PO Processing Privileges
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PO Processing Privileges
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Introduction
Decide and select groups of people who will be able to set limits for POs and process the types of POs. There are two groups of privileges:
- be able to view and create three types of purchase orders
- various processing rules
Navigate to: "File > Administration > Users maintenance > Administration Group > edit"
Master Selection / Category: Purchase Orders
You can gives users access to view and create three types of purchase orders:
- normal purchase orders
- talent purchase orders
- media purchase orders
Below is the full list of privileges for processing purchase orders
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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