Question

Is there a way to restrict who can make transactions from SMI Bins?

  • 21 November 2022
  • 2 replies
  • 79 views

We have some employees who are material handlers (they issue material at point of use in the shop), who continue to mistakenly issue from a Supplier Managed bin when they should be issuing from the bin in their area. This is causing headaches for purchasing, finance and the supplier. Is there a way to restrict transactions from a supplier managed bin to a select group of employees? We have trained and retrained and still they make this mistake. The bins have very different names 0002 vs FUTURE. 
Looking for guidance. 


2 replies

Userlevel 3

I think you could add a simple widget-based pre processing BPM on whatever method is called in the Issue Material screen (do a Trace to find out which). You could have a conditional that checks for a potential transaction from those SMI bins, and pops up a “are you sure “ message. Or you could add more logic to check the User ID against a some sort of list of people allowed to use those bins.

Userlevel 4

@al

Thanks Andrew!  I recommend putting people who are allowed to issue from the SMI bins, into a security group.  Then in your BPM one of your conditionals can be that the transacting user is a member of your stated security group.

 

Andrew has a point about using a trace and building a Method Directive.  You can also use a data directive in many cases.  They are known for being slightly slower than Method Directives; however, if the action triggering is manual, such as this one, it may be a way to go in this case.  May want to steer clear of these if your table turns out to be PartTran, which typically gets transacted thousands of times a day.

 

Best,

...Monty.

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