Overview
Rootstock Manufacturing Users fall into three functional categories:
- Full license users, such as those who need access to multiple functional areas (engineers, planners, buyers). These users require a full access user license.
- Shop Floor users, which will have access to a restricted set of Rootstock Process pages, explained elsewhere as Shop Floor Users.
- Limited Access users, which will have access to a restricted set of Functional Areas, explained elsewhere as Limited Access Users.
- SFS integration user will have a limited license that allows them to use the Rootstock Salesforce Field Service integration, and limited Rootstock data access.
Each Manufacturing User record, regardless of license type, must be associated with a Salesforce User license (Employee). Users with a Salesforce Platform license can perform all Rootstock functionality. However, if any specific user also needs access to the full Salesforce CRM functionality (objects noted below), that Rootstock Manufacturing User must be associated with a Salesforce user with a full CRM User License. Full Salesforce CRM licenses must be purchased directly from Salesforce. Rootstock only sells Salesforce Platform licenses.
Salesforce Objects available only to Full CRM Users:
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Campaigns
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Contracts
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Forecasts
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Leads
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Opportunities
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Quotes
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Products/Price Books
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Solutions
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Orders
Application
Each individual using Rootstock as a ‘User’ needs to have an active Manufacturing User Record (not flagged as an Obsolete User). This record defines basic information about the user and establishes Rootstock capabilities and guidelines the user must adhere to.
Navigation
Manufacturing Users
Navigate to the Manufacturing User ListView page, either from the Manufacturing Users TAB, or from the Rootstock Site Map in Classic, or from the System Setup Lightning App, or the App Launcher in Lightning. This page displays a list of all current Manufacturing Users on the system. From here, the user may Edit existing users or create a new Manufacturing User record by clicking the New Manufacturing Users button.
Header Section
Fields
Clock Number: User-defined clock number for this Manufacturing User.
Employee: The existing Salesforce Employee/User record associated with the new Rootstock Manufacturing User record being created.
Default Company: In a Multi-Company environment, this is the Company this user most frequently works in. It will be the default Company when the user logs in to Rootstock. For Single Company environments, this Company will display as the User Company.
Default Division: In a Multi-Division environment, this is the Division this user most frequently works in. It will be the default Division when the user logs in to Rootstock. For Single Division environments, this will display as the User Division.
Default Sales Division: In a Multi-Division environment, this is the Sales Division this user most frequently works in.
User’s Organizational Department: The Organizational Department this user is associated with. Defines capabilities in Sales and Purchasing areas.
User’s Vendor Number: If this user is directly associated with a Vendor, the Vendor Number is entered here. Must be a valid Vendor from the Vendor Master file.
Multi-Company: If set up for Multi-Company, this flag determines if the Manufacturing User can access more than their default company.
Multi-Division: If set up for Multi-Division, this flag determines if the Manufacturing User has access to more than the default division.
Limited Multi-Division: When checked, the system enables a new tab, 'User Division', upon saving. Once enabled, use 'User Division Maintenance' to maintain what Divisions the user should access.
Email: The Email for the Manufacturing User.
Telephone: The telephone number for the Manufacturing User.
User’s Prospective Vendor: This field is hidden unless the Vendor RFQ function is active in the Customer Org, and applies to the Vendor RFQ functionality. It provides a linkage between the Manufacturing User and the assigned Prospective Vendor. This vendor value can then control access to system data such as Vendor RFQ Quote Lines.
Labor Ohd: When checked, any labor booked by this user will also calculate Labor Overhead by applying the labor overhead rate from the pertinent Manufacturing Department to the calculated labor amount.
Fringe Ohd: When checked, any labor booked by this user will also calculate Fringe Overhead by applying the fringe overhead rate from the pertinent Manufacturing Department to the calculated labor amount.
Labor Grade: The employee's Labor Grade, which is written to Rootstock Cost Transactions for Labor Booking, used in the cost roll-up calculation for operational costs (See Shop Floor > Manufacturing Labor Grade).
Hourly Rate: The Manufacturing User’s actual hourly rate used in calculating the actual labor amount booked to a Work Order (hourly rate x hours charged).
Shift: This is the Manufacturing User’s assigned shift. This is for reference only.
WO Labor Booking Allowed: When checked (which is the default), the Manufacturing User can book Work Order labor.
WO Quantity Booking Allowed: When checked (which is the default), the Manufacturing User can perform a Work Order quantity booking - report completions at the work order operations.
Labor Supervisor: When checked, this User can enter Labor time and Quantity Bookings for any Manufacturing User. When unchecked, this Manufacturing User can only make entries for themselves.
Tab Section
Requisition Submission Indicators Tab
Fields
Direct Mtl Req Submission Indicator: When checked, the user can submit Requisitions for Direct Material.
Mobile Tab
IMPORTANT This Tab is only displayed when the value of one or more of the following field (in the System Configuration record) is greater than zero:
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- Number of Mobile Access Users
- Number of Full RootScan Users
- Number of Labor Only RootScan Users
Fields
RootScan User (Full): When checked, it indicates that the RootScan user has all mobile transactions available.
NOTE
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- This field RootScan User (Full) is not visible if the value of the field Number of Full RootScan Users on the System Configuration is zero.
- The RootScan User (Full) must be unchecked if the Shop Floor User is set to true. The total of Manufacturing Users with RootScan User (Full) checked cannot exceed the count in the field Number of Full RootScan Users in the System Configuration.
- The visibility of this field is managed under Setup > Object Manager > Page Layout > Manufacturing Users Default Layout.
RootScan User (Labor Only): When checked, this indicates that the user has access to mobile transactions available to Shop Floor users (only).
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- The RootScan User (Labor Only) field is not visible if the value of the field Number of Labor Only RootScan Users on the System Configuration is zero.
- The total of Manufacturing Users with RootScan User (Labor Only) checked cannot exceed the count on the field Number of Labor Only RootScan Users in the System Configuration.
- The visibility of this field is managed under Setup > Object Manager > Page Layout > Manufacturing Users Default Layout.
User Mobile Profile: Select the applicable profile. Options are:
Multi-Site (Mobile): When checked, indicates that the user can perform transactions in multiple Inventory Sites.
Current Site: This represents the Site where the User performs system transactions. It defaults the Site on many screens and must be changed using the Quick Menu to switch Sites (if the user is a Multi-Div User).
Print by Email Printer(Mobile): Select a valid email printer from the dropdown.
Other Indicators Tab
Fields
Responsible Engineering Indicator: When checked, this User can be selected as a Responsible Engineer on the Commodity Code Record or Engineering Item Master.
Responsible Inventory Planner Indicator: When checked, this User can be selected as a Responsible Planner on the Commodity Code Record or Inventory Item Master.
Responsible Buyer Indicator: When checked, this User can be selected as a Responsible Buyer on the Commodity Code Record or Purchasing Item Master.
User’s Authorization ID: A valid authorization ID from the Authorization Master. Determines the user’s ability to authorize indirect and service receipts.
Super Authorizer: If checked, this Manufacturing User can authorize Indirect and Service items across all Divisions under their default company and any other companies defined.
Authorized to Change Item Descriptions: When the System Default setting 'Control Item Description Access by User' is checked, setting this checkbox allows this user to modify Item descriptions.
Cannot Export Configuration Sessions: When checked, this Manufacturing User cannot export a Configuration Session to a Rootstock Quote or Sales Order.
Cannot See Qty OH in Configurator: When checked, the Qty OH values (quantity on-hand) within a Configuration Session are not displayed for this Manufacturing User.
Use Configuration Export Customer: When checked, when launching a Configuration Session externally (outside of the UI), use the Default Configurator Export Customer defined on the Sales Order Control Record for the Sales Division under which the Configuration Session is initiated.
CSV Delimiter: A valid output format for .csv files(European format - semi-colon or comma separated). Currently works with 'Work Center Dispatch List' & 'Contract Periodic Billing'. Options are:
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Auto-Detect by Locale
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Comma Delimited CSV
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Semicolon Delimited CSV
Current Tab
Fields
Current Company: For Manufacturing Users who are designated Multi-Company users, this field defines the Company they are currently working in.
Current Division: For Manufacturing Users who are designated Multi-Division users, this field defines the Division they are currently working in. When working in a different Division is needed, this field is manually changed to the new Division.
Current Sales Division: For Manufacturing users who are designated Multi-Division users, this field defines the Sales Division they are currently working in.
Debug Mode: System User Debug Flag.
Price Log Level: Defines the type of logging that will be performed for how Pricing was derived. When set to 'Trace', a more detailed log is produced which includes the steps by which the price was derived. 'Debug' uses standard debug logging. Options are:
Order Payment tab
Fields
This tab contains several settings that control user access to Payment Gateway functionality.
User Has Limited Order Payment Access: When unchecked, the user has full access to Payment Gateway functionality. If checked, it is possible to control access by the user to the following capabilities by checking the related fields mentioned below:
User Can Process Payments in SO Entry: When checked, the user can process payments directly from SO Entry.
User Can Process Payments for Inv/Memos: When checked, the user can process payments for existing invoices or debit memos.
User Can Override the Default Gateway: When checked, the user can process with a Gateway other than the one selected by default.
User Can Cancel Authorizations: When checked, the user can cancel Authorizations.
User Can Perform Authorizations: When checked, the user can perform Authorizations.
User Can Perform Payments: When checked, the user can perform payments.
User Can Perform Payment Reversals: When checked, the user can perform payment reversals when there are no shippers for the orders.
User Can Reverse Pay Order with Shipper: When checked, the user can perform payment reversals regardless of the existence of shippers.
User Can Credit from Credit Memo: When checked, the user can create credits from a Credit Memo.
Licensing tab
Fields
Full Access User: This field is set to true by default, when creating a new Manufacturing User. If a new user is to be a Shop Floor Only, a Limited Access User, or a Limited SFS user, this field should be changed to false.
NOTE The total of number of Manufacturing Users with Full Access User set to true cannot exceed the count on the field Number of Full Access Users in the System Configuration record. Manufacturing User records with Automated Process User or Rootstock Support User set to true are not included in this count validation.
TIP The following fields are mutually exclusive (only one can be true and all others must be false):
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Full Access User
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Limited SFS User
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Shop Floor User
- Limited Access User
Limited SFS User: When checked, this Manufacturing User will be assigned as Limited SFS User. This user’s access is restricted to the primarily 'API' object records:
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CONTATO - Container Transactions
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SOAPI - Sales Order Header/Lines
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SYDATA - System Transactions
NOTE This field Limited SFS User is not visible if the value of the field Number of Limited SFS Users on the System Configuration is zero.
NOTE The total of Manufacturing Users with Limited SFS User checked cannot exceed the count on the field Number of Limited SFS Users in the System Configuration record.
IMPORTANT If the Limited SFS User is checked, then the Salesforce user associated with the Manufacturing user must have a Salesforce SFS License.
Shop Floor User: Shop Floor Users have access to only the following Rootstock processes, (and the reversals of those same processes): Labor Bookings, WO Component issues, WO Receipts, Clock On / Clock Off & Shop Floor Time Entry. Shop Floor Users only count against the Current Number of Shop Floor Users on the System Configuration record.
NOTE The total of Manufacturing Users with Shop Floor User checked cannot exceed the count on the field Number of Shop Floor Users in the System Configuration record.
Obsolete User: When checked, the user will become inactive and is not counted against any of the Rootstock user license limits. Before making the user obsolete, the Replace User function should be run to update the existing records with a Replacement User.
Automated Process User: This field allows a single Manufacturing User to be the designated user for executing automated processes and does not count against the licensed total authorized users. This user is normally configured by Rootstock during initial deployment.
NOTE This flag is to query the Automated Process User easily.
NOTE Only one Manufacturing User can have 'Automated Process User' set to true. When Automated Process User is set to true, then the Full Access User must also be set to true. This user is configured by Rootstock DevOps during initial deployment.
Mobile Access User: This field designates the Manufacturing User as a Mobile Access User. The Mobile Access User functionality may be applied to any Rootstock User type. It is a license add-on and not a specific user type.
NOTE This field Mobile Access User is not visible if the value of the field Number of Mobile Access Users on the System Configuration is zero.
NOTE The total of Manufacturing Users with Mobile Access User checked cannot exceed the count on the field Number of Mobile Access Users in the System Configuration record.
Shop Floor User Start Option: When a Shop Floor Only User logs into Rootstock from the Rootstock UI, this field denotes the specific process page where the user will automatically begin at login. Navigation between functions is accomplished from the Quick Menu tab, rather than the Rootstock Site Map or the App Launcher. Valid options are Labor Booking, Work Order Issue, and Work Order Receipt.
Rootstock Support User: This field designates the user as a Rootstock Support User. This user does not count against the licensed total authorized users. This user is configured by Rootstock staff during initial deployment. The total number of Rootstock Support Users cannot exceed the Number of Rootstock Support Users on the System Configuration
Limited Access User: Limited Users have access to either one or two Limited Access Functional Areas, based on the setting on the System Configuration. The available Functional Areas is determined by the values selected on the System Configuration. If the Expanded Shop Floor category is selected, then only that Category is available for Limited Access Users.
Limited Access Users only count against the Current Number of Limited Access Users on the System Configuration record.
NOTE The total of Manufacturing Users with Limited Access User checked cannot exceed the count on the field Number of Limited Access Users in the System Configuration record.
Limited Access Functional Areas: This field designates the functional area(s) where this Limited Access User can operate. The values are:
NOTE This field 'Limited Access Functional Areas' is not visible if the value of the field 'Number of Limited Access Users' on the System Configuration is 'zero'.
NOTE If 'Limited Access User' is set to true, values must be chosen for 'Limited Access Functional Areas.' These selected values must be a subset of those chosen for 'Number of Limited Access Users' in the System Configuration. Additionally, the number of selected values cannot exceed the 'Numb Categories Allowed Per Limited User' limit in the System Configuration. If the 'Expanded Shop Floor' category is selected on the user record, it will be the only assignable category.
Buttons
Replace User: Use this button to replace the current user with the new user on all Items, Products, Product Groups, Commodity Codes, Customers, Vendors, Machines, Work Centers, etc., where it is currently in use.
IMPORTANT There is no undo option once the Replace User process has been done.
Heroku Authorization: Use this button to authorize the current user with Heroku.
IMPORTANT This button/action is visible if and only if all the conditions below are satisfied:
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The flag 'Heroku Applications Active' is checked on the System Configuration record.
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The custom setting 'heroku_AllowHerokuOption' is set as true.
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The user has not authorized Heroku previously.
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The Manufacturing User record corresponds to the currently logged-in user.
