> Creating Users

Provide users with access to Datastream 7i as members of user groups.

Follow these steps to create users.

  1. Open the Users form (BMUSER).

  2. Click the Record view tab. Datastream 7i displays the Record view page.

  3. User—Enter a unique code identifying the new user, and then enter a description of the user in the adjacent field. This description is usually the user’s full name.

  4. Class—Click to select a class code for the user. The classes shown belong to the USER entity.

  5. Language—Click to select a default language for the user.

  6. Extended locale—Click to select the geographic location for which to set the number format for numeric fields within the system. Selecting an extended locale determines the manner in which commas and decimals are used in numeric data. The setting of the LOCALE installation parameter determines the default extended locale for all users. However, you can modify the extended locale at the user level as necessary.

  7. Buyer—Select if the user can buy materials/services.

   The materials management module must be installed to use the buyer feature.

  1. Screener—Select if the user can screen work requests.

  2. Approver—Select if the user can approve pick lists.

  3. Datastream 7i—Select to indicate that the user is an active Datastream 7i user.

  4. Datastream 7i Requestor—Select to indicate that this user is a Requestor user.

  Enter the Requestor user group for User Group to associate the Requestor user with the Requestor user group.

 The Requestor user may only submit work requests and/or purchase requests.

 You cannot select Datastream 7i and Datastream 7i Requestor for the same user; however, you must select either Datastream 7i or Datastream 7i Requestor.

  1. Datastream 7i Mobile—Select to indicate that the user is a Datastream 7i Mobile user.

  2. Datastream 7i Barcoding—Select to indicate that the user is a Datastream 7i Barcoding user.

  3. Datastream 7i Connector—Select to indicate that the user is a Datastream 7i Connector user.

  4. Datastream 7i Analytics—Select to indicate that the user is a Datastream 7i Analytics user.

  5. First function—Enter the code identifying the function to which Datastream 7i defaults when the user logs in to Datastream 7i.

  6. Extended first function—Enter the code identifying the function to which Datastream 7i Extended defaults when the user logs in to Datastream 7i Extended.

  7. Notification preference—Click to select the preferred method for receiving workflow updates.

  8. Default printer—Click to select a default printer for the user.

  9. E-mail address—Enter the user’s e-mail address.

  10. Department—Click to select a default department for the user.

  11. User group—Click to select the user group to which the user is assigned.

   To view a list of all users per user group, run the Users per group report (BRUSRL).

  1. User ID expiration date—Enter the date on which the User ID expires.

  2. Password—Enter a password for the user, between six and twelve characters long. Datastream 7i masks the password with special characters as you type it.

  3. Passw expir date—Enter the date on which the password expires.

  4. Requisition limit—Enter the maximum amount the user can enter on a requisition or requisition line.

  5. Purchase order limit—Enter the maximum amount the user can enter on a purchase order or purchase order line.

  6. Req auth limit—Enter the maximum amount the user can approve for a requisition or requisition line.

  7. PO auth limit—Enter the maximum amount the user can approve on a purchase order or purchase order line.

   Set Requisition limit, Req auth limit, Purchase order limit, and PO auth limit at either the header level or the line-item level in Installation codes (BNINST). You do not need to define them for every user.

 If you are setting up a new user in a multi-organization environment, the Requisition limit, Purchase order limit, Req auth limit, PO auth limit, Invoice approve limit, Non-PO invoice approve limit, and Pick list limit are set on the Organizations tab of the User Groups form (BMGROU). You can also define all these limits at the role level on the Role Setup form (BMROLE).

  1. Invoice approve limit—Enter the maximum amount the user can approve on invoices and invoice lines.

  2. Non-PO invoice approve limit—Enter the maximum amount the user can approve on nonpurchase order invoices.

  3. Pick list limit—Enter the maximum amount of parts that the user can approve for pick lists.

   If multi-organization security is activated, you must define purchase order and requisition limits on the Organization page of the Users form (BMUSER).

  1. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.