SA Operator Setup - Static Information field descriptions

Fields are presented in alphabetical order within each section. Click the link to access the section.

Static Data

Address

The operator's home or work street address.

Allow User Specific Settings

Select this option to enable system administrators and operators to maintain any user-specific settings made when logged into Distribution SX.e under a profile. Any changes are saved when they exit the application. For example, if the operator signs in under a user profile and then sets the display options in Sales Order Entry, those settings are saved for the specific operator the next time they sign in under that profile.

Allow User to Change Their Entry Layout

Select Yes to allow the user to access the Entry Defaults page in these functions:

Sales Order Entry
Purchase Order Entry
Transfer Entry

In the Entry Defaults page, the user can change the defaults, layout, and work flow of the transaction entry windows.

If No is selected in the field, the user cannot access the Entry Defaults page from these pages in any of the functions:

Create
Maintain
Copy
Print

Allow User to Change Their Profile

Select Yes to enable the operator to change their profile. A profile is a set of characteristics that describes a job and the software configuration best suited to that job. If an operator changes the profile, the operator must sign out and then sign back in for the change to take affect.

Alternate Login

If your instance of Distribution SX.e uses single sign on (SSO), you can specify an alternate login ID to enable the operator to sign in as another operator within the company. The values displayed in this field are from the Name field of other SA Operator Setup records within the same company.

Cell Phone

The operator’s cellular phone number.

City

The city of the operator's home or work address.

Customer #

Disregard this field. It is currently not used by Distribution SX.e.

Department

The operator's department within the company.

Drill Back User ID

Use this field to associate a username with the selected operator for drill back from any application integrated with the Infor Federation Services (IFS) security module, such as the web client or an ION-enabled application. This enables the operator to perform drillbacks to transaction data. A drillback can be performed in an application when a link is associated with a summary record, indicated by the presence of the Detail icon. When you click the icon, a drillback record is created. It updates your database and the appropriate inquiry center or function opens on your desktop. The detail you drilled back to view is displayed.

If the operator record was automatically provisioned, this value is the globally unique identifier (GUID) from the Infor Ming.le user record.

If the operator record is created manually, this value must be the same as the IFS operator ID that is specified in Infor Ming.le, including the domain name. For example, john.smith@domain.com.

Note: The user ID you specify here must be unique. It cannot be shared with another operator.

Email

The operator’s email address. This value is limited to 30 characters. This email address is used by the system to send documents, such as reports and fax confirmations, to the operator. This email address is the default value for various email address fields throughout the application, but can be overridden.

If the operator record was created by the automated provisioning process, this information was derived from the operator's Infor Ming.le user record.

Fax

The operator’s fax number. If the number is long distance, specify 1 before the phone number. If the fax number is a local number, you can specify L before the number to indicate a local number.

Home Phone

The operator’s home phone number.

Home Whse

Specify a default warehouse if the operator works mainly in one warehouse. This warehouse updates the Warehouse field in functions where a warehouse is required. It does not restrict the operator from viewing and updating other warehouses. To restrict the operator to their home warehouse, select Yes for the Restrict to Home Warehouse/Group setting.

If a warehouse is specified in Customer Setup-Ordering, that warehouse updates the Warehouse field in Sales Order Entry. The home warehouse from the operator's record is overridden.

The warehouse is validated against Product Warehouse Description Setup records. This is an optional field unless you specify a warehouse group.

IFS User

If your instance of on-premises Distribution SX.e uses single sign on (SSO) functionality, specify the email address from the user’s Infor Federation Services (IFS) record. It is through this email address that IFS confirms that the user can access the application.

In CloudSuite Distribution, the value in this field must match the globally unique identifier (GUID) from the user's Infor Ming.le record. The GUID is the only unique immutable identifier for the user within a tenant. The GUID is the only value that maintains the link between Distribution SX.e and Infor Ming.le. SSO uses the GUID value from a user’s Infor Ming.le record to determine if the user has a SA Operator Setup record. If the user does not have a SA Operator Setup record, automated provisioning creates one. We recommend that you do not change this number.

In both on-premises Distribution SX.e with SSO and CloudSuite Distribution, the user must select a company to sign in to if the value in this field is specified on the user's operator record in more than one company.

Language

Select the operator's preferred language. This setting is used to determine the language in which the UI is displayed. It is also used to determine the alternate language product descriptions that are displayed in Distribution SX.e or printed on internal documents.

Note: This field is accessible only if the Language option in SA Company Setup is set to a value other than blank.

To view the translated UI, you must also select the same preferred language in your web browser. The supported translated UIs are French Canadian or Spanish.

See the information in the online documentation about changing your UI language.

To view alternate language product descriptions in your preferred language, you must have completed the setups to use alternate language product descriptions.

See the information in the online documentation about implementing alternate product language descriptions.

Login Option

Indicate the status of the password and operator record. Select one of these values:

Must Change Next Login: Require the operator to change their password. This option is applicable even if single sign on (SSO) functionality is enabled for Distribution SX.e.
Cannot Change Password: Prevent the operator from changing their password
Allow Changes by User: Enables the operator to change their password
Disable Account: Disable the operator record

Menu Set

The menu to which the operator requires access. Menu sets allow you to create different groups of menus. Specify WebDistribution SX.e.

for the main menu set for the webUI version of

Name

The operator's full name.

If the operator record was created by the automated provisioning process, this information was derived from the operator's Infor Ming.le user record.

New Password

To change the operator's password, specify a unique password for the operator. This field is case-sensitive; spaces can be used. Operators can change their own password if you give them security in the Login Option field.

Office Phone

The operator's office phone number.

Pager

The operator's pager number.

for the main menu set for the webUIPosition

This operator’s position in the company. This field is a free-form, user-defined field that is not validated. The information that you specify in this field is used when event action notifications are sent to operators, based on their position in the company. Event actions are defined in SA Event Manager Activate Event.

Profile

Specify the profile you want to assign to this operator. By assigning operators to a profile, you can change System Administrator settings for that group of users simultaneously. Profiles are set up in SA Table Code Value Setup-Profile Name.

Note: This setting does not affect the appearance of the operator's UI. To load UI settings for a profile, the operator must use the Personalization feature.

Restrict to Home Warehouse/Group

Indicate if the operator is restricted to the warehouse and warehouse group specified in the Home Whse and Warehouse Group fields when creating or maintaining orders in Sales, Purchase, or Transfer entry functions. If you select Yes, the operator is also prevented from adding and maintaining service repair orders for warehouses other than their home warehouse in SW SRO Transaction Entry.

If you select Yes, a home warehouse must be specified.

Note: This setting does not control whether an operator can run reports for a warehouse in or outside of a specified group. It also does not control warehouse maintenance functions outside of the noted modules, such as Product Unavailable Inventory Entry. Use the Function Security settings in SA Operator Setup to manage users' access to those functions.

Restrict to TWL Warehouse Only

Optionally, based on an operator’s role, you can restrict that operator to a specific TWL Warehouse. If you select Yes, the operator cannot change to a different warehouse. Use this setting in conjunction with the TWL Warehouse setting, otherwise no restriction occurs.

Sales Rep

The initials of the sales representative assigned to this operator. In some situations, such as a broker environment, the representative specified here is a different than the representative assigned to the customer. If this field is blank, orders are assigned to the operator who took the order. Sales representatives are validated against Sales Salesrep Setup records.

Shipping Point

If you use the shipping interface, specify cs in this field.

State

The state of the operator's home or work address.

Title

The operator's title within the company.

TWL RF Employee ID

Use for a TWL RF web-based login only. For this operator, associate a TWL RF employee identification. The lookup includes only employees set up in TWL Administration-RF Employee.

Note: This field is not currently in use. It is planned for a future enhancement.

TWL Warehouse

We recommend you select a default TWL Warehouse for the operator. The selected warehouse will populate the Warehouse field in the search function. Performance is also increased because only information pertaining to that warehouse is processed and displayed. You can use this setting in conjunction with the Restrict to TWL Warehouse Only setting.

Warehouse Group

Specify a warehouse group to limit the operator's warehouse availability in Sales Order Entry, Job Management, and Transfer Entry. The operator only has access to the warehouses that are selected for the group in SA Table Code Value Setup. If you specify a warehouse group, a home warehouse is required.

Zip Code

The zip code of the operator's home or work address.

Preferences

Allow Queue Override

Indicate if this operator can override the default report queues when processing reports or demand print jobs.

Default Demand Queue

Queues are sequences of scheduled print jobs or job groups, each with an assigned date and time to be processed. Queues are used to logically organize print jobs into manageable groups.

Specify the report queue in which this operator’s demand print jobs should be placed. When the operator accesses the Print function in entry functions, this is considered a demand print job. The operator’s ability to override the report queue depends on the Allow Queue Override option.

Note: Queues are set up in RS Queue Setup.

Default Forms Printer

Specify the default printer on which forms should print for this operator. The printer you specify here overrides the printer specified in the Warehouse Print Number field in the Printing Parameters section of SA Administrator Options-System-Report Items. The operator can override the printer value.

Note: The default forms printer that are specified here does not update the printer fields in all functions. For example, the default forms printer updates the printer field if you print pick tickets with the Sales Entry Pick Tickets Report, but not if you print a pick ticket from Sales Order Entry or Purchase Receipt of Inventory Entry.

These standard Distribution SX.e functions print forms:

Sales Entry Processing Acknowledgments Report
Sales Entry Pick Tickets Report
Sales Entry Invoice Processing Report
Sales Demand Invoices Report
Sales Entry Processing Back Order Fill Report
Sales Entry Processing Cancel/Convert Orders Report
Sales Consolidated Invoice Report
Purchase Entry Processing Print POs Report
Purchase Entry RRAR Merge Process Report
Purchase Demand Print Report
VA Entry Processing Pick Tickets Report
WL Entry Batch Adjust Inventory Report
WL Entry Batch Shipping Report
WL Audit Inventory Report
WL Inventory Balance Report
Transfer Entry Print Warehouse Transfer Report
Transfer Entry RRAR Merge Process Report

Default Printer

Specify the default printer on which stored and one-time reports should print for this operator. The operator can override the printer default.

Default Report Queue

Queues are sequences of scheduled jobs or job groups, each with an assigned date and time to be processed. Report Scheduler uses queues that you create to logically organize print jobs into manageable groups. Specify the report queue in which the operator’s reports, both scheduled and one-time, should be placed. The operator can override the report queue specified here if the Allow Queue Override option is set to Yes.

Note: Queues are set up in RS Queue Setup.

OE Receipts Printer

Specify the default printer on which receipts should print when this operator tenders cash transactions in Sales Order Entry-Collect Payment. The printer must be set up as a receipt or cash drawer printer in SA Printer Setup.

Printer Group

Specify the printer group to assign to this operator. Specifying a printer group limits the printers that initially display in the Printer Lookup window to those printers in the assigned group. It does not prevent the operator from selecting other printers that are set up in the system. After viewing the initial list of printers that belong to this group, the operator can perform these actions:

Select a printer from their printer group.
Select Blank Groups to display all printers not assigned to a group in addition to the printers in their printer group.
Specify another printer group to display all printers in that group.
Clear the Group field to display all printers.

If this field is blank, all printers set up in SA Printer Setup display in the Printer Lookup window. The operator can then specify a printer group name in the Group field of the Printer Lookup window to limit the list to printers assigned to that group. Optionally, the user can select Blank Groups to display a list of printers that are not assigned to a printer group.