The option User Activity Maintenance (op_user_activity / po_user_activity) allows you to maintain a profile for each user that is permitted to process purchase requisitions, purchase orders, supplier contracts, sales orders and sales invoices. The profiles are stored in the User Activity table.

You can restrict a user's activity by flagging which activities they are permitted to carry out, for example, you might permit them to raise a purchase requisition but not to authorise it. You can also set limits on the value of any requisition, order, supplier contract or invoice that a user might raise, or authorise. Note that you must also set a purchase requisition authorisation limit in system key POAUTHLIM.

You can further restrict a user's activity by adding a default location code to their profile, setting a budget check indicator and flagging whether product groups are also to be checked. These can be used to restrict their ability to requisition goods both internally and from an external supplier.

Users can have manager status in the User Activity table without being system managers.

Note that the programs that require a User id from the User Activity table take a user's System user name as the default. You are therefore advised to create the user profiles with the users System user name as the User id.

It is advisable that access to this option be restricted, either by adding a password or removing the option from certain users’ menus.

The option User Activity Enquiry (op_user_enquiry / po_user_enquiry / pl_user_enquiry) allows you to view a user’s details, allowed activities and authorisation limits.

Controlling Registered Invoice Posting

You can control how registered purchase invoices are posted from within User Activity Maintenance. The field Post Normal Invoices? controls whether registered invoices are posted as Phase 1 (registered uncoded) or Phase 2 (fully coded). This field is only displayed if the system key PLREGFORCE is set to YES.

If you do not use Purchase Order Processing, additional User Activity Maintenance (pl_user_activity) and User Enquiry (pl_user_enquiry) options are available via Accounts Payable to allow you the same control over registered invoices.

Note: These options might need to be added to the relevant Accounts Payable menus.

The field Phase 2 Posting? controls whether you post registered invoices as Phase 1 or 2. This also, will only display if PLREGFORCE is set to YES.

See Also :

• User Profiles:
  • Telesales
  • Requisitions
• Restricting Users
• Requisition Types:
  • Standard Requisitions
  • Scheduled Requisitions
  • Automatic Requisitions
  • Requisitions Raised via MRP Recommendations
  • Firm Planned Requisitions
  • Consolidated Requisitions
• Requisition Life Cycle :
  • Requisition Entry
  • Buyer Authorisation
  • Value Authorisation
  • General Ledger and Budget Codes
  • Final Authorisation
  • Purchase Orders via Requisitions
  • Goods Receipt
  • Invoicing
• Purchase Orders Functionality
  • Additional Functionality
• Registered Invoices
• Quotations
• Telesales Quotations
• Sales Orders
• Telesales Sales Orders
• Standard Orders
• Sales Invoices
• User Targets
  • Summary Analysis
• Telesales Customers
• Customer Notes
• Call Diaries
• Workflow Queues
• Location Codes
• Product Groups
  • Product Group Configuration
  • Product Hierarchies
• General Ledger
• Purchase Order Enquiries
  • Orders by Supplier
  • Purchase Order Archive Enquiry