How do I set up someone as a planner? I had thought that it would work like a buyer record is set up (e.g. BUYER1) and a UserID (or more than one) then assigned as authorized user of the BUYER1 record.
However, I can find no Setup menu for Planner or Production Planner (unless I am really just not seeing something that is truly in front of me). When navigate to Part | Sites | Planning and right-click to open with Person Search, there are no results returned.
How do we make someone a planner? Someone who already exist in the system?
More generally, is there any guidance out there about how all the Epicor terms that describe actual people relate to each other? Person, Contact, Work Force, Resource, Buyer, Planner, User … there may be more.