Create a User
Last modified by Admin User on 2023/06/30 10:26
Create a User
| Requirement | M* | Navigation | Prerequisites |
| 1. Obtain the user’s configurable details including: name, department, user id, email address, phone number and default delivery address. | Y | Outside PECOS | Data Gathering Sheet |
| 2. Define the user’s roles and permissions, including: requisition, receipting and invoicing rights; accounting access (including a default account code combination); catalogue access and approval process. | Y | Outside PECOS | Data Gathering Sheet |
3. Check / Create Organisation (ie the organisation to which the user belongs) | N | Company > Organisation Maintenance | |
| 4. Check / Create Procurement Card(s) | N | Company > Procurement Cards | |
| 5. Check / Create Business Rule Group(s) | N | Business Rules > Business Rule Groups. | Financial Tracking Codes loaded Catalogue Collections created |
| 6. Check / Create Approval Rule Group | N | Approval Rules > Approval Rule Groups | Approval Plan(s) created |
| 7. Complete User Information screen | Y | Users > Profile > User Information | User data obtained (1) User roles defined (2) Organisation created (3) |
| 8. Select or create Default Delivery Address | Y | Users > Profile > User Information | Default identified (1) |
| 9. Add User Information | Y | Add User | All mandatory User Information is entered (7) |
| 10. Assign Buy-For User(s) | N | Users > Profile > Buy-For Users | Buy-for User’s user profile(s) created |
| 11. Assign Procurement Card(s) | N | Users > Profile > Procurement Cards | Procurement Card(s) created (4) |
| 12. Assign to Business Rule Group(s) | Y | Users > Profile > Groups and Roles | Business Rule Groups created (5) |
| 13. Set Default Account Code | Y | Users > Profile > Groups and Roles | Default Business Rule Group created and assigned (5 & 11) |
| 14. Set Order and Receipt Access Levels | Y | Users > Profile > Access Level | Options identified (1 & 2) |
| 15. Assign Approval Rule Group | Y | Users > Profile > Groups and Roles | Approval Rule Group created (6) |
| 16. Set Dynamic Options | N | Users > Profile > Dynamic Options | Options identified (1 & 2) |
| 17. Set Search Preferences | N | Users > Profile > Search Preferences | Options identified (1 & 2) |
| 18. Set Approval Delegation | N | Users > Profile > Approval Delegation | Options identified (1 & 2) |
*M = Mandatory for this primary task. Y= Yes, N= No