Roles and permissions

Give sales, purchasing, stock and finance clear responsibilities.

Keep the people managing customer commitments, supplier orders, goods and banking work connected. Trading ERP checks each person’s current company, role and operating scope when they act. Required independent decisions belong to another eligible person, even when one person holds several roles or accounts.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

Table	Sales Representative	Sales Manager	Purchasing Manager	Warehouse Operator	Warehouse Manager	Production Manager	Production Operator	Trade Finance Coordinator	Accountant	Finance Manager
master
`ContactPersons`	Manage / maintain: Manage assigned Accounts prospect information, ContactPersons, 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	No table-specific permission stated
`BankObligations`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No 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, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	No table-specific permission stated
transaction
`MasterChanges`	No table-specific permission stated	Specific actions: Approve QuoteException and commercial MasterChanges 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	No table-specific permission stated
`Quotes`	Manage / maintain: Manage assigned Accounts prospect information, ContactPersons, 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	No table-specific permission stated
`SalesOrders`	Manage / maintain: Manage assigned Accounts prospect information, ContactPersons, 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	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	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	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	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	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	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 with actual producer, intervals, inputs/good/scrap/held/unfinished quantities	No table-specific permission stated	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	No table-specific permission stated	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	No table-specific permission stated
`FinanceCorrections`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	Specific actions: Approve credit exceptions, above-limit purchasing, bill exceptions, payment releases, every refund and FinanceCorrections
`TradeCostAllocations`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No 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 protected financial institution/bank/cost/tax/currency/rate/authority masters and TradeCostAllocations
`CreditBankEvents`	No table-specific permission stated	No table-specific permission stated	No 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 CreditDiscrepancies and actual CreditBankEvents with source authentication/manual verification evidence	No table-specific permission stated	No table-specific permission stated
`CreditDiscrepancies`	No table-specific permission stated	No table-specific permission stated	No 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 CreditDiscrepancies and actual CreditBankEvents with source authentication/manual verification evidence	No table-specific permission stated	No table-specific permission stated
`CreditCharges`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No 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, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	No table-specific permission stated
`CreditCollateralMovements`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No 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, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	No table-specific permission stated
`BankObligationAllocations`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No 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, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	No table-specific permission stated
finance
`Accounts`	Manage / maintain: Manage assigned Accounts prospect information, ContactPersons, 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	No table-specific permission stated
`PaymentRuns`	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	No table-specific permission stated	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	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	Manage / maintain: Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation	No table-specific permission stated

Sales RepresentativeRecord actual customer acceptance, requested delivery and draft TradeDeals/TradeAllocationsPrepare customer return requests and separately priced replacement ordersView assigned quantity, delivery and payment-status summariesCannot approve orders, waive credit, alter frozen accepted prices, apply cash or authorize returns, invoices or refunds
Sales ManagerVerify actual accepted purchase terms and replacement scopeCannot substitute a customer agreement or LC for order approval, approve its own work or approve invoice/credit, stock or production actions
Purchasing ManagerIndependently approve supplier commercial activation excluding preparers/material editorsApprove another person's requisition/PO within finite entity/currency authority, otherwise request Finance Manager approvalPrepare supply-side TradeDeals/TradeAllocations drafts and supplier returns/bill-variance evidenceView accepted receipts and matchesCannot confirm its own procurement receipt, approve its own commitment, change protected beneficiary details without finance approval or release cash
Warehouse OperatorExecute guarded approved transfers, picks, actual customer handover/carrier dispatch and stock movesRaise restrictive condition holdsView scoped quantity/location/lot/serial instructionsCannot approve its own count or disposition, release holds, alter costs, approve orders or post invoices/refunds
Warehouse ManagerIndependently approve StockRelease, TransferApproval, ShipmentRelease, CountAdjustment, ReturnAuthorization and ReturnDisposition within reviewed scope, excluding preparers/material editors/counters or relevant subjectReview independent receiving and shipping evidenceRequest additional Finance Manager value/loss approvalCannot waive commercial/financial gates, alter financial standards or close production WIP
Production ManagerIndependently approve another person's technical recipe/routing changes and work releaseExecute the exact fully approved terminal output only 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, issue and eligible unused returnRaise restrictive exceptionsCannot accept own work, release a job, post arbitrary WIP or execute terminal output/closure reserved to Production Manager
Trade Finance CoordinatorPrepare charge, collateral, funding and closure reconciliationTransmit only exact approved requests/packets through configured channelsCannot approve its own request, impersonate a bank, waive a discrepancy, classify/post financial effects or turn local approval into bank issuance, acceptance or payment
AccountantRecord actual verified bank/cash evidence and routine eligible customer receipt/application under approved policyExecute exact independently Finance Manager-approved monetary effects and reconcile statementsAccess purpose-limited bank/cost evidenceCannot approve its own invoices/credits, financial LC classifications, funds release, corrections/refunds or bypass held/uncertain source claims
Finance ManagerApprove every invoice and credit revision independently of preparers/material editorsApprove LCRequest, LCAmendment, LCPresentation, LCWaiver, LCClassification, LCFunding, LCReimbursement, LCCollateral, LCCharge and LCClosure over exact terms and source claimsApprove nonzero production completion variance and additional remaining close cost, stock value/loss exceptions, journals/cash transfers, revaluation, close/reopen and reconciled migrationCannot self-approve or satisfy independence through another account/role of the same actual personLocal authority never grants a bank's external decision

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

The team behind the work

11 rules

Sales Representative

Prepares quotes, records customer agreement and follows the remaining order. Connects customer demand with the relevant trade without allocating the same supply twice or approving their own order.

Sales Manager

Independently approves the accepted sales-order revision and required commercial exceptions. Reviews quantities, prices and delivery commitments while preserving separate stock and financial decisions.

Purchasing Manager

Coordinates supplier commitments and remaining supply. Another eligible person provides required purchasing approval within the applicable finite authority; receiving, invoicing and bank settlement retain their own owners.

Warehouse Operator

Records assigned arrivals, picking, actual customer handover or carrier dispatch, transfers and returned custody. Follows the current goods and location instructions without changing commercial terms or providing their own required stock approval.

Warehouse Manager

Coordinates availability, stock release, transfer, count and return decisions within permitted locations. Independently reviews the required operational evidence, with additional finance review where value or exception rules require it.

Production Manager

Coordinates approved recipes, work release, operation acceptance, finished output and quantity closure. Required independent review excludes the relevant preparer, producer and material editors. Financial variance and remaining cost decisions stay separate.

Production Operator

Performs assigned assembly or repacking and records actual material, time and results. Intermediate progress and rework do not become additional finished stock. The designated reviewer independently accepts required output and work.

Trade Finance Coordinator

Prepares documentary-credit requests, amendments, presentation packets and correspondence. Verifies external bank evidence and follows deadlines, discrepancies and maturity. Local preparation cannot issue a bank undertaking or provide the required independent financial decision.

Accountant

Prepares eligible invoices, bills, allocations, settlements and reconciliations. Keeps actual bank events, company cash, receivables, payables and bank obligations distinct, preserving unresolved differences for review.

Finance Manager

Independently approves invoices, credits, refunds, protected credit instructions and required financial exceptions. Reviews valuation, production variances, bank financing, currency effects and period work against the exact source and current revision.

Admin

Maintains technical identity, restricted configuration and connections. Administrative access cannot grant business approval authority or unrestricted access to margins, bank details or financial changes.

The roles

Sales Representative

Prepares assigned customer offers and order requests from actual commercial evidence.

Permissions and screens

Manage assigned Accounts prospect information, ContactPersons, Quotes and draft SalesOrders
Record actual customer acceptance, requested delivery and draft TradeDeals/TradeAllocations
Prepare customer return requests and separately priced replacement orders
View assigned quantity, delivery and payment-status summaries
Cannot approve orders, waive credit, alter frozen accepted prices, apply cash or authorize returns, invoices or refunds

Offers DueDraft

Quote NumberAccountValid UntilNet Total

Trade Allocation BoardReserved

Allocation NumberDealOrder LineSupply Kind

Purchase Order

Sales Manager

Independently accepts commercial commitments and customer/pricing changes.

Permissions and screens

Approve every SalesOrders revision independently of preparers/material editors
Approve QuoteException and commercial MasterChanges within reviewed finite authority
Independently approve TradeDeals and TradeAllocations commercial source assignment after stock/supply checks, excluding their preparers/editors
Verify actual accepted purchase terms and replacement scope
Cannot substitute a customer agreement or LC for order approval, approve its own work or approve invoice/credit, stock or production actions

Sales Orders Awaiting ApprovalSubmitted

Order NumberAccountShipment ModeNet Total

Customer Handover

Offers DueDraft

Quote NumberAccountValid UntilNet Total

Trade Allocation BoardReserved

Allocation NumberDealOrder LineSupply Kind

Purchase Order

Sales Orders Awaiting ApprovalSalesOrders

Submitted

SO-84882 ACC-120
SO-21380 ACC-120
SO-21789 ACC-110
SO-77914 ACC-150
SO-28648 ACC-110

SO-84882

Account: ACC-120
ShipmentMode: Carrier
NetTotal: 40
CreditReview: CR-51958
Snapshot: DR-28327

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 preparers/material editors
Approve another person's requisition/PO within finite entity/currency authority, otherwise request Finance Manager approval
Prepare supply-side TradeDeals/TradeAllocations drafts and supplier returns/bill-variance evidence
View accepted receipts and matches
Cannot confirm its own procurement receipt, approve its own commitment, change protected beneficiary details without finance approval or release cash

Purchase Approval QueueSubmitted

Purchase Order NumberSupplierCurrent TotalApproval Basis

Trade Allocation BoardReserved

Allocation NumberDealOrder LineSupply Kind

Purchase Order

Purchase Approval QueuePurchaseOrders

Submitted

PO-86049 VND-211 810
PO-34979 VND-185 360
PO-71568 VND-081 940
PO-66801 VND-082 730
PO-59564 VND-109 180

PO-86049

Supplier: VND-211
CurrentTotal: 930
ApprovalBasis: 810
Currency: CRR-1739
Snapshot: DR-39173

Approval waits for the purchasing manager.

Warehouse Operator

Records actual independent receiving, stock handling, shipment and return work.

Permissions and screens

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

Receipts Awaiting ReviewPrepared

Acceptance NumberReceipt LineDispositionBase Quantity

Accept

Shipment ReadinessPlanned

Shipment NumberOrderModeWarehouse

Customer Handover

Warehouse AvailabilityActive

ProductWarehouseLocationLot

Receipts Awaiting ReviewReceiptAcceptances

StatusPreparedPendingReviewConfirmed

Prepared

RA-37700GRL-10945460 base quantity

RA-81472GRL-28851690 base quantity

PendingReview

RA-61775GRL-18503500 base quantity

RA-51115GRL-72326220 base quantity

Confirmed

RA-54383GRL-24230610 base quantity

RA-19521GRL-49531280 base 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, ShipmentRelease, CountAdjustment, ReturnAuthorization and ReturnDisposition within reviewed scope, excluding preparers/material editors/counters or relevant subject
Review independent receiving and shipping evidence
Request additional Finance Manager value/loss approval
Cannot waive commercial/financial gates, alter financial standards or close production WIP

Count Review QueuePendingReview

Count NumberWarehouseCounterPolicy

Receipts Awaiting ReviewPrepared

Acceptance NumberReceipt LineDispositionBase Quantity

Accept

Shipment ReadinessPlanned

Shipment NumberOrderModeWarehouse

Customer Handover

Count Review QueueInventoryCounts

PendingReview

IC-22261 WRH-110 11 d
IC-10790 WRH-130 in 4 d
IC-66853 WRH-120 11 d
IC-41159 WRH-130 in 10 d
IC-89449 WRH-110 in 11 d

IC-22261

Warehouse: WRH-110
Counter: LC
Policy: TP-88135
Lock: CL-46980
PlannedEnd: 06 Sep

Approval conditions.

Production Manager

Controls versioned assembly instructions, released work, 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 work release
Independently accept ProductionEntries and ProductionCompletions excluding actual producer, recorder, preparer and material editors
Execute the exact fully approved terminal output only after required Finance Manager variance approval
Independently sign WorkOrders.CloseDecision after all quantities 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

Production ScheduleReleased

Work Order NumberOutput ProductPlanned QuantityCompleted Quantity

Warehouse AvailabilityActive

ProductWarehouseLocationLot

Production ScheduleWorkOrders

StatusReleasedInProgressPartiallyCompletedCompletedPendingClose

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, issue and eligible unused return
Record draft ProductionEntries with actual producer, intervals, inputs/good/scrap/held/unfinished quantities
Raise restrictive exceptions
Cannot accept own work, release a job, post arbitrary WIP or execute terminal output/closure reserved to Production Manager

Production ScheduleReleased

Work Order NumberOutput ProductPlanned QuantityCompleted Quantity

Production ScheduleWorkOrders

StatusReleasedInProgressPartiallyCompletedCompletedPendingClose

Trade Finance Coordinator

Prepares documentary-credit work and verifies actual bank correspondence.

Permissions and screens

Prepare FinancialInstitutions drafts, DocumentaryCredits, CreditAmendments, CreditConditions, CreditDrawings, CreditAllocations, CreditPresentations and CreditDocuments
Record CreditDiscrepancies and actual CreditBankEvents with source authentication/manual verification evidence
Prepare charge, collateral, funding and closure reconciliation
Transmit only exact approved requests/packets through configured channels
Cannot approve its own request, impersonate a bank, waive a discrepancy, classify/post financial effects or turn local approval into bank issuance, acceptance or payment

LC MaturitiesAccepted

Drawing NumberCreditCurrencyAccepted Amount

Funding ObligationsOpen

Obligation NumberCreditBalance SideOrigin Kind

Bank Receivable

Accountant

Prepares and executes guarded entity finance and reconciliation work.

Permissions and screens

Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections, BankObligations, BankObligationAllocations, CreditCharges and CreditCollateralMovements financial preparation
Record actual verified bank/cash evidence and routine eligible customer receipt/application under approved policy
Prepare TradeCostAllocations, journals, revaluation and close
Execute exact independently Finance Manager-approved monetary effects and reconcile statements
Access purpose-limited bank/cost evidence
Cannot approve its own invoices/credits, financial LC classifications, funds release, corrections/refunds or bypass held/uncertain source claims

Receipts Awaiting ReviewPrepared

Acceptance NumberReceipt LineDispositionBase Quantity

Accept

LC MaturitiesAccepted

Drawing NumberCreditCurrencyAccepted Amount

Period Close WorkOpen

Task NumberPeriodKindOwner

Receipts Awaiting ReviewReceiptAcceptances

StatusPreparedPendingReviewConfirmed

Prepared

RA-37700GRL-10945460 base quantity

RA-81472GRL-28851690 base quantity

PendingReview

RA-61775GRL-18503500 base quantity

RA-51115GRL-72326220 base quantity

Confirmed

RA-54383GRL-24230610 base quantity

RA-19521GRL-49531280 base quantity

Finance Manager

Independently controls monetary authority, documentary instructions, valuation and close.

Permissions and screens

Approve every invoice and credit revision independently of preparers/material editors
Approve credit exceptions, above-limit purchasing, bill exceptions, payment releases, every refund and FinanceCorrections
Approve protected financial institution/bank/cost/tax/currency/rate/authority masters and TradeCostAllocations
Approve LCRequest, LCAmendment, LCPresentation, LCWaiver, LCClassification, LCFunding, LCReimbursement, LCCollateral, LCCharge and LCClosure over exact terms and source claims
Approve nonzero production completion variance and additional remaining close cost, stock value/loss exceptions, journals/cash transfers, revaluation, close/reopen and reconciled migration
Cannot self-approve or satisfy independence through another account/role of the same actual person
Local authority never grants a bank's external decision

Count Review QueuePendingReview

Count NumberWarehouseCounterPolicy

Purchase Approval QueueSubmitted

Purchase Order NumberSupplierCurrent TotalApproval Basis

Invoices Awaiting ApprovalPendingApproval

Invoice NumberAccountDocument TypeNet Amount

Credit Note

Count Review QueueInventoryCounts

PendingReview

IC-22261 WRH-110 11 d
IC-10790 WRH-130 in 4 d
IC-66853 WRH-120 11 d
IC-41159 WRH-130 in 10 d
IC-89449 WRH-110 in 11 d

IC-22261

Warehouse: WRH-110
Counter: LC
Policy: TP-88135
Lock: CL-46980
PlannedEnd: 06 Sep

Approval conditions.

How permissions work

Scope follows the business. The company, customer, supplier and stock location determine the relevant access. Linking trades across companies does not merge ownership, books or authority.
Decisions follow the reviewed version. Keep the actual person and content approved. Material changes need renewed review before affected work proceeds; another account belonging to the same person does not create independence.
Bank decisions remain external evidence. A local finance approval authorizes the reviewed instruction. Issuance, confirmation, examination, settlement and reimbursement each need their own applicable evidence.
Sensitive information stays protected. Following an order or shipment does not grant unrestricted cost, margin, bank-destination or financial-adjustment access. Reports, exports and assistants use the same restrictions.
Recording a fact does not approve it. Actual arrival, production, delivery and bank evidence retain their own actors and dates. Missing decisions or uncertain outcomes stay visible for reconciliation.

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Trading ERP

Modules

Trading ERP

Processes

Trading ERP

Industries

Trading ERP

Reference

Trading ERP

Roles and permissions

Permissions

The team behind the work

Sales Representative

Sales Manager

Purchasing Manager

Warehouse Operator

Warehouse Manager

Production Manager

Production Operator

Trade Finance Coordinator

Accountant

Finance Manager

Admin

The roles

How permissions work

Start now Trading ERP

Trading ERP

Modules

Trading ERP

Processes

Trading ERP

Industries

Trading ERP

Reference

Roles and permissions

Permissions

The team behind the work

Sales Representative

Sales Manager

Purchasing Manager

Warehouse Operator

Warehouse Manager

Production Manager

Production Operator

Trade Finance Coordinator

Accountant

Finance Manager

Admin

The roles

How permissions work

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