Business partners specific authorization roles and levels in Purchase activities

The table explains the various roles that can be defined for the Purchase activities for a Business Partner. The authorization levels defined for the associated attributes of all the Business Partners-related tasks are also listed.

Note: 
Pre Purchase Activities
Authorized Roles Tasks Associated Attributes Permissions
Buyer
  • Maintain Item-Purchase Data
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists)
  • Only use business partners for which the user is responsible.
 
  • Maintain supplier data (Header, Buy-from and Ship-from role)
  • Master data setup of suppliers and criteria (objective ratings)
  • Process Vendor Rating Questionnaires
  • Monitor Vendor Rating
NA
  • Modify, use, view, only assigned business partners for which the user is assigned to.
  • Use, view only assigned buyers
  • Use, view only assigned business partner types
  • Use, view only assigned areas
  • Use, view only assigned line of businesses
  • Use, view only assigned Price Lists
  • Use, view only assigned business partners (based on business partner, purchase office, enterprise unit, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Buyers are assigned to business partners and these buyers are responsible for the vendor rating of their assigned business partners.
 
  • Creates purchase contracts
  • Monitors purchase contracts
Other Attributes:
  • Purchase Contracts
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Only assigned contracts
  • Only assigned items
 
  • Creates purchase price books
  • Monitors purchase price books
  • Create and Maintain Price Matrix
Other Attributes:
  • Price Book
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Only assigned price books
  • Only assigned items
  • Use only business partners assigned to a certain price list.
 
  • Create and maintain landed costs
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
 
  • Create and maintain material pricing
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
 
  • Create and maintain terms and conditions
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
 
  • Creates request for quotations
  • Monitors request for quotations
  • Processes request for quotations
  • Converts request for quotation to purchase order
Other Attributes:
  • Request for Quotation
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Only assigned request for quotations
  • Only assigned items
 
  • Create and maintain purchase catalogs
Other Attributes:
  • Catalog
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Modify, use, view only assigned catalogs (type = purchase)
  • Only assigned items
Purchase Manager
  • Monitors supplier data (Header, Buy-from and Ship-from role)
NA
  • View, only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists)
 
  • View vendor Rating
NA
  • View only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
 
  • Monitor landed costs
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
 
  • Monitor material pricing
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
 
  • Monitor terms and conditions
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
Purchase Requester (employee outside the purchase organization requesting goods or services to be provided but has no authority to place the order)
  • Creates requisition for goods or services to be bought
  • Submits requisition
  • Monitors requisitions that are submitted for approval and/or fulfillment
Other Attributes:
  • Requisitions
  • Project
  • Items
  • Catalogs
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Use only business partners that are assigned to a certain Price List
  • Modify, use, view only assigned requisitions
  • Use only assigned projects
  • Use, only assigned items
  • Use, only assigned catalogs
Buyer
  • Validate and check requisitions
  • Prepare requisitions for processing
  • Process requisitions to orders or requests for quotations
Other Attributes:
  • Requisitions
  • Project
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Use only assigned requisitions
  • Use only assigned projects
  • Use only assigned items
 
  • Creates purchase orders for goods or services to be bought
  • Processes signals from Enterprise planning
  • Monitors purchase orders (e.g. timely receipt)
  • Receives cost items (not via warehousing)
  • Changes prices after receipt
Other Attributes:
  • Purchase Order
  • Project
  • Item
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Modify, use, view only assigned purchase orders
  • Use only assigned projects
  • Use only assigned items
 
  • Monitor and maintain purchase schedules and releases
NA
  • Use, view only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
Payables Administrator
  • View unmatched purchase orders
  • View unmatched purchase schedules
  • Use purchase order data for matching with purchase invoices
  • Use purchase schedules data for matching with purchase invoices
Other Attributes:
  • Purchase Orders
  • Project
  • Finance Company
  • View only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • Use only assigned purchase orders
  • Use only assigned projects
  • Only data from assigned finance company (via AMS)
 
  • Monitor stage payments
Other Attributes:
  • Project
  • Finance Company
  • View only assigned business partners (based on business partner, enterprise unit, purchase office, buyer, business partner type, area, line of business, price lists, financial supplier group)
  • View only assigned projects
  • Only data from assigned finance company (via AMS)