Adding user IDs

Before you can specify, inquire, or maintain an order in Order Entry, you must set up a user ID for anyone who will use the application. This procedure explains how to add a user ID.

Before you can assign user IDs in Order Entry, you must set up users in the environment.

  1. Access User ID (OE53.1).
  2. Select your company.
    Note: The user ID must match the user ID in the environment.
  3. Specify the user ID in the User ID field.
  4. On the Rules tab, define the rules for the user ID. Use these guidelines to specify the field values:
    Restrict to Defaults

    Select N (No) to allow a user to override the default order type, process level, customer, or location.

    Allow Location Transfers

    Select Y (Yes) to allow a user to select alternate locations to source order demand from when creating a sales order.

    Currency Override

    If you use multiple currencies, then select Y (Yes) to allow a user to override the billing currency.

    Currency Rate Override

    If you use multiple currencies, then select Y (Yes) to allow a user to override the currency conversion rate.

  5. If you want this user to have defaults on orders, select the default settings on the Defaults tab. Use these guidelines to specify the field values:
    Order Type

    Select the order type to default to orders when orders are specified by the person associated with this User ID. Order types are set up using Order Type (OE51.1).

    Process Level

    Select a process level to default when orders are added using this User ID. Process levels are set up using Process Level (BL01.1).

    Customer

    Select a customer to default when orders are added using this User ID. Customers are set up using Customer (AR10.1).

    Inventory Location

    Select an inventory location to default when orders are added using this User ID. Locations are set up using Location (IC02.1).

    Order Source

    Select an order source to default when orders are placed using this User ID. Order sources are defined using Order Source (OE52.1).

    Order Date

    Specify the order date to default to orders when orders are placed using this User ID.

    Expected Ship Date

    Specify the expected ship date to default to orders when orders are placed using this User ID.

  6. Select the Add form action.

Related reports and inquiries

To Use
List which user IDs can enter and change orders for a company User ID Option List (OE253)
Related topics