How To

Purchasing User Rights

User right Group: PO

User Right	User Right Description
Read	Can read order data.
Edit	Can edit order data.
Add	Can add order data.
Delete	Can delete drafts created by user.
RegisterAsPaid	Can set order to paid when order status is 'Received'. Can change an order's budget entry.
ApproveDraft	Can approve drafts. Can assign order no. to draft.
EditOrderLine	Can edit order lines and add new order lines to orders.
SendRFQ	Can send RFQ and Approve Quotation (Set : Quotation completed).
RegisterReceivedAgent	Can register received agent.
ApproveAtOffice	Can approve orders.
CanRequestDraftApproval	User can set a drafts status to "Pending Draft Approval" status.
EditOrderPrice	Can edit manual exchange rate for all orders, including finished orders. Can change to manual sum. (In the current version edit of order price is still possible for users with only Edit rights.)
SelectSupplier	Can select supplier. Can refresh supplier/quotation data.
SendOrder	Can send orders. Can create new transfers.
ReceiveOrder	Can receive an order.
DeleteAllDrafts	Can delete all drafts if the user also has the Delete right.
ManageProformaInvoice	Add, edit, cancel and finish pro forma invoices for forwarder.
OnHold	Can set an order on hold.
ApprovalLevel	User group can be assigned to approval level.
ApproveDirectPO	Can approve a direct purchase order.
CanAssignOrderNoToDraft	Can assign order no. to a draft (but cannot approve order without the ApproveOrder right).
CanEditOrderlinePricesAfterOnOrder	Can edit order line prices even after an order is set to 'On Order'.
CanEditCurrency	Can access the currency module, and adjust exchange "Rate" field in the order head
CanChangeAccount	Can Change Account for an order until paid
CanCreateReportHeaderAndFooter	Can create new pre-defined header and footer texts for Orders.
CanChangeSupplierAndDeliveryAddress	Can Change Supplier and Delivery address after on order.
CanConvertOrderLineToComponent	Can convert a free order line to a component line (this will create a new component when being received).
CanUpdateOrderCurrencyAfterOnOrder	Can change currency for an order after On Order

CanDismissAllReminders Can dismiss reminders created by other users

CanChangeEstimatedDeliveryDate	Can Change Estimated Delivery Date until Order Confirmed
BypassApprovalLevels	Can bypass approval levels
CanSendNoPriceOrder	Can send orders with order line where price is 0
CanAddFreeOrderlineAfterOnOrder	Can add order lines after the order is set to on order
CanSendReminderOnboard	Can send reminder using the reminder button on a unit installation.
CanEditMaterialGroup	Can edit Material Group on all order lines
CanExcludeOrdersFromBudget	Can exclude orders from budget
CanAddEditFreeTextDeliveryAddress	Can add a free text delivery address to an order head.
CanCancelTransfer	Can cancel Transfers
CanApproveRequisition	Can Approve/Reject new requisitions. (Requires the "Use Approve Requisition" function to be turned on)
CanRemoveOrderNeedsAttentionFlag	Can remove the "Order needs attention" flag from orders.
CanOverrideFailedValidation	This user can Override some validation features. This action is logged in the Order History
CanForceExternalApproval	The user can move an order out of the "Awaiting External Approval" status
CanAddInvoice	The user can add new invoices
CanEditInvoice	The user can edit invoices
CanAddInvoiceLine	The user can add new invoice lines
CanEditInvoiceLine	The user can edit invoice lines
CanConfirmOrder	The user can set stauts "Order Confirmed by Supplier"
CanSuggestSupplier	The user can suggest suppliers
CanModifyReceivedDate	The user can modify the Received Date for order receipts
CanAddFreeTextItemLines	The user will be able to add free text order lines, when when the global setting "Free text order lines allowed" is "OFF"
CanCancelOrder	The user can cancel an order up until any of the order lines are marked as received (soft receive included)
CanRevokeOrderApporval	The user can revoke an orders approval (if approval matrix is used it will allow user to revoke individual levels as well as "revoke all")
CanTickOrderHeadFlag1	The user can tick\untick the order head flag 1
CanTickOrderHeadFlag2	The user can tick\untick the order head flag 2
CanReceiveOrderAtWarehouse	The user can receive an order at the warehouse.
CanManuallySetBudgetPeriod	User can manually set the budget period and budget year for orders.
CanResetApprovalPath	User can reset an order approval path to align with either altered or new rules or altered order details.
CanDeleteInvoice	The user can delete an Invoice.

CanDeleteInvoiceLine The user can delete an Invoice line.

User right Group: PO2

User Right

User Right Description

CanSwapApprover User can swap default approver

CanEditQuoteLines	User can enter and edit supplier quote details
CanAddSupplierToIncludedSupplierList	User can add suppliers to the Included suppliers list on orders.
CanModifySoftReceiveDates	User can edit the "Transfer received" date.

CanCancelOrdersAfterAnyReceive User can cancel orders even after some of the

order lines have been soft received (Received Forwarder, Warehouse or Agent) or 'Final receive' (Received to stock).

CanSwapLocalOfficeDraftToLocalUnitDraft

Will allow the user to change a "local office" draft, in the office system only, to a "local unit" draft This will hand the "Approve Draft" rights to users on the unit system.

CanSwapLocalUnitDraftsToLocalOfficeDraft Will allow the user to change a "local unit" draft, , in the unit system only, to a "local office" draft. This will hand the "Approve Draft" rights to users on the office system.

CanResendOrder	User can resend orders to suppliers.
CanEditOrderlineUOM	User can alter the "UOM" for order lines up until the order is approved. Note! : "Free text order lines" are not limited by this user right
CanModifyOrderTypeAfterApproved	User can modify the "Order type" field after an order has been approved

CanModifyDepartmentAfterApproved User can modify the "Department" field after an order has been approved