Purchase Management — Permissions and approval workflows
Assign module capabilities, build approval routes and operate status decisions without bypassing dedicated controls.
Understand Purchase Management capability groups
Understand Purchase Management capability groupsReview the separate feature capabilities registered by the module.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Items permissions
Assign Purchase Items permissionsGrant view, create, edit and delete for purchase_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Vendors permissions
Assign Purchase Vendors permissionsGrant view own, view, create, edit and delete for purchase_vendors.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Vendor Items permissions
Assign Vendor Items permissionsGrant view own, view, create, edit and delete for purchase_vendor_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Request permissions
Assign Purchase Request permissionsGrant view own, view, create, edit and delete for purchase_request.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Quotation permissions
Assign Purchase Quotation permissionsGrant view own, view, create, edit and delete for purchase_quotations.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Order permissions
Assign Purchase Order permissionsGrant view own, view, create, edit and delete for purchase_orders.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign FAF permissions
Assign FAF permissionsGrant view own, view, create, edit and delete for purchase_faf.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Order Return permissions
Assign Order Return permissionsGrant view own, view, create, edit and delete for purchase_order_return.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Contract permissions
Assign Purchase Contract permissionsGrant view own, view, create, edit and delete for purchase_contracts.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Invoice permissions
Assign Purchase Invoice permissionsGrant view own, view, create, edit and delete for purchase_invoices.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Debit Note permissions
Assign Purchase Debit Note permissionsGrant view own, view, create, edit and delete for purchase_debit_notes.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Reports permission
Assign Purchase Reports permissionGrant purchase_reports view.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign Purchase Settings permission
Assign Purchase Settings permissionGrant purchase_settings edit only to authorised configuration administrators.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideAssign dedicated purchase status-change capabilities
Assign dedicated purchase status-change capabilitiesGrant status changes for purchase requests, quotations, purchase orders and purchase invoices separately from record edit.Admin Area → Setup → Roles or Purchase → Settings → Permissions
Open guide →GuideCreate an approval workflow
Create an approval workflowAdd an approval setting for the required purchase transaction type.Admin Area → Purchase → Settings → Approval
Open guide →GuideEdit an approval workflow
Edit an approval workflowUpdate approval type, approvers or conditions for future decisions.Admin Area → Purchase → Settings → Approval
Open guide →GuideDelete an approval workflow
Delete an approval workflowRemove an unused approval setting after checking open records.Admin Area → Purchase → Settings → Approval
Open guide →GuideRequest approval for a purchase record
Request approval for a purchase recordSubmit a supported purchase request, order, return or FAF record into its configured approval path.Admin Area → Purchase → open record → Request Approval
Open guide →GuideApprove a purchase record
Approve a purchase recordRecord an authorised approval decision.Admin Area → Purchase → open pending record → Approve
Open guide →GuideReject a purchase record
Reject a purchase recordRecord a rejection and reason where the workflow prompts for it.Admin Area → Purchase → open pending record → Reject
Open guide →GuideUse an uploaded approval signature
Use an uploaded approval signatureAttach the permitted e-signature file when uploaded signatures are enabled.Admin Area → Purchase → open approval action → Upload Signature
Open guide →GuideUse a drawn approval signature
Use a drawn approval signatureCapture the signature pad value when the relevant approval view exposes it.Admin Area → Purchase → open approval action → Sign
Open guide →GuideReview staff-specific Purchase permissions
Review staff-specific Purchase permissionsUse the module permission table/modal to review additional staff permissions.Admin Area → Purchase → Settings → Permissions
Open guide →GuideDelete a staff-specific Purchase permission assignment
Delete a staff-specific Purchase permission assignmentRemove a module-specific assignment without changing unrelated role permissions.Admin Area → Purchase → Settings → Permissions
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