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0017228Openbravo ERP02. Master data managementpublic2011-05-18 11:072012-02-03 12:06
RenateNieuwkoop 
jonalegriaesarte 
normalminorhave not tried
closedfixed 
5
3.0RC6.1 
3.0MP7 
Core
No
0017228: Demo data: there is no procure role
The roles in the demo data should be aligned with the quickstart 2 processes. For the Procure to Pay process we should have a Procure role.

In the training so far I had students execute an exercise to create the role. However, it happened that a student got the defaults of the role messed up and couldn't get back into the application.

Therefore we need the procure role to be added to the demo data of F&B
Using the F&B International Group Admin role:
Go to the Role screen:
Create a new record
Client = F&B International Group,
Organization = *,
Name = F&B US, Inc. - Procure,
User Level = Client+Organization,
Manual checkbox = selected,
Client Administrator = not selected,
Save Record
Now you give access to the whole procurement module by clicking the Grant Access button
Module = Procurement Management,
Access to = All,
Click the OK button
In the tabs [Window Access], [Process Access], etc. the records related to procurement management are listed.
Go to the [Process Access] tab. As a purchaser, the stock report would be used to execute the job. Currently it is not listed, so it needs to be added.
Create a new record,
Process = Stock Report,
Active checkbox = selected,
Editable field checkbox = not selected,
Save record
This role will be used in the US only and the user level client+organization was selected, so now the organizations for which the role has access need to be defined:
Go to [Org Access]
Create a new record
Organization = F&B US, Inc.,
Organization Administrator checkbox = not selected,
Create a new record
Organization = F&B US East Coast,
Organization Administrator checkbox = not selected,
Create a new record
Organization = F&B US West Coast,
Organization Administrator checkbox = not selected,
Save the record
Looking in the grid view the role now has access to the three US organizations.
Now that the role exists, the openbravo user needs to get access to this role:
Go to the [User Assignment] tab
Create a new record:
Client = F&B International Group,
Organization = *,
User/Contact = Openbravo,
Active checkbox = selected,
Role Administrator checkbox = not selected,
Save the record
Add the Procure role to the standard roles of the demo data
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Issue History
2011-05-18 11:07RenateNieuwkoopNew Issue
2011-05-18 11:07RenateNieuwkoopAssigned To => adrianromero
2011-05-18 11:07RenateNieuwkoopModules => Core
2011-06-03 10:57dalsasuaAssigned Toadrianromero => dalsasua
2011-07-20 18:16dalsasuaAssigned Todalsasua => jonalegriaesarte
2012-02-03 12:06dmitry_mezentsevNote Added: 0044857
2012-02-03 12:06dmitry_mezentsevStatusnew => closed
2012-02-03 12:06dmitry_mezentsevResolutionopen => fixed
2012-02-03 12:06dmitry_mezentsevFixed in Version => 3.0MP7

Notes
(0044857)
dmitry_mezentsev   
2012-02-03 12:06   
Roles is created in another issue.