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Purchases permissions

Permission description
Task
User
Notes
Manage stores
Access
Purchases user
Overall access permission
Add store
Add
Purchases user
 
Update store
Update
Purchases user
 
Update store description
Update
Purchases user
 
Remove store
Remove
Purchases user
 
Reinstate store
Update
Purchases user
 
Print store listing
Print
Purchases user
 
Send store listing to spreadsheet
View
Purchases user
 
Manage purchase item categories
Access
Purchases user
Overall access permission
Add purchase item category
Add
Purchases user
 
Update purchase item category
Update
Purchases user
 
Update purchase item category description
Update
Purchases user
 
Remove purchase item category
Remove
Purchases user
 
Reinstate purchase item category
Update
Purchases user
 
Manage purchase items
Access
Purchases user
Overall access permission
Add purchase item
Add
Purchases user
 
Update purchase item
Update
Purchases user
This excludes price updating for a purchase item
Update purchase item managed status
Update
Purchases user
 
Update purchase item supplier
Update
Purchases user
 
Update purchase item supplier code
Update
Purchases user
Item code per supplier
Update purchase item internal code
Update
Purchases user
Item code assigned by us
Update purchase item stock category
Update
Purchases user
 
Update purchase item supply unit
Update
Purchases user
Update how purchase items are supplied (e.g. each, carton)
Update purchase item single supply unit
Update
Purchases user
 
Update purchase item quantity per supply unit
Update
Purchases user
Update how many single units make up the supply unit (e.g. 12 if there are 12 in a carton)
Update purchase item tax status
Update
Purchases user
 
Update purchase item date and standard cost
Update
Administrator
All changes are logged in Price History
Update purchase item lead time
Update
Purchases user
 
Update purchase item minimum stock quantity
Update
Purchases user
 
Update purchase item standard selling price
Update
Administrator
 
Update purchase item description
Update
Purchases user
 
Remove purchase item
Remove
Purchases user
Purchase items cannot be removed if active
Reinstate purchase item
Update
Purchases user
 
View purchase item cost price history
Access
Purchases user
Overall access permission
Print purchase item cost price history
Print
Purchases user
 
Send purchase item cost price history to spreadsheet
View
Purchases user
 
View purchase item selling pricing history
Access
Purchases user
Overall access permission
Print purchase item selling price history
Print
Purchases user
 
Send purchase item selling price history to spreadsheet
View
Purchases user
 
Print purchase item listing
Print
Purchases user
 
Send purchase item listing to spreadsheet
View
Purchases user
 
Manage processing of purchase orders
Access
Purchases user
Overall access permission
Add purchase order
Add
Purchases user
 
Update purchase order
Update
Purchases user
 
Authorise a purchase order
Authorise
Purchases user
 
Confirm a purchase order
Authorise
Purchases user
 
Print purchase order
Print
Purchases user
 
Add purchase item to order
Add
Purchases user
 
Update purchase item on order
Update
Purchases user
 
Remove purchase item on order
Remove
Purchases user
 
Add service item to order
Add
Purchases user
 
Update service item on order
Update
Purchases user
 
Remove service item on order
Remove
Purchases user
 
Override/change price of a purchase item/service on an order
Update
Administrator
 
Remove purchase order
Remove
Purchases user
 
View order status of tasks on schedules
Access
Purchases user
Overall access permission
Print order status of tasks on schedules report
Print
Purchases user
 
Send order status of tasks on schedules report to spreadsheet
View
Purchases user
 
View outstanding orders report
Access
Purchases user
Overall access permission
Print outstanding orders report
Print
Purchases user
 
Send outstanding orders report to spreadsheet
View
Purchases user
 
Expand outstanding order details
View
Purchases user
 
Manage processing of purchase item receipts
Access
Purchases user
Overall access permission
Receive purchase items on purchase order
Authorise
Purchases user
 
Update cost of purchase item received against purchase order
Update
Purchases user
 
Receive more than ordered
Authorise
Purchases user
 
Print purchase items received grid
Print
Purchases user
 
Send purchase items received grid to spreadsheet
View
Purchases user
 
Receive service items on purchase order
Authorise
Purchases user
 
Update cost of service item received against purchase order
Update
Administrator
 
Print service item received grid
Print
Purchases user
 
Send service item received grid to spreadsheet
View
Purchases user
 
Print goods received note(GRN)
Print
Purchases user
 
Print bin cards
Print
Purchases user
Available in various forms
Manage processing of return notes
Access
Administrator
Overall access permission
Add return note
Add
Administrator
 
Add returned purchase item
Add
Administrator
 
Update returned purchase item
Update
Administrator
 
Remove returned purchase item
Remove
Administrator
 
Add returned service item
Add
Administrator
 
Update returned service item
Update
Administrator
 
Remove returned service item
Remove
Administrator
 
Remove return note
Remove
Administrator
 
Print returned purchase items grid
Print
Administrator
 
Send returned purchased items grid to spreadsheet
View
Administrator
 
Print service items returned grid
Print
Administrator
 
Send service items returned grid to spreadsheet
View
Administrator
 
Print return note
Print
Purchases user
 
Manage processing of purchase item issues/reversals
Access
Purchases user
Overall access permission
Issue purchase items against booking
Add
Purchases user
 
Reverse purchase items issued against a booking
Remove
Administrator
Erroneous issues can be reversed. This can be used to reverse stock issued that is defective etc.
Return purchase item issued against a booking
Authorise
Administrator
Excess issues returned against a booking
Issue purchase items against maintenance/project
Add
Purchases user
 
Reverse purchase items issued against maintenance/project
Remove
Administrator
Erroneous issues can be reversed. This can be used to reverse stock issued that is defective etc.
Return purchase items issued against maintenance/project
Authorise
Administrator
Excess issues returned against a maintenance or project schedule
Print purchase item transaction history for a schedule
Print
Purchases user
This is displayed in the issue form
Send purchase item transaction history for a schedule to spreadsheet
View
Purchases user
This is displayed in the issue form
View ledger of a purchase item
Access
Purchases user
Overall access permission
Print ledger for a purchase item
Print
Purchases user
 
Send ledger for a purchase item to spreadsheet
View
Purchases user
 
View purchase item availability
Access
Purchases user
Overall access permission
Print purchase item availability report
Print
Purchases user
 
Send purchase item availability report to spreadsheet
View
Purchases user
 
View purchase item current stock report
Access
Purchases user
Overall access permission. Users with stock adjustment permission will see the current stock in the stock adjustment form
Print purchase item current stock report
Print
Purchases user
 
Send purchase item current stock report to spreadsheet
View
Purchases user
 
View consumption report
Access
Purchases user
Overall access permission
Print consumption report
Print
Purchases user
 
Send consumption report to spreadsheet
View
Purchases user
 
Adjust purchase item stock
Access
Administrator
Overall access permission
Adjust stock due to stock count short
Update
Administrator
 
Adjust stock due to damage
Update
Administrator
This includes reversal of purchase items that were tagged as damaged
Capture new stock
Update
Purchases user
Stock transferred to another branch etc.
Adjust stock due to excess in stores
Update
Administrator
Extra stock found during stock count being added back into stock
Print stock adjustment journal
Print
Purchases user
 
Send stock adjustment journal to spreadsheet
View
Purchases user
 
View purchase item cost prices (and totals)
View
Purchases user
This does not apply to the stock adjustment form, stock ledgers, price history and supplier ledgers
View task cost prices (and totals)
View
Purchases user
This does not apply to the stock adjustment form, stock ledgers, price history and supplier ledgers