For use with Microsoft Dynamics 365 Finance (and Operations/SCM).
This article explains how to grant workers permission to prepare purchase requisitions on behalf of other workers. In other words, a purchase requisition "preparer" can create a requisition for another "requester." The procedure also shows how to grant a worker permission to order items and services in different legal entities or operating units. Typically, these tasks are performed by a purchasing manager.
Grant permission to enter purchase requisitions on behalf of another worker
- In the application search bar, enter Purchase Requisition Permissions.
- Make sure that the Current view field is set to By preparer. The list in the left pane shows the people who can be granted permission to prepare requisitions on behalf of other people.
- From the left section, select the person to grant permission to (the preparer).
- Select Add.
- Find and select the person to add as a requester.
- The requester is the person that the preparer can create requisitions on behalf of.
- In the Authorization field, select Specific if the preparer should be able to create purchase requisitions on behalf of the selected worker. Select Reporting if the preparer should also be able to create purchase requisitions on behalf of all workers who report to that worker. Reporting should only be used if a line level hierarchy is setup within the system.
- In the Effective field, enter a date.
- In the Expiration field, enter a date.
- Continue to add as needed.
View preparers who have permission to create purchase requisitions for a selected worker
- In the Current view field, select By requester. This view shows a list of preparers who have been granted permission to create purchase requisitions on behalf of a selected worker.
- Use the Quick Filter to find the worker that you just added as the requester.
- Select the requester. The Preparer list shows the people who have permission to order items on behalf of the requester who is selected in the left pane. You can add additional preparers here.
- This view also lets you grant the requester permission to create requisitions in legal entities and operating units that aren't that person's primary legal entity or operating unit. To add legal entities, click on Legal Entities and click ADD and select the entity the person can enter requisitions for.
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