Purchasing Roles

Along with the operations specific to it, a security level (with the exception of Check Printer) allows you to perform operations available to lower levels of security within the same module. The minimum security levels to perform tasks are listed below, with roles listed in order from greatest access to least access.

The Purchasing module includes Purchasing Configuration, Purchase Requisition, and Purchase Order.

Purchasing Administrator

• All purchasing configuration actions

• Approve purchase requisition (over maximum purchasing total)

• Issue PO (exceeds budget)

• Rollover outstanding POs

• Rollover PO

Purchasing Manager

• Submit purchase requisition (exceeds budget)

• Approve & reject purchase requisition

• Change & delete submitted purchase requisition

• Issue PO (within budget)

• Create change order

• Close PO

Purchasing Operator

• Add & delete purchase requisition

• Change new or rejected purchase requisition

• Copy purchase requisition

• Submit purchase requisition

• Add, edit, & delete POs

• Copy PO

• Move item to PO

• Delete PO item

• Add shipping cost

• Apply tax & discount/premium

• Add, edit, & view attachments

Purchasing Reviewer

• View & print purchase requisition

• View & print PO

• View attachments

• Generate & print reports

Return to Purchasing Overview

Return to Security Templates Overview