Give each team the access and approval authority its work requires.
Sales, finance, operations and HR need different access to the same business. Enterprise ERP specifies permissions for each role, with entity and assignment boundaries. Approval authority is checked for the particular decision and the version being reviewed.
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | Controller | Finance Clerk | Sales Rep | Sales Manager | Buyer | Warehouse Operator | Production Planner | Plant Manager | Quality Inspector | Operator | HR Manager | Payroll Administrator | Employee |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| master | |||||||||||||
ExchangeRates | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
TaxCodes | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CostCenters | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | View: View relevant Positions, leave/calendars, CostCenters, tax rules, periods and close tasks | —No table-specific permission stated |
Departments | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 nonsensitive Employees, Positions, Departments, WorkCalendars/WorkCalendarDays, LeaveTypes/HolidayCalendars and LeaveEntries through approved effective changes | —No table-specific permission stated | —No table-specific permission stated |
Positions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 nonsensitive Employees, Positions, Departments, WorkCalendars/WorkCalendarDays, LeaveTypes/HolidayCalendars and LeaveEntries through approved effective changes | View: View relevant Positions, leave/calendars, CostCenters, tax rules, periods and close tasks | —No table-specific permission stated |
Employees | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 nonsensitive Employees, Positions, Departments, WorkCalendars/WorkCalendarDays, LeaveTypes/HolidayCalendars and LeaveEntries through approved effective changes | —No table-specific permission stated | View: View own Employees, PayStatements/PayStatementLines and LeaveBalances |
ContactPersons | —No table-specific permission stated | View: View finance-scoped Accounts bank fields, ContactPersons, approved purchasing/sales/receipt/shipment records, FixedAssets, AccountingPeriods and CloseTasks | Manage / maintain: Manage owned Leads, ContactPersons, Opportunities, Activities and draft Quotes | Manage / maintain: Manage entity Leads, ContactPersons, Opportunities, Activities, draft Quotes/QuoteItems, SalesOrders/SalesOrderItems, Contracts/ContractItems/ContractCycles, PriceBooks/PriceBookEntries and customer Accounts excluding bank fields through reviewed master 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 | —No table-specific permission stated |
Products | —No table-specific permission stated | —No table-specific permission stated | View: View PriceBooks/PriceBookEntries, Products, sellable Inventory availability, own Contracts/ContractItems/ContractCycles, Invoices, Shipments and CustomerReturns | —No table-specific permission stated | View: View Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and Bills | View: View stock, approved order/purchase/work-order source records and Products | —No table-specific permission stated | —No table-specific permission stated | View: View Products, receipt, stock, operation, shipment and return provenance | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
WorkCenters | —No table-specific permission stated | —No 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 BOMs/BOMComponents, Routings/RoutingOperations, WorkCenters and technical master versions through owning-manager review | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
LeaveTypes | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 applicable HolidayCalendars, WorkCalendars and LeaveTypes |
HolidayCalendars | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 applicable HolidayCalendars, WorkCalendars and LeaveTypes |
Budgets | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
FixedAssets | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision controls | View: View finance-scoped Accounts bank fields, ContactPersons, approved purchasing/sales/receipt/shipment records, FixedAssets, AccountingPeriods and CloseTasks | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DepreciationRuns | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RevaluationRuns | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ConsolidationRuns | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
TaxFilings | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CloseTasks | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision controls | View: View finance-scoped Accounts bank fields, ContactPersons, approved purchasing/sales/receipt/shipment records, FixedAssets, AccountingPeriods and CloseTasks | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
EnterprisePolicies | Specific actions: Approve financial EnterprisePolicies and MasterChanges independently | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
WorkCalendars | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 applicable HolidayCalendars, WorkCalendars and LeaveTypes |
| transaction | |||||||||||||
Leads | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage owned Leads, ContactPersons, Opportunities, Activities and draft Quotes | Manage / maintain: Manage entity Leads, ContactPersons, Opportunities, Activities, draft Quotes/QuoteItems, SalesOrders/SalesOrderItems, Contracts/ContractItems/ContractCycles, PriceBooks/PriceBookEntries and customer Accounts excluding bank fields through reviewed master 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 | —No table-specific permission stated |
Opportunities | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage owned Leads, ContactPersons, Opportunities, Activities and draft Quotes | Manage / maintain: Manage entity Leads, ContactPersons, Opportunities, Activities, draft Quotes/QuoteItems, SalesOrders/SalesOrderItems, Contracts/ContractItems/ContractCycles, PriceBooks/PriceBookEntries and customer Accounts excluding bank fields through reviewed master 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 | —No table-specific permission stated |
Activities | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage owned Leads, ContactPersons, Opportunities, Activities and draft Quotes | Manage / maintain: Manage entity Leads, ContactPersons, Opportunities, Activities, draft Quotes/QuoteItems, SalesOrders/SalesOrderItems, Contracts/ContractItems/ContractCycles, PriceBooks/PriceBookEntries and customer Accounts excluding bank fields through reviewed master 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 | —No table-specific permission stated |
Quotes | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage owned Leads, ContactPersons, Opportunities, Activities and draft Quotes; Manage draft QuoteItems only where parent Quotes.Owner = current user; Approve own Quotes only when the exact frozen revision has known cost/margin, satisfies protected policy floor and own DiscountLimitPercent and has no exception | Specific actions: Approve Quotes within own discount authority and protected margin policy independently when required | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 | Specific actions: Approve SalesOrders above Sales Manager authority/credit capacity and separately decide CreditHold clearance | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve SalesOrders within own SalesOrderApprovalLimit and available CreditExposures with no active hold | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 | View: View PriceBooks/PriceBookEntries, Products, sellable Inventory availability, own Contracts/ContractItems/ContractCycles, Invoices, Shipments and CustomerReturns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CustomerReturns | —No table-specific permission stated | —No table-specific permission stated | View: View PriceBooks/PriceBookEntries, Products, sellable Inventory availability, own Contracts/ContractItems/ContractCycles, Invoices, Shipments and CustomerReturns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 | Specific actions: Approve eligible independent PurchaseOrders above Buyer limits and Requisitions escalation | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve Requisitions and every PurchaseOrder only when another actual person prepared/materially edited the revision and within own converted POApprovalLimit | —No table-specific permission stated | Specific actions: Create purchasing Requisitions | —No 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 Requisitions as assigned cost-centre manager within POApprovalLimit and Bills as assigned cost-centre manager within BillApprovalLimit, excluding own preparation/material editing |
PurchaseOrders | Specific actions: Approve eligible independent PurchaseOrders above Buyer limits and Requisitions escalation | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
VendorReturns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Requisitions/RequisitionItems, PurchaseOrders/PurchaseOrderItems, VendorReturns and vendor Accounts/ContactPersons except bank fields through reviewed 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 |
Bills | Specific actions: Approve Bills with BillItems.MatchStatus exceptions above an eligible cost-centre manager limit or outside policy, never if preparer/material editor | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds; Post eligible fully matched Bills under an independently activated automatic-match policy with no unresolved exception | —No table-specific permission stated | —No table-specific permission stated | View: View Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and 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 | Specific actions: Approve Requisitions as assigned cost-centre manager within POApprovalLimit and Bills as assigned cost-centre manager within BillApprovalLimit, excluding own preparation/material editing |
Inventory | —No table-specific permission stated | —No table-specific permission stated | View: View PriceBooks/PriceBookEntries, Products, sellable Inventory availability, own Contracts/ContractItems/ContractCycles, Invoices, Shipments and CustomerReturns | —No table-specific permission stated | View: View Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and 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 |
PlannedOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and Bills | —No table-specific permission stated | Manage / maintain: Manage MRPRuns, PlannedOrders, draft WorkOrders/WorkOrderComponents/WorkOrderOperations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
WorkOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Run MRP and firm/release WorkOrders using frozen technical/cost versions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ProductionLog | —No table-specific permission stated | —No table-specific permission stated | —No 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 ProductionLog observations and assign WorkOrderOperations.Operator, WorkCenter, PlannedStart and PlannedEnd within released technical capability | —No table-specific permission stated | Specific actions: Create/post immutable ProductionLog observations for own operations with valid intervals | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
QualityInspections | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft QualityInspections and sign immutable disposition evidence when independent of the producing operator | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
LeaveRequests | —No table-specific permission stated | —No table-specific permission stated | —No 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 Timesheets and LeaveRequests only as named eligible manager/delegate and never own time/leave | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Create/submit own LeaveRequests and Timesheets/TimesheetLines |
LeaveBalances | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 own Employees, PayStatements/PayStatementLines and LeaveBalances |
Timesheets | —No table-specific permission stated | —No table-specific permission stated | —No 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 Timesheets and LeaveRequests only as named eligible manager/delegate and never own time/leave | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PayrollRuns | Specific actions: Approve PayrollRuns independently of preparation/material editing | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 PayComponents/EmployeePayComponents, PayrollRuns, PayStatements/PayStatementLines, PayrollAllocations and PayrollOpeningBalances under reviewed rules; Submit exact PayrollRuns revisions for Controller approval | —No table-specific permission stated |
AuthorityDelegations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 LeaveRequests/Timesheets only under a valid AuthorityDelegations grant or assigned manager authority, never own submission | —No table-specific permission stated | —No table-specific permission stated |
MasterChanges | Specific actions: Approve financial EnterprisePolicies and MasterChanges independently | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CreditExposures | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve SalesOrders within own SalesOrderApprovalLimit and available CreditExposures with no active hold | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BillMatchAllocations | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MRPRuns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and Bills | —No table-specific permission stated | Manage / maintain: Manage MRPRuns, PlannedOrders, draft WorkOrders/WorkOrderComponents/WorkOrderOperations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CreditApplications | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Refunds | Specific actions: Approve above-threshold/disputed credit notes, write-offs and all Refunds | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RevaluationLines | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CompensationHistory | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 those changes proposed by a different Payroll Administrator and retain CompensationHistory | —No table-specific permission stated | —No table-specific permission stated |
LeaveEntries | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 nonsensitive Employees, Positions, Departments, WorkCalendars/WorkCalendarDays, LeaveTypes/HolidayCalendars and LeaveEntries through approved effective changes | —No table-specific permission stated | —No table-specific permission stated |
PayrollAllocations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 PayComponents/EmployeePayComponents, PayrollRuns, PayStatements/PayStatementLines, PayrollAllocations and PayrollOpeningBalances under reviewed rules | —No table-specific permission stated |
PayrollOpeningBalances | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No 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 PayComponents/EmployeePayComponents, PayrollRuns, PayStatements/PayStatementLines, PayrollAllocations and PayrollOpeningBalances under reviewed rules | —No table-specific permission stated |
AssetBooks | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
AssetEvents | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CloseDependencies | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
AllocationRuns | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
AllocationLines | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ConsolidationEntities | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ConsolidationAdjustments | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| line item | |||||||||||||
QuoteItems | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft QuoteItems only where parent Quotes.Owner = current user | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BillItems | Specific actions: Approve Bills with BillItems.MatchStatus exceptions above an eligible cost-centre manager limit or outside policy, never if preparer/material editor | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
WorkOrderComponents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and 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 |
WorkOrderOperations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft ProductionLog observations and assign WorkOrderOperations.Operator, WorkCenter, PlannedStart and PlannedEnd within released technical capability | —No table-specific permission stated | View: View assigned WorkOrderOperations and related WorkOrders/WorkOrderComponents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BudgetLines | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DepreciationRunLines | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ConsolidationRunLines | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| finance | |||||||||||||
ChartOfAccounts | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
AccountingPeriods | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision controls | View: View finance-scoped Accounts bank fields, ContactPersons, approved purchasing/sales/receipt/shipment records, FixedAssets, AccountingPeriods and CloseTasks | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentTerms | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BankAccounts | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Accounts | —No table-specific permission stated | View: View finance-scoped Accounts bank fields, ContactPersons, approved purchasing/sales/receipt/shipment records, FixedAssets, AccountingPeriods and CloseTasks | —No table-specific permission stated | Manage / maintain: Manage entity Leads, ContactPersons, Opportunities, Activities, draft Quotes/QuoteItems, SalesOrders/SalesOrderItems, Contracts/ContractItems/ContractCycles, PriceBooks/PriceBookEntries and customer Accounts excluding bank fields through reviewed master 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 | —No table-specific permission stated |
Invoices | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | View: View PriceBooks/PriceBookEntries, Products, sellable Inventory availability, own Contracts/ContractItems/ContractCycles, Invoices, Shipments and CustomerReturns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
InvoiceItems | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentsReceived | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentApplications | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentRuns | Specific actions: Release PaymentRuns and PaymentInstructions within own converted PaymentReleaseLimit, excluding preparer and every bill approver in the run | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentsMade | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentAllocations | —No table-specific permission stated | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
JournalEntries | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
JournalEntryLines | Manage / maintain: Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision 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 | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PaymentInstructions | Specific actions: Release PaymentRuns and PaymentInstructions within own converted PaymentReleaseLimit, excluding preparer and every bill approver in the run | Manage / maintain: Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and Refunds | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Sales Rep access follows account and quote ownership, including the quote's lines. Warehouse access follows the assigned warehouse. Managers see work routed to them within their assigned team or cost centre. An Employee assignment alone does not grant company-wide approval powers.
The signer must hold the required role and have an effective limit for the document, entity and currency. The record retains the amount, converted comparison amount, limit and policy used. Changing a document after approval creates a revision that requires the applicable review again.
Every purchase order requires an eligible approver other than its preparer. A Buyer cannot receive their own order. A payment releaser cannot be the run's preparer or an approver of its included bills. Payroll preparation and approval are separate. These rules do not require a different person for every administrative step.
A Sales Rep may approve their own quote within their discount authority. A Sales Manager reviews quotes outside that authority within the manager's limit. Displayed discount and margin come from the saved prices and costs; typing a lower discount percentage cannot avoid review.
HR, payroll and employee self-service have different access to individual pay, national ID and bank details. Administrative access and finance reporting do not override those restrictions. The Controller reviews payroll totals and reconciliation evidence without automatic access to every employee's pay details.
The HR Manager or Payroll Administrator proposes changes to pay, bank and national ID information; a different person in the other role reviews the proposal independently. The proposal retains the old and new values, effective date, reviewer and application history. Direct edits cannot bypass this path.
The Sales Manager and Controller can inspect the cost and margin information needed for their work. Sales Rep access and customer documents mask those details. Employee bank details are governed separately from company and vendor payment instructions.
A delegation has a document scope, entity, dates and authority limit. It does not grant a missing role or waive independence. The approval records the actual signer and the person represented; an expired delegation cannot authorize a new decision.
Service identities have explicit roles and scope. They can prepare work for review; approval records must preserve the accountable human decision where the process requires one.
Owns financial policy, independent finance decisions, reconciliation, the close and consolidation.
Manage draft ChartOfAccounts, TaxCodes, CostCenters, ExchangeRates, PaymentTerms, BankAccounts, JournalEntries, JournalEntryLines, AccountingPeriods, CloseTasks, CloseDependencies, Budgets, BudgetLines, AllocationRuns, AllocationLines, FixedAssets, AssetBooks, AssetEvents, DepreciationRuns, DepreciationRunLines, RevaluationRuns, RevaluationLines, ConsolidationRuns, ConsolidationEntities, ConsolidationRunLines, ConsolidationAdjustments and TaxFilings through approved revision controlsApprove financial EnterprisePolicies and MasterChanges independentlyApprove Bills with BillItems.MatchStatus exceptions above an eligible cost-centre manager limit or outside policy, never if preparer/material editorApprove eligible independent PurchaseOrders above Buyer limits and Requisitions escalationApprove SalesOrders above Sales Manager authority/credit capacity and separately decide CreditHold clearanceApprove above-threshold/disputed credit notes, write-offs and all RefundsRelease PaymentRuns and PaymentInstructions within own converted PaymentReleaseLimit, excluding preparer and every bill approver in the runApprove PayrollRuns independently of preparation/material editingAn independent assigned cost-centre manager acting as Employee, eligible Buyer or Controller approves within the converted PO limit and entity scope.
Captures and reconciles finance transactions, prepares payments and performs only the narrow routine settlement actions allowed by policy.
Manage draft Bills, BillItems, BillMatchAllocations, Invoices, InvoiceItems, PaymentsReceived, PaymentApplications, PaymentsMade, PaymentAllocations, PaymentRuns, PaymentInstructions, CreditApplications and RefundsMatch accepted goods/service evidence and BankStatementLinesSubmit finance documents and payment proposals for approvalPost eligible fully matched Bills under an independently activated automatic-match policy with no unresolved exceptionApply customer cash and policy-eligible below-threshold discounts/write-offs, retaining evidence and Approvals where requiredIssue eligible routine below-threshold credits under reviewed policy, excluding disputed or refund actionsPrepare customer/vendor bank MasterChanges and independently confirm another finance person's change only within designated bank-review policyView finance-scoped Accounts bank fields, ContactPersons, approved purchasing/sales/receipt/shipment records, FixedAssets, AccountingPeriods and CloseTasksApproval conditions.
Works owned customers, contacts, leads and opportunities and prepares quotes and orders.
Manage owned Leads, ContactPersons, Opportunities, Activities and draft QuotesManage draft QuoteItems only where parent Quotes.Owner = current userCreate customer Accounts/ContactPersons within owned entity through reviewed master workflowCreate draft SalesOrders/SalesOrderItems and submit for approvalApprove own Quotes only when the exact frozen revision has known cost/margin, satisfies protected policy floor and own DiscountLimitPercent and has no exceptionView PriceBooks/PriceBookEntries, Products, sellable Inventory availability, own Contracts/ContractItems/ContractCycles, Invoices, Shipments and CustomerReturnsCannot view protected product/quote cost or Inventory.UnitCost/ValuationView own price/revenue pipeline and order results without an indirect margin-report cost disclosureOwns commercial masters, customer contracts and the approved sales pipeline within entity authority.
Manage entity Leads, ContactPersons, Opportunities, Activities, draft Quotes/QuoteItems, SalesOrders/SalesOrderItems, Contracts/ContractItems/ContractCycles, PriceBooks/PriceBookEntries and customer Accounts excluding bank fields through reviewed master controlsApprove Quotes within own discount authority and protected margin policy independently when requiredReview unknown-cost/zero-price commercial exceptions under EnterprisePolicies with recorded pricing basisVerify complete SignatureRequests and accepted termsApprove SalesOrders within own SalesOrderApprovalLimit and available CreditExposures with no active holdAuthorise CustomerReturns commercial scopeReassign commercial ownersView finance result and protected commercial cost/margin for own entityOwns supplier purchasing and independent purchase decisions within authority, without receiving or approving their own order.
Manage draft Requisitions/RequisitionItems, PurchaseOrders/PurchaseOrderItems, VendorReturns and vendor Accounts/ContactPersons except bank fields through reviewed controlsSubmit purchasing documentsApprove Requisitions and every PurchaseOrder only when another actual person prepared/materially edited the revision and within own converted POApprovalLimitFirm PlannedOrders of Type Purchase and resolve disputed bill evidence without altering the bill's approved accountingView Products, Inventory, MRPRuns, PlannedOrders, WorkOrderComponents, receipt/acceptance/inspection records and BillsCannot receive a GoodsReceipt, approve own order, change bank details or resolve a price discrepancy by editing a posted sourceAccess procurement and supplier performance reportsAn independent assigned cost-centre manager acting as Employee, eligible Buyer or Controller approves within the converted PO limit and entity scope.
Handles physical goods in the assigned warehouse under accepted ownership and exact-stock claims.
Prepare GoodsReceipts/GoodsReceiptItems, StockEvents/StockMovements, InventoryReservations, InventoryCounts/InventoryCountLines and Shipments/ShipmentItems in assigned warehouseReceive goods only when not the PO buyerConfirm eligible no-inspection ReceiptAcceptances and physically receive CustomerReturns/dispatch VendorReturns within approved scopeConfirm DropShipReceipt/DropShipShipment economic effects in the assigned InTransitOut location from verified vendor/customer evidence, independently of the PO buyer and after required quality releaseSubmit escalated counts and adjustments for independent Controller approvalView stock, approved order/purchase/work-order source records and ProductsApproval conditions.
Owns production definitions, planning snapshots, work release and reviewed completion/close.
Manage draft BOMs/BOMComponents, Routings/RoutingOperations, WorkCenters and technical master versions through owning-manager reviewManage MRPRuns, PlannedOrders, draft WorkOrders/WorkOrderComponents/WorkOrderOperationsRun MRP and firm/release WorkOrders using frozen technical/cost versionsReview ProductionCompletions and close WorkOrders after accepted output, pending obligations and Controller variance approval where policy requiresCreate purchasing RequisitionsView production stock, customer demand, purchase supply, inspections and work-order-charged time/cost allocations without personal compensation disclosureCannot replace accepted quality decisions or post arbitrary completion quantityAccess production, attainment and variance reportsSchedules and supervises production and independently approves eligible plant time and leave.
Manage draft ProductionLog observations and assign WorkOrderOperations.Operator, WorkCenter, PlannedStart and PlannedEnd within released technical capabilityPlace operations on hold and review feasible schedule changesApprove Timesheets and LeaveRequests only as named eligible manager/delegate and never own time/leaveReview technical WorkCenters/BOM/routing MasterChanges within plant scopeView production, inventory, inspections and scoped timesheet allocationsCannot disposition QualityInspections, release WorkOrders or activate financial rates without Controller policy reviewAccess operational attainment and labour variance without individual pay-rate disclosureIndependently dispositions exact incoming, in-process, first-article, final and returned-goods scope.
Manage draft QualityInspections and sign immutable disposition evidence when independent of the producing operatorPlace operations and stock on quality hold and release only the reviewed identity/quantity scopeOpen VendorReturns and set CustomerReturns disposition through guarded evidenceView Products, receipt, stock, operation, shipment and return provenanceCannot edit accepted source quantities, perform unreviewed financial credit or turn a first-article signoff into full finished outputApproval conditions.
Executes assigned operations and records time, throughput and scrap without approving their own output quality.
View assigned WorkOrderOperations and related WorkOrders/WorkOrderComponentsRecord scrap reasonPrepare IssueToWIP StockMovements against valid InventoryReservations and exact source costPrepare terminal ProductionCompletions only within released/logged remaining quantityExecute completion StockEvents only after required quality and planner guardsCannot disposition own QualityInspections, approve own time or treat intermediate throughput as finished stockOwns employment and leave policy and independently confirms sensitive employee changes proposed by payroll.
Manage nonsensitive Employees, Positions, Departments, WorkCalendars/WorkCalendarDays, LeaveTypes/HolidayCalendars and LeaveEntries through approved effective changesPropose employee BankAccount, NationalID, BaseSalary, HourlyRate, PayCurrency or compensation-basis changes in MasterChanges for a different Payroll Administrator to approveApprove those changes proposed by a different Payroll Administrator and retain CompensationHistoryView protected employee pay/bank/ID and employment/leave/pay statements within HR scopeApprove LeaveRequests/Timesheets only under a valid AuthorityDelegations grant or assigned manager authority, never own submissionCannot prepare/calculate operational PayrollRuns, edit limits or directly overwrite protected salary/bank valuesAccess scoped HR and payroll detail reportsPrepares effective payroll calculations and independently confirms HR-proposed sensitive employee changes.
Manage draft PayComponents/EmployeePayComponents, PayrollRuns, PayStatements/PayStatementLines, PayrollAllocations and PayrollOpeningBalances under reviewed rulesRead approved time/leave and protected effective employee compensation/bank data within payroll scopePropose sensitive Employees changes through MasterChanges for a different HR Manager to approve and approve those proposed by a different HR ManagerSubmit exact PayrollRuns revisions for Controller approvalPrepare payroll PaymentInstructions using approved beneficiary snapshots and authorised masked company-bank selectionView relevant Positions, leave/calendars, CostCenters, tax rules, periods and close tasksCannot approve/release own payroll, alter Employees directly or view unrestricted company/vendor bank configurationAccess scoped payroll detail reportsUses own leave, time and pay records and acts on specifically assigned manager decisions within scope and limit.
View own Employees, PayStatements/PayStatementLines and LeaveBalancesUpdate own Phone/Address through permitted self-service rulesApprove another employee's LeaveRequests/Timesheets only as assigned eligible Approver or valid delegated actorApprove Requisitions as assigned cost-centre manager within POApprovalLimit and Bills as assigned cost-centre manager within BillApprovalLimit, excluding own preparation/material editingConfirm ServiceAcceptances as authorised requester without gaining PO/bill approval rightsAct on Approvals only when ActualActor is authenticated and named assignment/delegation, eligible role, amount/currency and conflict checks all passView applicable HolidayCalendars, WorkCalendars and LeaveTypesApproval conditions.
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