Alert and KPI User Access Maintenance

Menu Path: Settings Look and Feel Alerts/KPIs

NOTE If you access Alert and KPI User Access Maintenance from the Settings option, you cannot change any security-related options. Those options are only enabled if you access this window from User Profile Maintenance.

Purpose

Set up user security access to security types for alerts and KPI's.

Overview

Use Alert and KPI User Access Maintenance to allow a selected user to access specific security types when setting up alerts in Alert Wizard and KPI's in Key Performance Indicator Wizard. You can give a user access to the following security types:

• Accounts Payable

• Accounts Receivable

• Cash Flow

• Credit

• Customer

• Delivery Date

• Demurrage Date

• Dest JE Failed

• EDI

• Failed Shopping Cart

• General Ledger

• GL Account Balance

• Inventory

• Inventory Quantity Adjust

• Manufacturing

• Miscellaneous

• Mobile Sales Rep

• Notes Reminder

• Orders

• Pick Demand

• PO Acknowledgment Task

• PO Container

• PO Shipment

• Product

• Production Monitoring

• Purchase Cost

• Purchase Orders

• Supplier

• System Administration

• Terms

• Warehouse

• Wireless Cycle Count

• Wireless Warehouse

• Work Order Notify

For information on specific alerts available for each security type, see Alerts.

Note If a user has the Alert Wizard window open when you update the user's access to security types, the user must close and reopen the window to view the changes.

Updating User Access to Alert Types

To update a user's access to alert types:

1. Click the Update button in the ribbon.

2. Select a security type to see the associated alerts and KPI's in the Alerts and KPI's grid.

3. Select or clear the check box in the Select column in the Security Types grid for the security type. You can also click the Select All or Deselect All button in the ribbon to select or clear the check box for all security types.

4. Repeat steps 2-3 for all security types for which you want to grant or revoke access.

5. Click the OK button in the ribbon. The user's access is updated.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Alert and KPI User Access Maintenance window.
Update	Click this button to update a user's access to security types.
OK	Click this button to accept the security settings. This button is only available after you click the Update button in the ribbon.
Cancel	Click this button to cancel changes to the security settings. This button is only available after you click the Update button in the ribbon.
Select All	Click this button to select the check box in the Select column for all security types in the Security Types grid. This button is only available after you click the Update button in the ribbon.
Deselect All	Click this button to clear the check box in the Select column for all alert types in the Security Types grid. This button is only available after you click the Update button in the ribbon.

Fields and Buttons

Field or Button	Description
User ID	This field displays the user ID for which you are currently updating security type access.
User Name	This field displays the user name for which you are currently updating security type access.

Main Tab Fields and Buttons

Field or Button	Description
Security Types	This grid displays the security types. Select the check box in the Select column for all security types you want the selected user to be able to access.
Alerts and KPI's	This grid displays the alerts and KPI's available for the selected security type. The alerts are categorized as simple alerts. For more information on alerts, see Alerts.

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