Profiles define what transactions users have access to and how those transactions are configured for each group of users. The profile also identifies which Dynamics GP database transactions are completed against.

Access Profile Setup from the Panatracker portal under Configure > Profile Setup.

Understanding Profiles

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, each user is assigned a profile. Therefore, profiles need to be set up before setting up your users.

Planning Your Profiles

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 — Different user groups may work at different warehouse sites.
• Restrictions to sales orders — Control which users can complete order fulfillment functions (for example, if you are managing orders by assigning Batch IDs).
• Receiving permissions — Allow or restrict over-receipts on PO Receiving or assignment of alternate item numbers.

Most setting options will most likely apply to all users.

Viewing Profile Settings

For each profile, you can view the settings that are exceptions from the default assignments by opening the View Settings section for the profile.