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 |
|
|
| 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)