1 Setting Up Data

Purpose: Follow the steps below to set up user data required for Order Management System installation and configuration.

What is required? First, you must have access to the system and define yourself as the system administrator in your user record (selected System Administrator field). This means that you have access to all menu options, system control values, and secured features on the system, and that you have the authority to create user records and assign authority levels. At a minimum, you must:

• Create your primary company (and other companies if you are working in a multi- company environment); see Working with Companies.

• Create user records for all personnel who will use the system and assign company authority; see User Configuration and Working with User Records (WUSR).

• Define the system control values necessary to the running of your company. See the System Control Values and Number Assignments section of the online help.

What is optional?

• Creating user classes; see Setting Up User Classes (WUCL).

• Assigning menu option, secured feature, and user defined authority to individual users and/or user classes. See:

  • Work with Menu Option Authority Screen and Work With User Class Menu Option Authority Screen; also, see Setting up Menu Options (WOPT) and Customizing Menus (WMNU).

  • Work with Secure Feature Authority Screen and Work With User Class Feature Authority Screen, also, see Setting Up Secured Features.

Other setup steps and options: See the following for more information on setting up data:

• Order Management System Implementation Guide for more information on the configuration required before you begin using the Order Management System.

• Order Management System online help for in-depth discussion of all screens and processing, including the contents and format of each inbound and outbound XML message and upload file.