Associating users with organizations

After setting up new system users, associate them with specific organizations. When the user logs in to the system, the default organization determines to what user group the user belongs for that system session.

To associate users with organizations:

  1. Open the User IDs form.
  2. Select the user with whom to associate the organization, and then click the Organizations tab.
  3. Click Add Organization.
  4. Organization—Enter the organization to associate with the user. The system automatically populates the organization’s description in the adjacent field and selects Common if the organization is a common organization.
  5. User Group—Enter the user group to which the user belongs.
  6. Default—Select to indicate that this organization is the default organization for this user, i.e., the system automatically displays this organization when the user logs in to Infor EAM and on most forms that have an Organization lookup.
    Note: The system allows only one default organization.
  7. Requisition—Enter the user’s requisition limit.
  8. Requisition Approval—Enter the user’s requisition approval limit.
  9. Invoice Approval—Enter the user’s invoice approval limit.
  10. Non-PO Inv. Approval—Enter the user’s non-purchase order invoice approval limit.
  11. Purchase Order—Enter the user’s purchase order limit.
  12. PO Approval—Enter the user’s purchase order approval limit.
  13. Pick Ticket Approval—Enter the user’s pick ticket approval limit.
  14. Click Submit.