TABLE OF CONTENTS

• Access to IC Modules. Relevant Employee Roles
  • Basic Role
  • Other IC Roles
    • Roles that support filter by Class
  • Access to IC components
    • BOM components
    • MPR and ITJ
    • Materials

Access to IC Modules. Relevant Employee Roles

IC Processes are carried out by multiple people in different Roles. In FCX, access to IC Modules is controlled by the appropriate employee roles. 

Basic Role

Build Plans Manager — Anyone managing a Site build (BP) who has authority to request Materials be pulled/acquired for use on-Site. 

This is a basic role for a desktop user. It must be added first for all the IC related roles, like Financial, Project Library Manager, Warehouse Lead, etc. Access rules will then be inherited (a higher level of access overrides a lower one).

Other IC Roles

Project Library Manager — Employees are responsible for designing and building Project Templates.

Financial — Employees with finance access. Managers with financial responsibility for Material consumption in their Department or geographic area.

Warehouse Lead — Employees with authority to pull Materials from stock for BP use and manage stock through Purchase requests or (approved) Transfers and Adjustments.

IC Administrator — Employees with responsibility for understanding all aspects of Inventory control.
Employees responsible for “sourcing” Materials.

Procurement — Employees with responsibility for inventory transactions: transfer materials between warehouses, adjustment inventory stock.

Warehouse User — View access to all objects in Warehouse Module.

Warehouse Manager — Allows access to Warehouse Module in Mobile application.

Roles that support filter by Class

BOM Manager — access to the BOM Dashboard and BOM tab in BP card. It means that the Build Plan Manager role provides access to the BOM dashboard itself, the BOM Manager role opens the list of Build Plans. For these BPs you can also access the BOM tab in the BP card. 

Advanced BOM Manager — gives the ability to edit the Bill of Materials record not only at Pending life cycle stage but also at Sent to Warehouse, Kitted, Completed stages. Access to change requisites: BOM Name, BOM Type, BOM date, Due date, Warehouse, Warehouse Lead.

For these roles, you can apply the filter by class to access Build Plans of a specific class.

For BOMs, these roles can move a BOM from the Canceled/Sent to Warehouse → Pending and from Pending/Sent to Warehouse → Canceled.

Access to IC components

The following table illustrates Employee Roles relevant to IC:

BOM components

MPR and ITJ

Materials