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A single user may need to enter for multiple locations, but not all. If you are using the PO Groups Option, users need to be assigned to a PO Group.
Users can also be added to PO Groups via the Group Setup button (Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / Grp. Setup) or via the By User button (Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / By User).
Users can belong to one or more PO Groups. If the user is to have rights to more than one PO Group, do not add them via the Group Codes/Users screen. It is easier to do so from the By User module.
Users that have system wide access to purchase orders should not be assigned to a PO Group. They are set up in By User and assigned to All Groups.
Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / Grp Setup
To assign users to a specific PO Group, on the Group Codes/Users screen, from the Available PO Groups list, highlight the group Code.
To the right of the PO Group User list, click the User Access button. The USERS Selection screen opens.
A list of Available USERS displays on the left-hand side of this screen.
Although this list displays all Security Users, they must also have access to the Requisitions and Purchase Orders menu to be able to access the Purchase Order application.
If you have been set up as a system wide user, you have access to all applications by default. See Setting up Security Groups and Assigning Users to Available Security Groups User’s Guides.
From the Available USERS list, highlight the user you want to assign to the PO Group.
Click the Add button.
To select more that one user at a time, use the shift-click method to add a block of users or the control-click method to randomly select users from the list.
The Add All button adds all security users to the Selected USERS list.
To find a specific user, type the user's name in the Lookup field below the Available USERS list.
When selection is complete, click the OK button to return to the Group Codes/Users screen.
The user(s) appear in the PO Group User list.
Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / Grp Setup
To remove users from a PO Group, on the Group Codes/Users screen, from the Available PO Groups list, highlight the group Code.
To the right of the PO Group User list, click the User Access button. The USERS Selection screen opens.
From the Selected USERS list, highlight the user you want to remove from the PO Group.
Click the Remove button.
To select more that one user at a time, use the shift-click method to add a block of users or the control-click method to randomly select users from the list.
The Rem. All button removes all security users from the selected list.
To find a specific user, type the user's name in the Lookup field below the Selected USERS list.
When removal is complete, click the OK button to return to the Group Codes/Users screen.
The user(s) no longer appears in the PO Group User list.
Version 01.04.07.0 &endash; 010230 PL 051204