Epicor 905.700C

Yahoo Archive
1

Thanks all!

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jeff Greenaway
Sent: Friday, March 07, 2014 1:49 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor 905.700C

 

 

Bill,

Darryn’s suggestion is right on target. If you set up security groups for
each role and give the menu access to the roles, it then becomes much easier
to set up new users (as well as change a user’s security when they change to
a different job in the company).

A user can be assigned multiple security groups. For example, in accounting
you might have an AR clerk and an Accounting manager. Maybe you want both
the clerk and the manager to be able to enter payments from customers, but
only the manager to set up new customers. You set up an ARCLERK security
group with access to enter payments, and an ARMGR security group with access
to Customer Maint. The clerk gets only the ARCLERK security group and the
manager gets both ARCLERK and ARMGR.

I created a couple of spreadsheet tools for setting up and managing security
that I’ve shared with the group in the past. Nothing fancy; just something
to help get a little more control over user security. Let me know if you’d
like me to send them to you.

Regards,

Jeff

Jeff Greenaway
Consulting CIO/ERP Consultant
jeffgreenaway@...
www.cio-ondemand.com

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Darryn Ralph
Sent: Friday, March 07, 2014 7:27 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor 905.700C

 
Hi Bill,

We get round this by linking security groups to the menu items and then
linking users to security groups. That way we only have to link a new user
to the relevant groups.

Regards,

Darryn

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Turgeon, Bill
Sent: 07 March 2014 15:23
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 905.700C

I have had several people leave and get replaced.

It's a PITA to do the security each time.

Is there a way to copy a user's security to another user?

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
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permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

2
Is there any way to tell who changed an item cost?

I looked directly on the PartCost table and there is no last changed
date or user fields..... lame!!!





Regards,



Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>


P Please consider the environment before printing this email.

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printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.





[Non-text portions of this message have been removed]
3
Bill, you need to use a BAM on the particular table you want. Set it for the table and fields you want to  monitor then click on track changes

You will be able to view then in the change log each of the changes by user, data, field, time etc


On Friday, January 31, 2014 1:41 PM, "Turgeon, Bill" <bturgeon@...> wrote:
  
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  <div>Is there any way to tell who changed an item cost?<br clear="none">

I looked directly on the PartCost table and there is no last changed
date or user fields..... lame!!!

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]

</div>
 


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4

BPMs have an option to log the change.  In the change log you will see the user name, time, field, and the value before -> after

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Turgeon, Bill
Sent: Friday, January 31, 2014 10:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 905.700C

 

 

Is there any way to tell who changed an item cost?

I looked directly on the PartCost table and there is no last changed
date or user fields..... lame!!!

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]

------------------------------------------------------------------------------------------------------------------------ CONFIDENTIALITY NOTICE: The data attached/enclosed may contain information (including technology and technical data) which is subject to the U.S. International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR). This information may not be exported, released, or disclosed to foreign persons either inside or outside the United States without first obtaining the proper U.S. export license or written authorization. In addition, the information and articles described herein are either patented or proprietary, and the copying or reproduction thereof is prohibited without ADVANCED Motion Controls prior written consent. If you are not the intended recipient (or have received this e-mail in error), please notify the sender immediately and destroy this e-mail. Any unauthorized copying, disclosure or distribution of the material in this e-mail is strictly forbidden. Thank you for your compliance. X3BTB534
5

My bad, I meant BAM not BPM.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Turgeon, Bill
Sent: Friday, January 31, 2014 10:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 905.700C

 

 

Is there any way to tell who changed an item cost?

I looked directly on the PartCost table and there is no last changed
date or user fields..... lame!!!

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]

------------------------------------------------------------------------------------------------------------------------ CONFIDENTIALITY NOTICE: The data attached/enclosed may contain information (including technology and technical data) which is subject to the U.S. International Traffic in Arms Regulations (ITAR) or Export Administration Regulations (EAR). This information may not be exported, released, or disclosed to foreign persons either inside or outside the United States without first obtaining the proper U.S. export license or written authorization. In addition, the information and articles described herein are either patented or proprietary, and the copying or reproduction thereof is prohibited without ADVANCED Motion Controls prior written consent. If you are not the intended recipient (or have received this e-mail in error), please notify the sender immediately and destroy this e-mail. Any unauthorized copying, disclosure or distribution of the material in this e-mail is strictly forbidden. Thank you for your compliance. X3BTB534
6
You can see who changed the cost by looking at the Part Transaction History.  The transaction type is ADJ-CST.
system (system) 7
8
Part Transaction History

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Turgeon, Bill
Sent: Friday, January 31, 2014 1:40 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 905.700C

 

Is there any way to tell who changed an item cost?

I looked directly on the PartCost table and there is no last changed
date or user fields..... lame!!!

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]

9

User ID is displayed in the Transaction history.

 

Has your transaction history been modified?Â

 

I did a personalization and have User Id as the first field that is displayed, then system date and transaction date.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Turgeon, Bill
Sent: Friday, January 31, 2014 11:52 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] RE: Epicor 905.700C

 

 

I can see the change, but it doesn’t show me who did it.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of cathy@...
Sent: Friday, January 31, 2014 1:47 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Epicor 905.700C

 

 

You can see who changed the cost by looking at the Part Transaction History.  The transaction type is ADJ-CST.

system (system) 10
11
I have had several people leave and get replaced.

It's a PITA to do the security each time.

Is there a way to copy a user's security to another user?





Regards,



Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>


P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
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[Non-text portions of this message have been removed]
12
Hi Bill,



We get round this by linking security groups to the menu items and then
linking users to security groups. That way we only have to link a new user
to the relevant groups.



Regards,



Darryn



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Turgeon, Bill
Sent: 07 March 2014 15:23
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 905.700C





I have had several people leave and get replaced.

It's a PITA to do the security each time.

Is there a way to copy a user's security to another user?

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
13
Bill,

DarrynÂ’s suggestion is right on target. If you set up security groups for
each role and give the menu access to the roles, it then becomes much easier
to set up new users (as well as change a userÂ’s security when they change to
a different job in the company).

A user can be assigned multiple security groups. For example, in accounting
you might have an AR clerk and an Accounting manager. Maybe you want both
the clerk and the manager to be able to enter payments from customers, but
only the manager to set up new customers. You set up an ARCLERK security
group with access to enter payments, and an ARMGR security group with access
to Customer Maint. The clerk gets only the ARCLERK security group and the
manager gets both ARCLERK and ARMGR.

I created a couple of spreadsheet tools for setting up and managing security
that IÂ’ve shared with the group in the past. Nothing fancy; just something
to help get a little more control over user security. Let me know if youÂ’d
like me to send them to you.

Regards,

Jeff


Jeff Greenaway
Consulting CIO/ERP Consultant
jeffgreenaway@...
www.cio-ondemand.com

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Darryn Ralph
Sent: Friday, March 07, 2014 7:27 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Epicor 905.700C

Â
Hi Bill,

We get round this by linking security groups to the menu items and then
linking users to security groups. That way we only have to link a new user
to the relevant groups.

Regards,

Darryn

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Turgeon, Bill
Sent: 07 March 2014 15:23
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 905.700C

I have had several people leave and get replaced.

It's a PITA to do the security each time.

Is there a way to copy a user's security to another user?

Regards,

Bill Turgeon

Director, Information Technology

Coto Technology, Inc.

66 Whitecap Drive

North Kingstown, RI 02852

Ph: 401-583-7223

Cell: 401-368-9938

Fax: 401-942-0920

E-mail: bturgeon@... <mailto:jbentley@...>

P Please consider the environment before printing this email.

This e-mail and any attachments are for the sole use of the intended
recipients and may be privileged or confidential. Any distribution,
printing or other use by anyone else is prohibited. If you are not an
intended recipient, please contact the sender immediately, and
permanently delete this e-mail and attachments.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]