Users Page
Use this page to create users and manage the attributes assigned. This is the first step in process of creating a user.
These are the actions you can perform on this page:
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Action
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Description
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Manage...
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Select the row of a user and click this button to open a dropdown list of tasks that can be performed on the selected user. Options are:
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Copy...
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Select the row of a user and click this button to copy the user rights from another user to the selected user.
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User Template...
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Select the row of a user and click this button to open a dropdown list of template related tasks that can be performed on the selected user. Options are:
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Click this button, next to a user, to open the User Rights Setup page and assign access rights to the user.
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Click this button, next to a user, to open a dropdown list of view options for the User Rights Setup page. Options are:
• Enhanced Edit User Rights for <user>
• Classic Edit User Rights for <user>
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A default set of Review Types is automatically assigned on the Review Subscriptions tab of the User Rights Setup page when a new user is created or a new user template is created.
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The list of default review types assigned and the priority order is defined at the time of installation. Contact technical support for assistance with changing this setting.
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View the list of pages where Review Type assignments are respected
• Planner 360°
• Work Queue
• Interactive Planner Worksheet
• Procurement
• Repair
• Excess
• Replenishment
• Review Board
View the list of Review Types that are assigned by default when a new user is added
• User Alert Messages (9)
• Critically Short: Zero On Hand with Backorder (331)
• New recommended procurement orders (326)
• New recommended repair orders (323)
• Excess with host orders within Lead Time (329)
• Shortage with host orders outside Lead Time (328)
• Overdue host order(s) exist (327)
• New recommended excess recall orders (332)
• Recommended On Hand Good goes below 0 today (333)
• Critically Short Today (334)
• Recommended On Hand Good goes below 0 (52)
• Critically Short (18)
• In Excess (19)
• New recommended balancing orders (325)
• Tracking Signal - Actuals greater than Forecast (138)
• Tracking Signal - Forecast greater than Actuals (139)
• Outlier Adjustment applied (86)
• Actual vs Forecast outside of calculated Demand Standard Deviation 1 (1)
• Forecast percent change 1 exceeds threshold. (4)
• Planned On Hand Good goes below 0 (320)
• PO Requisition needs approval (36)
• PO Agreement expected (37) New PO Agreement received (38)
• New PO Agreement in effect (39)
• Recommended Quantity More Than Original Quantity (40)
• Recommended Quantity Less Than Original Quantity (47)
• Recommended Date Earlier Than Original Date (48)
• Recommended Date Later Than Original Date (49)
• Future Backorder exists (51) New Sales Order Added (26)
• On Hand Good goes below Safety Stock (53)
• On Hand Good goes above Repair SMAX (55)
• Order Plan Processing Exception (56)
• Maximum Order Value Exceeded (23)
• On hand drop below the Procurement ISL in SCS (94)
• On hand drop below Procurement SCS Minimum (93)
• Orders are cancelled due to Procurement SCS (95)
• On hand over the Procurement SCS Maximum (112)
• Pair Forced To Timephase (115)
• Expedites (130)
• Deferrals (131)
• In Multiple Purchase Agreements (22)
• Change to Primary Vendor (17)
• Increases (140)
• Decreases (141)
• SKUs included in more than one Group MOQ segment (317)
• Trigger Point ordering policy used due to time-phased solution exceeding time or attempt limits (318)
• Order Plan Processing Warning (319)
• LBL Limited Due to Failure (321)
• New Part Chain Information (27)
• On Hand Good below ROP (28)
• No Valid Purchase Agreement (30)
• In Supercession Chain (16) New recommended replenishment orders (324)
• Out Of Plan Range (15)
• Repair Order Quantity Exceeds Max Repair EOQ or Set Repair EOQ (14)
• Same Replenishment source and destination location (13)
• Order Quantity Exceeds MaxEOQ or SetEOQ (12)
• Calculated Repair Lead Time Change by x% (10)
• Calculated Repair Lead Time changed (8) Potential part configuration error when using Trigger Point Order Policy (338)
• New zero quantity recommendation today (335)
• Order Plan Processing Stopping Early Warning (336)
• Potential part configuration error when using Time Phased Order Policy (337)
Use the Users page