Skip to content

Purchase Orders — Permissions

Overview

This page documents the permissions used in the Purchase Orders module. Permissions determine which tabs a user can access and which actions are available.

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

Permissions by transaction

Permission Grants access to
view Access the /purchase-orders screen and all tabs. View any PO. Download documents.
edit Create POs (from Requisition Administration). Continue, Modify PO, Send email PO, Send email payment, Create new version, Cancel. Manage invoices and payments in the Review modal. Finalize (Finish) POs at PAID status.
management approval Approve or reject POs at APDR status (direction-level approval). Also grants Send email PO, Send email payment, Create new version, Modify PO, and Review actions.
finance approval Approve or reject POs at APFI status (finance-level approval). Also grants Send email PO, Send email payment, Create new version, Modify PO, and Review actions.
rating Rate the supplier on POs that originate from requisitions (not logistic plans).

Note

  • view alone grants read-only access — the user can browse all PO tabs but cannot perform any write actions.
  • edit, management approval, and finance approval each independently grant the Review action and the send-email / versioning actions. A user with any of these three permissions can send email and create new versions.
  • The Rate action requires edit OR rating. With only view, the Rate action is not shown.
  • Generate PDF requires no specific permission — it is available to any user with view when the PO has a PDF language configured and is not in INPG status.
Permission Module Grants access to
view Suppliers Catalog See credit lines. View all POs charged to a credit line.
edit Suppliers Catalog Pay a credit (register a credit payment).

Note

Credits tab permissions are controlled by the Suppliers Catalog module, not the Purchasing Orders module. A user with Purchasing Orders.view but no Suppliers Catalog permissions will still see the Credits tab but will have no row actions available.

Typical role mapping

  • Purchasing team member

    • view + edit

  • Finance approver

    • view + finance approval

  • Management/Direction approver

    • view + management approval

  • Supplier rater only (e.g., project manager)

    • view + rating

  • Read-only (e.g., requester checking status)

    • view

Troubleshooting access

  • If the Purchase Orders menu item is missing, the user is missing the view permission for the Purchasing Orders module.
  • If the Continue action is missing on a INPG PO, the user is missing the edit permission.
  • If the Approve / Reject buttons are missing in the Review modal on an APFI PO, the user is missing finance approval.
  • If the Approve / Reject buttons are missing in the Review modal on an APDR PO, the user is missing management approval.
  • If the Rate action is missing, the user needs either edit or rating permissions. Also confirm the PO does not originate from a logistic plan (logistic-origin POs cannot be rated).
  • If a PO has pdf_language = 'none', Generate PDF and Send email will not appear regardless of permissions.

For system-wide troubleshooting, see: Permissions & Access