User Info tab

Use the User Info tab to see, add, edit information for the selected record.

Note: You must be logged on to the Infor CRM Administration Client and have appropriate permissions to perform this task.
  1. To use the User Info tab, select Master Explorer > System Administration > Configuration And Users > Users from the navigation pane. Click the required record name and select the User Info tab.
  2. Specify or review this information:
    First Name
    The first name of the user.
    Last Name
    The last name of the user.
    Formatted Name
    The first and last name of the user.
    Title
    The title of the user within the organization.
    Is Manager
    Determines if the user is a manager and their name must display in the Manager list.
    Default Owner
    The default owner for new accounts created by this user.
    Allow User To Override
    If this check box is selected, the ownership of an account can default to an owner who does not adhere to established business rules. If this check box is cleared, the user cannot change the default owner setting.
    Manager
    The manager of the user.
    Allow Manager Access
    If this check box is selected, the manager of the user can access accounts that are owned by the user.
    CRM User ID
    The internal ID of the user. You cannot modify this value.
    User Seccode
    The seccode ID of the user. You cannot modify this value.
    Default Back Office
    The default active back office.
    Note: 
    • The value in this field is defaulted in the Accounting window.
    • If the value in this field is modified, the values specified in the Default Accounting Entity and Default Location are cleared.
    Allow Zero Product Price
    Indicates if the user is allowed to set a product as Free of Charge in the Order Summary window, when creating a new sales order.
    Note: This is applicable only for M3 integrated customers.
    Allow Ad Hoc Products
    Indicates if the user can access the Ad Hoc Product Lookup window from the Product Lookup window, when creating a new sales order.
    Note: This is applicable only for M3 integrated customers.
    Default Accounting Entity
    The default active accounting entity.
    Note: 
    • The value in this field is defaulted in the Accounting window.
    • If the value in this field is modified, the value specified in the Default Location is cleared.
    • This field must have an M3 back office to access features specific for M3 integrated customers.
    Default Location
    The default active location.
    Note: 
    • The value in this field is defaulted in the Accounting window.
    • This is not applicable for M3 integrated customers.
    Default Warehouse
    The default active warehouse used when creating a new account or sales order. You can select an appropriate warehouse where the user's Van Stock content is tracked.
    Note: 
    • This is not applicable for M3 integrated customers.
    • This field is required for users responsible for remote Van Stock inventory.
    • This field is optional for users who are not responsible for remote Van Stock inventory.
    Default Stock Bin
    The default stock location for the Stock Bin field when processing van sale-based sales orders. The specified value must correspond with the actual M3 Stock Location defined in the host M3 inventory system for the remote Van Stock inventory content assigned to the user.
    Note: 
    • This is not applicable for M3 integrated customers.
    • This field is displayed when the M3 Van Stock Enabled field is set to True on the Custom Settings Maintenance page.
    • This field is optional for users who are not responsible for remote Van Stock inventory.
    Default Restock Warehouse
    The M3 based warehouse responsible for the user’s stock replenishment orders.
    Note: 
    • This is not applicable for M3 integrated customers.
    • This field is displayed when the M3 Van Stock Enabled field is set to True on the Custom Settings Maintenance page.
    • This field is optional for users who are not responsible for remote Van Stock inventory.
    Allow Override of Back Office Settings
    If this check box is selected, the user is authorized to update the back office accounting data.
    Van Number
    The number that is used as Cash Code and Delivery Index when a sales ticket line of a Standard Van Sale order is sent to M3 through POS API. This number is unique for each user.
    Note: 
    • This is not applicable for M3 integrated customers.
    • This field is displayed when the M3 Van Stock Enabled field is set to True on the Custom Settings Maintenance page.
    Van Invoice Prefix
    The invoice prefix that is used when an Invoice is generated by the user. This field accepts up to three characters and is defaulted to the first three characters of Van Number. If not unique, it defaults to blank.
    Note: 
    • This value is defaulted only if the prefix is unique for users in the same accounting entity.
    • This is applicable only for M3 integrated customers.
    • This field is displayed when the M3 Van Stock Enabled field is set to True on the Custom Settings Maintenance page.
    Last Invoice Used
    The last Invoice Number generated by the user.
    Note: 
    • This value cannot be modified.
    • This is applicable only for M3 integrated customers.
    • This field is displayed when the M3 Van Stock Enabled field is set to True on the Custom Settings Maintenance page.
    Cash Desk
    The Cash Desk of a Pre-Selling Van Sale order sent to M3 through API, for payment. The default value is populated based on the selected accounting entity.
    Note: 
    • This is applicable only for M3 integrated customers.
    • This field is displayed when the M3 Van Stock Enabled field is set to True on the Custom Settings Maintenance page.
    Sales Order Settlement Discounts
    The allowed settlement discounts that a user is authorized to grant for a sales order.
    • You can click Add to access the Sales Order Settlement Discount window wherein you can select the applicable settlement discounts.
    • The Allow Discount check box must be selected to authorize the user to grant the settlement discount for a sales order.
    • Click Remove icon to remove a selected record from the grid.
    Note: This is applicable only for M3 integrated customers.