Purchasing

Vendors, purchase orders, bills and inventory; approvals stay with accounting.

The Purchasing role is made for purchasing and warehouse staff. In detail it can:

Who can use this

Purchasing: Work with vendors, purchase orders and bills, but not approve them. Receive incoming electronic invoices.
Inventory and manufacturing: Work fully in inventory and manufacturing.
Receipts: Work fully with receipt capture.
Vendor portal: Invite vendor contacts and process their uploads; read vendor bank detail changes but not approve them (four eyes principle).
Reference data: Read the chart of accounts, tax rates and currencies; confirm VAT ID checks; edit tags; create and send filings; read the document archive.
Collaboration: Own tasks and calendar, documents and notes, electronic signature requests, reports, Advisor insights and reading manuals.
My area: All self service pages.