Required user records

To access Storeroom, you must have a user record in Infor OS that enables you to sign in to Storeroom. To access a company in Storeroom, the company must be identified on your Infor OS record as an accounting entity. To access a customer in Storeroom, the customer number must be specified on your Storeroom user record.

The system administrator sets up and maintains these records for you:

Infor OS user records: Storeroom user records are automatically provisioned, based on the Infor OS user records, and are maintained by your system administrator.
A Storeroom employee record – The employee record is associated with your user record, based on the email address that you use to access Infor OS Portal. On the employee record, you can be identified as an employee of the distributor.
Personalization access: The levels at which a screen layout can be personalized.

Note: To view the distributor costs for products in functions throughout Storeroom, your employee record must be active, and you must be identified as an employee of the distributor.