Transaction Data Range Editable by Users – Helpdesk for TradeWaltz training and production environments

Summary

This article explains transaction data range editable by users in TradeWaltz.

The editable transaction data range within your company depends on the combinations of the number of organizations that a user is associated with and the number of sections linked to the organizations.

１．User associated with a Single Organization (Main) | Organization：Section =１：１
２．User associated with a Single Organization (Main) | Organization：Section = N：１
３．User associated with a Single Organization (Main) | Organization：Section =１：N
４．User associated with a Single Organization (Main) | Organization：Section = M：N
５．User associated with Multiple Organizations (Main & Sub) | Organization：Section =１：１

１．User associated with a Single Organization (Main) | Organization：Section =１：１

User A is associated with the Export Department (Organization).
The Export Department (Organization) is directly linked to the Export Team (Section) on a one-to-one basis.
User A is able to edit transaction data tied to the Export Team (Section).
Since User A is not associated with the Import Department (Organization), User A is not able to edit transaction data tied to the Import Team (Section).

２．User associated with a Single Organization (Main) | Organization：Section = N：１

User A is associated with the Export Department (Organization).
The Export Department (Organization) and the Import Department (Organization) are directly linked to the Export/Import Team (Section) on a many-to-one basis.
User A is able to edit transaction data tied to the Export/Import Team (Section).

３．User associated with a Single Organization (Main) | Organization：Section =１：N

User A is associated with the Export/Import Department (Organization).
The Export/Import Department (Organization) is directly linked to the Export Team (Section) as well as the Import Team (Section) on a one-to-many basis.
User A is able to edit transaction data tied to not only the Export Team (Section) but also the Import Team (Section).

４．User associated with a Single Organization (Main) | Organization：Section = M：N

User A is associated with the Export Department (Organization).
The Export Department (Organization) is directly linked to the Team A (Section) as well as the Team B (Section) on a one-to-many basis.
The Import Department (Organization) is directly linked to the Team B (Section) as well as the Team C (Section) on a one-to-many basis.
User A is able to edit transaction data tied to not only the Team A (Section) but also the Team B (Section).
User A is not able to edit transaction data tied to the Team C (Section).

５．User associated with Multiple Organizations (Main & Sub) | Organization：Section =１：１

User A is associated with the Export Department (Organization) as well as the Import Department (Organization).
The Export Department (Organization) is directly linked to the Export Team (Section) on a one-to-one basis.
The Import Department (Organization) is directly linked to the Import Team (Section) on a one-to-one basis.
User A is able to edit transaction data tied to not only the Export Team (Section) but also the Import Team (Section).

For an overview of Master Data in TradeWaltz, please refer to the following.

Types of Master Data in TradeWaltz