Setup Multi-Org (Multiple Organization) Access Control

If you are enabling MOAC functionality for your implementation and you want to give your users the ability to enter and search sales order documents across Operating Units then you need to enable (make the field visible) the Operating Unit field in the various Order Management forms that are folder enabled.

It is recommended that the Operating Unit field should be the first visible field on a form, or the first field before an Operating Unit sensitive field. To make the hidden Operating Unit field visible in OA Framework (HTML) pages, you need to use the OA Framework Personalization feature.

The windows / OA pages where the Operating Unit is seeded as hidden:

• Order Information Portal

• Sales Order Advanced Search and Results page

• Order Status page

• Deliveries Advanced Search

• Delivery page

• Sales Orders windows

• Sales Order window

• Order Organizer Find window (All tabs)

• Order Summary

• Quick Sales Order window

• Quick Sales Order Organizer

• Quick Order Summary

• Quote window

• Quote Organizer

• Quote Summary

• Find Customer window

• Sales Agreements windows

• Sales Agreements window

• Sales Agreements Organizer

• Sales Agreements Summary

• Other windows

•  Scheduling Organizer window

• Pricing and Availability window

• Order Import Corrections window

• Open Interface Tracking window

• Retrobill Organizer window, Retrobill Requests tab

The Order Management windows where the Operating Unit is added as visible:

• Audit History Find, Audit History

• Add Customer window

• Apply Holds (Criteria tab) window

• Approvals (to display Operating Unit of Transaction Type)

• Export Compliance Find, Export Compliance Workbench

• Order Import Corrections Find window

• Open Interface Tracking Find window

• Process Messages Find, Process Messages window

• Payment Types

• System Parameters

• Shipping Tolerances (to display Operating Unit of Customer Address)

• Transaction Types

In the windows where the Operating Unit can be specified, the list of values for the Operating Unit field is determined by the profile MO: Security Profile. The field will have a default value based on the profile MO: Default Operating Unit.