Skip to main content

"User to Resource link has been not set correctly" error in CRM


PURPOSE

Within any of the modules within the CRM Service Suite of products you are receiving the following error when attempting certain operations:
"User Resource Link hast not been setup correctly.   Please contact your System Administrator."
This error is to be expected for users not fully configured to "use" the software (especially if you are logged in under a user that typically doesn't use the software, but mainly administers it)

In effect, Resources are what perform actions in the Service Module -- build Repair Orders, create Service Requests, Update Contact Information, etc.

Being logged in as a User (for example JDOE) does not mean your user is a Resource (Doe, John) capable of using CRM. For each user that needs to be done and is likely something you have done for the bulk of your users as part of a business process, but maybe just not for this one you are testing when this error results.

TROUBLESHOOTING STEPS

To remedy for this user: 


I. Find the Name of the resource.

1. Log on as System Administrator Responsibility
2. Navigate to Security > User > Define
3. Query the user id that receives the error
4. Note the Resource name and category (Employee, party).


II. Establish the User- Resource link

1. Log on as Customer Support Responsibility
2. Select Resources > Maintain resources
3. Open the Resource Form
4. Find the Resource using the name and category (found in step 4 above)
5. Navigate to Resource Details
6. Locate the field called User Name. If there are no values in that field
click the LOV, select the user name and save the record. If there is
a user name, clear the field and save the record. Then click the LOV
again and select the correct user name.
7. Log out of t

Comments

Post a Comment

Popular posts from this blog

General Ledger FAQ

1.  What responsibility should I use when doing the set up for General Ledger? Use a seeded responsibility like 'Oracle General Ledger Super User'. You may also need to use the System Administrator responsibility. 2.  What are the pre-requisites required to define a new calendar? According to your business needs you need to decide the calendar type required i.e. monthly, weekly or biweekly, the number of periods, adjusting periods and the maximum number of periods within a fiscal year. 3. What are the pre-requisites required to define a new Ledger? Define a Calendar, Chart of Accounts and enable the functional Currency  and convention of subledger accounting method. 4. Why must I check the calendar definition before assigning to a Ledger? The calendar definition cannot be changed once it is assigned to a set of books so it is very important to check that the calendar definition is suitable to the specific business needs, has ...
Post a Comment
Read more

Difference Between MTS, ATO, MTO ,PTO ,CTO and ETO.

 Make-to-stock (MTS) In MTS environments, products are created before receipt of a customer order. Customer orders are then filled from existing stock, and then those stocks are replenished through production orders. MTS environments have the advantage of decoupling manufacturing processes from customer orders. Theoretically, this enables customer orders to be filled immediately from readily available stock. It also allows the manufacturer to organize production in ways that minimize costly changeovers and other disruptions. However, there are risks associated with placing finished goods into inventory without having a firm customer order or an established need. These risks tend to limit MTS environments to simple, low-variety, or commodity products whose demand can be forecasted readily.  Assemble-to-order (ATO) In ATO environments, products are assembled from components after the receipt of a customer order. The key components in the assembly or f...
Post a Comment
Read more

Accounting entries in Oracle Purchasing and Payables

This document gives in detail different accounts used and the accounting impact of various transactions that take place in Oracle Purchasing and Oracle Payables. Both Standard costing and Average costing methods are considered. The accounts are Oracle Applications specific and might differ from the conventional accounting names. Examples are given wherever required for better understanding of the concept. The sources of these accounts are given. PURCHASING:  Receiving – For Accrual Process for perpetual Accruals Receipts for inventory purchases are always accrued upon receipt. And also use perpetual accruals for expense purchases you want to record uninvoiced purchase liabilities immediately upon the receipt of the expense goods. Receiving Account (Receiving Account) To record the current balance of the material in receiving and inspection. Where to define in Apps: Define Organization           ...
Post a Comment
Read more