Assigning Permissions for Purchasing Functionality

 

This option will appear if you have the Service Desk Edition and Purchasing functionality is enabled in the Feature Basics screen. Select Purchasing on the Details tab in the Support Representative Management | Roles screen to allow or disallow purchasing functions such as creating and viewing purchasing requests. (Note that if no approval cycle applies to a purchase request, the purchase request will become a purchase order upon saving.)

Reader

Click the Reader checkbox to select all Reader permissions, or select one or more of the following:

  • View Purchase Requests: Select to allow the support representative to view any purchase request. If this option is not selected, all views of purchase requests will not be included on the Desktop, and the View Purchase Request option will not be included in the Incident screen for the support representative.

  • View Purchase Orders: Select to allow the support representative to view purchase orders via the Desktop.

  • View Products: Select to allow the support representative to view Product records via the Desktop.

Author

Click the Author checkbox to select all Author permissions, or select one or more of the following:

  • Create Purchase Requests: Select to allow the support representative to create purchase requests. If this option is not selected, the Create Purchase Request option will not be included on the Desktop and the New Purchase Request option will not be included in the Incident, Problem, and Change screens for the support representative.

  • Create Products: Select to include the Create Product option on the Desktop for the support representative.

  • Use Purchase Request Templates: Select to allow the support representative to use purchase request templates in the Purchase Request screen.

Editor

Click the Editor checkbox to select all Editor permissions, or select one or more of the following. Note: the View permission is required for these permissions. If a support representative has the Author | Create New permission but no Editor | Edit permission, the Save and Close Window menu option and icon will not be available after a purchase request is initially saved.

  • Edit Purchase Requests: Select to allow the support representative to update Purchase Request records. If this option is not selected, the support representative can view purchase requests but the fields will be disabled.

  • Edit Purchase Orders: Select to allow the support representative to update Purchase Order records. If this option is not selected, the support representative can view purchase orders but the fields will be disabled.

  • Edit Purchase Order Line Items: Select to allow support representatives in the group to add or modify line items on an open purchase order. All line item additions/modifications will be tracked in the Audit History field. This permission is independent of the other purchasing edit permissions, so a support representative could edit line items but not change the other fields on the purchase order.

  • Edit Products: Select to allow the support representative to update Product records. If this option is not selected, the support representative can view Product records but the fields will be disabled.

  • Change Request Status: Select to allow the support representative to update the Status field in the Purchase Request screen.

  • Change Approvers: Select to allow the support representative to change approvers when an ad hoc approval cycle is initiated.

  • Update Via News Feed: Select to include the Update link next to purchase requests in the News Feed dashboard widget for the support representative.

  • Delete Purchase Requests: Select to allow the support representative to delete purchase requests. If this option is not selected, the Delete option will not be included in the Purchase Request screen and on the Desktop when purchase request views appear for the support representative.

  • Delete Purchase Orders: Select to allow the support representative to delete Purchase Order records. If this option is not selected, the Delete option will not be included in the Purchase Order screen and on the Desktop when purchase order views appear.

  • Delete Products: Select to allow the support representative to delete Product records. If this option is not selected, the Delete option will not be included in the Product screen and on the Desktop when product views appear.