Choose Handling of User Related Data
Explanation
Data associated with the user IDs are handled in a special way during the
creation of a company template. This data can be extracted from:
- A selected company template. This is also the default option and the
template marked as the default template will be automatically suggested.
- The source company.
The reason why a template is suggested as source for the user data is that a
template should be as neutral as possible and should, in most cases, only contain
users' identities that makes sense in any environment and for any company. It is
also not very convenient to create a company template, which is supposed to be used in a component
release, that contains user IDs that are not neutral. User (ID-related) data is
often associated with the installation and setup of IFS Applications but can also differ
between companies.
By default, the default template is suggested as the source for this type
of data. For example, let us say that the standard template with identity STD is marked as
the default template. As long as this template is used as the source, we can be
more or less assured that all created templates have user identity related
data that makes sense, is neutral, and can be used without problems when creating
a new company.
It is possible, however, to select a source company as the source for the user
ID related
data, meaning that user ID related data from the selected company will be extracted. In this
case, note that:
- If this template is exported and then imported in another database, then it might be
impossible to create the users defined in the template unless the users have been added as
Foundation1 and Oracle users, according to Foundation1 administration guidelines.
- The same applies if the template is exported and then defined in one or
more components as standard templates, which are supposed to be automatically defined
during the installation phase.
The following data is regarded as user-related data:
- User groups, Logical Unit UserGroupFinance in Accounting Rules
- Users per Company, Logical Unit UserFinance in Accounting Rules
- User per User Group, Logical Unit UserGroupMemberFinance in Accounting Rules
- User Groups per Period, Logical Unit UserGroupPeriod in Accounting Rules
- Authority Classes, Logical Unit AuthorizeClassFinance in General Ledger
- Users per Authority Class, Logical Unit GenLedUser in General Ledger
- Authority Combinations, Logical Unit AuthorizeCombFinance in General Ledger
- Invoice Authorizers, Logical Unit InvoiceAuthorizer in Invoice
- Credit Analyst, Logical Unit CreditAnalyst in Payment
- Credit Analyst User, Logical Unit CreditAnalystUser in Payment
- Write Off Codes, Logical Unit WriteOffCode in Payment
- Write Off Limit per User, Logical Unit WriteOffCodeLimit in Payment
Prerequisites
If the source for user-related data is a company
template, then company templates must exist.
System Effects
This activity defines whether user-related data is
taken from the source company or from a company template.
Window
Create Company Template Assistant
Related Window Descriptions
Create
Company Template Assistant
Procedure
- If the suggested source company template (the one
selected as the default company template) is OK, then nothing has to be done.
- If you want to use a template other than the suggested one, place the
cursor in
the Template ID field in the Source for User Related
Data area and click List to choose from available templates.
- If if you want to use the current company as source, click Source Company in the
Source for
User Related Data area.