User Setup Card
This chapter introduces you to the User Setup Card page.
This card can be accessed for any user account via the User Setup page.
The user setup card is divided into the following areas:
Note
The areas shown on this page depend on the TRASER solution you are using.
General
The following fields are shown here:
| Field | Description |
|---|---|
| Salespers./Purch. Code | Use this field to enter a code that will be used when the user account creates purchase and sales documents. |
| Use this field to enter an email address for the user account. | |
| Phone No. | Use this field to enter a telephone number for the user account. |
| Allow Dimensions Change | Use this field to specify whether the user should be allowed to change dimensions in posted documents. |
| Auto Dimension Update | Use this toggle to specify whether the system should skip the confirmation dialog for all lines during the imension update. |
| Managing Director | Use this toggle switch to make the user a managing director. |
| Maximum Approval Amount | Use this field to enter maximum approval amount for this user. |
| Detaching of Responsibility Center filter | Use this field to specify whether the user should be able to change the filter on the responsibility center in the document list. |
| Sales Resp. Ctr. Filter | Use this field to enter a responsibility center that you would like to assign the user account to. |
| Purchase Resp. Ctr. Filter | Use this field to enter a responsibility center that you would like to assign the user account to. |
| Service Resp. Ctr. Filter | Use this field to enter a responsibility center that you would like to assign the user account to. |
| Show Documents Lines | Use this toggle to specify whether document lines should be shown in the document list. |
| Allow Posting From | Use this field to enter a date from which the user account will be able to allow bookings. |
| Allow Posting To | Use this field to enter a date until the user account will be able to allow bookings. |
| Posting Date Check | Use this field to specify how the posting date will be shown on documents. |
| Register Time | If you activate this field, the time logging is enabled for this user. The time logging starts when a user logs in and ends when a user logs out. Unexpected interruptions such as timeouts, interruptions due to inactivity or client crashes will not be logged. |
| Time Sheet Admin. | If you activate this field, the user account will be granted administrative rights when it comes to time sheets. Administrators have permission to access, edit and delete time sheets. |
| Design Activities on Role Center | Use this toggle switch to specify whether the user should be able to design activities on the role center for themselves and others. |
| Item Search Page Default | Use this field to specify whether the item search page should be shown in the basic or expanded view. |
Sales
The following fields will be shown in this area:
| Field | Description |
|---|---|
| Permission Sales | Here, you can specify the permission for sales documents. You will find further information regarding this topic in the chapter Set up user permission for posting/invoicing of documents. |
| Sales Order Type | Use this field to enter a sales order type that will be used by default for this user when creating a new sales order. |
| Sales Person in Charge | Use this field to enter a code for the person in charge that will be used when creating sales documents with this user account. You can find more information about this in the chapter Set Sales Person in Charge. |
| Display Hints (Sales) | If you activate this boolean, the master data hints will be displayed in sales documents for this user. You can find more information about this in the chapter Master Data Hints. |
| Posting Date Check (Sales) | Use this field to specify how the posting date will be shown on sales documents. |
Purchase
The following fields will be shown in this area:
| Field | Description |
|---|---|
| Permission Purchase | Here, you can specify the permission for purchase documents. You will find further information regarding this topic in the chapter Set up user permission for posting/invoicing of documents. |
| Purchase Order Type | Use this field to enter a purchase order type that will be used by default for this user when creating a new purchase order. |
| Purchase Person in Charge | Use this field to enter a code for the person in charge that will be used when creating purchase documents with this user account. You can find more information about this in the chapter Se Purchase Person in Charge. |
| Display Hints (Purchase) | If you activate this boolean, the master data hints will be displayed in purchase documents for this user. You can find more information about this in the chapter Master Data Hints. |
Machine/Service
The following fields will be shown in this area:
| Field | Description |
|---|---|
| Permission Service | Here, you can specify the permission for service documents. You will find further information regarding this topic in the chapter Set up user permission for posting/invoicing of documents. |
| Service Order Type | Use this field to enter a service order type that will be used by default for this user when creating a new service order. |
| Service Person in Charge | Use this field to enter a code for the person in charge that will be used when creating service documents with this user account. You can find more information about this in the chapter Service Person in Charge. |
| Display Hints (Service) | If you activate this boolean, the master data hints will be displayed in service documents for this user. You can find more information about this in the chapter Master Data Hints. |
| Counter Reminder | If you activate this option, users will be reminded to update the counter reading when working with service items. You will find further information regarding this in the Service Item Counter section. |
| Change Trade No. | If you activate this boolean, the user will be granted permission to change trade numbers. |
| Change Serial No. | If you activate this boolean, the user will be granted permission to change the serial number for a service item. You can find more information about this in the Change Serial No. chapter. |
| Change Item No. | If you activate this boolean, the user will be granted permission to change the item number for a service item. |
| Manual closing of intervals allowed | If you activate this boolean, the user will be granted permission to manually close intervals. You can find more information about this in the chapter Service Intervals. |
| Manual reopening of intervals allowed | If you activate this boolean, the user will be granted permission to change the status of an interval. You can find more information about this in the chapter Service Intervals. |
| Manual closing of damages allowed | If you activate this boolean, the user will be granted permission to manually close damages. You can find more information about this in the chapter Service Item Damages. |
| Manual reopening of damages allowed | If you activate this boolean, the user will be granted permission to change the status of damages. You can find more information about this in the chapter Service Item Damages. |
| Approve Calculation Review | If you activate this boolean, the user will be granted permission to approve calculation reviews. |
| Posting Date Check (Service) | Use this field to specify how the posting date will be shown on service documents. |
| Machine Community Administrator | If you activate this boolean, the user will be granted permission to create machine community admistrators. |
Rental/Rental Permissions
Note
This area will appear once you have installed the Rental application. You will find further information regarding the settings for Rental in the Permissions for Rental section.
Finance
The following fields are shown here:
| Field | Description |
|---|---|
| Reminder Person in Charge | Use this field to enter a code for the person in charge that will be used when creating reminders with this user account. You can find more information about this in the chapter Set Reminder Person in Charge. |
| Finance Charge Memo Person in Charge | Use this field to enter a code for the person in charge that will be used when creating finance charge memos with this user account. You can find more information about this in the chapter Set Finance Charge Memo Person in Charge. |