Purchase requisition permissions (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Setup > Policies > Purchase requisition permissions.

Use this form to set up permissions for a worker to enter purchase requisitions on behalf of someone else or to request purchases in another legal entity or operating unit.

Tasks that use this form

Set up permissions for ordering products on behalf of someone else

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Requester	View a list of requesters on whose behalf a selected worker can enter purchase requisitions. Note Only workers who are assigned to a role that includes the task of preparing and submitting purchase requisitions can be assigned permissions to enter purchase requisitions on behalf of others.
Legal entity	View a list of legal entities in which the selected worker can request the purchase of items or services.
Operating unit	View a list of operating units in which the selected worker can request the purchase of items or services.
Preparer	View a list of workers who can enter purchase requisitions on behalf of the selected worker.

Buttons

Button	Description
Add	Add selected legal entities or operating units in which the requester has permissions to request items or services. Also, add preparers who have permissions to request items or services on behalf of the selected requester, or add requesters on whose behalf the selected preparer can request items and services. Note To remove permissions that were granted to a worker to request products in another legal entity or operating unit, or on behalf on another worker, enter the expiration date in the Expiration field.

Add

Add selected legal entities or operating units in which the requester has permissions to request items or services. Also, add preparers who have permissions to request items or services on behalf of the selected requester, or add requesters on whose behalf the selected preparer can request items and services.

Note

To remove permissions that were granted to a worker to request products in another legal entity or operating unit, or on behalf on another worker, enter the expiration date in the Expiration field.

Fields

Field	Description
Current view	Select a view for the permissions relationships that are defined in this form. Values include the following: By preparer – (Default) View the list of workers on whose behalf a selected worker is authorized to enter purchase requisitions. By requester – View the legal entities and operating units in which the selected worker can request items and services. You can also view the workers who can request items and services on behalf of the selected worker.
Authorization	Select or view the level of permissions that you are granting for the worker. Values include the following: Specific - The selected preparer can create purchase requisitions only for the selected requester. Reporting - The selected preparer can create purchase requisitions for this requester and all workers that report to this requester.
Granted by administrator	If selected, this check box indicates that an administrator set up the permissions data for the selected worker. If the check box is cleared, this indicates that a worker set up the permissions data for the selected worker.
Effective	Enter the date on which the selected worker can begin entering purchase requisitions for this worker.
Expiration	Enter the last date on which the selected worker can enter purchase requisitions for this worker.
Buying legal entity	The legal entity in which the selected worker has permissions to request purchases. The legal entities listed here are in addition to the legal entity that the worker is already associated with
Receiving operating unit	The operating unit in which the selected worker has permissions to enter purchase requisitions. The operating units listed here are in addition to the operating unit in which the worker currently holds a position.