User Group - Purchasing Access Rights
When access rights are associated with a user group, all users assigned to the group are affected.
To access the Purchasing option access rights, as shown in Fig.1:
- Navigate to Property > Setup > User Groups > User Groups
- Double-click the desired user group
- Select Purchasing from the Main Menu drop-down
- Add or modify access rights
- Select Save
Fig.1 - Accessing the Purchasing access rights
|Purchase Order Center*||Provides view-only access to the Purchasing Center, but not to the contents of the Purchase Orders. The Purchasing Center button and drop-down menu option become accessible. As seen in Fig.2.
Fig.2 - Purchase Order Center button and drop-down option become accessible
|Create POs from Requisition||Provides access to the Create POs From Requisition screen, located under the Purchasing drop-down menu. As seen in Fig.3.
Fig.3 - Create POs from Requisition option becomes available
|Quotation Center*||Provides access to the Quotations Center option in the Purchasing drop-down menu, as seen in Fig.4, but not the actual Quotation Center screen - additional access is required for this.
Fig.4 - Quotations Center option becomes accessible
|Product Quotes||Provides access to the Product Quotes quotation search screen, and the option becomes available under the Purchasing drop-down menu. As seen in Fig.5.
Fig.5 - Product Quotes option becomes accessible
Provides access to the new quotation screen as a shortcut, instead of having to go to Purchasing > Quotation Center > New Quotation, from the Purchasing drop-down menu. As seen in Fig.6.
Fig.6 - New Quotation option becomes accessible
Provides access to the Import Quotations screen under the Purchasing drop-down menu, to manually import a quotation file. As seen in Fig.7.
Fig.7 - Import Quotations option becomes accessible
|Contracts||Provides access to the Contract area for users to access, or modify existing contracts as well as create new ones. This option becomes accessible under the Purchasing drop-down menu as seen in Fig.8.
Fig.8 - Contracts option becomes accessible
|Create Return Order||Provides access to the Create Return Order option under the Purchasing drop-down, as seen in Fig.9.
Fig.9 - Create Return Order becomes accessible
|Close Purchase Order||Provides access to the Close Purchase Order screen in the Purchasing drop-down menu, as seen in Fig.10.
Fig.10 - Close Purchase Orders option becomes accessible
|Purge Purchase Order||Provides access to the Purge Purchase Order screen under the Purchasing drop-down menu, to permanently remove old Purchase Orders. As seen in Fig.11.
Fig.11 - Purge Purchase Orders option becomes available
|Purchase Order Inquiry||Provides access to the Purchase Order Inquiry screen from the Purchasing drop-down menu, as seen in Fig.12.
Fig.12 - Purchase Order Inquiry option becomes accessible
|Purge Reorders||Provides access to the Purge Reorders screen to permanently remove old unused reorders created by generating either the Purchase Reorder Report (Reports > Purchasing Reports) or the Outlet Reorder Report (Reports > Requisition Reports). This option becomes accessible under the Purchasing drop-down menu, as seen in Fig.13.
Fig.13 - Purge Reorders option becomes accessible
|Project||Provides access to the Project Center, located under the Purchasing drop-down as seen in Fig.14. Users will automatically be able to Create, View, Edit, and Delete projects.
Fig.14 - Project Center option becomes accessible.
|Project Template||Provides access to Projects > Template Center for users to create templates with products which will be used in projects and can be selected from the Template option on a new or existing project. This option becomes accessible under the Purchasing drop-down menu, as seen in Fig.15.
Fig.15 - Project Template Center option becomes accessible.
|Re-Open Purchase Orders||
Enables the user to search for any closed Purchase Orders from within the Purchasing Centre by selecting either the Closed or Show Auto Closed options. Closed purchase orders are shown in grey. One or more closed Purchase Orders can be selected (use ctrl + click to select multiple purchase orders) and then by right clicking on the closed purchase orders, the option Re-Open PO can be selected. The selected purchase orders will be re-opened and their statuses will be reset to those prior to the purchase order being closed (for example “Transmitted”, “Received”, “Partially Received” etc…).
Fig. 16 - Option to Re-Open PO
Note: Fields with an asterisk indicates a Sub-menu with additional access rights.
Note: Once the appropriate access rights have been associated to the user group:
- Select Save
Additional Access Rights
Some of the Sub-menu options have extra access rights associated with them.
- To access, select ... under the Access Rights column, as seen in Fig.17
Fig.17 - Accessing additional access rights
When additional access rights are provided to the user group for the Purchase Order Center, the users assigned to that group will be able to do more within that area. The additional access rights are shown in Fig.18.
Fig.18 - Access Right - Purchase Order Center
|Edit Multiple Receiving PO||Provides access to make modifications to Purchase Orders which are marked as Multiple Receiving.
|Edit Product Description PO||Provides the ability to modify the Product Description field for a product on a Purchase Order.
|Purchase Order Access Rights||
Provides the ability to access Purchase Orders in the Purchase Order Center, regardless of whether they have created them or not.
Requires the 'Edit' and 'View' access rights in order to update a Delivery Reference in the Mobile Receiving App
|Enable PO Excel format||Provides access to export a Purchase Order from Adaco in an Excel format.
|Create PO in Lock Requisitions mode||Provides the ability to create a Purchase Order directly, even if Lock Requisitions has been enabled by the property.
|Transmit PO||Provides the ability to Transmit Purchase Orders using the transmission interface(s) setup on the Vendor Master, as seen in Fig.19.
Fig.19 - Transmit option is accessible.
|Edit Payment Terms in PO||Provides the ability to modify the Payment Terms and INCO Terms: fields, as seen in Fig.20, in a Purchase Order.
Fig.20 - Payment and INCO Terms fields are modifiable
The Quotation Center access right has additional access rights within it, as shown in Fig.21.
Fig.21 - Access Right - Quotation Center
|Quotation Access Rights||Provides the ability to Create, Edit, View, Delete, and Print quotes.
Create - allows users to create new quotes.
Edit - allows users to modify existing quotes.
View - required in order to see the Quotation Center. Also allows users to print existing quotes.
Delete - allows users to remove existing quotes.
Note: the Edit access right is not required for users to be able to fix Errors in quote files.