Overview
To begin working with Purchasing, you'll assign permissions to the appropriate groups and/or users.
Permissions are available for the following applets, defined in the tutorial below:
Tutorial
Please complete the steps below to grant access permissions as appropriate.
| 1. | Browse to Administration>Permissions |
| 2. | Select the Groups and/or Users you wish to grant permissions to |
| 3. | On the row next to the Group/User, click the lockbox. A dialogue will display. |
| 4. | From the Groups and/or Users Permissions tab, grant permissions as appropriate. Below is a list of permissions and what they grant access to. |
| 5. | Once the permissions have been selected, click Save. |
Note, click for more information on Purchasing Special Rights.
Module
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Applet
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Special Rights
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Description
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Purchasing
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Items
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n/a
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Applet used to define frequently ordered items for quick reference when creating Purchase Orders
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My Purchase Orders
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| • | Can create Purchase Journal |
| • | Can issue Purchase Order |
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Management applet geared for general users to view their submitted Purchase Orders and/or manage Purchase Orders for which they are an Approver or Delegate
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Purchase Order Management
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| • | Can create Purchase Journal |
| • | Can issue Purchase Order |
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Administrative applet geared for Purchase Order Managers to view and manage all existing Purchase Orders
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Purchase Orders
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| • | Can Cancel a Purchase Order |
| • | Can create Purchase Journal |
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Handles the creation and management of Purchase Orders
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Receipt of Goods
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Administrative applet for managing the receipt of issued Purchase Orders. This applet is geared for staff who work in Receiving
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