Create a User

Requirement	M*	Navigation	Prerequisites
1. Obtain the user’s configurable details including: name, department, user id, email address, phone number and default delivery address.	Y	Outside PECOS	Data Gathering Sheet
2. Define the user’s roles and permissions, including: requisition, receipting and invoicing rights; accounting access (including a default account code combination); catalogue access and approval process.	Y	Outside PECOS	Data Gathering Sheet
3. Check / Create Organisation (ie the organisation to which the user belongs)	N	Company > Organisation Maintenance
4. Check / Create Procurement Card(s)	N	Company > Procurement Cards
5. Check / Create Business Rule Group(s)	N	Business Rules > Business Rule Groups.	Financial Tracking Codes loaded Catalogue Collections created
6. Check / Create Approval Rule Group	N	Approval Rules > Approval Rule Groups	Approval Plan(s) created
7. Complete User Information screen	Y	Users > Profile	User data obtained (1) User roles defined (2) Organisation created (3)
8. Select or create Default Delivery Address	Y	Users > Profile	Default identified (1)
9. Add User Information	Y		All mandatory User Information is entered (7)
10. Assign Buy-For User(s)	N	Users > Profile	Buy-for User’s user profile(s) created
11. Assign Procurement Card(s)	N	Users > Profile	Procurement Card(s) created (4)
12. Assign to Business Rule Group(s)	Y	Users > Profile	Business Rule Groups created (5)
13. Set Default Account Code	Y	Users > Profile	Default Business Rule Group created and assigned (5 & 11)
14. Set Order Access Level	Y	Users > Profile
15. Assign Approval Rule Group	Y	Users > Profile	Approval Rule Group created (6)
16. Set Dynamic Options	N	Users > Profile	Options identified (1 & 2)
17. Set Search Preferences	N	Users > Profile	Options identified (1 & 2)
18. Set Approval Delegation	N	Users > Profile	Options identified (1 & 2)

*M = Mandatory for this primary task. Y= Yes, N= No