This section defines all the privileges associated with the Procurement module.
Privilege |
Short Desc |
Description |
Page/Usage |
---|---|---|---|
ALLOW AWARDING |
Allow awarding |
Allows a user to assign positions of a quote to a supplier. Also, allows you to edit Include and Selected indicators on the Alternates/Options page. |
Inquiry > Inquiries Overview > Quote Summaries, > Quote Details > Alternate/Options. |
ALLOW CHG RLN DATE FIELDS |
Allow change dates |
Allows a user to change the date fields on Release Notes tab even after the approval. |
Expediting > Release Notes |
ALLOW INQUIRY APPROVAL |
Inquiry approval |
Allows a user to approve/reverse the inquiry using the Approve and Reverse Approval buttons or the Approval Sequence on the Inquiries Overview - Prepare RfQ page. |
Inquiry > Inquiries Overview > Prepare RFQ, Approval Sequence |
ALLOW RESUBMIT |
Allows resubmit |
Allows a user to resubmit a Request for Quotation (RFQ). Also, you can access the Reset button on the Quote Status page. |
Inquiries > Inquiries Overview > Quote Awarding > Quote Status |
ASSIGN BUYER |
Assign buyer |
Allows a user to assign buyers on the Inquiry > Requisition Workload page. Also, allows a user to see all agreements on the Agreements pages, independent of the assigned buyer. Users without this privilege can only access their own agreements. |
Inquiry > Requisition Workload |
ASSIGN EXPEDITER |
Allow to assign expediters |
Allows a user to assign expediters if the project default ZX_PRIVREQ is set to Y. If ZX_PRIVREQ is set to N (this is the default), you can assign expediters to agreements without this privilege. |
Agreements Overview > Agreement Details, Expediting |
ASSIGN INVOICE OWNER |
Assign invoice owner |
Allows a user to assign other users as invoice owners on Agreements pages. |
Procurement > Agreements. |
BO APPROVAL |
BO approval |
Allows a user to approve a blanket order on the Agreements Overview > Agreement Details page. |
Agreements > Agreements Overview > Agreement Details. |
BUYER |
Buyer |
Only users with this privilege can be assigned as buyer to a requisition on the Inquiry > Requisition Workload page. With this privilege, a user can view and modify all inquiries and agreements to which he is assigned as buyer. |
Inquiry > Requisition Workload, Inquiry > Inquiries Overview, Agreement > Agreements Overview. |
CHANGE SUPPLIER |
Update supplier allowed |
Allows a user to update the supplier of the agreement that was created from a bid evaluation. For additional prerequisites see Procurement > Agreement help. |
Procurement > Agreements. |
EXPEDITER |
Allow expediting |
Only users with this privilege can be assigned to agreements as expediter. |
Agreements Overview > Agreement Details, Expediting. |
NOC APPROVAL |
NOC approval |
Allows a user to approve Notices of Commitment (NOC) using Approve button or Approval Sequence on Procurement > Agreement > Agreements Overview > Agreement Details page. |
Agreements > Agreements Overview > Agreement Details. |
PO APPROVAL |
PO approval |
Allows a user to approve Purchase Order (PO) using Approve button or Approval Sequence on Procurement > Agreement > Agreements Overview > Agreement Details page. |
Agreements > Agreements Overview > Agreement Details. |
PROCESS ERP AGREEMENTS/REQS |
ERP agreements/reqs |
Allows the maintenance of agreements controlled by an ERP (Enterprise Resource Planning) system. |
Agreements > Agreements Overview. |
SM APPROVAL |
SM approval |
Allows a user to approve a subcontract on the Procurement > Agreements > Maintain Agreements page. |
Agreements > Agreements Overview > Agreement Details. |
TECHNICAL EVALUATION |
Technical evaluation |
Allows a user to perform the technical evaluation in the procurement process. |
Inquiry > Inquiries Overview > Quote Awarding > Technical Evaluation. |
TECHNICAL ASSESSOR |
Technical assessor |
Allows a user to assess technical evaluation checklist. |
Inquiry > Inquiries Overview > Quote Awarding > Technical Evaluation. |
TRAFFIC |
Allow traffic |
Allows a user to act as a responsible person for the traffic part of a Purchase Order (PO) or a Notice of Commitment (NOC) on the Procurement > Agreements pages. |
Agreements > Agreements Overview. |
UNLOCK AGREEMENT |
Unlock RFA |
If you are using advanced approval (project default ZP_ADV_APP is set to Y), the agreement and its details is locked on selecting Ready for Approval on the Agreement Details page. Only users with this privilege can unlock the agreement by clearing Ready For Approval, if project default ZP_STR_RFA is set to Y and you are not the assigned buyer of the agreement. |
Agreements > Agreements Overview > Agreement Details. |
UPDATE REQ COMPLETE INDICATOR |
Update Req Comp |
Allows a user (when your role is configured accordingly) to set the Agreement Status to Complete for a requisition in the Inquiry > Requisition Workload page. While using this privilege, you must be very careful as marking a requisition as being purchased completely makes it unavailable for further purchasing. |
Inquiry > Requisition Workload. |
VENDOR PROGRESS APPROVAL |
VP approval |
Allows a user to approve the vendor progress or reverse the approval on the Expediting > Order Reference page. |
Expediting > Order Reference. |