Enter Coordinator

Explanation

Use this activity to enter the IDs and names of the persons who are coordinators for various tasks, such as customer orders, distribution orders, and purchase orders. This mandatory task is to be performed by a system administrator or equivalent person.

Prerequisites

This activity has the following prerequisites:

• Persons must be defined in IFS/Enterprise.
• Coordinator groups must be defined.

System Effects

As a result of this activity:

• A default coordinator may be associated with a user, and may be modified in the header of the order form.
• The coordinator group defines the order number series that is used for customer orders and sales quotations created by the coordinator. The coordinator group can also define order number series to be used on the distribution orders and purchase orders.
• The coordinator ID becomes the short code used system-wide.
• If you select the Blocked for Use check box, the coordinator will not be available for further use and will not appear in the List of Values.

Window

Coordinators

Related Window Descriptions

Coordinators
Update Default Coordinator

Procedure

1. Open the Coordinators window.
2. Create a new record.
3. In the Coordinator ID field, select the person to whom you want to assign as a coordinator from the List of Values. The Name and Phone fields are populated.
4. In the Coordinator Group field, select the coordinator's group from the List of Values.
5. Optionally, select the Blocked for Use check box to block the coordinator from further use.

Note: If you block a coordinator that is specified as the default value in the Sites per User window, a dialog box appears when you select the Blocked for Use check box. Specify a different coordinator to update the default coordinator ID for all users whose current default value is the one you blocked.

7. Save the changes.
8. To change the group of an existing coordinator, search for the coordinator ID and select a different group from the List of Values. Save the changes.