Estimator
Prepares project estimates, component assumptions and customer proposals. Preserves the offered revision and resolves missing quantities or rates before commercial review.
Roles and permissions
Give commercial, project, site and finance teams clear responsibilities.
Construction ERP connects the people who price work, deliver it and account for the result. Each role has a defined part in preparing records, establishing facts or reviewing a decision. Company, project and sensitive financial access remain explicit throughout the flow.
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 | Estimator | Commercial Manager | Project Manager | Site Supervisor | Project Worker | Warehouse Operator | Warehouse Manager | Purchasing Manager | Production Manager | Production Operator | Accountant | Finance Manager |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| master | ||||||||||||
ContactPersons | Manage / maintain: Manage assigned Accounts and ContactPersons commercial details | —No 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 | —No 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 Suppliers commercial activation independently excluding preparers/editors | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
InventoryPositions | —No 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 InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/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 |
BOMs | —No 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 BOMs, ProductionRoutings and WorkOrders release independently with frozen standards/rates | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ProductionRoutings | —No 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 BOMs, ProductionRoutings and WorkOrders release independently with frozen standards/rates | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Projects | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve Projects operational closure independently | —No 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 |
PerformanceAllocations | —No 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 PerformanceAllocations, ProjectContracts accounting-unit classification, RevenueAssessments, RetentionMovements release and AdvanceAllocations actions |
ProjectBudgets | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve ProjectBudgets, ProjectForecasts and ProjectChanges technical scope independently, with required additional Finance Manager authority | —No 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 |
ProjectForecasts | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve ProjectBudgets, ProjectForecasts and ProjectChanges technical scope independently, with required additional Finance Manager authority | —No 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 |
RevenueAssessments | —No 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 PerformanceAllocations, ProjectContracts accounting-unit classification, RevenueAssessments, RetentionMovements release and AdvanceAllocations actions |
RetentionMovements | —No 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 PerformanceAllocations, ProjectContracts accounting-unit classification, RevenueAssessments, RetentionMovements release and AdvanceAllocations actions |
AdvanceAllocations | —No 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 PerformanceAllocations, ProjectContracts accounting-unit classification, RevenueAssessments, RetentionMovements release and AdvanceAllocations actions |
| transaction | ||||||||||||
SalesOrders | —No table-specific permission stated | Specific actions: Approve SalesOrders and ProjectContracts acceptance revisions independently after actual customer agreement, using separate decisions or one explicitly joint snapshot | —No 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 |
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 | Specific actions: Record GoodsReceipts independently of buyer/approver and confirm ReceiptAcceptances after condition/cost evidence | —No 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 |
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 | Specific actions: Approve InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/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 |
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 | Specific actions: Approve InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/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 |
Shipments | —No 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 InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/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 |
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 | Specific actions: Record DeliveryConfirmations, blind counts and authorized return custody | —No 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 |
WorkOrders | —No 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 BOMs, ProductionRoutings and WorkOrders release independently with frozen standards/rates; Approve WorkOrders mandatory quantity CloseDecision independently | —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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record draft ProductionEntries with actual producer, intervals and good/scrap/held/unfinished scope | —No table-specific permission stated | —No table-specific permission stated |
Returns | —No 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 InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/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 |
ReturnDispositions | —No 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 InventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/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 |
Refunds | —No 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 Invoices every invoice and credit, Refunds, credit/bill exceptions, PaymentRuns release and FinanceCorrections |
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 Invoices every invoice and credit, Refunds, credit/bill exceptions, PaymentRuns release and FinanceCorrections |
ReceiptAcceptances | —No 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 GoodsReceipts independently of buyer/approver and confirm ReceiptAcceptances after condition/cost evidence | —No 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 |
ProjectContracts | —No table-specific permission stated | Specific actions: Approve SalesOrders and ProjectContracts acceptance revisions independently after actual customer agreement, using separate decisions or one explicitly joint snapshot | —No 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 PerformanceAllocations, ProjectContracts accounting-unit classification, RevenueAssessments, RetentionMovements release and AdvanceAllocations actions |
ProjectChanges | —No table-specific permission stated | Specific actions: Approve commercial ProjectChanges and ProgressApplications after required technical review | Specific actions: Approve ProjectBudgets, ProjectForecasts and ProjectChanges technical scope independently, with required additional Finance Manager authority | —No 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 |
ProjectWorkLogs | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record draft ProjectWorkLogs, actual labor/equipment intervals, quantities and material-usage requests with actual performer | —No 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 |
ProgressApplications | —No table-specific permission stated | Specific actions: Approve commercial ProjectChanges and ProgressApplications after required technical review | —No 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 |
| finance | ||||||||||||
Accounts | Manage / maintain: Manage assigned Accounts and ContactPersons commercial details | —No 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 | —No table-specific permission stated | Specific actions: Approve Invoices every invoice and credit, Refunds, credit/bill exceptions, PaymentRuns release and FinanceCorrections |
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 | —No table-specific permission stated | Specific actions: Approve Invoices every invoice and credit, Refunds, credit/bill exceptions, PaymentRuns release and FinanceCorrections |
- EstimatorRecord actual customer agreement and prepare SalesOrders/ProjectContractsPrepare separately priced replacements and customer return requestsView assigned scope and authorized cost summariesCannot approve own offers/exceptions, orders/contracts, change frozen accepted prices, authorize returns or post invoices/cash/refunds
- Commercial ManagerApprove QuoteException and customer/pricing changes within finite authorityCannot use quote approval as order authority, certify on behalf of an external customer, approve own preparations/material edits or substitute commercial approval for Finance Manager invoice/recognition decisions
- Project ManagerTechnically review internal cost allocations and progress applicationsCannot self-approve, treat customer certification as revenue authority, waive financial budget caps or close surviving financial obligations
- Site SupervisorRecord site material/condition evidence and draft subcontract acceptance/progress observationsRaise restrictive safety/condition holdsView assigned project instructions and quantity summariesCannot approve own work, activate commercial/financial commitments, issue customer certification or authorize invoices/paymentsSupplier work acceptance requires Project Manager approval in addition to factual site evidence
- Project WorkerView assigned project/site instructions and approved resource scopeReport exceptionsCannot accept own or others' work, select unapproved rates, post arbitrary expense, consume unreserved stock or view unrestricted bank/margin data
- Warehouse OperatorExecute approved transfers, picks, site moves and actual customer handover/carrier dispatchRaise restrictive holdsCannot release holds, approve own counts/returns, change costs, approve commitments or post invoice/refund decisions
- Warehouse ManagerManage warehouses/locations, transfer/count plans and requirements availabilityReview job consumption/recovery source eligibility with Site Supervisor acceptanceExecute fully approved stock adjustmentsObtain additional Finance Manager approval for found, identity-changing, held, reserved, ownership-changing or above-value scopeCannot waive financial or commercial gates or turn a site transfer into job expense
- Purchasing ManagerApprove another person's procurement commitment within finite entity/currency/project authority, otherwise Finance Manager approval is requiredPrepare supplier return and bill-match evidenceCannot receive own purchases, accept own subcontract performance, change protected beneficiaries without Finance Manager approval or release cash
- Production ManagerExecute only fully approved completion after required Finance Manager variance approvalCannot activate financial rates, approve own work or substitute technical close for additional Finance Manager residual approval
- Production OperatorView assigned frozen instructions and quantity facts without unrestricted ratesExecute authorized staging, issue and eligible unused material returnRaise restrictive exceptionsCannot accept own work, release orders or post arbitrary WIP/terminal output or close work
- AccountantRecord actual bank/cash facts and routine eligible receipt/application under approved policyExecute only required independently approved posting and reconcile journals/subledgersPrepare revaluation, resource clearing, period/project financial close and migration evidenceCannot approve own invoice/credit, recognition, refunds, protected corrections, financial policy or release of held/uncertain funds
- Finance ManagerApprove financial budget caps and above-limit procurement/changesApprove financial cost/rate/tax/bank/authority masters, resource reconciliation and protected project cost correctionsApprove nonzero completion variance and additional residual WIP close, protected stock value decisions, journals, revaluation, period close/reopen, financial project/contract close and reconciled migrationCannot approve own preparation/material edits or satisfy independence through a second account/role of the same person
Working together
13 rulesCommercial Manager
Independently reviews accepted commercial scope, contract changes and sales-order revisions. Keeps the customer's agreement distinct from internal project preparation and factual site acceptance.
Project Manager
Coordinates project scope, approved budgets, delivery and forecasts. Reviews the relevant technical and project decisions with the work already performed and the remaining commitment visible.
Site Supervisor
Establishes independent field acceptance of reported work, effort and relevant site evidence. Acceptance records what happened; commercial and financial decisions retain their own owners.
Project Worker
Records assigned field work and actual effort against the right project and cost code. Submitted time or usage remains separate from the required acceptance and valuation.
Purchasing Manager
Prepares supply and subcontract commitments, follows agreed terms and resolves delivery or matching differences. Required independent authorization remains bound to the exact revision and cumulative scope.
Warehouse Operator
Records physical receiving, movement, picking, handover and returns in the assigned locations. Actual events retain their dates, quantities, units and stock identity.
Warehouse Manager
Reviews stock availability and designated inventory decisions. Keeps material custody, ownership, claims and current quantity or value differences visible.
Production Manager
Coordinates approved recipes, routing, released work and independent output or closure decisions. Material authorship and actual production remain excluded from the corresponding independent review.
Production Operator
Performs assigned prefabrication and records actual material, effort and results. Intermediate progress and rework stay linked to the released work.
Accountant
Prepares eligible bills, invoices, revenue schedules, allocations and reconciliations. Keeps accepted work, billed scope, retention, advances and actual cash connected to their sources.
Finance Manager
Independently reviews invoices, credits, financial adjustments, valuation and recognition decisions. Reviews close using the relevant cost, contract and company balances.
Admin
Maintains technical identity, restricted configuration and connections. Business approval authority and sensitive data access remain separately assigned.
The roles
Estimator
Prepares customer offers and accepted-scope requests using actual commercial evidence.
Permissions and screens
Manageassigned Accounts and ContactPersons commercial detailsPrepareQuotes, QuoteLines and EstimateComponents with complete assumptionsRecordactual customer agreement and prepare SalesOrders/ProjectContractsPrepareseparately priced replacements and customer return requestsViewassigned scope and authorized cost summariesCannotapprove own offers/exceptions, orders/contracts, change frozen accepted prices, authorize returns or post invoices/cash/refunds
StatusDraftSentAcceptednext 7 days
Commercial Manager
Independently accepts customer commitments and commercially reviews applications for payment.
Permissions and screens
ApproveQuoteException and customer/pricing changes within finite authorityApproveSalesOrders and ProjectContracts acceptance revisions independently after actual customer agreement, using separate decisions or one explicitly joint snapshotApprovecommercial ProjectChanges and ProgressApplications after required technical reviewCannotuse quote approval as order authority, certify on behalf of an external customer, approve own preparations/material edits or substitute commercial approval for Finance Manager invoice/recognition decisions
Submitted
- SO-68800 ACC-120
- SO-56702 ACC-130
- SO-11093 ACC-130
- SO-31737 ACC-130
- SO-66697 ACC-150
SO-68800
- Account
- ACC-120
- Contract
- PC-89285
- NetTotal
- 270
- CreditReview
- CR-55200
- Snapshot
- DR-39125
Approval waits for the commercial manager.
Project Manager
Controls project scope, technical budgets, forecasts and independent accepted work.
Permissions and screens
PrepareProjects, sites/cost codes, budgets/forecasts, requirements, subcontracts and progress applicationsApproveProjectBudgets, ProjectForecasts and ProjectChanges technical scope independently, with required additional Finance Manager authorityAcceptSubcontractAcceptances independently excluding recorder, performer and material/commercial preparersTechnicallyreview internal cost allocations and progress applicationsReviewProgressCertificates actual external evidence independentlyReviewperformance evidence for RevenueAssessmentsApproveProjects operational closure independentlyCannotself-approve, treat customer certification as revenue authority, waive financial budget caps or close surviving financial obligations
PendingApproval
- PB-21157 PRJ-8420 7 d
- PB-33852 PRJ-9728 8 d
- PB-17705 PRJ-3861 4 d
- PB-51786 PRJ-6797 7 d
- PB-64487 PRJ-8582 12 d
PB-21157
- Project
- PRJ-8420
- Kind
- Original
- Currency
- CRR-8908
- EffectiveDate
- 10 Sep
- Snapshot
- DR-18418
Approval waits for the finance manager.
Site Supervisor
Records site facts and independently accepts actual internal field work.
Permissions and screens
Recordsite material/condition evidence and draft subcontract acceptance/progress observationsAcceptProjectWorkLogs and ProjectMaterialUsages independently after actual evidence, excluding performer, recorder and material editorsRaiserestrictive safety/condition holdsViewassigned project instructions and quantity summariesCannotapprove own work, activate commercial/financial commitments, issue customer certification or authorize invoices/paymentsSupplierwork acceptance requires Project Manager approval in addition to factual site evidence
YouStatusDraftRunningSubmittedRejected
Project Worker
Performs assigned field work and records actual quantities and effort.
Permissions and screens
Viewassigned project/site instructions and approved resource scopeRecorddraft ProjectWorkLogs, actual labor/equipment intervals, quantities and material-usage requests with actual performerReportexceptionsCannotaccept own or others' work, select unapproved rates, post arbitrary expense, consume unreserved stock or view unrestricted bank/margin data
YouStatusDraftRunningSubmittedRejected
Warehouse Operator
Records physical receiving and executes approved material custody and goods delivery.
Permissions and screens
RecordGoodsReceipts independently of buyer/approver and confirm ReceiptAcceptances after condition/cost evidenceExecuteapproved transfers, picks, site moves and actual customer handover/carrier dispatchRecordDeliveryConfirmations, blind counts and authorized return custodyExecuteexact accepted ProjectMaterialUsages stock posting with required independent site/stock/finance conditionsRaiserestrictive holdsCannotrelease holds, approve own counts/returns, change costs, approve commitments or post invoice/refund decisions
StatusActiveBlocked
Warehouse Manager
Controls physical stock, location eligibility and independent stock exceptions.
Permissions and screens
Managewarehouses/locations, transfer/count plans and requirements availabilityApproveInventoryPositions stock release, StockTransfers, Shipments release, InventoryCounts, Returns and ReturnDispositions independently, excluding preparer/counter/subject/material editorsReviewjob consumption/recovery source eligibility with Site Supervisor acceptanceExecutefully approved stock adjustmentsObtainadditional Finance Manager approval for found, identity-changing, held, reserved, ownership-changing or above-value scopeCannotwaive financial or commercial gates or turn a site transfer into job expense
PendingReview
- IC-81309 WRH-140 in 8 d
- IC-78146 WRH-150 11 d
- IC-78164 WRH-110 12 d
- IC-40095 WRH-130 in 6 d
- IC-51696 WRH-120 4 d
IC-81309
- Warehouse
- WRH-140
- Counter
- KZ
- Policy
- CP-66363
- Lock
- CL-34256
- PlannedEnd
- 25 Sep
Review waits for the warehouse manager.
Purchasing Manager
Prepares supplier commitments and independently approves eligible procurement scope.
Permissions and screens
Preparesuppliers, requisitions, PurchaseOrders, Subcontracts and commercial amendment evidenceApproveSuppliers commercial activation independently excluding preparers/editorsApproveanother person's procurement commitment within finite entity/currency/project authority, otherwise Finance Manager approval is requiredPreparesupplier return and bill-match evidenceCannotreceive own purchases, accept own subcontract performance, change protected beneficiaries without Finance Manager approval or release cash
Submitted
- PO-59096 VND-187 860
- PO-77095 VND-162 340
- PO-24386 VND-130 470
- PO-48044 VND-138 630
- PO-31748 VND-045 870
PO-59096
- Supplier
- VND-187
- CurrentTotal
- 730
- ApprovalBasis
- 860
- Currency
- CRR-3847
- Snapshot
- DR-80129
Approval conditions.
Production Manager
Controls versioned prefabrication instructions, actual work acceptance and quantity closure.
Permissions and screens
PrepareBOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrdersApproveBOMs, ProductionRoutings and WorkOrders release independently with frozen standards/ratesAcceptProductionEntries and terminal ProductionCompletions independently excluding producer, recorder, preparer and material editorsExecuteonly fully approved completion after required Finance Manager variance approvalApproveWorkOrders mandatory quantity CloseDecision independentlyCannotactivate financial rates, approve own work or substitute technical close for additional Finance Manager residual approval
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
- PRD-3508: WO-10910, 17 Sep to 23 Sep, Released
- PRD-1033: WO-69765, 07 Sep to 16 Sep, InProgress
- PRD-2921: WO-19403, 15 Sep to 23 Sep, PartiallyCompleted
- PRD-5417: WO-84596, 21 Sep to 29 Sep, Completed
- PRD-9708: WO-72620, 23 Sep to 28 Sep, PendingClose
- PRD-3393: WO-54455, 25 Sep to 04 Oct, Released
Production Operator
Performs released prefabrication and records actual material and operation facts.
Permissions and screens
Viewassigned frozen instructions and quantity facts without unrestricted ratesExecuteauthorized staging, issue and eligible unused material returnRecorddraft ProductionEntries with actual producer, intervals and good/scrap/held/unfinished scopeRaiserestrictive exceptionsCannotaccept own work, release orders or post arbitrary WIP/terminal output or close work
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
- PRD-3508: WO-10910, 17 Sep to 23 Sep, Released
- PRD-1033: WO-69765, 07 Sep to 16 Sep, InProgress
- PRD-2921: WO-19403, 15 Sep to 23 Sep, PartiallyCompleted
- PRD-5417: WO-84596, 21 Sep to 29 Sep, Completed
- PRD-9708: WO-72620, 23 Sep to 28 Sep, PendingClose
- PRD-3393: WO-54455, 25 Sep to 04 Oct, Released
Accountant
Prepares and executes guarded financial allocations and reconciliations.
Permissions and screens
Prepareinvoice/credit/bill/match, cash/application, payment/refund, retention/advance, ProjectCostEntries/Allocations, RevenueAssessments and ContractBalanceMovementsRecordactual bank/cash facts and routine eligible receipt/application under approved policyExecuteonly required independently approved posting and reconcile journals/subledgersPreparerevaluation, resource clearing, period/project financial close and migration evidenceCannotapprove own invoice/credit, recognition, refunds, protected corrections, financial policy or release of held/uncertain funds
PendingApproval
- RA-11684 PC-29526 4 d
- RA-69589 PC-92649 in 10 d
- RA-30622 PC-69608 12 d
- RA-76929 PC-86404 7 d
- RA-76465 PC-21764 in 1 d
RA-11684
- Contract
- PC-29526
- CutoffAt
- 13 Sep
- Period
- AP-150
- TechnicalReview
- AD-33273
- FinanceDecision
- AD-12648
Approval waits for the finance manager.
Finance Manager
Independently controls financial authority, recognition, valuation and final close.
Permissions and screens
ApproveInvoices every invoice and credit, Refunds, credit/bill exceptions, PaymentRuns release and FinanceCorrectionsApprovefinancial budget caps and above-limit procurement/changesApprovePerformanceAllocations, ProjectContracts accounting-unit classification, RevenueAssessments, RetentionMovements release and AdvanceAllocations actionsApprovefinancial cost/rate/tax/bank/authority masters, resource reconciliation and protected project cost correctionsApprovenonzero completion variance and additional residual WIP close, protected stock value decisions, journals, revaluation, period close/reopen, financial project/contract close and reconciled migrationCannotapprove own preparation/material edits or satisfy independence through a second account/role of the same person
PendingReview
- IC-81309 WRH-140 in 8 d
- IC-78146 WRH-150 11 d
- IC-78164 WRH-110 12 d
- IC-40095 WRH-130 in 6 d
- IC-51696 WRH-120 4 d
IC-81309
- Warehouse
- WRH-140
- Counter
- KZ
- Policy
- CP-66363
- Lock
- CL-34256
- PlannedEnd
- 25 Sep
Review waits for the warehouse manager.
How permissions work
- Scope follows ownership. Company and project assignments constrain the records and actions available. A cross-company link does not merge books or grant another company’s authority.
- Review follows the actual person. Required independence excludes the relevant preparer and material contributors. A second account belonging to the same person cannot supply another approval.
- Decisions retain their basis. The reviewed revision, quantity, amount, currency and purpose remain visible. Material changes require the applicable renewed review before affected work proceeds.
- Facts keep their own evidence. Field acceptance, customer certification, actual delivery and cash settlement each retain their source. One does not automatically establish another.
- Sensitive access carries through. Reports, exports, integrations and assistants apply current permissions for costs, margins, rates, bank details and protected changes.
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