Give every purchasing participant the access they need, with clear responsibility for requests, approvals and receipts.
Bring Requesters, Buyers, finance and suppliers into one purchasing process while keeping their responsibilities clear. Approval authority follows the configured policy and the approved document revision. An agent’s access must be tested under its own identity before it joins that process.
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | Procurement Manager | Buyer | Requester | Approver | Receiving Clerk | Supplier | Controller | Viewer |
|---|---|---|---|---|---|---|---|---|
| master | ||||||||
Suppliers | Manage / maintain: Manage Suppliers, SupplierContacts, SupplierCertifications and Items | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | View: View issued PurchaseOrders, POLineItems, Suppliers, Items and Locations | —No table-specific permission stated | —No table-specific permission stated | View: View Suppliers without EIN, Items without BasePrice, Categories, PurchaseOrders with prices and individual approval details masked, and MasterAgreements without TotalCommit, Spent or Remaining |
Locations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Receipts and ReceiptLineItems with Source DockEntry or SupplierASN at non-WMS-managed Locations until Posted; View issued PurchaseOrders, POLineItems, Suppliers, Items and Locations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
Categories | —No table-specific permission stated | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | View: View Items and Categories and status of resulting PurchaseOrders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Suppliers without EIN, Items without BasePrice, Categories, PurchaseOrders with prices and individual approval details masked, and MasterAgreements without TotalCommit, Spent or Remaining |
Items | Manage / maintain: Manage Suppliers, SupplierContacts, SupplierCertifications and Items | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | View: View Items and Categories and status of resulting PurchaseOrders | —No table-specific permission stated | View: View issued PurchaseOrders, POLineItems, Suppliers, Items and Locations | —No table-specific permission stated | —No table-specific permission stated | View: View Suppliers without EIN, Items without BasePrice, Categories, PurchaseOrders with prices and individual approval details masked, and MasterAgreements without TotalCommit, Spent or Remaining |
ContractRates | Manage / maintain: Manage draft ContractRates and MasterAgreements, independently activate ContractRates and sign approved MasterAgreements | Specific actions: Draft ContractRates but cannot activate them; View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MasterAgreements | Manage / maintain: Manage draft ContractRates and MasterAgreements, independently activate ContractRates and sign approved MasterAgreements | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | View: View Suppliers without EIN, Items without BasePrice, Categories, PurchaseOrders with prices and individual approval details masked, and MasterAgreements without TotalCommit, Spent or Remaining |
ApprovalMatrix | —No table-specific permission stated | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
| transaction | ||||||||
PurchaseRequisitions | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | Manage / maintain: Manage own PurchaseRequisitions and RequisitionLines only while Draft | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
ApprovalSteps | Specific actions: Approve assigned ApprovalSteps only for ProcurementManager rules | —No table-specific permission stated | View: View own request ApprovalSteps and SpendApprovals | Specific actions: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved; Approve or reject own eligible ApprovalSteps with Comments and actual ActionedBy | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve only own eligible ApprovalSteps under Controller rules | —No table-specific permission stated |
RFQs | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage draft RFQs, RFQLines, RFQInvitedSuppliers, BlanketReleases and BlanketReleaseLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View invited RFQs and RFQLines | —No table-specific permission stated | —No table-specific permission stated |
RFQResponses | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Specific actions: Record evidenced RFQResponses and RFQResponseLines on supplier behalf without changing submitted content | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Submit own RFQResponses and RFQResponseLines within the deadline, with no in-place edit after submission | —No table-specific permission stated | —No table-specific permission stated |
PurchaseOrders | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage PurchaseOrders, POLineItems, POAmendments and POAmendmentLines only while Draft | View: View Items and Categories and status of resulting PurchaseOrders | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | View: View issued PurchaseOrders, POLineItems, Suppliers, Items and Locations | View: View own issued PurchaseOrders and POLineItems | Specific actions: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents; Run Open Commitment, Spend by Category, Spend by Supplier, PO On-Time Delivery and Master Agreement Burndown | Specific actions: View Suppliers without EIN, Items without BasePrice, Categories, PurchaseOrders with prices and individual approval details masked, and MasterAgreements without TotalCommit, Spent or Remaining; Run Spend by Category, Spend by Supplier and PO On-Time Delivery in aggregate |
POAmendments | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage PurchaseOrders, POLineItems, POAmendments and POAmendmentLines only while Draft | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
Receipts | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Receipts and ReceiptLineItems with Source DockEntry or SupplierASN at non-WMS-managed Locations until Posted | View: View own Receipts, ReceiptLineItems, SupplierReturns and Published SupplierPerformance | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
SupplierReturns | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View own Receipts, ReceiptLineItems, SupplierReturns and Published SupplierPerformance | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
MatchExceptions | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage Expediting and procurement-side MatchExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
BlanketReleases | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage draft RFQs, RFQLines, RFQInvitedSuppliers, BlanketReleases and BlanketReleaseLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
Expediting | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage Expediting and procurement-side MatchExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
SupplierPerformance | Specific actions: Approve performance exclusions and publish SupplierPerformance | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View own Receipts, ReceiptLineItems, SupplierReturns and Published SupplierPerformance | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | View: View only Published SupplierPerformance aggregate scores, coverage and sample sizes with TotalSpend masked |
SpendApprovals | —No table-specific permission stated | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | View: View own request ApprovalSteps and SpendApprovals | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
CommitmentAllocations | —No table-specific permission stated | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
ProcurementEvents | —No table-specific permission stated | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
| line item | ||||||||
SupplierContacts | Manage / maintain: Manage Suppliers, SupplierContacts, SupplierCertifications and Items | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Update own SupplierContacts and submit own SupplierCertifications as Pending | —No table-specific permission stated | —No table-specific permission stated |
SupplierCertifications | Manage / maintain: Manage Suppliers, SupplierContacts, SupplierCertifications and Items | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Update own SupplierContacts and submit own SupplierCertifications as Pending | —No table-specific permission stated | —No table-specific permission stated |
RequisitionLines | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | Manage / maintain: Manage own PurchaseRequisitions and RequisitionLines only while Draft | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
RFQLines | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage draft RFQs, RFQLines, RFQInvitedSuppliers, BlanketReleases and BlanketReleaseLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View invited RFQs and RFQLines | —No table-specific permission stated | —No table-specific permission stated |
RFQInvitedSuppliers | —No table-specific permission stated | Manage / maintain: Manage draft RFQs, RFQLines, RFQInvitedSuppliers, BlanketReleases and BlanketReleaseLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
RFQResponseLines | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Specific actions: Record evidenced RFQResponses and RFQResponseLines on supplier behalf without changing submitted content | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Submit own RFQResponses and RFQResponseLines within the deadline, with no in-place edit after submission | —No table-specific permission stated | —No table-specific permission stated |
BidComparisonScores | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
POLineItems | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage PurchaseOrders, POLineItems, POAmendments and POAmendmentLines only while Draft | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | View: View issued PurchaseOrders, POLineItems, Suppliers, Items and Locations | View: View own issued PurchaseOrders and POLineItems | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
POAmendmentLines | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage PurchaseOrders, POLineItems, POAmendments and POAmendmentLines only while Draft | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
ReceiptLineItems | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage Receipts and ReceiptLineItems with Source DockEntry or SupplierASN at non-WMS-managed Locations until Posted | View: View own Receipts, ReceiptLineItems, SupplierReturns and Published SupplierPerformance | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
BlanketReleaseLines | View: View and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptions | Manage / maintain: Manage draft RFQs, RFQLines, RFQInvitedSuppliers, BlanketReleases and BlanketReleaseLines | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
SpendApprovalLines | —No table-specific permission stated | View: View Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approved | —No table-specific permission stated | —No table-specific permission stated | View: View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEvents | —No table-specific permission stated |
A Requester works on their own requisitions. A Supplier sees its own permitted orders, invitations and responses. An Approver sees the documents and pending steps assigned to them. Read access does not grant permission to change or approve a record.
Submission, conversion, award, approval, issue and receipt posting are distinct actions. Submitted content is frozen for review; a change must invalidate the affected decision and return through the appropriate approval path.
Contract prices and quoted totals are restricted by role. Requester and Viewer access does not expose protected pricing. The Approver's assistant cannot retrieve ContractRates.ContractPrice when the Approver cannot see it. Supplier tax identifiers remain restricted to the authorized internal roles.
Department, cost center, category and amount determine routing. Department heads and budget owners resolve to named users; executive or committee tiers also require an explicit eligible person. Missing routing information blocks submission rather than selecting an arbitrary approver.
A qualifying order may use an existing spend approval only within its remaining amount and scope. An RFQ award selects a supplier; it does not create spend authority. The configured Buyer limit is a distinct, recorded policy for eligible hand-raised orders.
Requesters and Buyers cannot decide their own matrix approval. Price exceptions, agreement approval and supplier qualification retain their assigned reviewers. A Buyer cannot confirm receipt of an order they raised.
A dated delegation retains the original approver and the person acting for them. The delegate must satisfy the tier and conflict checks; forwarding a step does not increase anyone's authority.
An overdue step goes to the Procurement Manager for an eligible reassignment. Escalation changes who must act, not whether the approval is required. Admin maintains the rules and access without silently bypassing a pending decision.
Owns supplier decisions, signed agreements, rate activation, price exceptions, sourcing review and published performance.
Manage Suppliers, SupplierContacts, SupplierCertifications and ItemsReview supplier status and qualification scopeManage draft ContractRates and MasterAgreements, independently activate ContractRates and sign approved MasterAgreementsView and supervise PurchaseRequisitions, RequisitionLines, RFQs, RFQLines, RFQResponses, RFQResponseLines, BidComparisonScores, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, Receipts, ReceiptLineItems, SupplierReturns, Expediting and MatchExceptionsApprove assigned ApprovalSteps only for ProcurementManager rulesReview exact-revision price/off-contract exceptions and recommendation overridesReassign unresolved ApprovalSteps only to another eligible independent approver with append-only evidenceApprove performance exclusions and publish SupplierPerformanceRuns sourcing, draft orders, change requests, expediting and procurement-side exception resolution.
Manage PurchaseOrders, POLineItems, POAmendments and POAmendmentLines only while DraftDraft ContractRates but cannot activate themManage draft RFQs, RFQLines, RFQInvitedSuppliers, BlanketReleases and BlanketReleaseLinesRecord evidenced RFQResponses and RFQResponseLines on supplier behalf without changing submitted contentManage Expediting and procurement-side MatchExceptionsRaise SupplierReturnsView Suppliers, SupplierContacts, SupplierCertifications, Items, Categories, ContractRates, MasterAgreements, ApprovalMatrix, approved PurchaseRequisitions and RequisitionLines, SupplierPerformance, Receipts, ReceiptLineItems, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEventsConvert a valid approved requisition onceDepartment user who submits a need and confirms authorised non-stocked deliveries at their desk.
Manage own PurchaseRequisitions and RequisitionLines only while DraftWithdraw Submitted requests to a new Draft revision, cancelling pending steps and invalidating the old packet before editingView own request ApprovalSteps and SpendApprovalsView Items and Categories and status of resulting PurchaseOrdersConfirm own non-stocked desk Receipts and ReceiptLineItems only against issued orders and while not the BuyerRaise draft BlanketReleases and BlanketReleaseLines within an approved agreement open to own Department and CostCenterCannot read ContractRates.ContractPrice, POLineItems.ContractPrice, RFQResponses.TotalQuotedPrice or other requesters recordsCannot mutate Posted receipts or approved requestsNamed department head, budget owner, CFO, CEO or committee representative holding the application Approver role.
View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, MasterAgreements, SpendApprovals and SpendApprovalLines for assigned Pending ApprovalSteps, and retain read access to packets self approvedApprove or reject own eligible ApprovalSteps with Comments and actual ActionedByPropose own ApprovalDelegations for independent approvalView department aggregate category spendCan see proposed PO prices and exception decision evidence required for the decisionCannot see negotiated ContractRates.ContractPrice or POLineItems.ContractPrice, other queues, or edit source contentbusiness labels CFO, CEO and Committee require explicit ApprovalMatrix.ApproverUser, not undeclared application rolesInspects dock arrivals, records acceptance and raises controlled returns.
Manage Receipts and ReceiptLineItems with Source DockEntry or SupplierASN at non-WMS-managed Locations until PostedVerify ASN before postingRecord Disputed arrivals for Blocked suppliers without accepted postingRaise SupplierReturns and independently authorise eligible returnsView issued PurchaseOrders, POLineItems, Suppliers, Items and LocationsCannot receive own-buyer orders, approve or amend POs, or edit Posted receiptscorrections require linked reversal eventsExternal seat restricted to its own purchasing relationship and published evidence.
View own issued PurchaseOrders and POLineItemsAcknowledge current eligible order and amendment revisionsView invited RFQs and RFQLinesSubmit own RFQResponses and RFQResponseLines within the deadline, with no in-place edit after submissionWithdraw and create a replacement revision before deadlineView own Receipts, ReceiptLineItems, SupplierReturns and Published SupplierPerformanceUpdate own SupplierContacts and submit own SupplierCertifications as PendingCannot access internal users, ApprovalMatrix, ContractRates, competing responses, unpublished scorecards or another supplier recordsFinance reviewer of commitment, migration control totals and supplier performance, and signer for assigned Controller rules.
View PurchaseRequisitions, RequisitionLines, PurchaseOrders, POLineItems, POAmendments, POAmendmentLines, BlanketReleases, BlanketReleaseLines, MasterAgreements, Receipts, ReceiptLineItems, SupplierReturns, MatchExceptions, SupplierPerformance, SpendApprovals, SpendApprovalLines, CommitmentAllocations and relevant ProcurementEventsApprove only own eligible ApprovalSteps under Controller rulesIndependently review MigrationBatches and reconcile IntegrationDeliveriesRun Open Commitment, Spend by Category, Spend by Supplier, PO On-Time Delivery and Master Agreement BurndownCannot change operational amounts, supplier state or another signer decisionRead-only executive view of scoped aggregate purchasing and published supplier performance.
View Suppliers without EIN, Items without BasePrice, Categories, PurchaseOrders with prices and individual approval details masked, and MasterAgreements without TotalCommit, Spent or RemainingView only Published SupplierPerformance aggregate scores, coverage and sample sizes with TotalSpend maskedRun Spend by Category, Spend by Supplier and PO On-Time Delivery in aggregateNo writes or access to ContractRates, RFQResponses, raw receipt evidence, individual SpendApprovals or ApprovalStepsCreate your ERP.AI account and get started with Proto.
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