Purchase Order Groups Users

Assigning User to PO Groups | Remove User from PO Groups | Assign User to All PO Groups |

In addition to via Group Setup, a second method to assign users to PO Groups is available.

The "By User" method allows you to select an individual user and add PO Groups to that user, rather than selecting a PO Group and adding users..

NOTE: If the user is to have rights to all PO Groups, DO NOT add them to any PO Groups. See Assigning Users to All PO Groups in this document.

Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / By User

  1. On the PO GROUP USERS screen, highlight the user’s Key to which to add a PO Group.

  2. From the PO Group User Access frame, click the Group button. The GROUPS Selection screen opens.

  3. From the Available GROUPS list, highlight the Group you want to add to the user.

  4. Click the Add button. The Group moves to the Selected GROUPS list.

To select more that one group at a time, use the shift-click method to add a block of groups or the control-click method to randomly select groups from the list.

The Add All button adds all of the groups to the Selected GROUPS list.

  1. Click the OK button to save and return to the PO GROUP USERS screen.

The group assigned to the highlighted user now display in the Groups list.

Remove User from PO Groups

Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / By User

  1. From the PO GROUP USERS screen, highlight the user’s Key you want to remove a group from.

  2. Click the Group button. The GROUPS Selection screen opens.

  3. From the Selected GROUPS list, highlight the Group you want to remove the user from.

  4. Click the Remove button. The Group moves to the Available GROUPS list.

To select more that one group at a time, use the shift-click method to add a block of groups or the control-click method to randomly select groups from the list.

The Remove All button removes all of the groups from the Selected GROUPS list.

  1. Click the OK button to save and return to the PO GROUP USERS screen.

Assigning User to All PO Groups

If the user is to have rights to all PO Groups, DO NOT add them to PO Group.

Users with All Groups access are not part of a PO Group. The system assigns PO Group 999. The All Groups option allows processing in all PO Groups.

Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / By User

  1. Highlight the user’s Key you want to assign to all groups.

  2. Click the All Groups check box.

The text All Groups appears in the Groups list.

Version 01.04.07.0 &endash; 010230 PL 051204

Top