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How do I specify to which purchasing units a user's group membership applies?
You use the Core Administration > Site Manager > Data Import/Export > Import Responsible User Assignments data import task to specify to which purchasing units a user's group membership applies. Purchasing unit responsibilities limit the approvable documents a user can see and approve.
The Import Responsible User Assignments data import task reads data from the following Comma-Separated Value (CSV) files:
| CSV File | Description |
|---|---|
ResponsibleUser.csv | Associates purchasing units with users through their group assignments. |
User.csv | Contains Enterprise Resource Planning (ERP)-specific user information. For more information on this file, see the Ariba Common Data Import and Administration Guide. |
After you import the ResponsibleUser.csv, it can take up to six hours for the data to process completely. This is because after you import the data, it must be processed by an internal scheduled task (UpdateOrganizationGroups). The task runs automatically every six hours and cannot be run manually.
Following is an example of ResponsibleUser.csv :
UTF8
Group,UniqueName,PasswordAdapter,PurchasingUnit
Purchasing Manager,cnoll,PasswordAdapter1,PU7
Purchasing Manager,cnoll,PasswordAdapter1,PU8
Purchasing Manager,cnoll,PasswordAdapter1,PU9
Purchasing Manager,cnoll,PasswordAdapter1,PU3
Budget Approver,cnoll,PasswordAdapter1,PU3
Purchasing Manager,adavis,PasswordAdapter1,PU4
Purchasing Manager,adavis,PasswordAdapter1,PU5
Purchasing Manager,adavis,PasswordAdapter1,PU6
Purchasing Manager,adavis,PasswordAdapter1,PU2
Budget Approver,adavis,PasswordAdapter1,PU2
In this example, user Chad Noll (unique name cnoll) is responsible for:
- Purchasing units PU3, PU7, PU8, and PU9 as a member of the Purchasing Manager group
- Purchasing unit PU3 as a member of the Budget Approver group
Note: Before you can make a user responsible for a purchasing unit as a member of a particular group, you must assign the user to that group. For information on assigning users to groups, see the Ariba Common Data Import and Administration Guide.
Note: In FPC environments, responsible assignments/purchasing unit assignment does not replicate. The assignment and must be loaded directly at the child level by the responsibleUser.csv or the UserConsolidated.csv. Multi-ERP configuration guide
Core Procurement > Core Administration > Core Administration User Management
Invoicing