如何在acumatica中为用户分配业务帐户？ [英] How to assign a business account to user in acumatica?

问题描述

我试图将业务帐户分配给用户，但无法弄清楚该怎么做。

I am trying to assign an Business account to an user and not able to figure out how to do it.

推荐答案

我相信您正在尝试自定义Acumatica Portal网站上的目录表单（SP700000），并得到您的用户个人资料与任何企业帐户都不相关消息。

I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message.

在与该页面链接的 InventoryLineMaint 图的构造函数中进行关联的企业帐户检查；如果未找到，则进行检查；提出了异常，这在设计上是正确的。这就是您看到此消息的原因。

Associated business account check is done in constructor of the InventoryLineMaint Graph linked to this page and if not found; exception is raised which is correct by design. And that’s the reason you are seeing this message.

要使用Acumatica自定义浏览器自定义此屏幕，您应该创建一个与企业帐户相关联的管理员Portal用户。
允许角色 Customizer 和 Portal Admin 作为外部用户类型。您需要选中这两个角色的来宾角色才能在此处添加。

To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is associated with business account. Allow roles Customizer and Portal Admin for External User Type. You need to check Guest Role for these two in order to add here.

步骤1

使用管理员凭据登录到ERP，导航到用户角色屏幕（SM201005），然后检查定制者角色和门户网站管理员角色的来宾角色，以便将它们添加到EP202500中。

Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles in order to add them on EP202500.

步骤＃2

现在导航到用户类型屏幕（EP202500），然后选择外部用户类型。修改以允许角色 Customizer 和 Portal Admin 作为外部用户类型。

Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles Customizer and Portal Admin for External User Type.

步骤＃3

现在创建外部用户。

导航到客户屏幕（AR303000）并选择ABARTENDE客户。转到联系人选项卡，打开现有的联系人-Kabuk Fadi，Mr.（CR302000）导航到用户信息选项卡，然后按以下步骤设置外部用户。

Navigate to Customers Screen (AR303000) and select ABARTENDE customer. Go to Contacts tab and open up existing Contact - Kabuk Fadi, Mr. (CR302000) Navigate to User Info tab and setup External user as below.

步骤＃4

现在登录门户网站使用此用户的网站。您应该能够通过Acumatica自定义浏览器自定义页面SP700000。

Now login to Portal site using this user. You should be able to customize page SP700000 via Acumatica Customization Browser.

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