PrintVis User Setup Page
Almost anyone else who works in PrintVis gets setup at least* in 3 different places
(* more advanced user settings are done in some additional areas of the Business Central)
1 – Business Central user (navigate to “Users” page):
2 – Licensed PrintVis user (navigate to “PrintVis Licensed User List” page):
3 – PrintVis user (navigate to “PrintVis Users” page):
We start with Business Central user setup, then move on to Licensed PrintVis User setup and only after that we do the PrintVis user setup.
PrintVis user license and settings must match the Business Central User license and settings.
For example, if a user gets assigned a “Limited” Business Central license, he/she will not be able to perform any accounting tasks, no matter how many accounting checkboxes we enable on the PrintVis user card.
And vice versa, if a user gets assigned a full license and SUPER permissions and then does only the shop floor tasks, a cost of the full license is wasted. This user will be just fine with the “Limited” license.
Navigate to “PrintVis Users” page and take a look at the different user settings.
Please also take a look at this PrintVis document describing every single field on the PrintVis User card:
https://support365.printvis.com/support/solutions/articles/17000103335-setting-up-a-printvis-user
Some points about PrintVis user card
Example 1: Coordinator
Coordinators work with a lot of pages and tables in PrintVis, but they are not required to do any financial posting or receive items into inventory.
1 – PrintVis User ID
2 – link to a corresponding Business Central User ID
3 – PrintVis user license type
4 – This is “on”, obviously
5 – Capacity Resource should be “on” – of we want the user to be assigned any kinds of responsibility in PrintVis
The rest of the checkboxes are “off”.
On the “Permissions” fast tab, we turn this tab off – so that Coordinator is not able to edit any financial fields:
On the “Case Management” tab:
1 – depending on what is setup here, user sees different numbers in the tiles on their role center.
For example, Conrad Coordinator’s responsibility is his own only (COC).
His sees only his “cues” on the Role Center.
If we want Conrad to share the responsibility with another coordinator, we can set his area as follows:
Now Conrad will see his cues and SAS’s cues on his role center.
If we want Conrad to also share the responsibility with the workgroup called “PRODUCTION”, we set the filter as follows:
The “|” symbol is called a “stovepipe filter”, it allows to add multiple criteria to the same filter.
2 – These are usually “On” for coordinators. Note: if we turn off the “Allow manual change of status”, the user will not be able to switch the statuses via the dropdown window.
They are forced to use the “Change Status” button on the Case Card:
3 – It may happen that a credit limit has been exceeded, and if PrintVis has been set to check the credit limit, an error will appear. If this checkbox is “off”, user cannot override the credit limit.
* See the bottom of this document if you want to know how to set the credit limit check in PrintVis.
4 – these are the “default” statuses when a user creates a new “request”, “quote” or an “order” Case.
Depending on how a status code workflow has been designed, it may be possible to set different “default” status codes for different users.
5 – default Order type is handy if a user only creates Cases for a single Order Type. For example, if almost every Case that gets started by the user is a digital one, we may pre-set that – so the user will not need to select it every time they start a new Case.
6 – If we want the user to only see the PrintVis cues on their Role Center (and not the Business Central ones), we turn this checkbox “on”. This did not work in Version 15, so please test!
Any other fast tabs do not matter when setting a coordinator. However, they do matter when setting a shop floor worker.
Example 2: Shop Floor Worker
Shop floor workers are “Registration Users”, this user type only records the time on the shop floor and reports (not posts) materials.
All shop floor workers are also “Production Employees” and “Capacity Resources”.
The only 2 settings here that should be allowed to shop floor workers:
So that a shop floor user can report the materials, a Job costing journal needs to be enabled.
Once we enable the “Assign Personal Journal” checkbox, a journal with the user’s name gets created and linked to the user (seen under “Preferences” fast tab).
** If a shop floor user does not have the permissions to “post” the items directly into the system (they do not have a Full License), we need to adjust their Job Costing Journal. See the info at the bottom of this document.
We can set exactly which cost centers a shop floor user can see when they log in on the shop floor.
For example, Fiona operates Folder, Perfect Binder and Saddlestitcher only.
So, we set her up with this filter:
Codes: 7500 – folder, 7700 – stitcher, 7800 - perfectbinder
*** Note: shop floor users can be setup without any linkage to a Business Central username.
See the info at the bottom of this document.
ADDITIONAL INFO
* Setting the credit limit check in PrintVis:
1. Set the “Check Credit Limit” condition in “PrintVis General” setup.
Setting it to “Status Change” will initiate credit check when we switch into a specific Status Code
2. Let’s say we want to check the credit limit when we switch into ORDER status.
So, we open the ORDER status code setup card and set the “Check Credit Limit” to a “Warning”:
3. We then set the credit limit on the Customer Card
When the Case gets switched into an ORDER status and the credit limit has been reached, PrintVis will give the warning.
Users will be able to override the warning only if they are allowed to do so - on their PrintVis setup card:
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In addition, it is possible to stop the status change altogether by changing this setting from “Warning” to “Stop”:
Then, when we are switching into an ORDER status and PrintVis determines that the credit limit has been exceeded, we will see this message:
And the status will not switch.
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See this Microsoft article about the Credit Limit: https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/credit-limits-customers
** Adjusting shop floor worker’s Job Costing Journal for material posting without a full license.
Go into this dropdown window, select the correct Code and then click “Select from full List”:
New page opens. Make sure the right code is still selected, then click “Setup” and then yet another “Setup”:
Here is how the Journal looks before adjustments:
Here is how it looks after: