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Financial System User

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Overview

To add these setup records, a valid manufacturing user record must exist for the users. It is OK not to set Financial Company in the initial add of the first user (only), but it will need to be set once the Financial Company is added.

Prerequisites 

Manufacturing User:  An active Manufacturing User record must exist in order to create a Financial System User

Navigation:  System Setup > Manufacturing User

Navigation

Financial System Setup > Financial System User

Processing

Add Financial System Users  

Fields

Manufacturing Users:  Select a valid Manufacturing User.

Multi Financial Company User:  When checked, allows the given Financial User to access all Financial Companies on the org.

Default Financial Company:  Set to the Financial Company most often used by the given Financial User.

Current Financial Company:  When Financial User is a Multi Financial Company user, you can switch which Financial Company you are in by changing this field to the Financial Company desired. In many pages, this can be done via a slide out menu on upper right of page, if desired.


SEE ALSO

Rootstock Financial Menus
Financial Company Master
Manufacturing User

Settings
Financial System User
Financial-System-User

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