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Customer POs — Permissions

Overview

This page documents the permissions used in the Customer POs feature. Customer POs involve several specialized permissions beyond view and edit, reflecting the multi-role approval and version management workflow.

For general access concepts and permission categories, see: Permissions & Access

Permissions by transaction

Permission Grants access to Requires
view Access /customer-pos; both CPOs and Invoices tabs; View row action on all CPOs —
edit Review modal on ACTV CPOs (register and delete invoices and payments); Finalize row action; Activate row action on FINA CPOs view
pos new version Edit, Submit for approval, and Cancel version row actions on INPG CPOs; creating new CPO versions is done from the Projects module view
pos version approval Review modal on APDR CPOs; Approve and Reject buttons for new version decisions view
mismatch cpos Review modal on MISM CPOs; Approve mismatch (finalize) and Reject mismatch (return to ACTV) buttons view

Note

CPO creation (first version and new versions) happens in the Projects module, not here. The pos new version permission in the CPO screen covers only the correction flow after a rejection (edit, resubmit, cancel).

Note

The pos version approval permission applies to both the Projects module and the Customer POs screen. Some SARA permission configurations may list it as cpos new version for the CPO-specific context — both labels grant approval rights in this module.

Typical role mapping

  • Sales / Project manager

    • view
    • pos new version

  • Direction

    • view
    • pos version approval

  • Finance / Billing

    • view
    • edit
    • mismatch cpos

  • Finance administrator

    • view
    • edit
    • pos new version
    • pos version approval
    • mismatch cpos

Troubleshooting access

  • If the Customer POs screen is missing from the menu, the view permission is missing.
  • If the Review modal opens but the Register invoice / Register payment buttons are not visible, the edit permission is missing (for ACTV CPOs) or the CPO is in APDR status (Register buttons are always hidden on APDR).
  • If the Finalize or Activate row actions are not visible, the edit permission is missing.
  • If Approve/Reject buttons are not visible inside the Review modal for an APDR CPO, the pos version approval permission is missing.
  • If Edit / Submit for approval / Cancel version are not visible on an INPG CPO, the pos new version permission is missing.
  • If the Review action is not visible on a MISM CPO, the mismatch cpos permission is missing.

For system-wide troubleshooting, see: Permissions & Access