SA Operator Setup overview

System Administrator > Setup > Operator

Function acronym: SASO

Use this page to create and maintain operator records. Set up records immediately after completing the SA Company Setup record. Module processing cannot occur until security is assigned in operator records.

On this page, you can edit or delete records. You can edit multiple records simultaneously, but you must delete records individually. Click the New button to create a new record.

In CloudSuite Distribution, you can delete the operator templates that are used by the auto-provisioning process to create new operator records. If a template is deleted and the corresponding security role is the only auto provisioning security role assigned to a user in Infor Ming.le, auto provisioning cannot create a new operator record.

See the Infor CloudSuite Distribution Configuration Guide.

This table shows the operator templates and the operator initials that represent each template.


Operator template	Operator initials
Accounts Payable	ZAP
Accounts Receivable	ZAR
Customer Service	ZCS
Finance	ZGL
Inventory Control	ZIC
Purchasing	ZPO
Warehouse	ZWH
System Administrator	SYS

To view all operator records, click Search. To refine your search, use the Operator, Warehouse, and Profile fields. You can use the filter feature on the grid to further narrow your results.

Note: Only the 'sys', or system, operator can add or maintain operator records.

Prerequisites

Set up each operator record except for the General Ledger settings. These can be completed only after you set up the General Ledger chart of accounts in GL Account Setup.

This table shows the setups that you must complete before you can specify a value on the operator record:


SA Operator Setup view	Field	Setup function
Static Information	Language	SA Table Code Value Setup
	Home Warehouse	Product Warehouse Description Setup
	Sales Rep	Sales SalesRep Setup
	Whse Group	SA Table Code Value Setup
	Alternate Login	SA Operator Setup
	Profile	SA Table Code Value Setup
	Default Printer, Default Forms Printer, and OE Receipts Printer	SA Printer Setup
	Printer Group	SA Printer Group Setup and SA Printer Setup
	Demand Default Queue and Default Report Queue	RS Queue Setup
Entry Options	Limit Managed Hold Codes	SA Administration Options-Sales Orders-Approval Process
	Device Location	SA Table Code Value Setup
	Approval Warehouse	Product Warehouse Description Setup
Controls	GL Division	SA Table Code Value Setup
	GL Department
	GL Sub Account
Other Options	User Group	SA Table Code Value Setup
	GL account numbers such as AR Control, AR Sales, and AR Service Charge	GL Account Setup
	Allowed Operational Hold Codes	SA Administrator Options-Documents-Sales Orders-Approval Process, SA Administrator Options-Logistics-WL Options and SA Table Code Value Setup-Operational Hold Codes

When initially installed, the 'sys' (system) operator already exists with a password of 'sys'. Change this password immediately. If you do not change this password, attempts at maintaining adequate system security may be compromised.

Note: If you run Distribution SX.e in the cloud, there is no concept of a sys operator after operator records are automatically created using the auto-provisioning process. The system administrator should be identified in SA Administrator Options-System-Login Security in the Admin User field to allow them to set authorization security.

The R&D operator is also set up automatically when each company is created. This operator record is used for General Ledger default settings. If an operator uses unique GL account codes, you can manually enter them in the General Ledger section on the Other Options view. These unique GL account codes are used when updating GL in transaction entry functions.

Note: It is important to set up correct operator security. The system is designed to provide security for each function and the capabilities within each function. Each operator should be set up with unique security to perform only those functions assigned to them. To ensure accountability for each function within the system, operators should be restricted from all functions they do not use. Functional security also contributes to correct system functionality and efficiency.

System Administrator settings affect other system modules. Only the system administrator should have access to all of the functions in the System Administrator and System Administrator Setup modules. For example, if the system table code values or the tax tables are accidentally changed, serious operational and file updating problems could occur. Some operators may have limited access to System Administrator functions. For example, accounting managers may access SA Journal Setup. These exceptions should be monitored closely.

Conduct a search to locate an existing record to maintain, or click New to create a new one.