Creating permissions

You can use the Permissions (tcsec3100m000) session to set up the data for permissions. The types of permissions are Authorization Policy, Authorization Role, and Assigned Rule.

To create permissions for a business process or data object (Contract, Project, Requisition, Procurement, Sales, Warehousing, Item, or Business Partner):

  • In the Permissions (tcsec3100m000) session, click New.
  • Select the business process for which permissions must be created.
  • Select the Permission Type.
  • Specify the ID for the required permission. This value is defaulted based on the type of permission specified.
  • Specify a Version number and the description.
  • On the Documents tab, select the required business document (processes).
  • Click the required line. In the related permissions session, specify this information:

    Version tab

    • In the Version Control group box, specify the version related data.

    Company Permission tabIn the Company Selection group box, you can assign:

    • Specific Company
    • Range of companies.
    • Set of companies.

Permission Rules tab

  • Click New Permission Rule.
  • In the Permission for field, select the attribute.
  • Specify the related permission rule data. Note If you must select data in the From and To field in the Permission Rule lines from another company, from the Specific menu, click Browse Company, to select the appropriate company from which to select the attribute data. You can only select companies that are set up in the Company Permission group box .
Note: 
  • On the Permission tab in Procurement Permissions (tcsec3615m000) session, you can select the procurement documents (Requisition, Request for Quotation, Purchase Order, Purchase Contract and Purchase Price Book) from the Documents group box, for which the permission are applicable.
  • On the Permission tab in Sales Permissions (tcsec3630m000) session, you can select the sales documents (Opportunity, Sales Quote, Sales Order, Sales Contract and Sales Price Book, Sales Catalog) from the Documents group box, for which the permission are applicable.

The attributes applicable for each business process:

Permission for Attributes Sessions
Contract
  • Enterprise Unit
  • Sales Office
  • Program Manager
  • Program
  • Line of Business
  • Business Sector
  • Area
  • Category
  • Group
  • Contract Manager
  • Internal Sales Representative
  • External Sales Representative
  • Contract
Contract Permissions (tcsec3620m000) session includes the Permissions Rules tab to define the attributes.
Project
  • Enterprise Unit
  • Project Management Office
  • Program Manager
  • Program
  • Business Sector
  • Area
  • Category
  • Group
  • Project Manager
  • Main Project
  • Project
Permissions for Project (tcsec3105m000) session includes the Permissions Rules tab to define the attributes.
Requisition
  • Enterprise Unit
  • Requester Department
  • Requester
  • Approver Department
  • Approver
  • Purchase Office
  • Buyer
  • Requisition
Permissions for Requisition (tcsec3110m000) session includes the Permissions Rules tab to define the attributes.
Procurement
  • Enterprise Unit
  • Purchase Office
  • Buyer
  • Requisition
  • Request for Quotation
  • Purchase Order
  • Order Type
  • Purchase Contract
  • Purchase Price Book
Permissions for Procurement (tcsec3115m000) session includes the Permissions Rules tab to define the attributes.
Sales
  • Enterprise Unit
  • Sales Office
  • Line of Business
  • Area
  • Internal Sales Representative
  • External Sales Representative
  • Opportunity
  • Sales Quote
  • Sales Order
  • Order Type
  • Sales Contract
  • Price book
  • Sales Catalog
Sales Permissions (tcsec3630m000) session includes the Permissions Rules tab to define the attributes.
Warehousing
  • Enterprise Unit
  • Distribution cluster
  • Warehouse
  • Address
Warehousing Permissions (tcsec3625m000) session includes the Permissions Rules tab to define the attributes.
Item
  • Product Type
  • Item
Item Permissions (tcsec3635m000) session includes the Permissions Rules tab to define the attributes.
Business Partner
  • Line of Business
  • Area
  • Business Partner
Business Partner Permissions (tcsec3640m000) session includes the Permissions Rules tab to define the attributes.