Assigning Business Preferences to User and Role Profiles

When setting up profiles, you can assign business preference codes. These codes can be used by a customized workflow process to send messages, update a database, or start an application. You define the codes for the preferences based on industry, business partner, or customer. Then you can create an EnterpriseOne workflow process that is based on whether a specific code resides in the user profile.

For example, you assign the code CUS for a customer business preference, and then create a workflow process that begins whenever a user or role profile with the CUS business preference enters a sales order.

In the Fast Path, enter P0092 to access the User Profiles application.

1. Click Find.

2. Select a user or profile, and then click Select.

3. On the User Profile Revisions or Role Revisions form, from the Form menu, select Bus Preferences.

4. On the Business Preferences form, complete any of these fields and click OK:

   • Industry Code

     This field associates the user profile with a specific industry, such as manufacturing.

   • Business Partner Code

     This field associates the user profile with a specific business partner.

   • Customer Code

     This field associates the user profile with a specific customer.

     Note: Click Cancel on the Business Preferences form to cancel the addition of the current business preference.