Portal Entity Maintenance

This program lets you maintain (add, update and delete) SYSPRO Supply Chain Portal entities.

Exploring

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > Administration > Security > Portal

A third-party organization or service provider that collaborates with a company to enhance its supply chain operations and may, therefore, require access to the supply chain portal.

Portal users are users who have access to the SYSPRO Supply Chain Portal.

They differ from regular SYSPRO operators and are configured and licensed separately based on a named-user license model.

When your system is licensed for a number of Portal Seats, an administrator can use the Portal User Management program to create and maintain portal users.

For example:

If you have a license for 1000 Portal Seats then you can create and maintain up to 1000 Active Portal Users, each of which can use the SYSPRO Supply Chain Portal at the same time.

This has no effect on any other SYSPRO user licenses.

When creating a portal user, you assign an email address as the unique identifier against which the portal user will access the portal.

A unique operator code is generated against which all transaction journals are recorded. This generated operator code is not shown to portal users, but can be viewed from within the Portal User Management program and when viewing journals and other logs of using regular SYSPRO functions.

This is a system-wide number of named-users that can be included in your SYSPRO license.

You can create portal users up to the number of licensed Portal Seats.

Each portal user is a single person who has access to the SYSPRO Supply Chain Portal.

Topics

SYSPRO Supply Chain Portal

Starting

To use this feature, the following setup option(s) must be enabled:

Setup Options > Company > General

  • Supply chain portal URL

  • You can only make changes to one entity at a time.

Solving

This message is displayed if you attempt to assign more seats than your license allows.

Select OK and ensure that you assign only up to the number of seats specified in the License count column.

This message is displayed if you attempt to maintain partners before saving any changes to entities, descriptions, seats, administrator approval, customers or suppliers.

Select Yes to save the changes and close the window. Alternatively, select No to close without saving, or Cancel to continue maintenance.

You can then maintain partners.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

The following depicts the process required to set up SYSPRO Supply Chain Portal entities:

  1. Ensure that you have completed the process required to set up the SYSPRO Supply Chain Portal and its associated users, detailed in the SYSPRO Supply Chain Portal topic.

  2. Configure the required options in the Setup Options program:

    • Setup Options > Company > General

      Define the administrator approval and notification settings for third-party portal users, as well as maintain the templates for the emails that will be sent automatically.

      • Indicate whether third-party portal users require administrator approval in the Administrator approval field.

      • If approval is required, select whether the administrator should be notified when there are new approval requests with the Notify administrator field.

      • Maintain the email templates for notifying users of their portal access or rejected approval requests.

  3. Define and configure operators as portal users per company using the Operator Maintenance program:

    • SYSPRO Ribbon bar > Setup > Operators

      • Capture the operator as a portal customer and supplier against the operator (per company) using the Configure Portal User per Company program.

      • Indicate whether the user is an administrator, third-party user or not a portal user using the Entity user type field.

      • Indicate the name of the entity to which the user belongs if they are a portal user in the Entity field.

      • Indicate the user’s approval status in the Approved status field or, if they have been rejected, the reason in the Rejected reason field.

  4. Maintain SYSPRO Supply Chain Portal entities in the Portal Entity Maintenance program:

    • Program List > Administration > Security > Portal

      • Configure the customers or suppliers per company in the Entity Partner Maintenance program.

        Accessible from the Portal Entity Maintenance program by selecting the hyperlink in the Partners column.

      • Define the list of landing pages available for use in the Entity Landing Pages program:

        Accessible from the Portal Entity Maintenance program by selecting the hyperlink in the Landing pages column.

  5. If required, further maintain third-party portal users in the Portal Entity User Management program.

    • Program List > Administration > Security > Portal

Referencing

Field Description

New Entity

Add a new Supply Chain Portal entity to the listview.

Maintain Entity

Update an existing Supply Chain Portal entity.

This option will be disabled when you initially load the program.

Selecting a row in the Entities details listview will enable this button.

Save Entity

Save new or changed existing entities.

This option will be disabled when you initially load the program.

Delete Entity

Remove all components for the selected entity.

This option will be disabled when you initially load the program.

Selecting a row in the Entities details listview will enable this button.
Field Description

Menu and Toolbar

Refresh

Refresh the window and Entities details listview.

Columns

Entity

Indicates the name of the entity.

 

 

 

 

 

Description

Provides a description of the entity.

License count

Displays the number of licensed seats.

Administrator approval

Select whether SYSPRO Administrator approval is required or not.

Customer

Indicates the customer code if applicable.

Supplier

Indicates the supplier code if applicable.

Partners

Select the hyperlink to open the Entity Partner Maintenance program and define the list of partner companies.

The hyperlink will display as Maintain if you have configured partners against the entity, or as Define if you have not.

You must save after maintaining entities, descriptions, seats, administrator approval, customers or suppliers before you can select the hyperlink in this column.

If you have not saved before maintaining partners, you will be prompted to do so.

Companies

Define the list of allowed companies.

Landing pages

Select the hyperlink to open then Entity Landing Pages program and define the list of landing pages.

Administrators

Define the list of administrators.

Portal users

View the list of users (defined against the entity, SYSPRO administrators and third-party) assigned to the selected portal entity.

Select the hyperlink in the Companies column in Portal Entity Maintenance to open this window.

Field

 Description

Menu and Toolbar

 

Accept and Close

Accept the changes and close the window.

Cancel

Cancel any changes made in the window.

Available Companies

 

 

 

Assign Selected

Select this to assign the company in the highlighted line.

Assign All

Select this to assign all available companies.

Company

Indicates the company code.

Name

Indicates the name of the company.

Assigned Companies

Remove Selected

Select this to unassign the company in the highlighted line.

Assign All

Select this to remove all assigned companies.

Company

Indicates the company code.

Name

Indicates the name of the company.

Select the hyperlink in the Administrators column in Portal Entity Maintenance to open this window.

Field Description

Menu and Toolbar

 

Accept and Close

Accept the changes and close the window.

Cancel

Cancel any changes made in the window.

Available Portal Users

 

 

 

Assign Selected

Select this to assign the portal user in the highlighted line as an entity administrator.

Assign All

Select this to assign all available portal users as entity administrators.

Name

Indicates the name of the portal user.

Email

Indicates the email address linked to the portal user.

Assigned Portal Users

Remove Selected

Select this to remove the portal user from being an entity administrator.

Remove All

Select this to remove all the currently assigned portal users from being entity administrators.

Name

Indicates the name of the portal user.

Email

Indicates the email address linked to the portal user.

Select the hyperlink in the Portal users column in Portal Entity Maintenance to open this window.

Field Description

Name

Indicates the name of the portal user.

Email

Indicates the email address linked to the portal user.

Administrator

Indicates whether the portal users is an administrator (Yes) or not (No).

Status

Indicates whether the portal user is Active or Disabled.