Purchasing user roles

This table shows a high level overview of the tasks that can be performed by each role.

User role Tasks
Buyer
  • Manage purchase requests, purchase orders, events, and contracts
  • Request and manage new vendors, new items, and new item locations
  • Manage vendors, receiving, receipt adjustments, inspections, and vendor returns
  • View spend
  • Lists and Processes
    • Purchasing Lists
    • Create Purchasing Processes
    • Inventory Lists*
    • Requisition Lists**
    • Create Requisition Processes**
Purchasing Receiver
  • Receive items, adjust receipts, inspections, and vendor returns
  • View purchase orders, requisitions, vendors
  • Purchase order lists
Purchasing Manager
  • Manage purchase orders, receiving, contracts, vendors, and review messages
  • View Spend
  • Manage Procurement Cards
  • Process EDI
  • Process Month End
  • Lists and Processes
    • Purchasing Lists that is shared with Buyer and Purchasing Receiver roles
    • Create Purchasing Processes that is shared with buyer role
    • Inventory Lists*
    • Create Inventory Processes*
    • Requisition Lists**
    • Create Requisition Processes**
  • Manage Inventory Transactions
  • View Queue Information
  • Manage Other Processes
  • Manage Supply Management Reports
  • * See Inventory Control User Guide.
  • ** See Requisitions User Guide.