Set up permissions for ordering products on behalf of someone else [AX 2012]

Updated: May 19, 2011

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

As an administrator of the purchasing process, you can grant permissions to workers to prepare purchase requisitions on behalf of other workers. You can also grant permissions for a worker to order items and services in one or more legal entities or operating units.

Grant permissions to a preparer to enter purchase requisitions for a worker

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

  2. In the Purchase requisition permissions form, in the Current view field, select By preparer. Then select a preparer from the list in the left pane.

  3. On the Requester FastTab, click Add.

  4. In the Name field, select the worker for whom the preparer is authorized to create purchase requisitions, and then click Select.

  5. In the Authorization field, select one of the following options:

    • Specific –The selected preparer can create purchase requisitions only for the selected worker.

    • Reporting – The selected preparer can create purchase requisitions for this worker and all workers who report to this worker.

  6. In the Effective field, enter the date on which the selected worker can begin entering purchase requisitions for this worker.

  7. In the Expiration field, enter the last date on which the selected worker can enter purchase requisitions for this worker.

  8. To view a list of preparers who have been granted permissions to create purchase requisitions for a selected worker, in the Purchase requisition permissions form, in the Current view field, select By requester. Then select a requester from the list in the left pane.

  9. To grant permissions to additional preparers to enter purchase requisitions for the selected worker, on the Preparer FastTab, click Add. Then select a worker from the list and enter an effective and expiration date.

Grant permissions to a worker to order items or services in another legal entity or operating unit

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

  2. In the Purchase requisition permissions form, in the Current view field, select By requester. Then select a worker from the list in the left pane.

  3. To grant permission to the worker to order items and services in other legal entities, on the Legal entity FastTab, click Add. Then, in the Buying legal entity field, select a legal entity.

    NoteNote

    This grants permission to the worker to order products in legal entities other than the primary legal entity that the worker is assigned to.

  4. In the Effective field, enter the date on which the worker can begin ordering items and services in this legal entity.

  5. In the Expiration field, enter the last date on which the worker can order items and services in this legal entity.

  6. To grant permission to the worker to order items and services in other operating units, on the Operating unit FastTab, click Add. Then, in the Receiving operating unit field, select an operating unit.

    NoteNote

    This grants permission to the worker to order products in operating units other than the primary operating unit in which the worker holds a position.

  7. In the Effective field, enter the date on which the worker can begin ordering items and services in this operating unit.

  8. In the Expiration field, enter the last date on which the worker can order items and services in this operating unit.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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