Access to Suppliers by User Maintenance

Menu Path: System Administration $Images\bluerarw.gif$ Security $Images\bluerarw.gif$ Access to Suppliers By User Maintenance

Purpose

Grant or revoke access to suppliers for specific users.

Overview

Use Access to Suppliers by User Maintenance to set up supplier security. You can use this window to set up specific users to have access to specific suppliers. You can view user supplier access settings in Access to Suppliers by User Inquiry or output a report of the settings in Access To Suppliers By User Report.

For more information on setting up user security, see Setting Up a New System.

Note If you select the Allowed to Access All Suppliers check box for a user in User Profile Maintenance, the user can access all suppliers, overriding the supplier security set up in Access to Suppliers by User Maintenance.

Assigning Access to Suppliers

To assign access for a user:

Enter a user ID or user name in the User ID or User Name field. Available and selected suppliers appear for the user in the Available Suppliers and Selected Suppliers grids.
Click the Update button in the ribbon.
If you want to filter the suppliers in the Available Suppliers grid, click the Lookup button to the right of the Lookup By field, select a filter criteria, enter a filter value in the Value field, and click the Show Data button in the ribbon.
Select a supplier in the Available Suppliers grid, and click the Add button. Repeat this for all suppliers for which you want to allow the user to access, or click the Add All button to allow the user to access all suppliers in the Available Suppliers grid.
Click the OK button in the ribbon. The Question dialog box appears, and asks if you want to replace the existing supplier access settings.
Click the Yes button. The supplier access is updated.

Copying Supplier Security from Another User

To assign a user access to the same suppliers as another user, select the user from which you want to copy supplier access, and then click the COPY TO button. The Copy Supplier Access to User window appears, and allows you to select the user to which you want to copy supplier access.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Access to Suppliers By User Maintenance window.
Update	Click this button to update the user's access to suppliers.
OK	Click this button to accept an action. This button is only available after you click the Update button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the Update button in the ribbon.
Show Data	Click this button to refresh supplier data based on the filter criteria entered in the Lookup By and Value fields.
First	Click this button to display supplier access for the first user.
Prev	Click this button to display supplier access for the previous user.
Next	Click this button to display supplier access for the next user.
Last	Click this button to display supplier access for the last user.

Fields and Buttons

Field or Button	Description
User ID	Enter a user ID for which you want to view or change supplier access, or click the Lookup button to select a user ID.
User Name	Enter a user name for which you want to view or change supplier access, or click the Lookup button to select a user name.

Main Tab Fields and Buttons

Field or Button	Description
Lookup By	Click the Lookup button to select a method for filtering suppliers.
Value	Enter a value for filtering suppliers based on the selected criteria in the Lookup By field. Example If Supplier Name is selected in the Lookup By field and J is entered in the Value field, after you click the Show Data button in the ribbon, only suppliers with names starting with J appear in the Available Suppliers grid.
Available Suppliers	This grid displays all suppliers by default. If you enter a value in the Value field and click the Show Data button in the ribbon, the grid only displays suppliers that meet the selected criteria. Note You can press the Ctrl or Shift keys while selecting suppliers to select multiple suppliers at the same time.
Add	Click this button to add the selected supplier in the Available Suppliers grid to the Selected Suppliers grid.
Remove	Click this button to remove the selected supplier from the Selected Suppliers grid.
Add All	Click this button to add all suppliers in the Available Suppliers grid to the Selected Suppliers grid.
Remove All	Click this button to remove all suppliers from the Selected Suppliers grid.
COPY TO	Click this button to display Copy Supplier Access to User, which allows you to copy access to suppliers for users.
Selected Suppliers	This grid displays suppliers the selected user can access. Note You can press the Ctrl or Shift keys while selecting suppliers to select multiple suppliers at the same time.