Roles

Roles are used for grouping a selection of Permissions and GL Account Masks. When roles are then assigned to users, the permissions and GL Account Masks associated with these roles collectively form the Permissions and GL Accounts for the users.

Permissions

You require a role with the Maintain Roles permission to access Roles maintenance. See Permissions in ARM.

To find out which roles a permission belongs to:

On the Roles page:

Search for the permission using the Permission search box, selecting the permission from the Permission Search pop-up display.

The selected permission ID appears in the Permission search box.
Click the search button on the Roles page.

The roles that have the selected permission are listed under the Name column.

PermissionRoles

Maintaining Roles

ARM provides a default set of Roles with assigned permissions, based on standard Roles. These Roles can be edited or deleted, and new Roles can be created if required.

Select the Roles menu item on the Administration Page. See Administration Page.

The Roles page displays.

You can add, edit or delete a Role.

Adding a Role

Click Create on the menu bar to create a new role.

This opens the Administration > Roles > Add New page for a new role.
Update the fields and assign permissions to the new role, as described in Editing a Role.

The new role is added to the Roles page, and can be assigned to Users.

Editing a Role

To edit a role, click on the role’s Name.

This opens the Administration > Roles > Detail page for that role.
Update the fields.

Name

Enter a unique and descriptive name for the role.

Description

Enter a description for the role.

Can Delegate?

If selected, the role can be delegated to another user. See Delegating Roles.

GL Account Masks

Select a Company. Then select a GL Account Mask and click Add. Continue to add all GL Account Masks to be included for this Role.

GL Account Masks Exclusion

Select a Company. Then select a GL Account Mask and click Add. Continue to add all GL Account Masks to be excluded for this Role.
Add or remove permissions associated with the role, by selecting/deselecting the Assigned check box for the permission.

You can filter the list of permissions by selecting Show assigned permissions only, or by entering text in the Input to search text box.
Click Apply to save changes to the role.

Deleting a Role

To delete a role:

Click on the Delete button for that row, under the Options column.
Click Yes on the confirmation dialog.

The role is deleted.

You cannot delete a role that is assigned to one or more users.

Standard ARM Roles

ARM comes with standard Roles.

You can add extra permissions to these roles, and you can also add new roles.

View Standard ARM Roles:

Name

Description

Catalogue Requisitioner

The user can create Requisitions and add Catalogue items.

Non-Catalogue Requisitioner

The user can create Requisitions and add Non-Catalogue items.

Requisition Approver

The user can be added to the approval hierarchy and approve Requisitions.

Order Creator

The user can create Purchase Orders when assigned as the purchase order creator in the approval hierarchy.

Order Receiver

The user can receive purchase orders.

Manage Catalogue

The user can edit the system’s catalogue.

Manage Settings

The user can edit the system’s settings.

Manage Users

The user can edit the system’s Users.

Manage Approvals

The user can edit the system’s Approval Hierarchy, Locations, Categories and Category Groups.

Manage Vendors

The user can edit the system’s Vendors.

Administrator

The user has access to every role within the system.

AP Invoice Approver

The user can be added to the approval hierarchy and approve AP Invoices.

Permissions

To see the full list of permissions in ARM:

From Administration > Roles, select any role to open Administration > Roles > Detail.
In the Permissions panel, clear the Show assigned permissions only check box and clear the Input to search edit box.

The permissions are displayed in the panel.

To search for a permission:

From Administration > Roles, select any role to open Administration > Roles > Detail.
Clear the Show assigned permissions only check box and type a search term in the Input to search edit box.

To see the list of permissions for a role:

From Administration > Roles, select a role to open Administration > Roles > Detail.
In the Permissions panel, select the Show assigned permissions only check box and clear the Input to search edit box.

All permissions for the role are displayed in the panel.

Assigning Permissions to a User

Establish which roles a permission belongs to.
Assign one of those roles to the user. See Maintaining User Details.

Permissions in ARM

See full table of Permissions:

ID	Name	Description
33	Search All Requisitions	Requisitions from all locations are visible in search results.
18	View All Location Requisition Details	The user can view the details of all Requisitions within their location(s).
1	Add Catalogue Items To Requisitions	The user can add Catalogue Items to Requisitions.
2	Add Non-Catalogue Items To Requisitions	The user can add Non-Catalogue Items to Requisitions.
24	Edit Own Requisition Catalogue Item GL Account	The user can edit GL Account of a Catalogue Item in a Requisition.
28	Edit Own Requisition Catalogue Item Tax Code	The user can edit Tax Code of a Catalogue Item in a Requisition.
14	Edit Own Requisition Catalogue Item Price	The user can edit the price of a Catalogue Item in a Requisition.
29	Edit Own Requisition Non-Catalogue Item Tax Code	The user can edit Tax Code of a Non-Catalogue Item in a Requisition.
175	Edit UOMs	The user can view/edit UOMs.
25	Edit Own Requisition Non-Catalogue Item GL Account	The user can edit GL Account of a Non-Catalogue Item in a Requisition.
30	Edit Requisition Catalogue Item Tax Code On Approval	The user can edit Tax Code of a Catalogue Item in a Requisition during the Approval process.
39	Edit Requisition Line Type	The user can change the line type on a Requisition Line.
59	Edit Requisition Vendor - Catalogue Items	The user can change Vendor for a requisition Catalogue item.
41	Void Transfers	The user can void Transfers.
42	Ship Transfers	The user can ship Transfers.
43	Receive Transfers	The user can receive Transfers.
31	Edit Requisition Non-Catalogue Item Tax Code On Approval	The user can edit Tax Code of a Non-Catalogue Item in a Requisition during the Approval process.
26	Edit Requisition Catalogue Item GL Account On Approve	The user can edit GL Account of a Catalogue Item in a Requisition during the Approval process.
27	Edit Requisition Non-Catalogue Item GL Account On Approve	The user can edit GL Account of a Non-Catalogue Item in a Requisition during the Approval process.
36	Search All Templates	Templates from all locations are visible in search results.
15	Edit Requisition Catalogue Item Price On Approval	The user can edit the price of a Catalogue Item in a during the Approval process.
34	Search All Pro-Forma Orders	Pro-Forma Orders from all locations are visible in search results.
37	Search All Pro-Forma Transfers	Pro-Forma Transfers from all locations are visible in search results.
38	Search All Transfers	Transfers from all locations are visible in search results.
11	Approve Requisitions	The user can be added to the approval hierarchy and approve Requisitions.
35	Search All Purchase Orders	Purchase Orders from all locations are visible in search results.
40	Edit Transfer Requisition Line Supply Location	The user can change the Supply Location on a Transfer Requisition Line.
12	Create Purchase Orders in Accessible Locations	The user can create Purchase Orders in accessible locations.
145	View Purchase Orders in Accessible Locations	The user can view Purchase Orders in accessible locations.
32	Maintain Roles	The user can view/add/edit/delete applications Roles.
13	Receive Purchase Orders in Accessible Locations	The user can receive Purchase Orders in accessible locations.
16	View Reports	The user can view Management Reports.
17	Maintain Reports	The user can add/edit/delete Management Reports.
6	Maintain Approval Hierarchy	The user can view/edit the approval hierarchy.
44	Quick Receive POs	The user can receive Purchase Orders while in the search screen.
45	Quick Close POs	The user can close Purchase Orders while in the search screen.
46	Quick Receive Transfers	The user can receive Transfers while in the search screen.
47	Quick Ship Transfers	The user can ship Transfers while in the search screen.
48	Quick Void Transfers	The user can void Transfers while in the search screen.
51	Print Requisitions	The user can print Requisitions.
53	Print Pro-Forma Orders	The user can print Pro-Forma Orders.
54	Print Purchase Orders	The user can print Purchase Orders.
19	Edit All Requisitions	The user can edit any Requisition.
20	Un-Suspend All Requisitions	The user can un-suspend any Requisition.
55	View Attachments	The User can Open/View attachments from the Attached Files List.
49	Send Vendor Notification	The user can send/resend Vendor notification (EDI, EMAIL, FAX).
56	Maintain Attachments	The User can Add/Remove attachments to the Attached Files List.
52	Print Templates	The user can print Templates.
200	Search Attachments	The User can access to the "Search Attachments" menu item.
201	Print Model Report	The User can print a Model Report to see all available fields in the report.
141	Can delete all templates	The user has permission to delete all templates.
57	Maintain Templates	The user can view/add/edit/delete Templates.
50	View Requisition Prices	The user can view the prices of Catalogue Items in Requisitions.
58	View Templates	The user can view Templates.
21	Approve All Requisitions	The user can approve any approval node of a Requisition. (Approval limits do not apply).
22	Create All Purchase Orders	The user can create any Purchase Order.
23	Receive All Purchase Orders	The user can receive any Purchase Order.
9	Maintain Categories	The user can view/edit (GLAccount Masks) for Categories.
10	Maintain Category Groups	The user can view/add/edit/delete Category Groups.
3	Maintain Catalogue	The user can view/add/edit/delete/import Catalogue Items.
8	Maintain Locations	The user can view/edit (GLAccount Masks) for Locations.
4	Maintain Settings	The user can view/edit the system settings.
7	Maintain Vendors	The user can view/edit/disable Vendors.
5	Maintain Users	The user can view/add/edit/disable ARM Users.
60	View Catalogue	The user can view the entire Catalogue in read-only mode.
61	View Purchase Orders	The user can view all Purchase Orders with read-only permission.
62	Launch Punchout	The user can launch a Punchout session in a Requisition.
63	Maintain Punchout	The user can maintain Punchout settings.
64	Can Review Requisition	The user can put Requisitions into a Review status.
65	Can Receive Email Notifications	The user can receive email notifications from ARM.
66	Can Receive Own Purchase Orders	The user can receive Purchase Orders that originated from their Requisitions.
67	Create Global Templates	The user can create Global Templates.
68	View Global Templates	The user can view Global Templates and create Requisitions from them based on their location access.
69	Quick Delete	The user can delete Saved Requisitions.
70	Can Convert to Req	The user has access to the Req function for Templates.
71	Can Convert to FastReq	The user has access to the FastReq function for Templates.
72	Can Copy Req and Template	The user has access to the Copy function on Requisitions and Templates.
73	Can Fast Copy Req	The user has access to the FastCpy function for Requisitions.
74	Can Convert to Template	The user has access to the TempIt function for Requisitions.
75	Edit Requisition Line	The user has access to the Edit function on their Requisition line(s).
76	Can Revise Requisition	The user can Revise Requisitions after they have been Submitted.
77	Can Maintain User Signatures	The user can add/edit/delete signature images linked to users.
78	Edit All Requisitions (Location Access)	The user can edit any requisition that they have location access to.
79	Create Blanket Order Requisitions	The user can create a Requisition that will turn into a Blanket Pro-Forma Order.
80	Can Release Blanket Order	The user can create Releases within a Blanket Pro-Forma Order.
81	Can Close Blanket Order	The user can Close a Blanket Pro-Forma Order.
82	Quick Approve	The user can Approve Requisitions while in the search screen.
83	Quick Reject	The user can Reject Requisitions while in the search screen.
84	Edit Catalogue Item Location GL Mask	The user can edit the GL Mask of a Catalogue item’s location.
85	Override PO Receiving Unit Cost	The user can override Unit Cost when receiving Purchase Orders.
86	Edit Requisition Currency Info	The user can edit currency code and exchange rate of a requisition line.
87	Edit Purchase Discount Info	The user can edit purchase discount info.
88	Can Perform Advance Approval on Requisitions	The user can perform requisition approval in advance.
89	View Order Lines from Other Users	The user can view Purchase Order lines that originate from other users.
90	Can Complete GL Account Code	The user can complete a GL Account Mask. This permission allows you to restrict the range of GL account codes that a User can add to requisitions.
91	Create Own Purchase Orders	The user can create his/her own Purchase Orders.
92	View PFO Lines from Other Users	The user can view all lines belonging to a Pro-Forma Order he/she has access to.
93	Edit Pro-forma Order Unit Price	The user can edit unit price on a Pro-forma Order line.
94	View Own Pro-forma Orders	The user can view his/her own Pro-forma Orders.
95	View Own Purchase Orders	The user can view his/her own Purchase Orders.
96	Approve All AP Invoices	The user can approve any approval node of an AP Invoice. (Approval limits do not apply).
97	Approve AP Invoices	The user can approve AP Invoices.
98	Un-suspend All AP Invoices	The user can un-suspend any AP Invoice.
99	Create AP Invoices	The user can create AP Invoices.
100	Edit All AP Invoices	The user can edit any AP Invoice.
101	View All AP Invoices	The user can view any AP Invoice.
102	Revise All AP Invoices	The user can Revise All AP Invoices after they have been Submitted, except for Approved Invoices.
103	Edit Requisition Vendor - Non-Catalogue Items	The user can change Vendor for a requisition Non-Catalogue item.
104	Edit Own Requisition Catalogue Item Description	The user can edit Description of a Catalogue Item in a Requisition.
105	Edit Requisition Catalogue Item Description On Approval	The user can edit Description of Catalogue Items in a Requisition during the Approval process.
106	Edit Own Requisition Catalogue Item Category	The user can edit Category of a Catalogue Item in a Requisition.
107	Edit Requisition Catalogue Item Category On Approval	The user can edit Category of a Catalogue Item in a Requisition during the Approval process.
108	Edit Own Requisition Catalogue Item UOM	The user can edit UOM of a Catalogue Item in a Requisition.
109	Edit Requisition Catalogue Item UOM On Approval	The user can edit UOM of a Catalogue Item in a Requisition during the Approval process.
110	Approve Own Documents	The user when assigned as an approver can approve his/her own requisitions or invoices.
111	Can edit Custom Fields on PO	The user when assigned this permission can edit custom fields on purchase order regardless its status.
112	Can control Integration Service	The user when assigned this permission can control ARM Integration Service.
113	Can monitor Integration Service	The user when assigned this permission can view activities and errors in ARM Integration Service.
146	Edit Requisition Name On Approval	The user can edit Requisition Name during the Approval process.
147	Edit Requisition Type On Approval (Header)	The user can edit Requisition Header’s Requisition Type and Custom Data during the Approval process.
148	Edit Requisition Release Date On Approval	The user can edit Requisition Release Date during the Approval process.
114	Can Delete Own Internal Notes	The user when assigned this permission can delete his/her own internal notes.
115	Can Delete Any Internal Notes	The user when assigned this permission can delete any internal notes.
149	Edit Requisition Due Date On Approval	The user can edit Requisition Due Date during the Approval process.
150	Edit Requisition’s Buyer On Approval	The user can edit Requisition’s Buyer during the Approval process.
116	Can raise New Job Material Request	The user when assigned this permission can raise New Job Material Requests.
117	Can fulfill New Job Material Request	The user when assigned this permission can fulfill New Job Material Requests.
151	Edit Requisition Type On Approval (Line)	The user can edit Requisition Line’s Requisition Type and Custom Data during the Approval process.
152	Edit Requisition Non-Catalogue Item Description On Approval	The user can edit Requisition Non-Catalogue Item Description during the Approval process.
118	Can view all New Job Material Requests	The user when assigned this permission can view full data of New Job Material Requests.
119	Can Purchase for Manufacturing Jobs	The user when assigned this permission can raise requisitions targeting Manufacturing Jobs.
153	Edit Requisition Non-Catalogue Item Quantity On Approval	The user can edit Requisition Non-Catalogue Item Quantity during the Approval process.
154	Edit Requisition Non-Catalogue Item Price On Approval	The user can edit Requisition Non-Catalogue Item Price during the Approval process.
120	Can Purchase for Projects	The user when assigned this permission can raise requisitions targeting certain Projects.
155	Edit Requisition Non-Catalogue Item Category On Approval	The user can edit Requisition Non-Catalogue Item Category during the Approval process.
156	Edit Requisition Non-Catalogue Item UOM On Approval	The user can edit Requisition Non-Catalogue Item UOM during the Approval process.
157	Edit Requisition Catalogue Item Quantity On Approval	The user can edit Requisition Catalogue Item Quantity during the Approval process.
158	View Purchase Suggestions	The user can view Purchase Suggestions.
159	Convert Reviewed Purchase Suggestions	The user can convert Reviewed Purchase Suggestions to Requisitions.
160	Edit Draft Invoices	The user can maintain Draft Invoices.
161	Approve Draft Invoices	The user can approve Draft Invoices.
167	Convert non-reviewed Purchase Suggestions	The user can convert non-reviewed Purchase Suggestions to Requisitions.
168	Review Purchase Suggestions	The user can Review Purchase Suggestions.
162	Approve All Draft Invoices	The user can approve all Draft Invoices.
163	Skip Draft Invoice Review Return	The user can bypass original Review requester after reviewing an OCR Document.
169	Edit AP Invoice Due Date	The user can alter AP Invoice Due Date.
176	View Draft Invoices	The user can access Draft Invoices menu in read-only mode only. The user can open any document listed in the Draft Invoices dashboard but all fields will be Un-editable including the Actions buttons.
172	Receive Draft Invoice Notification	The user can receive notification of all Draft Invoice documents. Example notifications are the configuration error notifications or notifications that do not have specific receivers.
173	Receive SSO Flow Notification	The user can receive notifications related to user login flow using SSO.
170	Edit Purchase Order Receipt Number	The user can alter Purchase Order Receipt Number when receiving Purchase Order.
171	Can Copy PunchOut Lines	The user can copy PunchOut lines
165	Skip AP Invoice Review Return	The user can bypass original Review requester after reviewing an AP Invoice.
130	Can Raise Standing Orders	The user can raise Standing Orders.
171	Can Copy PunchOut Lines	The user can copy PunchOut lines.
166	Edit AP Invoice Terms Code	The user can edit Terms Code on an AP Invoice.
177	Override Manual Invoice Requirements to allow Misc. Invoice Lines	The user with this permission can by pass setting [Manual Invoice Matching Requirements] of supplier to add Misc line to AP Invoice.
142	Can Perform Change Order	The user when assigned this role can perform Change Order for POs within their authority.
143	Can Edit Approved Vendor for Catalogue Item	The user can select from a list of approved Vendors for a requisition Catalogue item.
174	Can Append to Open Purchase Orders	The user can append to Open Purchase Orders.
144	Can Change Non-catalogue Item Name	The user can use a different name other than the default value for non-catalogue items.
178	Edit Terms Code Mappings	The user can edit Terms Code Mappings.
179	Replace Line Owner of Proforma Order	The user can replace line owner of the PFO document.
180	Replace Line Owner of Blanket Proforma Order	The user can replace line owner of the Blanket PFO document.
181	Delete Release Line of Blanket Proforma Order	The user can delete unreceived release of the Blanket PFO document.
182	Delete Receipt	The user can delete receipt document.
183	Edit AP Invoice Header Amount	The user can edit Header Amount on an AP Invoice.
184	Edit AP Invoice Currency	The user can edit the AP Invoice currency.
185	Edit AP Invoice Payment Method	The user can edit the AP Invoice Payment method.
186	Edit AP Invoice GL Distribution	The user can edit the AP Invoice GL Distribution.
187	Edit APInvoice Header Bank Information	The user can edit the bank/remit to information at AP Invoice header.
188	Review AP Invoices	The user can perform review for AP Invoices.
189	PurchaseForSalesOrders	The user can raise requisitions with links to Sales Orders.
190	APInvoiceUnreceivedLineType	The user can add Unreceived lines to AP Invoice. See Add Unreceived to Invoice.
191	APInvoiceDmrCreditLineType	The user can add DMR Credit lines to AP Invoice.
192	APInvoiceAdvancedBillLineType	The user can add Advanced Bill lines to AP Invoice.
193	Edit GL Account on AP Invoice	The user can edit the GL Account and any related GL Reference Codes on an existing GL Distribution record on an AP Invoice.
194	Add AP Header Charges	Only users with this permission can add header charges to an AP Invoice.
195	Add AP Line Charges	Only users with this permission can add line charges to an AP Invoice.
196	Can Perform Advance Approval on AP Invoices	The user can perform advance approval on AP Invoices.
197	Edit Assigned AP Invoices	The user can edit AP Invoices assigned to them. Users with this permission can edit all fields not controlled by the field-specific permissions "Edit AP Invoices XYZ" (e.g., Edit AP Invoice Due Date, Edit AP Invoice Terms etc.).
198	Edit AP Invoice Batch Number	The user can edit the AP Invoice Batch Number.
199	Edit AP Invoice’s Invoice Date	The user can edit Invoice Date on AP Invoices.
202	Maintain Requester Groups	The user can create, edit, delete, activate and deactivate requester groups.
203	Maintain Requesters	The user can create, edit, activate and deactivate requesters.
204	Delete Draft Invoice	The user can delete draft invoices.
205	Raise Requisitions on behalf of other Requesters	The user can Raise Requisitions on behalf of other Requesters.
206	Edit Requisition Terms Code	The user can edit Terms Code on an Requisition.
207	Edit Proforma Order Terms Code	The user can edit Terms Code on an Proforma Order.
208	View Standing Orders	The user can view the details of all Standing Orders within their location(s)
209	Edit Standing Orders	The user can edit any Standing Order that they have location access to
210	Edit Requisition Due Date	The user can edit Requisition Due Date when the document is not in approval workflow
213	Can Delete Own Attachment	The user can delete the attachment file that they uploaded themselves
214	Can Delete Any Attachment	The user can delete any attachment file
211	Edit Proforma Order Release Line Due Date	The user can edit Proforma Order Release Line Due Date
212	Edit Draft Invoice Due Date	The user can edit Draft Invoice Due Date
216	Can specify dynamic GL Segments on Blanket Order Release	The user can specify dynamic GL Segments on Blanket Order Release
908	Switch User Interface	User can switch user interface if User Interface setting set "User managed"
999	Can Execute Integration Tasks	This is an internal permission for integration services. This permission controls the Synchronize button on the Purchase Order, allowing it to synchronize and update data for header and line miscellaneous charges.
1000	Can Access Background Tasks Dashboard	This is an internal permission to access the dashboard of Hangfire background tasks.
121	Can Create Requests for Quotation	The user has permission to raise new RFQs.
122	Can View all Requests for Quotation	The user has permission to view all RFQs.
123	Can Edit all Requests for Quotation	The user has permission to edit all RFQs.
1001	Read Access Odata API	The user can call all Odata API that perform read data.
1002	Write Access Odata API	The user can call all Odata API that perform insert or update data.
1003	Delete Access Odata API	The user can call all Odata API that perform delete data.
1004	HTTP Audit Log Read All	The User have permission to access OData API to read HTTP Audit Log.
140	Can anonymise the user	The user has permission to anonymise user data.

Name

Description

Search All Requisitions

Requisitions from all locations are visible in search results.

View All Location Requisition Details

The user can view the details of all Requisitions within their location(s).

Add Catalogue Items To Requisitions

The user can add Catalogue Items to Requisitions.

Add Non-Catalogue Items To Requisitions

The user can add Non-Catalogue Items to Requisitions.

Edit Own Requisition Catalogue Item GL Account

The user can edit GL Account of a Catalogue Item in a Requisition.

Edit Own Requisition Catalogue Item Tax Code

The user can edit Tax Code of a Catalogue Item in a Requisition.

Edit Own Requisition Catalogue Item Price

The user can edit the price of a Catalogue Item in a Requisition.

Edit Own Requisition Non-Catalogue Item Tax Code

The user can edit Tax Code of a Non-Catalogue Item in a Requisition.

175

Edit UOMs

The user can view/edit UOMs.

Edit Own Requisition Non-Catalogue Item GL Account

The user can edit GL Account of a Non-Catalogue Item in a Requisition.

Edit Requisition Catalogue Item Tax Code On Approval

The user can edit Tax Code of a Catalogue Item in a Requisition during the Approval process.

Edit Requisition Line Type

The user can change the line type on a Requisition Line.

Edit Requisition Vendor - Catalogue Items

The user can change Vendor for a requisition Catalogue item.

Void Transfers

The user can void Transfers.

Ship Transfers

The user can ship Transfers.

Receive Transfers

The user can receive Transfers.

Edit Requisition Non-Catalogue Item Tax Code On Approval

The user can edit Tax Code of a Non-Catalogue Item in a Requisition during the Approval process.

Edit Requisition Catalogue Item GL Account On Approve

The user can edit GL Account of a Catalogue Item in a Requisition during the Approval process.

Edit Requisition Non-Catalogue Item GL Account On Approve

The user can edit GL Account of a Non-Catalogue Item in a Requisition during the Approval process.

Search All Templates

Templates from all locations are visible in search results.

Edit Requisition Catalogue Item Price On Approval

The user can edit the price of a Catalogue Item in a during the Approval process.

Search All Pro-Forma Orders

Pro-Forma Orders from all locations are visible in search results.

Search All Pro-Forma Transfers

Pro-Forma Transfers from all locations are visible in search results.

Search All Transfers

Transfers from all locations are visible in search results.

Approve Requisitions

The user can be added to the approval hierarchy and approve Requisitions.

Search All Purchase Orders

Purchase Orders from all locations are visible in search results.

Edit Transfer Requisition Line Supply Location

The user can change the Supply Location on a Transfer Requisition Line.

Create Purchase Orders in Accessible Locations

The user can create Purchase Orders in accessible locations.

145

View Purchase Orders in Accessible Locations

The user can view Purchase Orders in accessible locations.

Maintain Roles

The user can view/add/edit/delete applications Roles.

Receive Purchase Orders in Accessible Locations

The user can receive Purchase Orders in accessible locations.

View Reports

The user can view Management Reports.

Maintain Reports

The user can add/edit/delete Management Reports.

Maintain Approval Hierarchy

The user can view/edit the approval hierarchy.

Quick Receive POs

The user can receive Purchase Orders while in the search screen.

Quick Close POs

The user can close Purchase Orders while in the search screen.

Quick Receive Transfers

The user can receive Transfers while in the search screen.

Quick Ship Transfers

The user can ship Transfers while in the search screen.

Quick Void Transfers

The user can void Transfers while in the search screen.

Print Requisitions

The user can print Requisitions.

Print Pro-Forma Orders

The user can print Pro-Forma Orders.

Print Purchase Orders

The user can print Purchase Orders.

Edit All Requisitions

The user can edit any Requisition.

Un-Suspend All Requisitions

The user can un-suspend any Requisition.

View Attachments

The User can Open/View attachments from the Attached Files List.

Send Vendor Notification

The user can send/resend Vendor notification (EDI, EMAIL, FAX).

Maintain Attachments

The User can Add/Remove attachments to the Attached Files List.

Print Templates

The user can print Templates.

200

Search Attachments

The User can access to the "Search Attachments" menu item.

201

Print Model Report

The User can print a Model Report to see all available fields in the report.

141

Can delete all templates

The user has permission to delete all templates.

Maintain Templates

The user can view/add/edit/delete Templates.

View Requisition Prices

The user can view the prices of Catalogue Items in Requisitions.

View Templates

The user can view Templates.

Approve All Requisitions

The user can approve any approval node of a Requisition. (Approval limits do not apply).

Create All Purchase Orders

The user can create any Purchase Order.

Receive All Purchase Orders

The user can receive any Purchase Order.

Maintain Categories

The user can view/edit (GLAccount Masks) for Categories.

Maintain Category Groups

The user can view/add/edit/delete Category Groups.

Maintain Catalogue

The user can view/add/edit/delete/import Catalogue Items.

Maintain Locations

The user can view/edit (GLAccount Masks) for Locations.

Maintain Settings

The user can view/edit the system settings.

Maintain Vendors

The user can view/edit/disable Vendors.

Maintain Users

The user can view/add/edit/disable ARM Users.

View Catalogue

The user can view the entire Catalogue in read-only mode.

View Purchase Orders

The user can view all Purchase Orders with read-only permission.

Launch Punchout

The user can launch a Punchout session in a Requisition.

Maintain Punchout

The user can maintain Punchout settings.

Can Review Requisition

The user can put Requisitions into a Review status.

Can Receive Email Notifications

The user can receive email notifications from ARM.

Can Receive Own Purchase Orders

The user can receive Purchase Orders that originated from their Requisitions.

Create Global Templates

The user can create Global Templates.

View Global Templates

The user can view Global Templates and create Requisitions from them based on their location access.

Quick Delete

The user can delete Saved Requisitions.

Can Convert to Req

The user has access to the Req function for Templates.

Can Convert to FastReq

The user has access to the FastReq function for Templates.

Can Copy Req and Template

The user has access to the Copy function on Requisitions and Templates.

Can Fast Copy Req

The user has access to the FastCpy function for Requisitions.

Can Convert to Template

The user has access to the TempIt function for Requisitions.

Edit Requisition Line

The user has access to the Edit function on their Requisition line(s).

Can Revise Requisition

The user can Revise Requisitions after they have been Submitted.

Can Maintain User Signatures

The user can add/edit/delete signature images linked to users.

Edit All Requisitions (Location Access)

The user can edit any requisition that they have location access to.

Create Blanket Order Requisitions

The user can create a Requisition that will turn into a Blanket Pro-Forma Order.

Can Release Blanket Order

The user can create Releases within a Blanket Pro-Forma Order.

Can Close Blanket Order

The user can Close a Blanket Pro-Forma Order.

Quick Approve

The user can Approve Requisitions while in the search screen.

Quick Reject

The user can Reject Requisitions while in the search screen.

Edit Catalogue Item Location GL Mask

The user can edit the GL Mask of a Catalogue item’s location.

Override PO Receiving Unit Cost

The user can override Unit Cost when receiving Purchase Orders.

Edit Requisition Currency Info

The user can edit currency code and exchange rate of a requisition line.

Edit Purchase Discount Info

The user can edit purchase discount info.

Can Perform Advance Approval on Requisitions

The user can perform requisition approval in advance.

View Order Lines from Other Users

The user can view Purchase Order lines that originate from other users.

Can Complete GL Account Code

The user can complete a GL Account Mask.

This permission allows you to restrict the range of GL account codes that a User can add to requisitions.

Create Own Purchase Orders

The user can create his/her own Purchase Orders.

View PFO Lines from Other Users

The user can view all lines belonging to a Pro-Forma Order he/she has access to.

Edit Pro-forma Order Unit Price

The user can edit unit price on a Pro-forma Order line.

View Own Pro-forma Orders

The user can view his/her own Pro-forma Orders.

View Own Purchase Orders

The user can view his/her own Purchase Orders.

Approve All AP Invoices

The user can approve any approval node of an AP Invoice. (Approval limits do not apply).

Approve AP Invoices

The user can approve AP Invoices.

Un-suspend All AP Invoices

The user can un-suspend any AP Invoice.

Create AP Invoices

The user can create AP Invoices.

100

Edit All AP Invoices

The user can edit any AP Invoice.

101

View All AP Invoices

The user can view any AP Invoice.

102

Revise All AP Invoices

The user can Revise All AP Invoices after they have been Submitted, except for Approved Invoices.

103

Edit Requisition Vendor - Non-Catalogue Items

The user can change Vendor for a requisition Non-Catalogue item.

104

Edit Own Requisition Catalogue Item Description

The user can edit Description of a Catalogue Item in a Requisition.

105

Edit Requisition Catalogue Item Description On Approval

The user can edit Description of Catalogue Items in a Requisition during the Approval process.

106

Edit Own Requisition Catalogue Item Category

The user can edit Category of a Catalogue Item in a Requisition.

107

Edit Requisition Catalogue Item Category On Approval

The user can edit Category of a Catalogue Item in a Requisition during the Approval process.

108

Edit Own Requisition Catalogue Item UOM

The user can edit UOM of a Catalogue Item in a Requisition.

109

Edit Requisition Catalogue Item UOM On Approval

The user can edit UOM of a Catalogue Item in a Requisition during the Approval process.

110

Approve Own Documents

The user when assigned as an approver can approve his/her own requisitions or invoices.

111

Can edit Custom Fields on PO

The user when assigned this permission can edit custom fields on purchase order regardless its status.

112

Can control Integration Service

The user when assigned this permission can control ARM Integration Service.

113

Can monitor Integration Service

The user when assigned this permission can view activities and errors in ARM Integration Service.

146

Edit Requisition Name On Approval

The user can edit Requisition Name during the Approval process.

147

Edit Requisition Type On Approval (Header)

The user can edit Requisition Header’s Requisition Type and Custom Data during the Approval process.

148

Edit Requisition Release Date On Approval

The user can edit Requisition Release Date during the Approval process.

114

Can Delete Own Internal Notes

The user when assigned this permission can delete his/her own internal notes.

115

Can Delete Any Internal Notes

The user when assigned this permission can delete any internal notes.

149

Edit Requisition Due Date On Approval

The user can edit Requisition Due Date during the Approval process.

150

Edit Requisition’s Buyer On Approval

The user can edit Requisition’s Buyer during the Approval process.

116

Can raise New Job Material Request

The user when assigned this permission can raise New Job Material Requests.

117

Can fulfill New Job Material Request

The user when assigned this permission can fulfill New Job Material Requests.

151

Edit Requisition Type On Approval (Line)

The user can edit Requisition Line’s Requisition Type and Custom Data during the Approval process.

152

Edit Requisition Non-Catalogue Item Description On Approval

The user can edit Requisition Non-Catalogue Item Description during the Approval process.

118

Can view all New Job Material Requests

The user when assigned this permission can view full data of New Job Material Requests.

119

Can Purchase for Manufacturing Jobs

The user when assigned this permission can raise requisitions targeting Manufacturing Jobs.

153

Edit Requisition Non-Catalogue Item Quantity On Approval

The user can edit Requisition Non-Catalogue Item Quantity during the Approval process.

154

Edit Requisition Non-Catalogue Item Price On Approval

The user can edit Requisition Non-Catalogue Item Price during the Approval process.

120

Can Purchase for Projects

The user when assigned this permission can raise requisitions targeting certain Projects.

155

Edit Requisition Non-Catalogue Item Category On Approval

The user can edit Requisition Non-Catalogue Item Category during the Approval process.

156

Edit Requisition Non-Catalogue Item UOM On Approval

The user can edit Requisition Non-Catalogue Item UOM during the Approval process.

157

Edit Requisition Catalogue Item Quantity On Approval

The user can edit Requisition Catalogue Item Quantity during the Approval process.

158

View Purchase Suggestions

The user can view Purchase Suggestions.

159

Convert Reviewed Purchase Suggestions

The user can convert Reviewed Purchase Suggestions to Requisitions.

160

Edit Draft Invoices

The user can maintain Draft Invoices.

161

Approve Draft Invoices

The user can approve Draft Invoices.

167

Convert non-reviewed Purchase Suggestions

The user can convert non-reviewed Purchase Suggestions to Requisitions.

168

Review Purchase Suggestions

The user can Review Purchase Suggestions.

162

Approve All Draft Invoices

The user can approve all Draft Invoices.

163

Skip Draft Invoice Review Return

The user can bypass original Review requester after reviewing an OCR Document.

169

Edit AP Invoice Due Date

The user can alter AP Invoice Due Date.

176

View Draft Invoices

The user can access Draft Invoices menu in read-only mode only. The user can open any document listed in the Draft Invoices dashboard but all fields will be Un-editable including the Actions buttons.

172

Receive Draft Invoice Notification

The user can receive notification of all Draft Invoice documents. Example notifications are the configuration error notifications or notifications that do not have specific receivers.

173

Receive SSO Flow Notification

The user can receive notifications related to user login flow using SSO.

170

Edit Purchase Order Receipt Number

The user can alter Purchase Order Receipt Number when receiving Purchase Order.

171

Can Copy PunchOut Lines

The user can copy PunchOut lines

165

Skip AP Invoice Review Return

The user can bypass original Review requester after reviewing an AP Invoice.

130

Can Raise Standing Orders

The user can raise Standing Orders.

171

Can Copy PunchOut Lines

The user can copy PunchOut lines.

166

Edit AP Invoice Terms Code

The user can edit Terms Code on an AP Invoice.

177

Override Manual Invoice Requirements to allow Misc. Invoice Lines

The user with this permission can by pass setting [Manual Invoice Matching Requirements] of supplier to add Misc line to AP Invoice.

142

Can Perform Change Order

The user when assigned this role can perform Change Order for POs within their authority.

143

Can Edit Approved Vendor for Catalogue Item

The user can select from a list of approved Vendors for a requisition Catalogue item.

174

Can Append to Open Purchase Orders

The user can append to Open Purchase Orders.

144

Can Change Non-catalogue Item Name

The user can use a different name other than the default value for non-catalogue items.

178

Edit Terms Code Mappings

The user can edit Terms Code Mappings.

179

Replace Line Owner of Proforma Order

The user can replace line owner of the PFO document.

180

Replace Line Owner of Blanket Proforma Order

The user can replace line owner of the Blanket PFO document.

181

Delete Release Line of Blanket Proforma Order

The user can delete unreceived release of the Blanket PFO document.

182

Delete Receipt

The user can delete receipt document.

183

Edit AP Invoice Header Amount

The user can edit Header Amount on an AP Invoice.

184

Edit AP Invoice Currency

The user can edit the AP Invoice currency.

185

Edit AP Invoice Payment Method

The user can edit the AP Invoice Payment method.

186

Edit AP Invoice GL Distribution

The user can edit the AP Invoice GL Distribution.

187

Edit APInvoice Header Bank Information

The user can edit the bank/remit to information at AP Invoice header.

188

Review AP Invoices

The user can perform review for AP Invoices.

189

PurchaseForSalesOrders

The user can raise requisitions with links to Sales Orders.

190

APInvoiceUnreceivedLineType

The user can add Unreceived lines to AP Invoice. See Add Unreceived to Invoice.

191

APInvoiceDmrCreditLineType

The user can add DMR Credit lines to AP Invoice.

192

APInvoiceAdvancedBillLineType

The user can add Advanced Bill lines to AP Invoice.

193

Edit GL Account on AP Invoice

The user can edit the GL Account and any related GL Reference Codes on an existing GL Distribution record on an AP Invoice.

194

Add AP Header Charges

Only users with this permission can add header charges to an AP Invoice.

195

Add AP Line Charges

Only users with this permission can add line charges to an AP Invoice.

196

Can Perform Advance Approval on AP Invoices

The user can perform advance approval on AP Invoices.

197

Edit Assigned AP Invoices

The user can edit AP Invoices assigned to them. Users with this permission can edit all fields not controlled by the field-specific permissions "Edit AP Invoices XYZ" (e.g., Edit AP Invoice Due Date, Edit AP Invoice Terms etc.).

198

Edit AP Invoice Batch Number

The user can edit the AP Invoice Batch Number.

199

Edit AP Invoice’s Invoice Date

The user can edit Invoice Date on AP Invoices.

202

Maintain Requester Groups

The user can create, edit, delete, activate and deactivate requester groups.

203

Maintain Requesters

The user can create, edit, activate and deactivate requesters.

204

Delete Draft Invoice

The user can delete draft invoices.

205

Raise Requisitions on behalf of other Requesters

The user can Raise Requisitions on behalf of other Requesters.

206

Edit Requisition Terms Code

The user can edit Terms Code on an Requisition.

207

Edit Proforma Order Terms Code

The user can edit Terms Code on an Proforma Order.

208

View Standing Orders

The user can view the details of all Standing Orders within their location(s)

209

Edit Standing Orders

The user can edit any Standing Order that they have location access to

210

Edit Requisition Due Date

The user can edit Requisition Due Date when the document is not in approval workflow

213

Can Delete Own Attachment

The user can delete the attachment file that they uploaded themselves

214

Can Delete Any Attachment

The user can delete any attachment file

211

Edit Proforma Order Release Line Due Date

The user can edit Proforma Order Release Line Due Date

212

Edit Draft Invoice Due Date

The user can edit Draft Invoice Due Date

216

Can specify dynamic GL Segments on Blanket Order Release

The user can specify dynamic GL Segments on Blanket Order Release

908

Switch User Interface

User can switch user interface if User Interface setting set "User managed"

999

Can Execute Integration Tasks

This is an internal permission for integration services.

This permission controls the Synchronize button on the Purchase Order, allowing it to synchronize and update data for header and line miscellaneous charges.

1000

Can Access Background Tasks Dashboard

This is an internal permission to access the dashboard of Hangfire background tasks.

121

Can Create Requests for Quotation

The user has permission to raise new RFQs.

122

Can View all Requests for Quotation

The user has permission to view all RFQs.

123

Can Edit all Requests for Quotation

The user has permission to edit all RFQs.

1001

Read Access Odata API

The user can call all Odata API that perform read data.

1002

Write Access Odata API

The user can call all Odata API that perform insert or update data.

1003

Delete Access Odata API

The user can call all Odata API that perform delete data.

1004

HTTP Audit Log Read All

The User have permission to access OData API to read HTTP Audit Log.

140

Can anonymise the user

The user has permission to anonymise user data.