, you need to link these user records with the correct customer, vendor, or contact record. Set additional user defaults for the message system, printers, territory assignments, job queues, and scheduler. In addition, you can set user defaults for users who access Solar Eclipse to perform their job functions.