Set up security in Purchasing or Inventory
Description
Cause

Resolution

When you use Sage 300 CRE security, you're required to use security for Purchasing and Inventory.

Information

  • You have to be an Administrator in User Settings to add new users. You can check this setting under Tools, then User Settings. The first Sage 300 CRE user who launches the Purchasing or Inventory module becomes the administrator. This first user can create and assign other users as administrators and give permissions to those users.
  • We recommend that you make a backup of your data before making these changes.
  • A user must be an Administrator or part of a Group to have access to PO functions.
  • For additional information, refer to the Purchasing or Inventory Help Topic for User Settings.

Set up a new user

  1. In Purchasing or Inventory, go to Tools, User Settings.
  2. Click New User.
  3. Enter a user ID that matches a user ID in Sage Desktop and click OK.
  4. Enter the user's information.
  5. Click Options to enter the user's purchasing options.
  6. Click OK and Finish.

 

[BCB:156:Chat 300 CRE US:ECB]
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