The article below relates to Procure to Pay (P2P) for the following application(s) and/or module(s):
AP Automation
Procurement
Below is a brief description of the permissions available and what someone can do with each permission.
Type: Generic (1), Company-specific (2)
| Permission name | Type | Application component | Can be configured | Activities |
advancedrouting:can_use_advancedrouting | 2 | Advanced routing | Yes, always | May maintain the Advanced routes within the specified company or all companies |
bre:can_read_bre | 1 | BRE | Yes, only when AP Automation is configured | May view the BRE rules |
catalog:can_create_bundles | 2 | Procurement | Yes, only when Procurement is configured | May create / maintain catalogue product bundles |
catalog:can_edit_items | 2 | Procurement | Yes, only when Procurement is configured | May maintain catalogue items / products |
catalog:can_use_bundles | 2 | Procurement | Yes, only when Procurement is configured | May use catalogue product bundles |
classification:can_edit_mailboxes | 2 | Classification | Yes, only when AP Automation is configured | May maintain the mailboxes (excluding EWS-OAuth) |
classification:can_use_classification | 1,2 | Classification | Yes, only when AP Automation is configured | May view emails within the specified company or all companies |
company_configurations:can_edit_companyconfigurations | 2 | Company Configurations | Yes, only when AP Automation is configured | May add and maintain company settings |
defaults:can_use_defaults | 2 | AP Automation | Yes, only when AP Automation is configured | May maintain the default invoice values |
downloads:can_see_all_downloads | 1 | Downloads | Yes, always | May view all downloads / requested files |
easyrouting:can_use_easyrouting | 2 | Easy routing | Yes, always | May maintain the easy routes within the specified company or all companies |
invoice:can_access_accrual_report | 2 | AP Automation | Yes, only when AP Automation is configured | May view the accrual report |
invoice:can_access_audit_report | 2 | AP Automation | Yes, only when AP Automation is configured | May view the audit report |
invoice:can_access_compliance_report | 2 | AP Automation | Yes, only when AP Automation is configured | May view the compliance report |
invoice:can_be_advisor | 1,2 | AP Automation | Yes, only when AP Automation is configured | May be selected as an adviser |
invoice:can_be_buyer | 1,2 | AP Automation | Yes, only when AP Automation is configured | May be selected as a purchaser |
invoice:can_be_contactperson | 1,2 | AP Automation | Yes, only when AP Automation is configured | May be selected as a contact person |
invoice:can_be_reviewer | 1,2 | AP Automation | Yes, only when AP Automation is configured | May be selected as a reviewer |
invoice:can_change_activity_owner | 1,2 | AP Automation | Yes, only when AP Automation is configured | May transfer an invoice from one user to another within the specified company or all companies |
invoice:can_delete_invoice | 1,2 | AP Automation | Yes, only when AP Automation is configured | May delete an invoice within the specified company or all companies |
invoice:can_generate_accrual_report | 2 | AP Automation | Yes, only when AP Automation is configured | May create the accrual report |
invoice:can_generate_invoice_erp_error_report | 2 | AP Automation | Yes, only when AP Automation is configured | May view the report of invoices with an ERP error and export it to Excel |
invoice:can_generate_invoice_wait_for_erp_report | 2 | AP Automation | Yes, only when AP Automation is configured | May view the Invoices waiting for ERP report and export it to Excel |
invoice:can_manage_coding_lines | 2 | AP Automation | Yes, only when AP Automation is configured | May edit the coded lines within the specified company |
invoice:can_process_as_attachment | 2 | AP Automation | Yes, only when AP Automation is configured | May use the process-as-attachment-to-another-invoice button |
invoice:can_read_all | 1,2 | AP Automation | Yes, only when AP Automation is configured | May view all invoices within the specified company or all companies |
invoice:can_resend_invoice_to_erp | 1 | AP Automation | Yes, only when AP Automation is configured | May resend the selected invoices to the ERP package in the Invoices waiting for ERP report. Note: this action is only available for ERP integrations via DTS or OpenAPI. For other integrations, the action is not visible, even with this permission. |
invoice:can_use_invoice | 1 | AP Automation | Yes, only when AP Automation is configured | Anyone who needs to be able to process an invoice in any way needs this |
invoice:can_use_multi_approve | 2 | AP Automation | Yes, only when AP Automation is configured | May use the multi-approve functionality |
jobposition:can_use_jobposition | 1 | Job descriptions | Yes, always | May maintain the Job descriptions. This was previously called Organisation/Rules. |
masterdata:can_edit_customer_numbers | 2 | Master data / Procurement | Yes, only when Procurement is configured | May create and maintain customer numbers for each combination of company, vendor and delivery location, including import and export |
masterdata:can_edit_deliverylocation | 2 | Master data / Procurement | Yes, only when Procurement is configured | May maintain the delivery locations |
masterdata:can_edit_item_categories | 2 | Master data / Procurement | Yes, only when Procurement is configured | May maintain the item categories |
masterdata:can_edit_units | 1 | Master data / Procurement | Yes, only when Procurement is configured | May maintain the units of measurement |
masterdata:can_maintain_free_text_dimensionvalues | 2 | Master data / Procurement | Yes, always | May maintain the free-text dimension values |
matchingtolerance:can_use_matchingtolerance | 2 | Matching tolerance | Yes, only when AP Automation is configured | May maintain the matching tolerances. |
notifications:can_edit_settings | 1 | AP Automation | Yes, only when AP Automation is configured | May maintain the AP Automation notification settings. |
openapi:can_use_logging | 1 | OpenAPI | Yes, only when the APIs are configured | May view the API logs |
outofoffice:can_use_outofoffice | 1 | Out of Office | Yes, always | May enter and maintain their own Out of Office. |
outofoffice:can_view_all_outofoffices | 1 | Out of Office | Yes, always | May view all Out of Office profiles. |
outofoffice:has_full_access | 1 | Out of Office | Yes, always | For application management, to be able to maintain all Out of Office profiles (ISP Superuser). |
permissiongroup:can_use_permissiongroups | 1 | User module | Yes, always | May maintain the permission groups within the user module. |
postingperiod:can_use_postingperiod | 2 | Posting period | Yes, only when AP Automation is configured | May maintain the posting periods. |
procure:can_access_obligo_report | 2 | Procurement | Yes, only when PurchaseOrder is configured in Procurement | May view the obligo report |
procure:can_add_attachment_to_closed_purchase_order | 1,2 | Procurement | Yes, only when Procurement is configured | May add an attachment to a closed purchase order |
procure:can_add_attachment_to_closed_purchase_request | 1,2 | Procurement | Yes, only when Procurement is configured | May add an attachment to a closed purchase request |
procure:can_be_advisor | 1,2 | Procurement | Yes, only when Procurement is configured | May be selected as an adviser |
procure:can_change_activity_owner_purchase_order | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May transfer an order from one user to another within the specified company or all companies |
procure:can_change_activity_owner_purchase_request | 1,2 | Procurement | Yes, only when the PurchaseRequest workflowable is configured in Procurement | May transfer a request from one user to another within the specified company or all companies |
procure:can_delete_goods_receipt | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May delete a goods receipt within the specified company or all companies |
procure:can_delete_purchase_order | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May delete an order within the specified company or all companies |
procure:can_delete_purchase_request | 1,2 | Procurement | Yes, only when the PurchaseRequest workflowable is configured in Procurement | May delete a request within the specified company or all companies |
procure:can_edit_procurement_settings | 1 | Procurement | Yes, only when the PurchaseRequest workflowable is configured in Procurement | May maintain the procurement settings |
procure:can_read_all_goods_receipt | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May view all goods receipts within the specified company or all companies |
procure:can_read_all_purchase_order | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May view all orders within the specified company or all companies |
procure:can_read_all_purchase_request | 1,2 | Procurement | Yes, only when the PurchaseRequest workflowable is configured in Procurement | May view all requests within the specified company or all companies |
procure:can_use_freetext_delivery_location | 2 | Procurement | Yes, only when Procurement is configured | May place an order outside the preconfigured delivery locations |
procure:can_use_goods_receipt | 1,2 | Procurement | Yes, only when the GoodsReceipt workflowable is configured in Procurement | Anyone who needs to be able to process a goods receipt in any way needs this |
procure:can_use_on_behalf_of | 1 | Procurement | Yes, only when Procurement is configured | May create purchase requests on behalf of another user |
procure:can_use_procure | 1 | Procurement | Yes, only when Procurement is configured | Can see the basic Procurement menu |
procure:can_use_purchase_order | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May place orders |
procure:can_use_purchase_request | 1,2 | Procurement | Yes, only when Procurement is configured | May submit a purchase request |
procure:can_use_shopping_cart | 1,2 | Procurement | Yes, only when Procurement is configured | Can use the shopping cart and approve requests within their assigned workflow step. Has access to purchase requests, but can only see requests belonging to their workflow step. |
smartscan:can_edit_settings | 1 | Smartscan | Yes, only when AP Automation is configured | May view and adjust Smartscan settings |
smartscan:can_use_all_servicerequests | 1,2 | Smartscan | Yes, only when AP Automation is configured | May view all recognition improvements. |
smartscan:can_use_servicerequest | 1,2 | Smartscan | Yes, only when AP Automation is configured | May request recognition improvements. |
template:can_use_learning_template | 2 | AP Automation | Yes, only when AP Automation is configured | May use the learning module within the specified company or all companies. |
template:can_use_template | 1,2 | AP Automation | Yes, only when AP Automation is configured | May maintain the Coding templates within the specified company or all companies. |
termsandconditions:can_use_termsandconditions | 2 | Procurement | Yes, only when Procurement is configured | May maintain the general terms and conditions |
users:can_edit_all_users | 1 | Users | Yes, always | May maintain all users within the user module |
vendorsettings:can_edit_vendorsettings | 2 | Vendor settings | Yes, always | May maintain the vendor settings within the specified company or all companies |
workflow:can_overrule_goods_receipt_claim | 1,2 | Procurement | Yes, only when the GoodsReceipt workflowable is configured in Procurement | May claim a goods receipt within the specified company or all companies of which they are not the (potential) owner. |
workflow:can_overrule_invoice_claim | 1,2 | Workflow | Yes, only when AP Automation is configured | May claim an invoice within the specified company or all companies of which they are not the (potential) owner. |
workflow:can_overrule_purchase_order_claim | 1,2 | Procurement | Yes, only when the PurchaseOrder workflowable is configured in Procurement | May claim an order within the specified company or all companies of which they are not the (potential) owner. |
workflow:can_overrule_purchase_request_claim | 1,2 | Procurement | Yes, only when the PurchaseRequest workflowable is configured in Procurement | May claim a request within the specified company or all companies of which they are not the (potential) owner. |