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
- Sales
- Purchase
- Machine/Service
- Rental/Rental Permissions
- Finance
- Copying User Setup
- Transferring Users to the User Setup
General
The following fields are shown here:
| Field | Description |
|---|---|
| Salespers./Purch. Code | Enter a salesperson or purchaser for this user. |
| Enter an email address for the user account. | |
| Phone No. | Enter a telephone number for the user account. |
| Allow Dimensions Change | Specify whether the user should be allowed to change dimensions in posted documents. |
| Auto Dimension Update | Activate this toggle switch to specify that the system should skip the confirmation dialog for all lines during the update. |
| Managing Director | Activate this toggle switch to make the user a managing director. |
| Maximum Approval Amount | Enter the maximum approval amount for this user |
| Detaching of Responsibility Center filter | Specify whether the user should be able to change the filter on the responsibility center in the document list. |
| Sales Resp. Ctr. Filter Filter | In this field, enter a responsibility center that you would like to assign to the user account. |
| Purchase Resp. Ctr. Filter Filter | In this field, enter a responsibility center that you would like to assign to the user account. |
| Service Resp. Ctr. Filter Filter | In this field, enter a responsibility center that you would like to assign to the user account. |
| Show Document Lines | Activate this toggle switch to specify that document lines should be shown in the document list. |
| Allow Posting From | Enter a date from which the user account will be able to allow bookings. |
| Allow Posting To | Enter a date until the user account will be able to allow bookings. |
| Posting Date Check | Specify how the posting date will be shown on documents. |
| Register Time | If you activate this toggle switch, 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 toggle switch, 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 | Activate this toggle switch to specify that the user should be able to design activities on the role center for themselves and others. |
| Item Search Page Default | Specify whether the item search page should be shown in the basic or expanded view. For more information on resources, click here. |
Sales
The following fields are shown here:
| Field | Description |
|---|---|
| Permission Sales | Set the user permissions for sales documents. You will find further information regarding this topic in the chapter Setting up user permission for posting/invoicing of documents |
| Sales Order Type | Enter a sales order type that will be used by default for this user when creating new sales documents. |
| Sales Order Type (Maintenance Contract) | Select here a service order type that will be used by default for this user when creating new maintenance contract invoice documents. |
| Sales Person in Charge | 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 toggle switch, 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) | Specify how the posting date will be shown on sales documents. |
| Shipment & Invoice block for sales orders | Activate this toggle switch to be able to edit the Block field in the sales order header on the sales order card. Via this field you can specify whether shipment, invoicing or both should be blocked for the sales order. If this toggle switch is deactivated, the field on the sales order card cannot be edited. You can find more information on sales orders in the section Creating Sales Order. |
Purchase
The following fields are shown here:
| Field | Description |
|---|---|
| Permission Purchase | Set the user permissions 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 | Enter a purchase order type that will be used by default for this user when creating new purchase documents. |
| Purchase Person in Charge | 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 toggle switch, 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 are shown here:
| Field | Description |
|---|---|
| Permission Service | Set the user permissions 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 | Enter a service order type that will be used by default for this user when creating new service documents. |
| Service Order Type (Maintenance Contract) | Select a service order type that will be used by default for this user when creating new maintenance contract documents. |
| Service Person in Charge | 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 toggle switch, 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 | Specify whether the user should be reminded to update the counter reading when working with service items. For more information regarding purchase item discount groups, click here. |
| Change Trade No. | If you activate this toggle switch, the user will be granted permission to change trade numbers. |
| Change Serial No. | If you activate this toggle switch, the user will be granted permission to change serial numbers. You can find more information about this in the Change Serial No. chapter. |
| Change Item No. | If you activate this toggle switch, the user will be granted permission to change item numbers. |
| Manual closing of intervals allowed | If you activate this toggle switch, 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 toggle switch, 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 toggle switch, 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 toggle switch, 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 toggle switch, the user will be granted permission to approve the calculation review. |
| Posting Date Check (Service) | Specify how the posting date will be shown on serivce documents. |
| Machine Community Administrator | If you activate this toggle switch, the user will be granted permission to create machine community customers. |
Rental/Rental Permissions
Note
This area will only be displayed when you have installed the Rental application. You can find more information on the Rental settings here.
Finance
The following fields are shown here:
| Field | Description |
|---|---|
| Reminder Person in Charge | 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 | 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. |
Copying User Setup
Once you have successfully completed a user setup, you can copy this setup for another user.
To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the page User Setup in Microsoft Dynamics 365 Business Central.
- A list with all user setups will be displayed.
- Select a user.
- Click on the Selection Field > Copy User Setup in the menu bar.
- The page User Setup is displayed.
- Select the user setup you would like to copy.
- Click OK to confirm your selection.
- Click Yes to confirm the dialog window.
- You have successfully copied a user setup.
Note
The user you’re updating can’t be a user that is currently in use.
Transferring Users to the User Setup
The Transfer User... feature allows you to automatically transfer all users to the user setup table. This saves time as you do not have to transfer them one by one.
Proceed as follows to transfer users to the user setup:
- Use the quick search (ALT+Q) to find the page User Setup.
- The page User Setup is displayed.
- Click Transfer User in the menu bar.
- A dialog window opens indicating that the user setup has been successfully updated.
- To close the dialog, click OK.
The users that were not yet listed in the User Setup table have been added automatically.