Wednesday, February 6, 2013

APP-AST-207069: This User ID Has Not Been Set Up As a Sales Force

Accessing the Collection Form Errors - APP-AST-207069: This User ID Has Not Been Set Up As a Sales Force

Attempting to access the Collection form and receive the following error:

APP-AST-207069: This user ID has not been set up as a sales force. Please contact the System Administrator

Steps to Reproduce:
Responsibility:  Receivables Manager
Navigation:  Collections > Collections

The issue is caused by not having defined a Collection Role for the Resource or the USER_ID has not been manually assigned to the employee resource tied to the USER_ID.

Please setup your Collections User correctly using the following steps from , Step #2:

A. To create an account:
Responsibility:  System Administrator
Navigation:  Security > User > Define
Enter a Username and Password

Assign the following responsibilities:
 •System Administrator
 •Application Developer
 •Receivables Manager
 •Collections Agent
 •Collections Forms Administrator
 •CRM Resource Manager
 •Collections HTML Admin
 •Telesales Agent
 •Human Resources Manager
 •CRM Administrator

B. In your HR Responsibility:
 •Setup employee
 •People>Enter & Maintain
 •Enter name, birthday, gender, SSN and Save
 •Note the employee number

C. In System Administrator Responsibility:
 •Security > User > Define
 •Query your Username
 •Enter the Full Name as it appeared in the HR setup screen above

D. Using the CRM Resource Manager Responsibility
 •Menu: Maintain Resource
 •Create a Group  ◦-Name/Start Date (you can use anything)
   Assign Usages  Collections Application

Sales & Telesales Application
Collections Agent
 Telesales Agent

•Import Resource ◦Resource Cat = Employee
 ◦Enter Employee # that was noted previously
 ◦Click search/select employee
 ◦Click create resource

•Default Value window ◦select start date of the resource

•Close the window
 •Select Resources click Save
 •Click Details
 •From the Resource Management Form, enter the Username
 •Click on Roles Tab (Security & Access) ◦Add the following roles:
 ◦Collections Role Type
 ◦Collections Agent Role
 ◦Telesales Role Type
 ◦Telesales Agent Role

•Click on the Group Tab
 •Query Group you created previously
 •Add as an employee to the Group
 •Close the form.


captcha work said...

It's worked. Thank you.

suresh said...

thnk u boss . u gave lot confdnt

suresh raju kkv

ganesh raj said...