Panatracker portal: Configure>>Profile Setup
Profiles define what transactions users have access to and how the transaction is configured for that group of users. The profile also identifies what Dynamics GP database transactions are being completed against.
Most transaction-level settings are defined by a profile. If you have one group of users working in a different site location than another, you can create the profiles to set a site default based on the site that group is working at.
When adding users, the user is assigned a profile. Therefore, profiles need to be setup before setting up your users. The easiest way to determine how to define different profiles is to put together your list of users and group them by what you want to enable for transactions. Then for each group, evaluate anything that may be different on how that user would capture each transaction. Some examples of what you may evaluate:
- Site Default assignments.
- Restrictions to sales orders that someone complete order fulfill functions. (For example, if you are going to manage orders by assigning Batch IDs.)
- Allowing over-receipts on PO Receiving or assignment of alternate item numbers.
Most setting options will most likely apply to all users.
For each profile, you will be able to view the settings that are the exceptions from the default assignments by opening the View Settings section for the profile.