Procurement - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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Smart Materials/Smart Reference Data Version
10.2

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.