Connect Site to User
Explanation
This activity is used to connect a user to different sites, and to define a user's default site. Only sites that are attached to
the user's company can be selected. This mandatory task is to be performed by a system administrator or an equivalent person.
When handling multi-site ordering, consider using a specific coordinator and order type. This will help keep track of these
types of orders separately. Although it is not mandatory, this approach is recommended.
Prerequisites
This activity has the following prerequisites:
- The user must be a person in IFS/Enterprise.
- The site must be created.
System Effects
As a result of this activity:
- The user will be connected to the specified site.
- The selected default site appears in customer and purchase order transactions.
- The user only sees records belonging to his/her sites.
Window
Sites per User
Related Window Descriptions
Sites per User
Connect To All Sites in
Company
Connect To All Permitted
Sites In Site Cluster
Procedure
- Open the
Sites per User window.
- In the User ID field, search for the user whose sites you wish to connect or enter a new user ID.
- If you created a new user, select the default coordinator and buyer from the List of Values.
- Create a new row.
- In the Site field, select the site to connect to this user from the List of Values. Repeat for each site to connect to the user.
- Optionally you may add all sites for a company to one user by
right-clicking and selecting Connect all Sites in Company in the header of the
User tab. On the dialog box that appears, click List to
select a company from the List of Values and then click OK.
- You can also optionally add all permitted sites in a site cluster, to a
selected user. This can be done by right-clicking on the header, and
selecting Connect all Sites in Site Cluster. On the dialog box that
appears, click List to select a site cluster from the List of Values
and then click OK.
- To define the default site, select the relevant line, right-click and
select Set as Default Site. The Default Site check box
will then be shown as selected.
- Save the changes.