CloudSuite Industrial workspaces

This table shows the workspaces for this cloudsuite:

Workspace Security roles
Buyer Purchasing

Infor Artificial Intelligence (AI)-User

Customer Service Representative Order Entry

Service

Infor Artificial Intelligence (AI)-User

User No role is required
System Administrator

Infor-SystemAdministrator (To access the Workspace)

Note: Below additional roles are required for fully functioning of the Workspace.

IONDeskAdmin

IONAPI-Administrator

IDM-Administrator

DATAFABRIC-SuperAdmin

Warehouse Manager
Additional read-only required access for widgets in the Buyer workspace:
Widgets IDOs Drill backs
Orders (Blanket Orders) SLCOBLns N/A
Important Links
  • Item360
  • Planning Details
  • Request PO requisition
  • Material Planner workbench generation
  • Material Planner workbench
  • Purchase order variance by item report
Required actions-Requisition needing attention

Purchase orders requisitions

Purchase order requisition lines

RFQ Vendors RFQVendors
What's the status of my requisition? Purchase order requisition lines
Which requisitions need my approval?

SLPreqs (NO Access --->Read Access Required)

SLPreqitems (Have Access –->Update Access Required)

Purchase order requisition lines
How much product inventory do I have?

SLItemwhseAlls----->Read Access Required

SLPoItems ->Have Access

SLTrnitems-> Need Read Access

SLJobs->Need Read Access

N/A
Additional read-only required access for widgets in the Customer Service Representative workspace:
Widgets IDOs Drill backs
Orders (Blanket Orders) SLCOBLns N/A
RMA RMAs
Is an item still within its warranty period?

FSUnits

FSUnitWarrs

Additional permissions for security role for the user or for the groups Purchasing or Inventory need to be set to read-only access for these IDOs:
  • SLJobs
  • SLProdcodes
  • SLWhses
  • SLCurrParms
  • SLShortageDetails
  • FSSROMatls
  • SLItemLifos
  • SLCos
  • SLCoBLns
  • SLPoBLns
  • SLTransfers
  • SLTrnitems
  • SLJobmatls
  • FSSROs
  • FSSROLines
  • SLRmas
  • SLRMAitems
  • SLLocations
  • RS_QCVrmas
  • SLLotLocs
  • SLCustomers
  • SLItemLocs
  • SLItemwhses
Give Authorization permissions for these forms in for the user or for the groups Purchasing or Inventory:
  • ERS_MultiSiteQuantityMove
  • WarehousetoWarehouseBulkTransfer
  • OrderShipping
  • ShippingProcessingOrders
  • ServiceOrderPackingSlipMaint
  • ProjectResourceShipping
  • QC_VendorRMAs
  • PickWorkbench
  • PickMaintenance
  • PackWorkbench
  • PackConfirmation
  • Shipment Master (Not able to view)
  • ShipConfirmation
  • UnshipShipment
  • ShipmentMerging
  • ShipmentSplitting
  • RMAReturnTransaction
  • UnpostedJobTransactions
  • Post Job WIP Move Transactions (Not able to view)