Procurement - Purchasing Permissions

All requisitions

Perform actions granted by other permissions for all requisitions in the system. This option is deselected by default. When it is deselected, users are able to view and perform actions only on requisitions that they've submitted or are associated with as a requester, purchasing agent, or approver.

Can view requisitions and generate reports

Access the requisitions list, view requisition details, read and add comments, and create reports for selected requisitions.

Can edit requisitions

Update requisition details and add or remove line items.

Can create requisitions

Create new requisitions from the requisitions list or from the requisition details page.

Can download to Excel

Download individual or multiple requisitions from the list page, and download line items from a specific requisition's detail page.

Can copy requisitions

Create duplicate requisitions from existing requisitions.

Can delete requisitions

Delete requisitions from the system on the requisitions list page or on the requisition details page.

Can unlock requisitions

Unlock requisitions that are in use by others in the system. During the unlock process, any unsaved changes made by the other user or the user unlocking the requisition are lost.

Can approve, deny, return requisitions

Review submitted requisitions and approve, deny, or return them to the submitter.

All purchase orders

Perform actions granted by other permissions for all purchase orders (POs) in the system. This option is deselected by default. When it is deselected, users are able to view and perform actions only on POs that they've submitted or are associated with (e.g., they are an alternate requester for the PO).

Can view purchase orders and generate reports

Access the PO list, view PO details, read and add comments, and create PDF reports for selected POs.

Can edit purchase orders

Update PO details and add or remove line items.

Can create purchase orders

Create new purchase orders from the PO list or from the PO details page.

Can download to Excel

Download individual or multiple POs from the list page, and download line items from a specific PO's detail page.

Can delete purchase orders

Delete POs from the system on the PO list page or from the PO details page.

Can unencumber purchase orders

Remove encumbrances from POs.

Can unlock purchase orders

Unlock POs that are in use by others in the system. During the unlock process, any unsaved changes made by the other user or the user unlocking the PO are lost.

Can copy purchase orders

Create duplicate POs from existing POs.

Can copy requisition to purchase orders

Create purchase orders from approved requisitions.

Can create Open Purchase Orders Not Invoiced report

Generate the Open Purchase Orders Not Invoiced report.

Can create Open Purchase Orders Not Received reports

Generate the Open Purchase Orders Not Received report.

Can create Purchase Orders By Vendor reports

Generate the Purchase Orders by Vendor report.

Can create Purchase Orders By Date Printed reports

Generate the Purchase Orders by Date Printed report.

Can create MSDS reports

Generate the MSDS report.

Can view receive goods

Access the Manage Receive Goods page and generate a list of POs based on their receiving status.

Can edit receive goods

Update the status for PO line items.

Can create and submit basic requisitions

Access the Orders and Requests and Review Requisitions pages and view simplified versions of the requisition detail pages. On the Review Requisitions page, only requisitions for which they are the next approver are visible.

Can update purchase order line item receiving status

View a simplified purchase order details page and mark items as received, returned, or not needed.