Sales Representative
Maintains customer relationships, leads, opportunities and offers, and prepares orders for review. Pipeline progress helps the team understand a possibility; it does not release production or recognize revenue.
Roles and permissions
Give sales, production, quality and finance clear responsibilities.
Customer commitments, production work and financial decisions need clear owners. Manufacturing ERP & CRM uses each person’s current role, entity and operating scope when they act. Preparing the work does not supply its independent approval, even when one person holds several roles.
Permissions
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | Sales Representative | Sales Manager | Purchasing Manager | Production Planner | Production Manager | Shop Floor Supervisor | Operator | Quality Inspector | Warehouse Operator | Warehouse Manager | Accountant | Finance Manager |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| master | ||||||||||||
ContactPersons | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Suppliers | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
StandardCosts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policies |
PostingProfiles | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policies |
Warehouses | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Warehouses, Locations, StockTransfers and InventoryCounts | —No table-specific permission stated | —No table-specific permission stated |
Locations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Warehouses, Locations, StockTransfers and InventoryCounts | —No table-specific permission stated | —No table-specific permission stated |
QuoteLines | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RequisitionLines | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
GoodsReceiptLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage assigned draft GoodsReceipts and GoodsReceiptLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CountLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record DeliveryConfirmations, blind CountLines and actual authorized returned custody | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
WorkOrderOperations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage assigned WorkOrderOperations and feasible sequence within released scope | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BillLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
RevaluationLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
WorkCenterRates | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policies |
MRPPeggings | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
InspectionResults | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record QualityInspections and InspectionResults within competence and subject scope | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| transaction | ||||||||||||
MasterChanges | —No table-specific permission stated | Specific actions: Approve commercial QuoteException and MasterChanges within reviewed finite scope | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve technical EngineeringChangeOrders and MasterChanges for product/BOM/routing/calendar/capability | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policies |
CloseTasks | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
Quotes | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
SalesOrders | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | Specific actions: Approve SalesOrders independently of preparer/material editors after actual customer acceptance and credit checks | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Requisitions | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PurchaseOrders | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
GoodsReceipts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage assigned draft GoodsReceipts and GoodsReceiptLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BillMatches | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
StockTransfers | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Warehouses, Locations, StockTransfers and InventoryCounts | —No table-specific permission stated | —No table-specific permission stated |
InventoryCounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Warehouses, Locations, StockTransfers and InventoryCounts | —No table-specific permission stated | —No table-specific permission stated |
DeliveryConfirmations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record DeliveryConfirmations, blind CountLines and actual authorized returned custody | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ProductionEntries | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record draft ProductionEntries and actual ProductionFlows | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Bills | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
BankStatementLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
CashReceipts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
CashApplications | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
FinanceCorrections | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve credit exceptions, above-limit purchasing, bill exceptions, payment releases, refunds and FinanceCorrections |
RevaluationRuns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | Specific actions: Approve nonzero completion variance, remaining production-close residuals, count value exceptions, protected journals, RevaluationRuns and period close/reopen |
Leads | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
LeadConversions | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Opportunities | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Activities | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
EngineeringChangeOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve technical EngineeringChangeOrders and MasterChanges for product/BOM/routing/calendar/capability | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CostRollups | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policies |
ProductionForecasts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptions | Specific actions: Approve ProductionForecasts, PlanningApproval and ProductionRelease independently of planners/preparers/material editors | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MRPRuns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DemandRequirements | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PlannedOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MRPExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ProductionFlows | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record draft ProductionEntries and actual ProductionFlows | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QualityInspections | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record QualityInspections and InspectionResults within competence and subject scope | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
NonConformanceReports | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record observations and immediately raise restrictive QualityHolds or NonConformanceReports | Specific actions: Place and review QualityHolds and NonConformanceReports | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QualityHolds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record observations and immediately raise restrictive QualityHolds or NonConformanceReports | Specific actions: Place and review QualityHolds and NonConformanceReports | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QualityDispositions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve QualityDispositions independently of physical producer/receiver, proposed disposition preparer/material editors and criteria editors | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| finance | ||||||||||||
Accounts | Manage / maintain: Manage scoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Invoices | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
InvoiceLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
PaymentRuns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
Payments | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
PaymentAllocations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
JournalEntries | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
- Sales RepresentativeRecord actual customer acceptance and communication preference evidenceSubmit price/margin exceptions and commercial amendmentsView assigned customer delivery and collection summariesCannot approve own or other sales orders, waive credit, firm manufacturing forecasts, change technical/cost policy, issue stock or approve invoices/credits
- Sales ManagerReview lead conversion conflicts and opportunity close/reopen evidenceApprove customer-required technical/commercial deviations only with actual customer acceptance and separate Production Manager and Quality Inspector decisionsCannot replace finance credit/invoice authority or turn pipeline estimates into firm manufacturing demand
- Purchasing ManagerApprove another actual person's purchase request within reviewed finite entity authority, otherwise escalate to Finance ManagerPrepare supplier change/return and bill variance evidenceView receipts/matches without confirming own physical receipt
- Production PlannerPropose reschedules and shortages for affected ownersCannot activate own technical changes, firm own forecast, release own work order, remove quality holds or alter actual stock/WIP/costs
- Production ManagerReview feasible capacity, shortages and open-work dispositionApprove technical rework/deviation scope with separate required quality/customer/finance decisionsCannot activate financial rates/standards, waive required quality release or approve own requests
- Shop Floor SupervisorView authorized production/cost summaries needed for reviewCannot substitute its acceptance for Quality Inspector release, Finance Manager nonzero variance approval or Production Manager engineering/work-order releaseCannot approve its own physical work
- OperatorView released instructions and assigned product/lot/serial quantities without unrestricted rates or marginsExecute authorized traced material issue/unused return under released work scope and physical eligibilityCannot accept own time/output, release holds, alter BOM/rate/quantity scope, post arbitrary WIP or approve production/financial decisions
- Quality InspectorIndependently approve another person's criteria changesRequire separate technical/customer/finance decisions for rework, deviation, scrap or creditsCannot create finished quantity, alter carrying value, waive customer specifications or self-approve a prepared dispositionA second eligible actual inspector is required when preparation and review identities overlap
- Warehouse OperatorExecute guarded approved stock transfers, picks and dispatchView quantity/location/lot/serial instructions without unrestricted costs, margins or beneficiary detailsCannot release quality holds, accept own count adjustment, approve orders/invoices or directly edit balances
- Warehouse ManagerApprove independent StockRelease, TransferApproval, CountAdjustment, ReturnAuthorization, ReturnDisposition and ShipmentRelease within declared scopeVerify current lot/serial claims and required quality release before shipmentReview physical receipt/return/count/closure evidence and request Finance Manager value exceptionsView reviewed cost summaries needed for its decisionsCannot override quality restrictions, activate engineering versions, release production work or approve its own physical observations
- AccountantExecute exact independently Finance Manager-approved invoice/credit/journal/revaluation effects without changing signed scopePost fully matched within-policy bills and confirmed routine cash allocations through source checksView purpose-limited authorized finance/cost/beneficiary evidenceCannot approve own invoices/credits, release payments/refunds or directly journal around subledger controls
- Finance ManagerApprove every invoice and credit-note revision independently of all preparers/material editorsCannot approve own prepared/materially edited request or satisfy two independent decisions with the same actual person
The team behind the work
13 rulesSales Manager
Independently approves the accepted order and its commercial terms. Reviews material changes and the applicable pricing decisions, while required credit exceptions retain their Finance Manager decision.
Purchasing Manager
Prepares supply requests and purchase commitments, follows remaining supply and resolves commercial receipt or bill issues. Purchase approval follows finite authority and actual-person independence; physical receiving has its own accountable person.
Production Planner
Prepares product demand, material requirements and proposed work using the approved technical basis. Reviews shortages and scheduling constraints without turning unaccepted pipeline estimates into firm production demand.
Production Manager
Independently reviews engineering changes, technical versions and work-order release. Keeps the approved instructions and remaining-work decisions clear without replacing quality release or financial cost approval.
Shop Floor Supervisor
Coordinates operation work and independently accepts time, operation results and terminal output within the assigned scope. Required quality and financial decisions remain separate conditions for releasing the resulting goods and value.
Operator
Performs assigned production work and records actual time, material use and results. Intermediate operation progress, scrap and finished output remain distinct; the producing or recording person cannot approve their own required independent acceptance.
Quality Inspector
Records and independently reviews the required inspection evidence and scoped quality decisions. A partial acceptance or first-article release covers its defined goods and purpose, without releasing an entire job by implication.
Warehouse Operator
Records assigned receiving, picking, movement and shipment work. Actual quantities and custody follow approved instructions. The receiver must remain independent of the relevant purchasing preparation and commercial approval.
Warehouse Manager
Coordinates stock, transfers, counts and shipment control within the authorized warehouse scope. Reviews operational adjustments and exceptions, with separate finance decisions where cost or value requires them.
Accountant
Prepares invoices, bills, cash applications and reconciliations using eligible source records. A prepared payment or outgoing message is different from confirmed settlement; financial approvals stay with the designated independent reviewer.
Finance Manager
Independently approves every invoice and credit revision, required production variance and other protected financial decisions. Reviews costs, payment release, corrections and period work without approving their own preparation or rewriting posted history.
Admin
Configures identity, technical settings and scoped integrations. Administrative access does not make the person a commercial, production, quality or financial approver and cannot silently grant that authority to a service.
The roles
Sales Representative
Owns assigned customer relationships, qualification, offers and proposed customer commitments.
Permissions and screens
Managescoped Leads, LeadConversions, Accounts prospect details, ContactPersons, Activities, Opportunities, Quotes, QuoteLines and draft SalesOrdersRecordactual customer acceptance and communication preference evidenceSubmitprice/margin exceptions and commercial amendmentsViewassigned customer delivery and collection summariesCannotapprove own or other sales orders, waive credit, firm manufacturing forecasts, change technical/cost policy, issue stock or approve invoices/credits
Younext 7 days
- ACT-13136 · Planned act-789ACC-11017 SepPlanned
- ACT-75141 · InProgress act-950ACC-12014 SepInProgress
- ACT-61525 · Completed act-171ACC-12017 SepCompleted
- ACT-93374 · Cancelled act-222ACC-11018 SepFailed
- ACT-22433 · Failed act-537ACC-14024 SepPlanned
Sales Manager
Independently accepts customer orders and controls commercial exceptions and forecast review.
Permissions and screens
ApproveSalesOrders independently of preparer/material editors after actual customer acceptance and credit checksApprovecommercial QuoteException and MasterChanges within reviewed finite scopeReviewlead conversion conflicts and opportunity close/reopen evidenceLockSalesForecasts independently of preparer/material editorsApprovecustomer-required technical/commercial deviations only with actual customer acceptance and separate Production Manager and Quality Inspector decisionsCannotreplace finance credit/invoice authority or turn pipeline estimates into firm manufacturing demand
Younext 7 days
- ACT-13136 · Planned act-789ACC-11017 SepPlanned
- ACT-75141 · InProgress act-950ACC-12014 SepInProgress
- ACT-61525 · Completed act-171ACC-12017 SepCompleted
- ACT-93374 · Cancelled act-222ACC-11018 SepFailed
- ACT-22433 · Failed act-537ACC-14024 SepPlanned
Purchasing Manager
Prepares supplier commitments and resolves commercial supply issues.
Permissions and screens
ManageSuppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLinesIndependentlyapprove supplier commercial activation MasterChanges excluding supplier preparer/material editors and without bypassing required qualification or separate Finance Manager beneficiary/financial approvalApproveanother actual person's purchase request within reviewed finite entity authority, otherwise escalate to Finance ManagerConvertreviewed Buy PlannedOrders into bounded draft supplyPreparesupplier change/return and bill variance evidenceViewreceipts/matches without confirming own physical receiptCannotapprove own PO, accept own procurement receipt, release payments or change technical material specifications without engineering review
StatusProposedReviewedFirmedPartiallyConverted
- WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
- WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
- WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
- WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
- WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
- WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
Production Planner
Prepares engineering, material requirements and feasible production plans against approved demand.
Permissions and screens
PrepareBOMs, BOMComponents, Routings, RoutingOperations, EngineeringChangeOrders, Calendars, WorkCenterLoads and CostRollupsManagedraft ProductionForecasts, MRPRuns, DemandRequirements, PlannedOrders, MRPPeggings and MRPExceptionsPrepareWorkOrders, material and operation schedules using approved versionsProposereschedules and shortages for affected ownersCannotactivate own technical changes, firm own forecast, release own work order, remove quality holds or alter actual stock/WIP/costs
StatusProposedReviewedFirmedPartiallyConverted
- WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
- WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
- WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
- WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
- WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
- WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
Production Manager
Independently controls technical versions, approved manufacturing demand and production release.
Permissions and screens
Approvetechnical EngineeringChangeOrders and MasterChanges for product/BOM/routing/calendar/capabilityApproveProductionForecasts, PlanningApproval and ProductionRelease independently of planners/preparers/material editorsReviewfeasible capacity, shortages and open-work dispositionApprovetechnical rework/deviation scope with separate required quality/customer/finance decisionsIndependentlyapprove production quantity/obligation closure through WorkOrders.CloseDecision, excluding closure preparer/material editorsCannotactivate financial rates/standards, waive required quality release or approve own requests
StatusProposedReviewedFirmedPartiallyConverted
- WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
- WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
- WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
- WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
- WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
- WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
Shop Floor Supervisor
Coordinates assigned work and independently confirms actual operation/time and terminal completion evidence.
Permissions and screens
Manageassigned WorkOrderOperations and feasible sequence within released scopeIndependentlyaccept ProductionEntries including actual person-hours and machine-hours, excluding producer/recorder/material editorIndependentlyconfirm bounded ProductionCompletions against unused terminal output and required QualityDispositionsExecutethe exact fully approved ProductionCompletions stock/WIP effect after required Quality Inspector and Finance Manager decisions, without changing frozen scopeCoordinateProductionFlows and remaining material/output obligationsViewauthorized production/cost summaries needed for reviewCannotsubstitute its acceptance for Quality Inspector release, Finance Manager nonzero variance approval or Production Manager engineering/work-order releaseCannotapprove its own physical work
StatusReadyInProgressException
- WC-110: WO-80979, 16 Sep to 18 Sep, Ready
- WC-110: WO-51945, 11 Sep to 15 Sep, InProgress
- WC-120: WO-18405, 22 Sep to 27 Sep, Exception
- WC-140: WO-12649, 05 Sep to 13 Sep, Ready
- WC-110: WO-28608, 15 Sep to 18 Sep, InProgress
- WC-150: WO-63281, 25 Sep to 04 Oct, Exception
Operator
Records actual assigned shop-floor work, material handling and work-in-process transfers.
Permissions and screens
Viewreleased instructions and assigned product/lot/serial quantities without unrestricted rates or marginsRecorddraft ProductionEntries and actual ProductionFlowsExecuteauthorized traced material issue/unused return under released work scope and physical eligibilityRecordobservations and immediately raise restrictive QualityHolds or NonConformanceReportsCannotaccept own time/output, release holds, alter BOM/rate/quantity scope, post arbitrary WIP or approve production/financial decisions
StatusReadyInProgressException
- WC-110: WO-80979, 16 Sep to 18 Sep, Ready
- WC-110: WO-51945, 11 Sep to 15 Sep, InProgress
- WC-120: WO-18405, 22 Sep to 27 Sep, Exception
- WC-140: WO-12649, 05 Sep to 13 Sep, Ready
- WC-110: WO-28608, 15 Sep to 18 Sep, InProgress
- WC-150: WO-63281, 25 Sep to 04 Oct, Exception
Quality Inspector
Owns actual inspection evidence and independent release of exact incoming, in-process and finished scope.
Permissions and screens
PrepareInspectionPlans and InspectionCharacteristicsIndependentlyapprove another person's criteria changesRecordQualityInspections and InspectionResults within competence and subject scopeApproveQualityDispositions independently of physical producer/receiver, proposed disposition preparer/material editors and criteria editorsPlaceand review QualityHolds and NonConformanceReportsRequireseparate technical/customer/finance decisions for rework, deviation, scrap or creditsCannotcreate finished quantity, alter carrying value, waive customer specifications or self-approve a prepared dispositionAsecond eligible actual inspector is required when preparation and review identities overlap
StatusArrivedPendingReview
Warehouse Operator
Records independent physical receiving, stock moves, picks, dispatch and returns.
Permissions and screens
Manageassigned draft GoodsReceipts and GoodsReceiptLinesConfirmactual ReceiptAcceptances independently of buyer/commercial approver and after required quality/cost reviewExecuteguarded approved stock transfers, picks and dispatchRecordDeliveryConfirmations, blind CountLines and actual authorized returned custodyViewquantity/location/lot/serial instructions without unrestricted costs, margins or beneficiary detailsCannotrelease quality holds, accept own count adjustment, approve orders/invoices or directly edit balances
StatusArrivedPendingReview
Warehouse Manager
Controls warehouse eligibility, stock transfers, counts and shipment readiness.
Permissions and screens
ManageWarehouses, Locations, StockTransfers and InventoryCountsApproveindependent StockRelease, TransferApproval, CountAdjustment, ReturnAuthorization, ReturnDisposition and ShipmentRelease within declared scopeVerifycurrent lot/serial claims and required quality release before shipmentReviewphysical receipt/return/count/closure evidence and request Finance Manager value exceptionsViewreviewed cost summaries needed for its decisionsCannotoverride quality restrictions, activate engineering versions, release production work or approve its own physical observations
PendingReview
- IC-20986 WRH-110 in 3 d
- IC-37146 WRH-130 11 d
- IC-64444 WRH-110 in 4 d
- IC-13530 WRH-110 10 d
- IC-30872 WRH-130 2 d
IC-20986
- Warehouse
- WRH-110
- PlannedStart
- 20 Sep
- PlannedEnd
- 24 Sep
- Counter
- BD
- Policy
- MP-47578
Approval conditions.
Accountant
Prepares each entity's local invoices, bills, journals, reconciliations and guarded cash allocations.
Permissions and screens
Managedraft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocationsExecuteexact independently Finance Manager-approved invoice/credit/journal/revaluation effects without changing signed scopePostfully matched within-policy bills and confirmed routine cash allocations through source checksPrepareCreditApplications, Refunds and FinanceCorrections for independent reviewManageBankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasksViewpurpose-limited authorized finance/cost/beneficiary evidenceCannotapprove own invoices/credits, release payments/refunds or directly journal around subledger controls
StatusOpenInProgressReviewRequired
Finance Manager
Independently controls credit, valuation, payments and financial close in each entity.
Permissions and screens
Approveevery invoice and credit-note revision independently of all preparers/material editorsApprovecredit exceptions, above-limit purchasing, bill exceptions, payment releases, refunds and FinanceCorrectionsApprovefinancial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policiesApprovenonzero completion variance, remaining production-close residuals, count value exceptions, protected journals, RevaluationRuns and period close/reopenActivatereconciled MigrationBatches with independent operational evidenceCannotapprove own prepared/materially edited request or satisfy two independent decisions with the same actual person
Submitted
- PO-75489 VND-142 330 6 d
- PO-24700 VND-141 770 11 d
- PO-31740 VND-199 920 4 d
- PO-16772 VND-073 610 5 d
- PO-29347 VND-136 70 4 d
PO-75489
- Supplier
- VND-142
- OrderDate
- 11 Sep
- CurrentTotal
- 150
- ApprovalBasis
- 330
- Status
- Submitted
Another eligible Purchasing Manager within reviewed finite authority, or Finance Manager above it, approves the exact entity/currency commitment; no person approves their own PO.
How permissions work
- Scope follows the work. Entity, warehouse and production responsibilities continue through screens, reports, exports and connected actions. Shared products or sites do not merge stock ownership or company ledgers.
- Approval follows the reviewed revision. Retain the actual signer and the content they reviewed. Material changes require the applicable renewed decision; another account belonging to the same person does not provide independence.
- Sensitive fields stay protected. Sales, production and warehouse access does not automatically include unrestricted margins, costs, banking details or financial adjustments. Summaries and assistants retain those restrictions.
- Actual events have their own evidence. A sales stage, release instruction or approved document cannot stand in for completed production, quality acceptance, shipment or bank settlement.
ERP•AI workspace
Start now Manufacturing ERP & CRM
Create your ERP.AI account and get started with Proto.