Sales Representative
Prepares dealer quotes and orders, follows commitments and gathers the information needed for review. Accepted quantities, prices and title terms remain with the reviewed revision rather than following later master edits.
Roles and permissions
Give commercial, warehouse and finance teams clear responsibilities.
Distribution & Supply Chain separates commercial commitments, physical work and financial decisions. Each action uses the person’s current role, entity scope and authority. Preparing a document, holding another role or receiving a message does not supply an independent approval or actual operating evidence.
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 | Accountant | Finance Manager |
|---|---|---|---|---|---|---|---|
| master | |||||||
Dealers | View: View authorized Dealers, current availability and delivery status | Specific actions: Approve commercial MasterChanges to Dealers, PriceLists and PriceListEntries within policy | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DealerContacts | Manage / maintain: Manage Quotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContacts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Suppliers | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines and draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PriceLists | —No table-specific permission stated | Specific actions: Approve commercial MasterChanges to Dealers, PriceLists and PriceListEntries within policy | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PriceListEntries | —No table-specific permission stated | Specific actions: Approve commercial MasterChanges to Dealers, PriceLists and PriceListEntries within policy | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
StandardCosts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, StandardCosts, PostingProfiles, tax/rate/bank and authority policies |
PostingProfiles | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, StandardCosts, PostingProfiles, tax/rate/bank and authority policies |
Warehouses | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Warehouses, Locations, operational demand, StockTransfers, InventoryCounts and DeliveryRoutes | —No table-specific permission stated | —No table-specific permission stated |
Locations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Warehouses, Locations, operational demand, StockTransfers, InventoryCounts and DeliveryRoutes | —No table-specific permission stated | —No table-specific permission stated |
QuoteLines | Manage / maintain: Manage Quotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContacts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
SalesOrderLines | Manage / maintain: Manage Quotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContacts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RequisitionLines | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines and draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines and draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
GoodsReceiptLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage assigned draft GoodsReceipts and GoodsReceiptLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CountLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record PickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DeliveryResults | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record PickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BOMs | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve technical BOMs and ProductionRoutings activation without changing finance cost/rate policy | —No table-specific permission stated | —No table-specific permission stated |
ProductionRoutings | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve technical BOMs and ProductionRoutings activation without changing finance cost/rate policy | —No table-specific permission stated | —No table-specific permission stated |
BillLines | —No 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, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
RevaluationLines | —No 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 BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
| transaction | |||||||
MasterChanges | —No table-specific permission stated | Specific actions: Approve commercial MasterChanges to Dealers, PriceLists and PriceListEntries within policy | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve financial MasterChanges, StandardCosts, PostingProfiles, tax/rate/bank and authority policies |
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 | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
Quotes | Manage / maintain: Manage Quotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContacts | —No table-specific permission stated | —No 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 Quotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContacts | Specific actions: Approve SalesOrders through current OrderAcceptance decisions excluding preparer/material editor | —No 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 Suppliers, Requisitions, RequisitionLines and draft PurchaseOrders and PurchaseOrderLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
PurchaseOrders | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Suppliers, Requisitions, RequisitionLines and draft PurchaseOrders and PurchaseOrderLines; Approve another person's requisition or PO within reviewed finite authority, otherwise route to Finance Manager | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve above-limit PurchaseOrders, credit exceptions, bill exceptions, payment releases, refunds and FinanceCorrections |
GoodsReceipts | —No table-specific permission stated | —No table-specific permission stated | View: View GoodsReceipts and BillMatches without confirming own physical receipt | Manage / maintain: Manage assigned draft GoodsReceipts and GoodsReceiptLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
BillMatches | —No table-specific permission stated | —No table-specific permission stated | View: View GoodsReceipts and BillMatches without confirming own physical receipt | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —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, operational demand, StockTransfers, InventoryCounts and DeliveryRoutes | —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, operational demand, StockTransfers, InventoryCounts and DeliveryRoutes | —No table-specific permission stated | —No table-specific permission stated |
PickTasks | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record PickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DeliveryRoutes | —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, operational demand, StockTransfers, InventoryCounts and DeliveryRoutes | —No table-specific permission stated | —No table-specific permission stated |
DeliveryAttempts | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Record PickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLines | —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 | Specific actions: Record PickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Bills | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
BankStatementLines | —No 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 BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —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 | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —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 | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —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 | Specific actions: Approve above-limit PurchaseOrders, credit exceptions, bill exceptions, payment releases, refunds and FinanceCorrections |
RevaluationRuns | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | Specific actions: Approve count value exceptions, nonzero production variance, protected journals, RevaluationRuns and AccountingPeriods close/reopen |
| finance | |||||||
AccountingPeriods | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve count value exceptions, nonzero production variance, protected journals, RevaluationRuns and AccountingPeriods close/reopen |
Invoices | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | Specific actions: Approve every Invoices and credit-note revision independently of preparer/material editors |
InvoiceLines | —No 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, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —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 | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —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 | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
PaymentAllocations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage draft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocations | —No table-specific permission stated |
JournalEntries | —No 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 BankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasks | —No table-specific permission stated |
- Sales RepresentativeSubmit commercial revisions and return requestsView own order and collection summariesCannot accept own or other orders, release credit holds, change costs, issue stock, approve invoices or apply cash
- Sales ManagerReview dealer acceptance, discounts, margin unknowns, addresses and title termsView scoped credit and fulfillment reportsRequest Finance Manager credit exceptionsCannot replace finance credit/invoice/cash authority or edit accepted/posting history
- Purchasing ManagerPrepare supplier return and price-variance evidence
- Warehouse OperatorConfirm actual receipts independently of buyer and commercial approver after eligibility/cost reviewExecute guarded approved stock picks, transfers, dispatch and delivery evidenceRecord actual authorized return custodyView assigned quantity/location/lot instructions without costs, margins or bank fieldsCannot release stock holds, approve own counts/output, approve orders/invoices or directly edit balances
- Warehouse ManagerApprove independent operational StockRelease, TransferApproval, CountAdjustment, ReturnAuthorization, ReturnDisposition, RouteRelease and ProductionRelease decisionsReview physical closure evidence and request Finance Manager value/variance decisionsView authorized quantities and the reviewed cost summaries needed for decisions, without bank beneficiary secretsCannot approve own prepared/materially edited scope or bypass finance cost and posting authority
- AccountantPost fully matched policy-eligible bills and confirmed routine cash/application effects through source checksView scoped financial/cost/beneficiary information with current purposeCannot approve own invoices, release payments/refunds, change accepted commercial value or directly journal around subledger controls
- Finance ManagerCannot approve own prepared/materially edited request or act as both required independent signersCannot treat bank transport acknowledgment as settlement or alter posted history
The team behind the work
8 rulesSales Manager
Independently accepts the exact sales order and its required commercial decisions within current authority. The person who materially prepared a change cannot approve it by switching roles or using another account.
Purchasing Manager
Coordinates supplier terms, requisitions and approved purchase commitments. Physical receiving retains its own accountable person and evidence; preparing a purchase order is not proof that its goods arrived or were accepted.
Warehouse Operator
Performs assigned receiving, picking, stock movement, delivery or production work. Actual quantities and outcomes must be recorded at the relevant step. Operational confirmation does not authorize an invoice, a cost change or a financial settlement.
Warehouse Manager
Coordinates warehouse work, stock control, delivery plans and production/kitting. Required release, adjustment and exception decisions follow their specific authority and independence rules. A route plan or work assignment is different from a completed physical event.
Accountant
Prepares financial documents and applications, checks source matches and reconciles entity balances. Keep recorded cash, its application, open items and provider outcomes distinct. Preparing an invoice or payment does not confer the required independent release authority.
Finance Manager
Independently authorizes invoice and credit release and owns the required financial, cost and settlement decisions within scope. Review the exact eligible quantities, amounts, currency and supporting evidence, with renewed approval after a material change.
Admin
Configures identity, technical settings and integrations within assigned access. Administrative responsibility does not bypass commercial, warehouse or finance controls or establish an actual customer, supplier or bank outcome.
The roles
Sales Representative
Prepares dealer offers and orders and follows accepted delivery commitments.
Permissions and screens
ManageQuotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContactsViewauthorized Dealers, current availability and delivery statusSubmitcommercial revisions and return requestsViewown order and collection summariesCannotaccept own or other orders, release credit holds, change costs, issue stock, approve invoices or apply cash
My Quotes Due
Quote NumberDealerValid UntilNet Total
Dealer Order BoardDraft
Order NumberDealerNet TotalStatus
Submitted
Warehouse Availability
EntityProductWarehouseLocation
Younext 7 days
- QTS-87194DLR-214515 SepDraft
- QTS-85789DLR-653121 SepSubmitted
- QTS-58356DLR-541416 SepApproved
- QTS-69803DLR-983414 SepSent
- QTS-75603DLR-987517 SepAccepted
Sales Manager
Independently accepts dealer orders and owns commercial master and exception review.
Permissions and screens
ApproveSalesOrders through current OrderAcceptance decisions excluding preparer/material editorReviewdealer acceptance, discounts, margin unknowns, addresses and title termsApprovecommercial MasterChanges to Dealers, PriceLists and PriceListEntries within policyViewscoped credit and fulfillment reportsRequestFinance Manager credit exceptionsCannotreplace finance credit/invoice/cash authority or edit accepted/posting history
StatusReleasedInProgressException
- WRH-120: DR-91743, 29 Sep to 04 Oct, Released
- WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
- WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
- WRH-110: DR-72775, 20 Sep to 23 Sep, Released
- WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
- WRH-110: DR-31340, 20 Sep to 23 Sep, Exception
Purchasing Manager
Prepares supplier purchasing and resolves commercial supply issues.
Permissions and screens
ManageSuppliers, Requisitions, RequisitionLines and draft PurchaseOrders and PurchaseOrderLinesApproveanother person's requisition or PO within reviewed finite authority, otherwise route to Finance ManagerViewGoodsReceipts and BillMatches without confirming own physical receiptPreparesupplier return and price-variance evidenceCannotread unscoped beneficiary secrets, post owned inventory, approve own PO or release payments
Purchase Approval QueueSubmitted
Purchase Order NumberSupplierOrder DateCurrent Total
Receipts Awaiting ReviewArrived
Receipt NumberPurchase OrderWarehouseArrived At
Bill Matching ExceptionsMatching
Bill NumberSupplierBill DateTotal Amount
Submitted
- PO-57765 VND-070 580 3 d
- PO-27994 VND-003 770 10 d
- PO-70226 VND-054 250 5 d
- PO-95907 VND-002 530 2 d
- PO-12453 VND-156 670 3 d
PO-57765
- Supplier
- VND-070
- OrderDate
- 14 Sep
- CurrentTotal
- 540
- ApprovalBasis
- 580
- Status
- Submitted
A different eligible Purchasing Manager within the approved finite limit, or Finance Manager above it, approves the exact commitment; no actor approves their own PO.
Warehouse Operator
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Permissions and screens
Manageassigned draft GoodsReceipts and GoodsReceiptLinesConfirmactual receipts independently of buyer and commercial approver after eligibility/cost reviewExecuteguarded approved stock picks, transfers, dispatch and delivery evidenceRecordPickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLinesRecordactual authorized return custodyViewassigned quantity/location/lot instructions without costs, margins or bank fieldsCannotrelease stock holds, approve own counts/output, approve orders/invoices or directly edit balances
StatusReleasedInProgressException
- WRH-120: DR-91743, 29 Sep to 04 Oct, Released
- WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
- WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
- WRH-110: DR-72775, 20 Sep to 23 Sep, Released
- WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
- WRH-110: DR-31340, 20 Sep to 23 Sep, Exception
Warehouse Manager
Controls stock execution, delivery plans and distribution production.
Permissions and screens
ManageWarehouses, Locations, operational demand, StockTransfers, InventoryCounts and DeliveryRoutesApproveindependent operational StockRelease, TransferApproval, CountAdjustment, ReturnAuthorization, ReturnDisposition, RouteRelease and ProductionRelease decisionsConfirmindependent actual ProductionEntries and ProductionCompletionsApprovetechnical BOMs and ProductionRoutings activation without changing finance cost/rate policyReviewphysical closure evidence and request Finance Manager value/variance decisionsViewauthorized quantities and the reviewed cost summaries needed for decisions, without bank beneficiary secretsCannotapprove own prepared/materially edited scope or bypass finance cost and posting authority
StatusReleasedInProgressException
- WRH-120: DR-91743, 29 Sep to 04 Oct, Released
- WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
- WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
- WRH-110: DR-72775, 20 Sep to 23 Sep, Released
- WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
- WRH-110: DR-31340, 20 Sep to 23 Sep, Exception
Accountant
Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
Permissions and screens
Managedraft Invoices, InvoiceLines, Bills, BillLines, BillMatches, CashReceipts, CashApplications, PaymentRuns, Payments and PaymentAllocationsPostfully matched policy-eligible bills and confirmed routine cash/application effects through source checksPrepareCreditApplications, Refunds and FinanceCorrections for required independent reviewManageBankStatementLines, RevaluationRuns, RevaluationLines, draft JournalEntries and CloseTasksViewscoped financial/cost/beneficiary information with current purposeCannotapprove own invoices, release payments/refunds, change accepted commercial value or directly journal around subledger controls
Bill Matching ExceptionsMatching
Bill NumberSupplierBill DateTotal Amount
Period Close WorkOpen
Task NumberPeriodKindCutoff At
AR
Unapplied Customer Cash
Receipt NumberDealerReceived AtCurrency
StatusMatchingPendingApprovalDisputed
Finance Manager
Independently controls each entity's credit, valuation, payment and period decisions.
Permissions and screens
Approveevery Invoices and credit-note revision independently of preparer/material editorsApproveabove-limit PurchaseOrders, credit exceptions, bill exceptions, payment releases, refunds and FinanceCorrectionsApprovefinancial MasterChanges, StandardCosts, PostingProfiles, tax/rate/bank and authority policiesApprovecount value exceptions, nonzero production variance, protected journals, RevaluationRuns and AccountingPeriods close/reopenReviewreconciled MigrationBatches and entity reportsCannotapprove own prepared/materially edited request or act as both required independent signersCannottreat bank transport acknowledgment as settlement or alter posted history
Submitted
- PO-57765 VND-070 580 3 d
- PO-27994 VND-003 770 10 d
- PO-70226 VND-054 250 5 d
- PO-95907 VND-002 530 2 d
- PO-12453 VND-156 670 3 d
PO-57765
- Supplier
- VND-070
- OrderDate
- 14 Sep
- CurrentTotal
- 540
- ApprovalBasis
- 580
- Status
- Submitted
A different eligible Purchasing Manager within the approved finite limit, or Finance Manager above it, approves the exact commitment; no actor approves their own PO.
How permissions work
- Scope follows the legal entity. Shared dealers, products or physical locations do not merge ownership, ledgers or authority. Transactions, reports and exports must retain their applicable entity scope.
- Decisions bind to the work reviewed. Keep the actual signer, current authority and reviewed content. Material changes invalidate the relevant decision; a delegation does not make someone independent of their own preparation.
- Physical and financial evidence stay separate. Receiving, dispatch, accepted delivery, invoice release and settlement have distinct accountable outcomes. An assistant or service identity cannot invent a human approval or completed provider result.
- Sensitive information stays protected. Apply the same commercial, cost and banking restrictions to screens, joins, exports, messages and integration actions. A technical connection is not permission to retrieve every record.
ERP•AI workspace
Start now Distribution & Supply Chain
Create your ERP.AI account and get started with Proto.