PO Buyer Codes window: General Options tab

PurchaseOrderCS > Purchase Order > Options menu > PO Buyer Codes window > PO Buyer Codes window: General Options tab

Use the options on this tab to define general security rights for this buyer.

Department

Enter a Department Code or use the Lookup to select a code for this buyer. This code defines the general ledger accounts where purchase orders will post. This code is also available to sort and filter the contents of some reports. After you select a Department Code, the description for it appears to the right of this field. This is a required field.

Vendor Query

This setting will override any user rights set up in the Controller module. Use this drop-down to define the level of access this buyer has to vendor records.

• Not Allowed: this buyer cannot view or change vendor records.

• Inquiry Only: this buyer can only view vendor records.

• Inquiry and Edit: this buyer can view and edit vendor records.

Inventory Query

This setting will override any user rights set up in the Controller module. Use this drop-down to define the level of access this buyer has to inventory records.

• Not Allowed: this buyer cannot view or change inventory records.

• Inquiry Only: this buyer can only view inventory records.

• Inquiry and Edit: this buyer can view and edit inventory records.

Allow edit of saved purchase order/requisition

If you select the Requisition only check box, this option reads Allow edit of saved requisition.

Select this check box to allow this buyer to edit purchase orders and/or requisitions after they are saved. You cannot edit orders that are currently in a receiving batch.

(Fund product only) Requisitions with encumbrances cannot be edited in the entry window after they have been partially received and/or invoiced.

View only my purchase orders/requisitions

If you selected the Requisition only check box, this option reads View only my requisitions.

Select this check box so the buyer logged into the system can only view or receive purchase orders and/or requisitions they create and not those created by other buyers.

Edit only my purchase orders/requisitions

If you selected the Requisition only check box, this option reads Edit only my requisitions.

Select this check box so the buyer logged into the system can edit only purchase orders and/or requisitions they create and not those created by other buyers. You cannot edit orders that are currently in a receiving batch.

(Fund product only) Requisitions with encumbrances cannot be edited in the entry window after they have been partially received and/or invoiced.

If you want this buyer to be able to approve requisitions, leave this check box unchecked.

Generate only my recurring purchase orders

This option is only available if the Requisitions only check box is unchecked.

Select this check box so the buyer logged into the system can only generate purchase orders they set up for recurring and not those set up by other buyers.