Granting purchasing authorization permissions for projects - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

Authorize users to create requisitions and/or purchase orders for a specific project. If you add any authorized users to a project, no other users can create requisitions and/or purchase orders for the project.

If you do not add any authorized users to a project, any user with the appropriate group-level permissions can create requisitions and purchase orders for the project.

Select Approver to enable a user to approve purchase requisitions and purchase orders for the project. A user can only approve purchase requisitions and purchase orders for the project if you selected Approver for the user and if the user has the proper authorizations set on the Status Change Authorizations form. If you specify any authorized users as approvers for a project, no other users can approve requisitions and/or purchase orders for the project.

If you add authorized users to the project but do not select Approver for any of them, no users will be allowed to approve purchase requisitions or purchase orders for the project.

Additionally, if the user has been granted proper authorization on the Status Change Authorizations form, selecting Approver for a user also enables them to create, update, and delete budget code information on the Budgets tab of the Projects form.

Click Add Buyers to retrieve a list of all users set up as buyers for the organization of the project. All users set up as buyers are retrieved, each buyer is added to the User Authorization list, and Approver is automatically selected for each user. You can clear Approver for each user as necessary.

  1. Select Work > Projects Projects.

  2. Select the project for which to add authorized users, and then click the User Authorization tab.

  3. Click Add User.

  4. Specify this information:

    User - Specify the user to add as an authorized user for the project.

    Approver - Select to indicate that the authorized user can approve purchase requisitions and purchase orders for the project.

  5. Click Submit.