"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

Receiving Receipts FAQ

-
What is the Restriction of Decimal Precision for Receiving Forms in 11.5.10 and R12? Starting in 11.5.10 + Patch 5880504 and 12.0.4 Release Update Pack RUP4 - Patch 6435000 (which Includes Bug fix 6491333) + Patch 6597742, in all Receiving forms transaction quantity restriction to 6 decimal places is removed and users will be able to enter quantity in more than 6 decimal precision (limited now to the maximum size of Receiving forms quantity field, which is 30 characters. After fix on Bug 7626008, Included in INV/RCV Rollup 13 - Patch 7581431, the maximum size is increased to 80 characters). The above is true for receiving forms only. That means rounding will occur from one module to another when their decimal precision support is different from one another. For Core Inventory transactions and forms, the following excerpts from Inventory User's Guide (11.5.10), Part No. A83507-09, Pages 3-5, need to be considered: "...Important: Inventory transactions and on hand...
Read more

India Localization for SCM

-
India Localization Find the actual link here  http://www.slideshare.net/ravisagaram/india-localization-for-scm?from_search=12 India Localization for SCM - Presentation Transcript 1. India Localizations for SCM Ravi Sagaram, PMP Motorola 2. Agenda o Introduction to India Localization o India Taxes o Localization Setups o Localization in Purchasing o Localization in Order Management o Question and Answers 3. Introduction o India Localization is complying with the India Specific Tax Requirements. o India Localization Patch set has to be applied for India Localization over and above the standard R12 implementation. o India Localization Provides some seeded responsibilities like India Local Purchasing, India Local Inventory, India Local Order Management, India Local Payables, India Local Receivables etc. Also it provides India related menus, functions, reports etc. o Localization provides provision for defining of taxes, defaulting of taxes, recording of ta...
Read more

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

-
Image
 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...
Read more