Access follows the current person, company and assigned responsibility. Sensitive prices, costs, customer information and bank details retain their own restrictions in screens, exports and assistant responses.
Roles and permissions
Give production, quality and finance the authority each job requires.
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 Coordinator | Sales Manager | Purchasing Manager | Warehouse Operator | Warehouse Manager | Production Manager | Production Operator | Quality Inspector | Quality Manager | Accountant | Finance Manager |
|---|---|---|---|---|---|---|---|---|---|---|---|
| master | |||||||||||
ExchangeRates | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
TaxCodes | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
FoodPolicies | —No table-specific permission stated | Specific actions: Approve Accounts, PriceLists and commercial FoodPolicies through MasterChanges | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
ContactPersons | Manage / maintain: Manage Accounts, ContactPersons, Quotes and SalesOrders drafts within assigned entity/customer 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 | —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, PurchaseOrders and their lines; Approve Suppliers commercial activation through MasterChanges independently of preparers/material editors, with separate Quality Manager specification and Finance Manager bank controls | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PriceLists | —No table-specific permission stated | Specific actions: Approve Accounts, PriceLists and commercial FoodPolicies through MasterChanges | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 | Specific actions: Approve StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
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 | Specific actions: Approve StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
Warehouses | —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, InventoryCounts and exact InventoryReservations within approved demand and current quality/date/portion constraints | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —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 | Manage / maintain: Manage Warehouses, Locations, StockTransfers, InventoryCounts and exact InventoryReservations within approved demand and current quality/date/portion constraints | —No table-specific permission stated | —No 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 | Manage / maintain: Manage BOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders drafts; Approve BOMs and ProductionRoutings technical changes independently through MasterChanges with required separate Quality Manager specification/label and Finance Manager cost decisions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BOMLines | —No 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 BOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders drafts | —No table-specific permission stated | —No table-specific permission stated | —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 | Manage / maintain: Manage BOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders drafts; Approve BOMs and ProductionRoutings technical changes independently through MasterChanges with required separate Quality Manager specification/label and Finance Manager cost decisions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RoutingOperations | —No 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 BOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders drafts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
InspectionPlans | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 InspectionPlans, ShelfLifePolicies, LabelVersions and relevant BOMs/Products declarations through MasterChanges independently of criteria/label preparers and material editors | —No table-specific permission stated | —No table-specific permission stated |
ShelfLifePolicies | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 InspectionPlans, ShelfLifePolicies, LabelVersions and relevant BOMs/Products declarations through MasterChanges independently of criteria/label preparers and material editors | —No table-specific permission stated | —No table-specific permission stated |
LabelVersions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 InspectionPlans, ShelfLifePolicies, LabelVersions and relevant BOMs/Products declarations through MasterChanges independently of criteria/label preparers and material editors | —No table-specific permission stated | —No table-specific permission stated |
TraceLines | —No table-specific permission stated | Specific actions: Approve TraceCases contact packets and TraceLines exact recipients/messages after independent Quality Manager scope approval | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —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 Accounts, PriceLists and commercial FoodPolicies through MasterChanges | Specific actions: Approve Suppliers commercial activation through MasterChanges independently of preparers/material editors, with separate Quality Manager specification and Finance Manager bank controls | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve BOMs and ProductionRoutings technical changes independently through MasterChanges with required separate Quality Manager specification/label and Finance Manager cost decisions | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve InspectionPlans, ShelfLifePolicies, LabelVersions and relevant BOMs/Products declarations through MasterChanges independently of criteria/label preparers and material editors | —No table-specific permission stated | Specific actions: Approve StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
MigrationBatches | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 ProductionCompletions nonzero variance and additional WorkOrders close residuals, stock value/loss exceptions, JournalEntries/cash transfers, RevaluationRuns, AccountingPeriods close/reopen and reconciled MigrationBatches |
Quotes | Manage / maintain: Manage Accounts, ContactPersons, Quotes and SalesOrders drafts within assigned entity/customer scope | Specific actions: Approve SalesOrders and Quotes exceptions independently of creator, acceptance recorder where material and all 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 | —No table-specific permission stated | —No table-specific permission stated |
SalesOrders | Manage / maintain: Manage Accounts, ContactPersons, Quotes and SalesOrders drafts within assigned entity/customer scope | Specific actions: Approve SalesOrders and Quotes exceptions independently of creator, acceptance recorder where material and all 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 | —No table-specific permission stated | —No table-specific permission stated |
CreditReviews | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 CreditReviews exceptions, above-limit PurchaseOrders, Bills exceptions, PaymentRuns/Payments release, every Refunds and FinanceCorrections |
Requisitions | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, PurchaseOrders and their lines; Approve Requisitions and PurchaseOrders independently within finite current entity/currency limits, requesting Finance Manager otherwise | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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, PurchaseOrders and their lines; Approve Requisitions and PurchaseOrders independently within finite current entity/currency limits, requesting Finance Manager otherwise | —No table-specific permission stated | —No table-specific permission stated | —No 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 CreditReviews exceptions, above-limit PurchaseOrders, Bills exceptions, PaymentRuns/Payments release, every Refunds and FinanceCorrections |
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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —No table-specific permission stated |
StockEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve StockTransfers, Shipments, Returns, ReturnDispositions and count StockEvents independently of preparers/material editors/counters under exact TransferApproval, ShipmentRelease, ReturnAuthorization, ReturnDisposition and CountAdjustment 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 |
InventoryReservations | —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, InventoryCounts and exact InventoryReservations within approved demand and current quality/date/portion constraints | —No table-specific permission stated | —No 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 | Manage / maintain: Manage Warehouses, Locations, StockTransfers, InventoryCounts and exact InventoryReservations within approved demand and current quality/date/portion constraints; Approve StockTransfers, Shipments, Returns, ReturnDispositions and count StockEvents independently of preparers/material editors/counters under exact TransferApproval, ShipmentRelease, ReturnAuthorization, ReturnDisposition and CountAdjustment 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 |
InventoryCounts | —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, InventoryCounts and exact InventoryReservations within approved demand and current quality/date/portion constraints | —No table-specific permission stated | —No 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 | Specific actions: Approve StockTransfers, Shipments, Returns, ReturnDispositions and count StockEvents independently of preparers/material editors/counters under exact TransferApproval, ShipmentRelease, ReturnAuthorization, ReturnDisposition and CountAdjustment 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 |
DeliveryConfirmations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record DeliveryConfirmations, blind counts, authorized return custody, factual LotDateEvents and StorageObservations | —No table-specific permission stated | —No table-specific permission stated | —No 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 | Manage / maintain: Manage BOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders drafts; Approve WorkOrders release independently with frozen recipe, materials, operations and quality prerequisites; Approve WorkOrders quantity close independently through CloseDecision, with additional Finance Manager residual-cost approval when required | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve ProductionCompletions nonzero variance and additional WorkOrders close residuals, stock value/loss exceptions, JournalEntries/cash transfers, RevaluationRuns, AccountingPeriods close/reopen and reconciled MigrationBatches |
ProductionCompletions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 ProductionCompletions nonzero variance and additional WorkOrders close residuals, stock value/loss exceptions, JournalEntries/cash transfers, RevaluationRuns, AccountingPeriods close/reopen and reconciled MigrationBatches |
Returns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve StockTransfers, Shipments, Returns, ReturnDispositions and count StockEvents independently of preparers/material editors/counters under exact TransferApproval, ShipmentRelease, ReturnAuthorization, ReturnDisposition and CountAdjustment 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 |
ReturnDispositions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve StockTransfers, Shipments, Returns, ReturnDispositions and count StockEvents independently of preparers/material editors/counters under exact TransferApproval, ShipmentRelease, ReturnAuthorization, ReturnDisposition and CountAdjustment 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 |
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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | Specific actions: Approve CreditReviews exceptions, above-limit PurchaseOrders, Bills exceptions, PaymentRuns/Payments release, every Refunds and FinanceCorrections |
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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —No table-specific permission stated |
CreditApplications | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | Specific actions: Approve CreditReviews exceptions, above-limit PurchaseOrders, Bills exceptions, PaymentRuns/Payments release, every Refunds 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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | Specific actions: Approve CreditReviews exceptions, above-limit PurchaseOrders, Bills exceptions, PaymentRuns/Payments release, every 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 | Specific actions: Approve ProductionCompletions nonzero variance and additional WorkOrders close residuals, stock value/loss exceptions, JournalEntries/cash transfers, RevaluationRuns, AccountingPeriods close/reopen and reconciled MigrationBatches |
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 | —No table-specific permission stated | Specific actions: Approve QualityInspections, QualityDispositions and LotDateEvents protected approval/reassessment independently of producer/receiver, inspector, preparer and material editors as applicable | —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 | Specific actions: Place immediate restrictive QualityHolds for unverified or adverse scope | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record factual first opening and production LotDateEvents and immediate restrictive QualityHolds | Specific actions: Place immediate restrictive QualityHolds and identify affected population/descendants | —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 | —No table-specific permission stated | Specific actions: Approve QualityInspections, QualityDispositions and LotDateEvents protected approval/reassessment independently of producer/receiver, inspector, preparer and material editors as applicable | —No table-specific permission stated | —No table-specific permission stated |
LotDateEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record DeliveryConfirmations, blind counts, authorized return custody, factual LotDateEvents and StorageObservations | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record factual first opening and production LotDateEvents and immediate restrictive QualityHolds | —No table-specific permission stated | Specific actions: Approve QualityInspections, QualityDispositions and LotDateEvents protected approval/reassessment independently of producer/receiver, inspector, preparer and material editors as applicable | —No table-specific permission stated | —No table-specific permission stated |
StorageObservations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record DeliveryConfirmations, blind counts, authorized return custody, factual LotDateEvents and StorageObservations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BatchMaterialAllocations | —No 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 BatchMaterialAllocations actual use/loss and BatchReconciliations technical scope 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 |
BatchReconciliations | —No 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 BatchMaterialAllocations actual use/loss and BatchReconciliations technical scope 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 |
TraceCases | —No table-specific permission stated | Specific actions: Approve TraceCases contact packets and TraceLines exact recipients/messages after independent Quality Manager scope approval | —No table-specific permission stated | —No 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 TraceCases affected scope and final closure independently through TraceReview and TraceClose | —No table-specific permission stated | —No table-specific permission stated |
| finance | |||||||||||
AccountingPeriods | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 ProductionCompletions nonzero variance and additional WorkOrders close residuals, stock value/loss exceptions, JournalEntries/cash transfers, RevaluationRuns, AccountingPeriods close/reopen and reconciled MigrationBatches |
Accounts | Manage / maintain: Manage Accounts, ContactPersons, Quotes and SalesOrders drafts within assigned entity/customer scope | Specific actions: Approve Accounts, PriceLists and commercial FoodPolicies through MasterChanges | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | Specific actions: Approve Invoices and every credit revision independently of preparers/material editors |
BankAccounts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 StandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChanges |
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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —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 | Manage / maintain: Manage draft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrections | —No table-specific permission stated |
- Sales CoordinatorRecord actual successful offer delivery and customer acceptance evidencePrepare customer return requests and separately priced replacement ordersSend only exact Sales Manager-authorized trace messages after Quality Manager scope approval through configured channelsView eligible order/lot summaries and permitted customer pricesCannot approve its own order, waive remaining-life requirements, release quality holds or approve invoices/credits/refunds
- Sales ManagerReview revised customer delivery dates, remaining-life terms and commercial quality deviations with actual customer evidenceView scoped margin and credit exposureCannot substitute for Finance Manager credit exceptions or Quality Manager eligibility, approve its own work or turn an internal decision into customer acceptance
- Purchasing ManagerPrepare supplier return and bill-variance evidenceView accepted tranches and supplier quality statusCannot confirm its own procurement receipt, approve its own commitment, change protected beneficiary details or release cash
- Warehouse OperatorExecute approved physical quality disposition after Warehouse Manager and required Finance Manager authorityView scoped units/locations/lot/portion/label instructionsCannot release quality/date restrictions, approve own counts/disposition, alter costs or approve orders/invoices/refunds
- Warehouse ManagerApprove operational StockRelease only when every required independent Quality Manager decision and current date condition already permits the same populationReview actual segregation and receiving/dispatch readinessRequest additional Finance Manager value/loss approvalCannot override a quality hold, expiry, commercial approval or production/financial closure
- Production ManagerCannot release product quality or approve own technical work
- Production OperatorView assigned frozen recipe/routing/label instructions without unrestricted cost ratesExecute authorized material staging, issue and eligible unused returnCannot accept its own work, activate recipe/label versions, release a batch or quality population, or post terminal output/arbitrary WIP and closure reserved to Production Manager
- Quality InspectorRecord actual checks independently of the physical producer/receiver whose work is inspectedView scoped supplier/recipe/label/stock/history evidenceCannot approve its own criteria/results/disposition, release holds or authorize external contact/financial effects
- Quality ManagerReview technical rework/specification implications with Production Manager and commercial deviations with Sales ManagerCannot waive unknown or expired evidence by status, authorize external messages alone or post inventory loss, credit or refundAnother eligible actual Quality Manager is required for overlapping duties
- AccountantRecord actual verified bank/cash evidence and execute routine eligible customer receipt/application under approved policyPrepare journals, standard revaluation, currency revaluation and close reconciliationsExecute exact independently Finance Manager-approved monetary effects and reconcile statementsAccess purpose-limited bank/cost evidenceCannot approve its own invoices/credits, payment release, corrections/refunds, financial masters or losses and cannot bypass held/uncertain claims
- Finance ManagerCannot self-approve or satisfy independence through another account or role held by the same actual personFinancial authority cannot substitute for product quality or physical evidence
How permissions work
8 rulesPreparing work and approving it have separate requirements. Different accounts belonging to the same person do not provide independent review. A material change invalidates the decision that depended on the earlier version.
Production Manager owns production preparation and the required independent release. Quality Inspector records inspection evidence; Quality Manager owns independent quality decisions for the exact affected population.
Warehouse Operator performs authorized physical work. Warehouse Manager reviews stock exceptions within the permitted scope. Additional financial authority remains required where valuation or protected inventory decisions demand it.
Sales Manager approves the customer order and its commitment. Finance Manager independently approves invoices, credits and the financial decisions assigned to that role. Submission only requests the later decision.
Holds, expiry and unresolved quantities still apply after a general approval. A released portion does not make the whole lot available, and a financial credit does not release physical goods.
Admin maintains technical configuration within granted access. That role cannot supply quality, production or financial approval merely by holding administrator access.
Assistants and connections use restricted identities. They can prepare and execute supported authorized work, while required independent human decisions retain their actual owner and evidence.
The roles
Sales Coordinator
Prepares customer offers, accepted order details and approved trace-contact work.
Permissions and screens
ManageAccounts, ContactPersons, Quotes and SalesOrders drafts within assigned entity/customer scopeRecordactual successful offer delivery and customer acceptance evidencePreparecustomer return requests and separately priced replacement ordersPrepareTraceLines recipient/message drafts and record actual responsesSendonly exact Sales Manager-authorized trace messages after Quality Manager scope approval through configured channelsVieweligible order/lot summaries and permitted customer pricesCannotapprove its own order, waive remaining-life requirements, release quality holds or approve invoices/credits/refunds
StatusDraftSentAcceptednext 7 days
Sales Manager
Independently controls commercial terms, orders and external customer contact.
Permissions and screens
ApproveSalesOrders and Quotes exceptions independently of creator, acceptance recorder where material and all material editorsApproveAccounts, PriceLists and commercial FoodPolicies through MasterChangesApproveTraceCases contact packets and TraceLines exact recipients/messages after independent Quality Manager scope approvalReviewrevised customer delivery dates, remaining-life terms and commercial quality deviations with actual customer evidenceViewscoped margin and credit exposureCannotsubstitute for Finance Manager credit exceptions or Quality Manager eligibility, approve its own work or turn an internal decision into customer acceptance
Submitted
- SO-19704 ACC-140
- SO-58801 ACC-110
- SO-49499 ACC-130
- SO-26804 ACC-120
- SO-15180 ACC-140
SO-19704
- Account
- ACC-140
- ShipmentMode
- Carrier
- NetTotal
- 910
- CreditReview
- CR-31341
- Snapshot
- DR-10894
Approval waits for the sales manager.
Purchasing Manager
Prepares supplier commitments and independently approves purchasing within explicit limits.
Permissions and screens
ManageSuppliers, Requisitions, PurchaseOrders and their linesApproveSuppliers commercial activation through MasterChanges independently of preparers/material editors, with separate Quality Manager specification and Finance Manager bank controlsApproveRequisitions and PurchaseOrders independently within finite current entity/currency limits, requesting Finance Manager otherwisePreparesupplier return and bill-variance evidenceViewaccepted tranches and supplier quality statusCannotconfirm its own procurement receipt, approve its own commitment, change protected beneficiary details or release cash
Submitted
- PO-54763 VND-166 630
- PO-65290 VND-069 500
- PO-53464 VND-229 170
- PO-16635 VND-033 320
- PO-66171 VND-035 920
PO-54763
- Supplier
- VND-166
- CurrentTotal
- 760
- ApprovalBasis
- 630
- Currency
- CRR-9697
- Snapshot
- DR-98936
Purchasing Manager prepares Requisitions/PurchaseOrders; another actual Purchasing Manager within finite reviewed entity/currency limit, or Finance Manager otherwise, approves exact supplier/line scope (Status: Draft → Submitted → Approved).
Warehouse Operator
Records actual independent receipt, storage, population segregation, movement and handover.
Permissions and screens
PrepareGoodsReceipts and GoodsReceiptLines and confirm ReceiptAcceptances independently of buyer/commercial approver after required condition/cost reviewExecuteapproved LotPortions segregation, stock transfers, picks, packing and actual customer handover/carrier dispatchRecordDeliveryConfirmations, blind counts, authorized return custody, factual LotDateEvents and StorageObservationsPlaceimmediate restrictive QualityHolds for unverified or adverse scopeExecuteapproved physical quality disposition after Warehouse Manager and required Finance Manager authorityViewscoped units/locations/lot/portion/label instructionsCannotrelease quality/date restrictions, approve own counts/disposition, alter costs or approve orders/invoices/refunds
StatusPreparedPendingReviewConfirmed
Warehouse Manager
Controls warehouse movements, count decisions, return scope and ready-shipment release.
Permissions and screens
ManageWarehouses, Locations, StockTransfers, InventoryCounts and exact InventoryReservations within approved demand and current quality/date/portion constraintsApproveStockTransfers, Shipments, Returns, ReturnDispositions and count StockEvents independently of preparers/material editors/counters under exact TransferApproval, ShipmentRelease, ReturnAuthorization, ReturnDisposition and CountAdjustment scopeApproveoperational StockRelease only when every required independent Quality Manager decision and current date condition already permits the same populationReviewactual segregation and receiving/dispatch readinessRequestadditional Finance Manager value/loss approvalCannotoverride a quality hold, expiry, commercial approval or production/financial closure
PendingReview
- IC-53846 WRH-120 5 d
- IC-23849 WRH-150 in 12 d
- IC-30963 WRH-140 12 d
- IC-41654 WRH-130 in 1 d
- IC-85484 WRH-110 in 4 d
IC-53846
- Warehouse
- WRH-120
- Counter
- UG
- Policy
- FP-56543
- Lock
- CL-88152
- PlannedEnd
- 12 Sep
Approval conditions.
Production Manager
Controls recipe/routing versions, batch release, actual work acceptance, terminal output and quantity closure.
Permissions and screens
ManageBOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders draftsApproveBOMs and ProductionRoutings technical changes independently through MasterChanges with required separate Quality Manager specification/label and Finance Manager cost decisionsApproveWorkOrders release independently with frozen recipe, materials, operations and quality prerequisitesAcceptProductionEntries and ProductionCompletions independently of actual producer, recorder, preparer and material editorsApproveBatchMaterialAllocations actual use/loss and BatchReconciliations technical scope independentlyExecuteonly fully approved terminal ProductionCompletions, including valued Held output, after required Finance Manager variance decisionApproveWorkOrders quantity close independently through CloseDecision, with additional Finance Manager residual-cost approval when requiredCannotrelease product quality or approve own technical work
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
- PRD-1381: WO-91095, 28 Sep to 05 Oct, Released
- PRD-1629: WO-46307, 12 Sep to 19 Sep, InProgress
- PRD-4070: WO-39132, 14 Sep to 18 Sep, PartiallyCompleted
- PRD-1796: WO-49143, 12 Sep to 16 Sep, Completed
- PRD-8728: WO-72950, 20 Sep to 29 Sep, PendingClose
- PRD-5078: WO-95211, 20 Sep to 27 Sep, Released
Production Operator
Performs assigned released batch work and records actual input, processing and packing evidence.
Permissions and screens
Viewassigned frozen recipe/routing/label instructions without unrestricted cost ratesExecuteauthorized material staging, issue and eligible unused returnPrepareProductionEntries and BatchMaterialAllocations with actual producer, intervals, input portions and compatible output/loss measuresRecordfactual first opening and production LotDateEvents and immediate restrictive QualityHoldsCannotaccept its own work, activate recipe/label versions, release a batch or quality population, or post terminal output/arbitrary WIP and closure reserved to Production Manager
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
- PRD-1381: WO-91095, 28 Sep to 05 Oct, Released
- PRD-1629: WO-46307, 12 Sep to 19 Sep, InProgress
- PRD-4070: WO-39132, 14 Sep to 18 Sep, PartiallyCompleted
- PRD-1796: WO-49143, 12 Sep to 16 Sep, Completed
- PRD-8728: WO-72950, 20 Sep to 29 Sep, PendingClose
- PRD-5078: WO-95211, 20 Sep to 27 Sep, Released
Quality Inspector
Records actual population, sampling, process and storage evidence and prepares trace investigation.
Permissions and screens
PrepareInspectionPlans, InspectionCharacteristics, QualityInspections, InspectionResults, NonConformanceReports and QualityDispositions draftsRecordactual checks independently of the physical producer/receiver whose work is inspectedPrepareLotDateEvents reassessments, StorageObservations, TraceCases and TraceLines exposure/reconciliation evidencePlaceimmediate restrictive QualityHolds and identify affected population/descendantsViewscoped supplier/recipe/label/stock/history evidenceCannotapprove its own criteria/results/disposition, release holds or authorize external contact/financial effects
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
- PRD-1381: WO-91095, 28 Sep to 05 Oct, Released
- PRD-1629: WO-46307, 12 Sep to 19 Sep, InProgress
- PRD-4070: WO-39132, 14 Sep to 18 Sep, PartiallyCompleted
- PRD-1796: WO-49143, 12 Sep to 16 Sep, Completed
- PRD-8728: WO-72950, 20 Sep to 29 Sep, PendingClose
- PRD-5078: WO-95211, 20 Sep to 27 Sep, Released
Quality Manager
Independently controls food specifications, exact population eligibility, date decisions and trace scope.
Permissions and screens
ApproveInspectionPlans, ShelfLifePolicies, LabelVersions and relevant BOMs/Products declarations through MasterChanges independently of criteria/label preparers and material editorsApproveQualityInspections, QualityDispositions and LotDateEvents protected approval/reassessment independently of producer/receiver, inspector, preparer and material editors as applicableApplyexact approved quality eligibility decisions and resolve only the specifically covered QualityHolds without clearing other restrictionsApproveTraceCases affected scope and final closure independently through TraceReview and TraceCloseReviewtechnical rework/specification implications with Production Manager and commercial deviations with Sales ManagerCannotwaive unknown or expired evidence by status, authorize external messages alone or post inventory loss, credit or refundAnothereligible actual Quality Manager is required for overlapping duties
PendingReview
- QI-84407 IP-88132 420
- QI-65436 IP-44339 590
- QI-85035 IP-44661 550
- QI-32611 IP-85072 360
- QI-70262 IP-11949 680
QI-84407
- Plan
- IP-88132
- Product
- PRD-7534
- Portion
- LP-24102
- WorkOrder
- WO-12115
- PopulationQuantity
- 420
Review waits for the quality manager.
Accountant
Prepares and executes guarded local finance and source reconciliation.
Permissions and screens
Managedraft Invoices, Bills, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments, PaymentAllocations, CreditApplications, Refunds and FinanceCorrectionsRecordactual verified bank/cash evidence and execute routine eligible customer receipt/application under approved policyPreparejournals, standard revaluation, currency revaluation and close reconciliationsExecuteexact independently Finance Manager-approved monetary effects and reconcile statementsAccesspurpose-limited bank/cost evidenceCannotapprove its own invoices/credits, payment release, corrections/refunds, financial masters or losses and cannot bypass held/uncertain claims
StatusPreparedPendingReviewConfirmed
Finance Manager
Independently controls monetary authority, costing, journals and period close.
Permissions and screens
ApproveInvoices and every credit revision independently of preparers/material editorsApproveCreditReviews exceptions, above-limit PurchaseOrders, Bills exceptions, PaymentRuns/Payments release, every Refunds and FinanceCorrectionsApproveStandardCosts, PostingProfiles, TaxCodes, ExchangeRates, BankAccounts and protected supplier-bank/financial FoodPolicies through MasterChangesApproveProductionCompletions nonzero variance and additional WorkOrders close residuals, stock value/loss exceptions, JournalEntries/cash transfers, RevaluationRuns, AccountingPeriods close/reopen and reconciled MigrationBatchesCannotself-approve or satisfy independence through another account or role held by the same actual personFinancialauthority cannot substitute for product quality or physical evidence
PendingReview
- IC-53846 WRH-120 5 d
- IC-23849 WRH-150 in 12 d
- IC-30963 WRH-140 12 d
- IC-41654 WRH-130 in 1 d
- IC-85484 WRH-110 in 4 d
IC-53846
- Warehouse
- WRH-120
- Counter
- UG
- Policy
- FP-56543
- Lock
- CL-88152
- PlannedEnd
- 12 Sep
Approval conditions.
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