Use these fields to create a user code record.
1. User Code
Specify the code to be used to identify this user (up to three characters), i.e., it is usually the user’s initials. ALL is not accepted.
2. Name
Specify the user’s name (up to 25 characters). At lease one character must be entered.
3. Initial Menu
Specify the initial menu displayed on the screen for the user code after signing on to the system. Press Enter to initially default to the master menu (MMS000).
4. Phone Number
Specify the user’s phone number (up to 20 characters). This phone number will print on the fax cover page for the sender phone variable. This is useful to let the fax recipient know the direct phone number or extension of the sender.
5. Fax Number
Specify user’s fax number (up to 20 characters). This phone number is used by default when creating a new fax and is displayed with the Cover Page Information, where it can be altered. If you do not enter a fax number in User Code F/M then the phone number from Company F/M will be used.
6. Fax Suffix
Specify any suffix necessary for the user when sending fax requests. The use of a fax suffix is defined in the FaxLink Static Control F/M.
7. Fax Cover Page
Specify the code (up to 4 characters) of the fax cover page for this user. This is the default cover page that will be assigned when this user creates a fax request.
8. SLS/TER Code
Specify the salesperson/territory code that is assigned to this user code (3 characters).
9. Call Grace Period
Specify the number of days (0 to 999) that the user has to make a past due call.
10. Call Code
Specify the code (up to 10 characters) that this user enters to access long distance.
11. Home Directory
Specify the user’s home directory (up to 40 characters). The directory entered must be a valid. Press F2 for a search for directories.
12. Email Address
Specify the user’s email address to be used by the system when sending program-generated information.
13. Autocomplete
Indicate whether FACTS should attempt to complete entry in select FACTS entry fields when the user begins to specify a value, FACTS will review information in the database and provide matching options the user can select for entry in searches and programs. Information is entered into Autocomplete system when you press Enter to add information.
Menu tab
1. Primary Menu
(Optional) Specify the primary menu for the user.
2. Allow Main Menu
(Optional) Check the Allow Main Menu check box to display the FACTS Main menu tab for the user.
1. Password
Specify the password to be used by this user for entry into the system (up to 6 characters).
Press F1 to set or clear the force new password at login function for the user. Note that the F1 key acts as a toggle for the function.
Press F2 to delete an existing password. Press F3 to generate a new password. Press Enter to initially default to blank.
Note: The user password is not readable anywhere in FACTS. In the file maintenance programs, such as User Code F/M, and at login, the password will display as asterisks.
The system administrator can only change another user's password by using the Generate Password button in User Code F/M. FACTS will generate a valid password but will require the user to change it the next time he or she logs in.
The only time a change to the password can be keyed in is in User Preferences F/M; a user can change his own password by keying in a new one.
2. Valid Companies
Specify up to 10 valid two-character company numbers side by side which the user can access.
3. Track User
Indicate whether to track the user, if the user tracking system is set to selected (on). Press Enter to initially default to unselected.
4. Allow Command Mode
Indicate whether to allow this user to use the 'break' key to access command mode to clear FACTS program or system errors. Note: Infor recommends this check box is unchecked (not selected) for all users as the default. It is provided in case a user encounters an error and must use this method to clear it. After an error is encounter the user can access this program and select the check box. After completing the command mode action, the user record should be re-accessed in User Code F/M and this check box should then be unchecked.
5. Login Disabled
Indicate whether this user login should be disabled and no longer able to access FACTS.
6. Require Escape Code
Indicate whether this user must enter an escape code before they can abort out of an error. If you check this check box, the user must contact the system administrator for the escape code when the window describing the error condition is displayed. By doing this, you prevent users from aborting out of programs that can be updating files without first checking with the system administrator. If you enter N, this user will be able to abort from any error in any type of program. From an error handling window, a user set up with No (unchecked) will also be able to enter SS to escape into the workspace of the current program. However, regardless of the entry in this field, all users are able to abort from an error resulting from a locked record.
Note: Certain programs can always require an escape code (for example, the DSR update). If Z8$ is set to "**" prior to calling the standard escape routine, all users will be required to enter an escape code regardless of this flag or which error was encountered.
7. Security Codes
Specify security codes side by side for this user (0-9). Security codes can be any digit between 0 and 9 and can be assigned in any combination. Press F3 to default to ALL. Press Enter to initially default to 0.
8. Administrator Privileges:
User-defined Fields
Indicate whether you want to allow this user to configure user defined fields for any of these maintenance programs: Item F/M (ICF910), Vendor F/M (APF910), Ship-To F/M (ARF920), or Customer F/M (ARF910).
To configure user-defined fields:
After you select the check box above, exit FACTS and log back in to allow this change to take effect.
Access the desired file maintenance program: Item F/M (ICF910), Vendor F/M (APF910), Ship-To F/M (ARF920), or Customer F/M (ARF910).
Access the User-Defined screen of the selected file maintenance.
Select the Configure icon or press F1, and the system displays the User-Defined Field Characteristics Entry (SMC996) program, where you can enter user-defined fields and the characteristics associated with the field. Refer to the User-Defined Field Characteristics Entry (SMC996)topic for additional details.
Notes
Indicate whether you want to allow this user as a Note Administrative User.
This user has access to the Admin Menu on Note Entry (SME710). From the Admin menu, you can access the Notes Security screen, which allows you to determine which users have Note Entry access by security code, whether users can create/edit categories for note types, and manage category creation by security code.
Reports
Indicate whether you want to allow this user as a Report Administrative User. Report Admin users can create System Layouts and also assign security to fields on the report.
Indicate whether you want to allow this user to have administrative privileges in the Executive Inquiry program. Administrative privileges allow the user to update chart settings in Executive Inquiry.
Report Exports to Excel
Indicate whether you want to allow this user to print reports to Excel.
Reports to File on Client
Indicate whether you want to allow this user to create ASCII delimited or ASCII fixed width files on the client.
Special Order Override
Indicate whether this user has the ability to modify special order quantities outside of standard processing restrictions.
Caution:
Special Order Override Msgs
This check box setting defaults to the Special Order Override check box value.
Indicate whether this user sees alert messages when the quantity entered is a potential conflict with special order management.
Note: Infor recommends that the override messages are left on for all users with override ability. This allows users to be forewarned that their changes should be carefully considered.
Field Level Settings
Indicate whether the user can administer field -level settings like passwords or security codes.
File Maintenance Audit
Indicates the user will have an additional menu, Audit, available to in all graphical file maintenances. Options on this menu include:
Change Audit Settings for This File - allows the administrator to turn on/off auditing of the file being edited.
View Audited Changes to This File - takes the user to Audited Changes Inquiry for the file they are editing. If the user is on the key fields when selecting this option, only the file name is pre-populated in the inquiry. If a record is loaded in the file maintenance the option is selected, the file and the specific key will be pre-populated, allowing the user to see the changes to that specific record.
View All Audited Files - takes the user to the View All Audited Files program, where the user can see the full list of files that are being audited.
Audited Changes Inquiry - takes the user to Audited Changes Inquiry with no pre-populated information, allowing the user to select any file and any key to inquire on.
Purge Audit Records for All Files by Date - allows the administrator to purge records from the audit files prior to the selected date.
The file maintenance audit administrator also has the option to right-click on any non-key field in the file maintenance where administrators have the option, "Show Changes to This Field". Selecting that option will display a list of all audited changes to that specific field.
Indicate whether you want to allow this user to approve electronic fund transfer transactions.
Approve Price Contracts
Indicate whether you want to allow this user to approve SO price contracts.
View GL Posting
Indicate whether you want to allow this user to view GL posting information from inquiry programs where users can drill back from the source document to the GL posting that was created by the register.
Resources
Indicate whether this user has supplemental resource manager administrator privileges.
Alerts
Indicate whether this user has administrator privileges for system alerts.
Full Database Access
Indicate whether this user has full access tot he FACTS database.
FACTS Date Change
Indicate whether to allow this user to change the FACTS system date using the Set FACTS Date program under the user name drop-down on the FACTS Main screen. The Set FACTS Date program is only available if you select this check box.
CCToken Management Access
Indicate whether to allow this user to add, delete and modify credit card tokens.
User Management Access
Indicate whether this user has access to the User Management program as the restoring user when the All Out or Comp Out functions have locked all users out of FACTS. When checked, this user code and password will access User Management to restore access for all other users. When all users have been kicked out of FACTS via User Management, the message: Proceed to User Management? is displayed at log in. Click OK and specify the user code and password that has User Management Access privileges. In User Management, click All In.
Note: Infor recommends that at least one user have this check box checked and this user code and password documented for access.
Turbo Token Access
Indicate whether this user has access to Turbo Tokens. The Turbo Tokens drop down list is available for faster use of CenPOS tokens credit card processing for deposits or payments on sales order documents. The Turbo Tokens drop down list is available in Order Entry (SOE210), Order Confirmation (SOE310), Direct Invoice Entry (SOE320), Counter Sale Entry (SOE510) and Credit Memo Entry (SOE330). It is automatically populated with all available tokens for the specified customer and ship-to combination if the CCToken Usage in Ship-to F/M (ARF920) is set to “S – Ship To” or the specified customer if CCToken Usage in Ship-to F/M (ARF920) is set to “C – Customer”.
Auto Sign-In tab
1. Allow auto sign-in
Indicate whether this user is allowed to auto sign-in for FACTS.
2. User
Specify the network user name that the user auto signs-in from.
3. Domain
Specify the domain that the user auto signs-in from.
4. Company
Specify the default company for auto sign-in .
System Administrator Notes:
If the Allow Auto Sign-In setting is unchecked and the record is saved, the system essentially “forgets” that this user has previously signed in and forces the user to provide log-in credentials at the next attempt to access FACTS.
If the User Name or Domain is changed and the record is saved, the system essentially “forgets” that this user has previously signed in and forces the user to provide log-in credentials at the next attempt to access FACTS.