Because BMS has so many User Controls, the system has the ability to copy/add features to allow set up of staff and corporate personnel in all Branches and Regions (if enabled) quicker. Once a User is added, in the first User Control screen only, once you enter past the User id field, you will see two options at the top as follows: (F4) Copy and (F5) Add – To Br. The Copy feature will copy current settings to all other Branches/Regions where the User is currently set up. The Add feature will actually create this User and all settings in other Branches/Regions (see below).
Once a User is added, in the first User Control screen only, you will see two options as the top as follows: (F4) Copy and (F5) Add – To Br. The Copy feature will copy current settings to all other Branches/Regions where the User is currently set up. The Add feature will actually create this User and all settings in other Branches/Regions (see below).
When you hit the F4 Copy key, the system will prompt a Copy Existing Data box as follows:
Type a “Y” for yes to copy a User’s settings to all Branches. If you hit enter at this prompt, the system will then prompt the following:
Through this feature, you can copy settings that apply to this User’s Custom Menu, to all other Users with the same Custom Menu in either the current Branch or in all Branches/Regions.
When you hit the F5 Add key, the system will prompt the following:
If you type a “Y” for yes at this prompt, the system will prompt a Branch ID field and you can type each Branch to add the User and all settings. You can also type an “R” for Region (if enabled) to automatically add the User to applicable Regions.
In all the other User Control (2-6) screens, you will also see an “(F4)-Copy Existing Data” prompt, but it will only allow you to Copy Existing Data to all Users with the same Custom Menu based on settings in that particular screen. You will receive a similar prompt once you enter through any of the User Control screens at the Save Changes prompt. It will appear as follows: Copy Changes? Do You Want to Copy Changes to Users with Menu:. If you wish to copy changes, type a “Y” at this prompt. The system will then prompt you to make changes for Users in All Branches or just the Current Branch. If you wish to make changes to each individual User, even where the Custom Menu is the same, type an “N” for no at the “Copy Changes” prompt. Please Note: Only the changes that were made just prior to copying changes will be made to other Users; existing setup data will not copy. Also, changes will only copy to the current User Control screen you are in; the other User Control screens will not be impacted. You will need to enter into those screens and make changes and then you can copy those changes. User specific data will not copy and neither will any control changes that pertain directly to a Salesperson, as these need to be handled on a User-by-User basis.