Each user must identify themselves by a code when using the software. This code of 5 uppercase alphanumeric characters refers to a certain number of items of information defined in the Users table.

The user management function is used to manage the administration of the users and their rights.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The entry of user codes is performed on a header and several tabs, which are detailed below.

In the function, in addition to the standard left lists, there will be a list giving access, in the form of a tree structure, to the parameter values defined for the current user.

Header

The code and user name are entered, as well as a check box entitled Active, which is used to deactivate a user code, preventing all connection. It should be noted that for security reasons, the box is not checked in the case of duplication of a record that already exists.

Code (field USR)

This code identifies the current record in a unique way.
Name (field INTUSR)

Enter the description of the relevant record.

This long description is used as a title in screens and reports.
Active (field ENAFLG)

Select this check box to activate the current record.

Disabled records keep their content and setup but cannot be used by recalling their code:

  • On other records such as documents and settings
  • On mass processes

The authorizations for a given function can prohibit the creation of an active record. In this case, the check box is disabled by default. It can only be modified by an authorized user or through a signature workflow.

For security reasons, the box is not checked in the case of duplication of a record that already exists.

Tab General

This tab contains the information defining the user's identity and main characteristics.

Identification

X3 connection (field USRCONNECT)

Currently, there are different levels of "collaborators" in X3. This field makes it possible to differenciate them by the right or not to connect to the system, which gives the 2 following catergories : The users who can connect to the system. The employees who cannot connect to the system.
Web services connection (field USRCONXTD)
No directory check (field WITHOUTLDA)
Login (field LOGIN)

The login corresponds to the system access code on the server. This code is the one entered in the application login box (by default, it is the user code, but this code can be longer than the user's internal code which is limited to 5 characters). It must be different for each user.
Profession code (field CODMET)

The business code is used to associate a user to a business profile. A business profile corresponds to a set of users grouped according to the same menu profile, function profile and possibly the same BI user profile and Safe X3 WAS profile.

Default warehouse (field WRH)

Select the warehouse associated to the selected user. This is the warehouse that will be initialized by default, in the stock, purchasing, sales and production functions.

SEEINFO This field is not mandatory.When entered, it has the priority over the field defined at the site level.
Menu profile (field PRFMEN)

This menu profile code enables the definition of the tree structure proposed by default to the user. It does in no case define the authorizations relating to the functions, the latter being defined by the function profilecode.
field DEFMEN
Function profile (field PRFFCT)

This function profile code is used to define the user's authorizations, function by function, or in bulk. These authorizations are complemented by the user's roles, the user parameter values and the access codes allowed for said user. This information is entered in the tabs of the user record.
field DEFFCT
BI user profile (field USRBI)
field DEFBI
EDM user profile (field ARCPRF)
Safe X3 WAS profile (field PRFXTD)
field DEFXTD
Workflow email address (field ADDEML)

The user e-mail address can be used in the workflow system integrated to the Adonix software in order to send messages to the user.

Default telephone (field TELEP)

These fields define the information to contact the user.
Default fax (field FAX1)
Access (field ACSUSR)

This access code makes it possible to prohibit access to the current record for some users.

If the field is populated, only users that have this access code with read access rights (and write access rights respectively) can view (or with write access rights, modify) the record.
User destinations (field USRPRT)

Rather than having to define printing destinations in the table at the bottom of the screen, it is possible for the current user to use the destination list of another user (who is then entered here).

Grid Default destinations

Type (field TYPIMP)

This displayed field defines the type of destination from the values of the number 22 local parameterizable menu.
Destination (field PRTDEF)

This code identifies for each type of printer defined by the 22 parameterizable local menu a printing destination which will be proposed by default when launching a report in the absence of a more accurate rule.

Picture

field AUSPIC

This image-type field enables the picture of the user to be displayed.

Miscellaneous

Tab Roles

This tab is used to define the roles played by the user towards the company : managers, notion of external users, and data filtering rules (via the roles grid).

Grid Relationships

Type (field RESPO)

Type of manager defined by the number 50 local parameterizable menu.

User (field CHEF)

It makes it possible to define a list of managers related to the user (which can be used for the Workflow functions, among others) : access to the manager of rank rank is made possible using the variables [AUS]CHEF(rank) or by means of the function func AFNC.CHEF(user_code,rank).
Name (field NOMCHEF)

Title associated with the previous code.

Option

Tab Parameter Definitions

This tab is used to view all the parameters associated with the user. These parameters are organized in chapters and by group and the grid only contains the list of parameters and groups.

A chapter corresponds to a functional or technical module (Supervisor, Financials, A/P-A/R Accounting are modules). A group is a logical grouping of interdependent parameters. When the left list Parameters by group is displayed, the positioning to enter data on the current line unfolds the corresponding parameter values in the list.

It is not mandatory to define the parameters user by user. As a matter of fact, if no value has been defined at this level, the user inherits the parameter value as it has been defined at the level of their default site (for the corresponding functional module). If there is no value at site level, it is necessary to go back up to the level of the company to which the site reports, then to the legislation applied by the company and finally to the general level, since all these levels are likely to provide a value.

The effective level at which a parameter is defined is displayed in the detail entry table. At parameter group level, the finest level at which one of the group parameters is defined, is displayed. Thus, if three parameters are present in a group, and if they are respectively defined at Legislation, Company and Folder levels, a line representing the group will display the Company level.

It is possible to associate standard or predefined sets of values to a group and to display the set of values being used. This enables the parameters to be rapidly entered. If the supervisor's security parameters are considered, it is possible to have at disposal the following sets of values : HIG (high), MED (medium), LOW (low). After choosing one of these default levels, it is no longer mandatory to document the parameters in further details.

When a finer level of detail is required, customized values are defined parameter by parameter using the right click. In case of detailed modification, the set of values is no longer applied, and the corresponding column is therefore empty.

Only a main administrator has the right to enter the values for all the parameters. Another user only has the right to enter certain parameter values (these are those accessible to the user him/herself via the personalization function in the exploitation menu). In this case, the parameter values appear in a different font (for example italic, according to the client workstation parameterization).

The different parameters are documented in the on-line help accessible by Right click / Help, on the corresponding detail line.

A certain number of these parameters make it possible to refine the security. It is notably possible, by user :

  • To block a user after a number of failed attempts to connect defined by the NBRCON variable.
  • To authorize or not the modification of the connection date, using the CHGDAT parameter.
  • To authorize or not the launch of batch tasks by the placing of files in a specific dedicated directory, thanks to the EXTBATCH parameter.

In a more general fashion (i.e. by the definition of the global parameter CHGPASS), it is possible to define a period of time beyond which the password must be changed by the user.

Table number 1

Chapter (field CHPDES)

In this chapter, the parameters are grouped in a logical manner. This code is defined in the miscellaneous table number 901.
Group (field GRPCOD)

This code, defined in the miscellaneous table 903, is used to group those parameters usually consistently entered in a chapter. Sets of values can be defined in order to rapidly enter the parameters of a given group with preset values.
Set of values (field JEUCOD)

This code is used to associate under an explicit name a consistent set of values which can be applied to all the parameters. If the parameters have been directly defined with separate values, the code displayed in the record is empty.
Level (field NIVGRP)

This field indicates the level of definition of the entered parameter. It can take the values defined in the local menu 987. When the level is indicated for a group of parameters, the finest level encountered for the group parameters is the one to be displayed.
Detail

Block number 1

User code (field USR)

Code identifying the variable with 5 characters.

Block number 2

Chapter (field CHAPITRE)

In this chapter, the parameters are grouped in a logical manner. This code is defined in the miscellaneous table number 901.
Group (field GRPPAR)

This code, defined in the miscellaneous table 903, is used to group those parameters usually consistently entered in a chapter. Sets of values can be defined in order to rapidly enter the parameters of a given group with preset values.

Grid

Parameter (field PARAM)

This code identifies the parameter to be entered.
Description (field NAME)

Title associated with the previous code.
Value (field VALEUR)

The parameter value is entered here. Depending on the case, this value is entered as if it were a number, a date or an alphanumeric code. When the parameter is of local menu type, it is possible to enter either the beginning of the name or the numeric value corresponding to the position of the name in the list. When the code is controlled by an annex table, a selection key may be used to select it.
Set (field GRPDEF)

This code is used to associate under an explicit name a consistent set of values which can be applied to all the parameters. If the parameters have been directly defined with separate values, the code displayed in the record is empty.
Level (field NIVEAU)

This field indicates the level of definition of the entered parameter. It can take the values defined in the local menu 987. When the level is indicated for a group of parameters, the finest level encountered for the group parameters is the one to be displayed.

This function is used to drill down to the group parameters level, in order to enter each value separately. At this level, there is the possibility :

  • to enter each value or to select it if it belongs to a table,
  • to recall via right click the higher level value (Folder, Legislation, Company, Site).
Parameter search

Block number 1

User code (field USR)

Code identifying the variable with 5 characters.

Block number 2

Chapter (field CHAPITRE)

In this chapter, the parameters are grouped in a logical manner. This code is defined in the miscellaneous table number 901.
Group (field GRPPAR)

This code, defined in the miscellaneous table 903, is used to group those parameters usually consistently entered in a chapter. Sets of values can be defined in order to rapidly enter the parameters of a given group with preset values.

Grid

Parameter (field PARAM)

This code identifies the parameter to be entered.
Description (field NAME)

Title associated with the previous code.
Value (field VALEUR)

The parameter value is entered here. Depending on the case, this value is entered as if it were a number, a date or an alphanumeric code. When the parameter is of local menu type, it is possible to enter either the beginning of the name or the numeric value corresponding to the position of the name in the list. When the code is controlled by an annex table, a selection key may be used to select it.
Set (field GRPDEF)

This code is used to associate under an explicit name a consistent set of values which can be applied to all the parameters. If the parameters have been directly defined with separate values, the code displayed in the record is empty.
Level (field NIVEAU)

This field indicates the level of definition of the entered parameter. It can take the values defined in the local menu 987. When the level is indicated for a group of parameters, the finest level encountered for the group parameters is the one to be displayed.

This function is used to select a parameter by its name rather than by its group. Once the parameter has been entered, the detail window containing the right parameter will be displayed.

Tab Access

This tab is used to define the authorizations granted to the user in terms of access codes.

Access to the data in modification mode for this tab can be prohibited for a user who is not a general administrator (this is the A parameter, associated with the function, which determines the right to modification).

The date and time of the last connection are displayed at the bottom of the tab. Remember that there is a table which displays a history of the operations performed by a given user and that these more accurate audit functionalities can be implemented in the data dictionary.

Access rights

All access codes (field ALLACS)

If this box is checked, the user has been granted all the rights (in read, write and execution mode) on all the access codes. This makes it no longer necessary to supply the complete list of access codes for the privileged users.

Grid Access code

Access code (field CODACC)

The access codes are the codes that are used to protect the information or the functions, in read, write and execution mode (when the context permits it). In this case, these codes act a bit like a lock placed on a field in a screen, in a transaction, in a report or in a database record.

Then, for this field and for each user, it is determined whether they can access protected information in this way (thus they have the key available allowing them to open the lock).

The number of access codes and their codification is totally free, since what only matters is the assignment that is made in the different records, which can be controlled in this way .

An All access codes box is used to give access to all the access codes present or to come. If this box is not checked, the entry can be made in the tab grid.
Inquiry (field CONSUL)

If this field is set to Yes, the user is entitled to view the records (or fields) protected by the access code.

Modification (field MODIF)

If this field is set to Yes, the user is entitled to modify the records (or fields) protected by the access code.

Execution (field EXEC)

If this field is set to Yes, the user has been granted the execution right (if available) defined within the context of those records protected by the access code. Use cases of execution rights for access codes can be found in an appended documentation.

Connection

Date /hour of last connection (field DATCONN)

This field contains the date on which the user has logged on for the last time.
field TIMCONN

This field contains the time at which the user has logged on for the last time.

Tab Accounting

Block number 1

Accounting code (field ACCCOD)

This accounting code is used to define the posting conditions based on an on-line user code in the posting conditions (for instance a buyer code in a purchasing context). This code can be used in the automatic journals in the accounting.

Grid Analytical dimensions

Dimension type (field DIE)
Analytical dimension (field CCE)

This field is used to indicate default analytical dimensions which can be used to define, via the default analytical dimensions, values to load the accounting interfaces.
Copy addresses

Tab Addresses

This tab is used to define a list of addresses associated with the user.

Grid Addresses

Address (field CODADR)

This code is used to identify the various addresses associated with the managed record (user, company, site, business partner of any description, etc.).
Each address code is unique to a given record.
In general, it is mandatory to enter an address for each record, and one of them must be declared as the default address using the corresponding box.

You cannot modify or delete an address code when it is used at the level of a Bank ID number or for a contact.
In this case, to be able to modify or delete an address code, you first need to remove it from the level of the Bank ID number or contact.

Detail

Code (field XCODADR)

This code is used to identify the various addresses associated with the managed record (user, company, site, business partner of any description, etc.).
Each address code is unique to a given record.
In general, it is mandatory to enter an address for each record, and one of them must be declared as the default address using the corresponding box.

You cannot modify or delete an address code when it is used at the level of a Bank ID number or for a contact.
In this case, to be able to modify or delete an address code, you first need to remove it from the level of the Bank ID number or contact.

Description (field XBPADES)

Specify the information linked to the address.

Country (field XBPACRY)

This code is used to identify the country associated with the address.

In the Country table, which controls this field, some specific characteristics are used to perform controls on the related information, in particular:

  • the phone number format,
  • the format of the number identifying a company or an activity (SIRET, NAF in France),
  • the format of the postal/town-city code as well as that of the geographical subdivision, and whether their entry is mandatory or not,
  • the format of the bank ID number,
  • the IBAN management.
Description (field XCRYNAM)

Title associated with the previous code.
field XADDLIG1

This table lists the various address lines. The formats of the title and of the entry are defined in the country table.
Postal code (field XPOSCOD)

The postal code whose entry format is defined in the Country table enables the city/town to be specified. When the postal code is changed the city/town corresponding to the new code is automatically displayed.
City (field XCTY)

The city/town name is automatically suggested if a city is associated with the postal code previously listed in the postal codes table.

It is also possible to manually enter the city/town. If the latter is defined, the associated postal code is automatically displayed and if the city/town does not exist and the postal code control has been parameterized, a warning message appears whithout however preventing the entry to be continued.

field XSAT

This field includes the geographical subdivision which is part of the postal address definition.
For instance, it can be the department for France or the state for the United States. The subdivision title and the potential control on its entry are defined in the Country setup.
If it is controlled, this code depends on the corresponding geographical subdivision.

This subdivision is automatically fed after the postal code and town/city have been entered, based on the Postal codes setup.
Federal ID code (field XCODSEE)
Website (field XFCYWEB)

This field is used to indicate a web site.
External identifier (field XEXTNUM)

This free field makes it possible to stock a variable identifier, which can be used for specific processing.
Example: when generating international transfer files in XML format, the content of this field identifies the credited BP, when the SIRET number is missing (see setup of Bank files).
Default address (field XBPAADDFLG)

When selected, this check box indicates that this is the default address.
Only one of the addresses in the selected record can (and must) be selected. This always corresponds to one of the BP's addresses.

Telephone

field XTEL1

This field indicates the phone number. Its entry format depends on the country.
The level of control applied to the entered number format depends on the general parameter CTLTEL - Phone number control (SUP chapter, INT group).

Email

field XWEB1

This field is used to specify the email address of the contact.
Bank detail window management

Tab Bank ID Number

In this tab are defined the address(es) for the user banks, in a homogeneous fashion to how it is done for all the business partners.

Grid

Country (field BIDCRY)

This code is used to identify the country associated with the bank account.

The country table, containing this code, gathers information that is useful to perform controls, and namely:

  • the telephone number format,
  • the format of the number identifying a company or an activity (SIRET, NAF in France),
  • the postal code format,
  • the format of the Bank ID number code.
IBAN pref (field IBAN)

The IBAN is an internationally agreed standard of identifying bank accounts in a structured format.
IBAN can be used in national and/or international payment transactions (country-specific).
The IBAN code consists of: 

  • A 4-digit IBAN prefix composed of:
    - a country code (2 letters),
    - two check digits
    This prefix is displayed. It is calculated automatically upon the bank account information entered in the Bank ID field. the bank account information (country specific, up to 30 characters).
  • The bank account information (country-specific, up to 30 characters).

SEEINFO Not all countries support IBAN. The IBAN format applied to bank accounts is controlled by the IBAN management option, defined in the Countries setup.
Bank acct. number (field BIDNUM)
Default (field BIDNUMFLG)

This field indicates that the Bank ID number is used by default for payments (in the absence of a more precise rule).
Addr. (field BIDBPAADD)

This field specifies the address code of the bank ID number, controlled in the address codes of the managed entity (company, site, customer, supplier, etc.).

This address code is used to define the default bank ID number in payment contexts where an address is known.
Curr. (field BIDCUR)

This code is used to identify the currency associated with the bank account.
It is managed in the currency table.

It is recommended to use the ISO coding during the creation of a new currency.
ISR customer no. (field BVRNUM)
Paying bank (field PAB1)

This field, which is mandatory for payments, defines the paying bank related to the account number. The first line contains the name of the bank.
Beneficiary (field BNF)

This field identifies the bank account's beneficiary (physical or moral person).
Paying bank 2 (field PAB2)
Paying bank 3 (field PAB3)
Paying bank 4 (field PAB4)
BIC code (field BICCOD)

To perform the automatic processing of payment requests, the sender's bank needs the BIC code of the recipient's bank. This code is an ISO identifier managed by the international banking system, and namley the SWIFT system, the Society for Worldwide Interbank Financial Telecommunication.

The BIC code is the only standardized bank identifier at international level. All banks can have a BIC code, even if they do not belong to the SWIFT network.

The BIC code can be comprised of 8 to 11 characters. In both cases, the first 8 characters of the BIC code generally designate the bank's head office and are structured under the form BBBB PP AA, which correspond to the following information :

  • BBBB is the bank mnemonic identifier;
  • PP is the ISO country code;
  • AA stands for a service code often to serve a geographic purpose.
Intermediary bank (field MIDPAB1)

In some commercial exchanges, upon the request of Business Partners or payment issuing banks, an intermediary bank is sometimes used. For that purpose, the identifiers of this bank must be entered (BIC code, paying bank, country). This information remains optional (it does not need to be entered if no intermediary bank is mandatory).
Paying bank 1 (field MIDPAB2)
Paying bank 2 (field MIDPAB3)
Paying bank 3 (field MIDPAB4)
BIC code (field MIDBICCOD)
Country (field MIDCRY)

Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

This can be changed using a different setup.

Specific Buttons

This button is used to copy the record definition from or to another folder.

Block number 1

field OBJET
field CLES

Block number 2

From folder (field DOSORG)

Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.
All folders (field TOUDOS)

Use this option to copy the record to all the folders defined in the dictionary (ADOSSIER table of the current solution).
To folder (field DOSDES)

Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.