Roles and permissions

Give sales, fulfillment, production and finance clear responsibilities.

Give each team a clear part in the work from customer agreement to fulfillment and financial reconciliation. ERP for Retail checks the person’s current role, entity and operating scope when they act. Holding several roles does not allow someone to provide their own required independent approval.

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 Associate	Sales Manager	Purchasing Manager	Fulfillment Operator	Warehouse Manager	Production Manager	Production Operator	Accountant	Finance Manager
master
`ContactPersons`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`ChannelOrderLines`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`POSTenderCounts`	Manage / maintain: Manage own scoped POSShifts, POSTenderCounts and draft POSCashEvents	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`LoyaltyPrograms`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	View: View LoyaltyPrograms accounting policy and reward discount reconciliation	No table-specific permission stated
`LoyaltyMembers`	View: View verified scoped LoyaltyMembers and LoyaltyAccounts	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No 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 QuoteException and commercial MasterChanges for customer/channel/price rules within reviewed finite 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
`Quotes`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`SalesOrders`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	Specific actions: Approve every SalesOrders revision independently of preparers/material editors	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`Requisitions`	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage supplier commercial drafts, Requisitions, PurchaseOrders and their lines	No table-specific permission stated	No 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 supplier commercial drafts, Requisitions, PurchaseOrders and their lines	No table-specific permission stated	No 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 and InventoryCounts	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 and InventoryCounts	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 actual 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
`ProductionEntries`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Specific actions: Record draft ProductionEntries actual producer, interval, inputs/good/scrap/held/unfinished quantities	No table-specific permission stated	No table-specific permission stated
`CashReceipts`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	No table-specific permission stated
`FinanceCorrections`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	Specific actions: Approve credit exceptions, above-limit purchase commitments, bill exceptions, payment releases, every refund, FinanceCorrections, ProcessorSettlement and ProcessorClassification
`PurchaseContexts`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`ChannelOrders`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`ProcessorAdjustments`	No table-specific permission stated	No table-specific permission stated	No 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 actual PaymentEvents, ProcessorAdjustments and observed ProcessorSettlements, using the preapproved suspense path for unknown actual debits	No table-specific permission stated
`ProcessorSettlements`	No table-specific permission stated	No table-specific permission stated	No 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 actual PaymentEvents, ProcessorAdjustments and observed ProcessorSettlements, using the preapproved suspense path for unknown actual debits	No table-specific permission stated
`POSShifts`	Manage / maintain: Manage own scoped POSShifts, POSTenderCounts and draft POSCashEvents	No table-specific permission stated	No table-specific permission stated	No 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 independent POSShifts close and POSCashEvents monetary effects
`POSCashEvents`	Manage / maintain: Manage own scoped POSShifts, POSTenderCounts and draft POSCashEvents	No table-specific permission stated	No table-specific permission stated	No 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 independent POSShifts close and POSCashEvents monetary effects
`LoyaltyEvents`	No table-specific permission stated	Specific actions: Approve independent LoyaltyEvents adjustments within approved commercial 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	Specific actions: Approve financial effects of LoyaltyEvents adjustments
finance
`Accounts`	Manage / maintain: Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated
`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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work	No table-specific permission stated
`PaymentEvents`	No table-specific permission stated	No table-specific permission stated	No 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 actual PaymentEvents, ProcessorAdjustments and observed ProcessorSettlements, using the preapproved suspense path for unknown actual debits	No table-specific permission stated
`LoyaltyAccounts`	View: View verified scoped LoyaltyMembers and LoyaltyAccounts	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated

Sales AssociateRecord actual purchase acceptance and recipient evidencePrepare return/entitlement requests and separately priced replacement ordersView assigned fulfillment and payment-status summariesCannot approve orders, waive credit, alter accepted prices/tax, apply cash, authorize a return/refund or treat a shared walk-in account as a shared wallet
Sales ManagerVerify purchase-context conflicts and commercial replacement scopeCannot substitute external checkout acceptance or capture for local order approval, approve its own orders, authorize stock/production or approve invoices/credits/refunds
Purchasing ManagerIndependently approve supplier commercial activation excluding its preparer/material editorsApprove another person's requisition/PO within finite entity/currency limits, otherwise request Finance Manager approvalPrepare supplier-return and bill-variance evidenceView accepted receipts/matchesCannot confirm its own procurement receipt, approve its own commitment, change protected beneficiary details without finance review or release cash
Fulfillment OperatorExecute guarded approved transfers, picks, handover and stock movesRaise restrictive condition holdsView quantity/location/lot/serial instructionsCannot approve its own count or physical disposition, release holds, alter costs, approve orders or post invoices/refunds
Warehouse ManagerIndependently approve StockRelease, TransferApproval, FulfillmentRelease, CountAdjustment, ReturnAuthorization and ReturnDisposition within reviewed scope, excluding preparer/material editors/physical counter or subject where relevantReview independent receipt, return and fulfillment evidenceRequest additional Finance Manager value/loss decisionsCannot waive mandatory commercial/financial gates, alter technical recipes, close production WIP or silently delete commitments
Production ManagerIndependently approve another person's technical recipe/routing changes and production release, excluding all relevant preparers/material editorsExecute only the exact fully approved output after required Finance Manager variance approvalCannot activate financial rates/standards, approve own work or substitute technical closure for additional Finance Manager residual approvalAnother eligible actual Production Manager is required when duties overlap
Production OperatorView assigned frozen BOM/routing instructions without unrestricted rates/marginsExecute authorized material staging, actual issue and eligible unused returnRaise restrictive condition exceptionsCannot accept its own work, release a job, post arbitrary WIP, change rates or execute terminal output/closure without the specified Production Manager action
AccountantRecord and post actual verified capture/bank/cash and routine eligible application under independently approved policyPrepare reconciliation packets and execute exact Finance Manager-approved effectsAccess purpose-limited beneficiary/cost evidenceCannot approve its own invoices/credits, settlements, corrections/refunds or bypass a held/uncertain entitlement
Finance ManagerApprove every invoice and credit revision independently of preparers/material editorsApprove protected tax/currency/bank/processor/cost/rate/authority master changes and context-credit transfersApprove nonzero completion variance and additional remaining production-close cost, stock value/loss exceptions, protected journals/cash transfers, revaluation, close/reopen and reconciled migrationCannot self-approve or let one actual person satisfy required independent decisions through multiple roles/accounts

Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

The team behind the work

10 rules

Sales Associate

Prepares customer offers and orders, records the accepted purchase and follows the remaining commitment. Store or online origin does not grant independent order approval or turn a payment message into confirmed money.

Sales Manager

Independently approves the current customer-accepted order and required commercial exceptions. Reviews changed quantities, terms and fulfillment commitments while preserving separate financial and stock decisions.

Purchasing Manager

Prepares supplier commitments and follows remaining supply. Another eligible person supplies required independent purchasing approval within finite authority; receiving and financial settlement retain their own responsible people.

Fulfillment Operator

Records assigned receiving, picking, actual store or pickup handover, dispatch and returned custody. Follows the current goods, location and recipient instructions without changing prices, approving their own required stock decisions or issuing goods twice.

Warehouse Manager

Coordinates stock, transfers, counts, fulfillment readiness and return disposition within the permitted locations. Independently reviews the required operational decisions, with separate finance approval where value or exception rules require it.

Production Manager

Coordinates approved recipes, work release and production review. Independently accepts the required terminal output and quantity closure, excluding the relevant preparer, producer and material editors. Financial variance and residual-cost decisions remain separate.

Production Operator

Performs assigned assembly or kitting work and records actual material, time and operation results. Intermediate progress and repeated rework do not become additional finished goods. Required independent acceptance remains with the designated reviewer.

Accountant

Prepares eligible billing, matching, cash applications, payment clearing and reconciliations. Retains gross collections, fees, payouts and refunds as distinct financial sources, with unresolved outcomes visible until the required evidence is available.

Finance Manager

Independently approves every invoice and credit revision, all refunds, required financial exceptions, valuation and period work. Reviews production variance and remaining cost obligations without approving their own preparation or rewriting posted history.

Admin

Maintains technical identity, scoped configuration and connection settings. Administrative access cannot create business approval authority or unrestricted access to customer, cost or payment information.

The roles

Sales Associate

Prepares scoped customer offers, store and online orders and customer service requests.

Permissions and screens

Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders
Record actual purchase acceptance and recipient evidence
Prepare return/entitlement requests and separately priced replacement orders
View assigned fulfillment and payment-status summaries
Cannot approve orders, waive credit, alter accepted prices/tax, apply cash, authorize a return/refund or treat a shared walk-in account as a shared wallet
Manage own scoped POSShifts, POSTenderCounts and draft POSCashEvents
View verified scoped LoyaltyMembers and LoyaltyAccounts
Prepare LoyaltyReservations under approved rules

Offers DueDraft

Quote NumberAccountChannelValid Until

Loyalty Redemption QueueReserved

Reservation NumberAccountUnitsCurrency

Channel Order ReviewReceived

Channel Order NumberChannelExternal Order KeyContext

Sales Manager

Independently accepts commercial commitments and commercial master changes.

Permissions and screens

Approve every SalesOrders revision independently of preparers/material editors
Approve QuoteException and commercial MasterChanges for customer/channel/price rules within reviewed finite authority
Verify purchase-context conflicts and commercial replacement scope
Cannot substitute external checkout acceptance or capture for local order approval, approve its own orders, authorize stock/production or approve invoices/credits/refunds
Review store source mappings and LoyaltyPrograms commercial rules
Approve independent LoyaltyEvents adjustments within approved commercial authority

Sales Orders Awaiting ApprovalSubmitted

Order NumberAccountChannelFulfillment Mode

Pickup

Offers DueDraft

Quote NumberAccountChannelValid Until

Loyalty Redemption QueueReserved

Reservation NumberAccountUnitsCurrency

Sales Orders Awaiting ApprovalSalesOrders

Submitted

SO-75791 ACC-120
SO-84174 ACC-140
SO-96026 ACC-110
SO-30260 ACC-150
SO-89835 ACC-110

SO-75791

Account: ACC-120
Channel: CHN-3491
FulfillmentMode: StoreHandover
NetTotal: 410
CreditReview: CR-88529

Approval waits for the sales manager.

Purchasing Manager

Prepares supplier commitments and controls independently reviewed purchasing authority.

Permissions and screens

Manage supplier commercial drafts, Requisitions, PurchaseOrders and their lines
Independently approve supplier commercial activation excluding its preparer/material editors
Approve another person's requisition/PO within finite entity/currency limits, otherwise request Finance Manager approval
Prepare supplier-return and bill-variance evidence
View accepted receipts/matches
Cannot confirm its own procurement receipt, approve its own commitment, change protected beneficiary details without finance review or release cash

Purchase Approval QueueSubmitted

Purchase Order NumberSupplierOrder DateCurrent Total

Receipts Awaiting ReviewArrived

Receipt NumberPurchase OrderWarehouseArrived At

Purchase Approval QueuePurchaseOrders

Submitted

PO-62325 VND-124 690 9 d
PO-63183 VND-032 230 11 d
PO-47661 VND-217 70 7 d
PO-12098 VND-002 950 13 d
PO-77409 VND-180 750 11 d

PO-62325

Supplier: VND-124
OrderDate: 08 Sep
CurrentTotal: 800
ApprovalBasis: 690
Status: Submitted

Approval waits for the purchasing manager.

Fulfillment Operator

Records actual independent receiving, stock handling, fulfillment and returns.

Permissions and screens

Prepare GoodsReceipts/GoodsReceiptLines and confirm actual ReceiptAcceptances independently of buyer/commercial approver after required condition/cost review
Execute guarded approved transfers, picks, handover and stock moves
Record actual DeliveryConfirmations, blind counts and authorized return custody
Raise restrictive condition holds
View quantity/location/lot/serial instructions
Cannot approve its own count or physical disposition, release holds, alter costs, approve orders or post invoices/refunds

My Pick TasksAssigned

Pick NumberOrder LineReservationStatus

In Progress

Fulfillment ReadinessPlanned

Fulfillment NumberOrderModeStore

Pickup

Receipts Awaiting ReviewArrived

Receipt NumberPurchase OrderWarehouseArrived At

My Pick TasksPickTasks

YouStatusAssignedInProgressPartiallyPickedException

Assigned

PT-56599SOL-8146350 picked quantity

PT-58294SOL-2809550 picked quantity

InProgress

PT-10215SOL-2390170 picked quantity

PT-78362SOL-5349390 picked quantity

PartiallyPicked

PT-79317SOL-6447210 picked quantity

Exception

PT-28559SOL-2247310 picked quantity

Warehouse Manager

Controls stock eligibility, readiness, physical returns and count decisions.

Permissions and screens

Manage warehouses/locations, StockTransfers and InventoryCounts
Independently approve StockRelease, TransferApproval, FulfillmentRelease, CountAdjustment, ReturnAuthorization and ReturnDisposition within reviewed scope, excluding preparer/material editors/physical counter or subject where relevant
Review independent receipt, return and fulfillment evidence
Request additional Finance Manager value/loss decisions
Cannot waive mandatory commercial/financial gates, alter technical recipes, close production WIP or silently delete commitments

My Pick TasksAssigned

Pick NumberOrder LineReservationStatus

In Progress

Fulfillment ReadinessPlanned

Fulfillment NumberOrderModeStore

Pickup

Receipts Awaiting ReviewArrived

Receipt NumberPurchase OrderWarehouseArrived At

My Pick TasksPickTasks

YouStatusAssignedInProgressPartiallyPickedException

Assigned

PT-56599SOL-8146350 picked quantity

PT-58294SOL-2809550 picked quantity

InProgress

PT-10215SOL-2390170 picked quantity

PT-78362SOL-5349390 picked quantity

PartiallyPicked

PT-79317SOL-6447210 picked quantity

Exception

PT-28559SOL-2247310 picked quantity

Production Manager

Controls versioned assembly instructions, released jobs, actual work acceptance and quantity closure.

Permissions and screens

Prepare BOMs, BOMLines, ProductionRoutings, RoutingOperations and WorkOrders
Independently approve another person's technical recipe/routing changes and production release, excluding all relevant preparers/material editors
Independently accept ProductionEntries actual work/time and ProductionCompletions terminal scope, excluding producer, recorder and completion preparer/material editors
Execute only the exact fully approved output after required Finance Manager variance approval
Independently sign WorkOrders.CloseDecision after all quantities/obligations reconcile
Cannot activate financial rates/standards, approve own work or substitute technical closure for additional Finance Manager residual approval
Another eligible actual Production Manager is required when duties overlap

Warehouse AvailabilityActive

ProductWarehouseLocationLot

Production SchedulePendingApproval

Work Order NumberOutput ProductWarehousePlanned Quantity

Period Close Work

Task NumberPeriodKindOwner

Warehouse AvailabilityInventoryPositions

StatusActiveBlocked

Available

IP-13194PRD-7946380 on hand

IP-89520PRD-4152750 on hand

Held

IP-77381PRD-4534120 on hand

Picked

IP-78474PRD-340380 on hand

Transit

IP-83135PRD-5645450 on hand

Production. Production is staged but not yet financially issued inventory

IP-20300PRD-4740820 on hand

Production Operator

Performs released assembly work and records actual material and operation facts.

Permissions and screens

View assigned frozen BOM/routing instructions without unrestricted rates/margins
Execute authorized material staging, actual issue and eligible unused return
Record draft ProductionEntries actual producer, interval, inputs/good/scrap/held/unfinished quantities
Raise restrictive condition exceptions
Cannot accept its own work, release a job, post arbitrary WIP, change rates or execute terminal output/closure without the specified Production Manager action

Production SchedulePendingApproval

Work Order NumberOutput ProductWarehousePlanned Quantity

Production ScheduleWorkOrders

StatusPendingApprovalReleasedInProgressPartiallyCompletedPendingClose

Work Order Number	Output Product	Warehouse	Planned Quantity	Completed Quantity
WO-67921	PRD-2683	WRH-140	60	30
WO-91039	PRD-6459	WRH-140	460	0
WO-28669	PRD-3962	WRH-140	800	30
WO-16514	PRD-7532	WRH-120	80	70
WO-46700	PRD-3108	WRH-120	650	640
WO-45257	PRD-3286	WRH-130	320	20

Accountant

Prepares and executes guarded entity finance and payment reconciliation work.

Permissions and screens

Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work
Record and post actual verified capture/bank/cash and routine eligible application under independently approved policy
Record actual PaymentEvents, ProcessorAdjustments and observed ProcessorSettlements, using the preapproved suspense path for unknown actual debits
Prepare reconciliation packets and execute exact Finance Manager-approved effects
Access purpose-limited beneficiary/cost evidence
Cannot approve its own invoices/credits, settlements, corrections/refunds or bypass a held/uncertain entitlement
Prepare POSShifts reconciliation and source-backed POSCashEvents journals
View LoyaltyPrograms accounting policy and reward discount reconciliation

Processor ReconciliationObserved

Settlement NumberPayment AccountCurrencySettlement Amount

Store Shifts Awaiting ClosePendingReview

Shift NumberRegisterStart DateEnd Date

Period Close Work

Task NumberPeriodKindOwner

Processor ReconciliationProcessorSettlements

StatusObservedMatchingPendingApprovalUncertainDisputed

Observed

PS-51170PA-140

PS-46812PA-120

Matching

PS-67876PA-120

PendingApproval

PS-80336PA-150

Uncertain

PS-56591PA-120

Disputed

PS-61661PA-150

Finance Manager

Independently controls monetary authority, valuation, payments and close.

Permissions and screens

Approve every invoice and credit revision independently of preparers/material editors
Approve credit exceptions, above-limit purchase commitments, bill exceptions, payment releases, every refund, FinanceCorrections, ProcessorSettlement and ProcessorClassification
Approve protected tax/currency/bank/processor/cost/rate/authority master changes and context-credit transfers
Approve nonzero completion variance and additional remaining production-close cost, stock value/loss exceptions, protected journals/cash transfers, revaluation, close/reopen and reconciled migration
Cannot self-approve or let one actual person satisfy required independent decisions through multiple roles/accounts
Approve independent POSShifts close and POSCashEvents monetary effects
Review LoyaltyPrograms finance treatment
Approve financial effects of LoyaltyEvents adjustments

Purchase Approval QueueSubmitted

Purchase Order NumberSupplierOrder DateCurrent Total

Invoices Awaiting ApprovalPendingApproval

Invoice NumberDocument TypeAccountContext

Credit Note

Processor ReconciliationObserved

Settlement NumberPayment AccountCurrencySettlement Amount

Purchase Approval QueuePurchaseOrders

Submitted

PO-62325 VND-124 690 9 d
PO-63183 VND-032 230 11 d
PO-47661 VND-217 70 7 d
PO-12098 VND-002 950 13 d
PO-77409 VND-180 750 11 d

PO-62325

Supplier: VND-124
OrderDate: 08 Sep
CurrentTotal: 800
ApprovalBasis: 690
Status: Submitted

Approval waits for the purchasing manager.

How permissions work

Scope follows the transaction. Store, channel, stock location and legal entity determine the relevant work and information. A shared product or customer reference does not merge ownership, company books or unrestricted access.
Decisions bind the reviewed version. Retain the actual person and exact content they approved. A material amendment needs renewed review; another account belonging to the same person does not create independence.
Customer funds retain their entitlement. A generic walk-in counterparty does not give unrelated purchases a shared pool of credit. Attribution, application and refund need the relevant transaction and recipient evidence.
Sensitive fields stay protected. Following an order or pick does not grant unrestricted margins, costs, bank destinations or financial adjustments. Reports, exports and assistants follow the same restrictions.
Actual events have separate evidence. Approved instructions cannot stand in for completed handover, accepted output, captured payment or bank settlement. The person who records a fact does not silently become its required independent reviewer.

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Roles and permissions

Permissions

The team behind the work

Sales Associate

Sales Manager

Purchasing Manager

Fulfillment Operator

Warehouse Manager

Production Manager

Production Operator

Accountant

Finance Manager

Admin

The roles

How permissions work

Start now ERP for Retail

ERP for Retail

Modules

ERP for Retail

Processes

ERP for Retail

Industries

ERP for Retail

Reference

Roles and permissions

Permissions

The team behind the work

Sales Associate

Sales Manager

Purchasing Manager

Fulfillment Operator

Warehouse Manager

Production Manager

Production Operator

Accountant

Finance Manager

Admin

The roles

How permissions work

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