Permissions

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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:

 

•Items
•My Purchase Orders
•Purchase Order Management
•Purchase Orders
•Receipt of Goods

 


 

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

Applet

Special Rights

Description

Purchasing

Items

n/a

Applet used to define frequently ordered items for quick reference when creating Purchase Orders

 

My Purchase Orders

•Can create Purchase Journal
•Can issue Purchase Order
•Can set not received
•Can set received

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

 

Purchase Order Management

•Can create Purchase Journal
•Can issue Purchase Order
•Can set not received
•Can set received

Administrative applet geared for Purchase Order Managers to view and manage all existing Purchase Orders

 

Purchase Orders

•Can Cancel a Purchase Order
•Can create Purchase Journal
•Can edit after Issued
•Can Override X-rates
•Can set not received
•Can set received
•Change Key Fields
•Edit Grid

Handles the creation and management of Purchase Orders

 

Receipt of Goods

•Can set not received

Administrative applet for managing the receipt of issued Purchase Orders. This applet is geared for staff who work in Receiving