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. Select Administration > Security > User Setup.
  2. Open the form.
  3. Select the user with whom to associate the organization, and then click the Organizations tab.
  4. Click Add Organization.
  5. Specify this information:
    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.
    User Group
    Enter the user group to which the user belongs.
    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.
    Requisition
    Enter the user’s requisition limit.
    Requisition Approval
    Enter the user’s requisition approval limit.
    Invoice Approval
    Enter the user’s invoice approval limit.
    Non-PO Inv. Approval
    Enter the user’s non-purchase order invoice approval limit.
    Purchase Order
    Enter the user’s purchase order limit.
    PO Approval
    Enter the user’s purchase order approval limit.
    Pick Ticket Approval
    Enter the user’s pick ticket approval limit.
  6. Click Submit.