Responsibility Center Setup
This chapter describes the Responsibility Center Setup page. This page allows you to set up responsibility centers for different users, enabling you to automatically filter by responsibility center or to set it as the default value for documents created by a specific user. This chapter is divided into the following sections:
Creating Setups for Responsibility Centers
To assign a responsibility center to a user, please proceed as follows:
- Use the quick search (ALT+Q) to find the Responsibility Center Setup page.
- Click on New in the menu bar.
- A new table line is created.
- Complete the columns according to the following table:
| Column | Description |
|---|---|
| User ID | Enter the User ID of the user whom you want to create a setup. |
| Area | Select the business area to which the setup should apply. If you want to apply the responsibility center filter for a user in every area, leave this field empty. |
| Responsibility Center | Select the responsibility center for the setup. |
| Default | This field specifies if the responsibility center should be used as a default value for new documents created by the selected user. |
The setup of the responsibility center for a specific user is complete. The following section describes how copy the setup for another user.
Copying Setups for Responsibility Centers
You can copy the settings used in a responsibility center setup to use them for a different user. This facilitates, e.g., the setup of responsibility centers for multiple users. To copy a responsibility center setup, please proceed as follows:
Note
All setups of this user will be copied. Copying individual setups is currently not available.
- Use the quick search (ALT+Q) to find the Responsibility Center Setup page.
- Click on More options > Actions > Setup Wizard in the menu bar.
- The Responsibility Center Setup Wizard is displayed.
- Select Copy Setup.
- Select the user from whom you want to copy the setup in the User field.
- Click on Next.
- Select the user you want to apply the copied setup to.
- Click on Finish.
You have successfully copied the setup of the selected user.