Purchase Order Privileges
Purchase Order Privileges
Purchase Order Privileges allows a user access to Purchase orders
Step 1: Navigate to Users Maintenance
File menu > Administration > Users Maintenance Double Click on user Group (Administration, Account Service, Creative)
Step 2: Click on the Category - Purchase Orders
Step 3: Tick (select)/untick (deselect) privileges
- Tick box next to privilege to grant access
- Untick box next to privilege to remove access
- Note: The user needs to log off and back on for the privilege to take affect. Decide who will have the privilege to access the user maintenance area. You can assign 'Administration' privileges to any group of staff. This group of users will be able to add users, set passwords, assign privileges to groups.
The additional processing privileges are:
Privileges |
Description |
|---|---|
| Modify purchase order defaults | Able to access PO settings |
| Can complete/cancel purchase order (lines) | Able to complete/cancel PO lines |
| Restrict PO lines unless kind in accepted quotes | Can only create a PO if the Kind is in an accepted estimate |
| Restrict entering back dated purchase orders | Not able to create backdated POs |
| Can set limits for purchase orders | Able to set approval limits for staff |
| Can edit rate/mark-up for purchase order | Able to change rate/mark ups on POs |
| Can edit purchase orders from other users | Able to edit POs created by other staff |
| Can't edit amounts on an approved or printed purchase order | If a PO has been approved pr printed, the amounts cannot be edited |
| Can approve purchase orders | Able to approve POs |
| Can only approve purchase orders for subordinates | Able to approve POs created by subordinates |
| Can only approve own purchase orders | Can only approve own POs |
| Can print unapproved purchase orders | Can print unapproved POs |
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