Purchase Management — Permissions and approval workflows
Assign module capabilities, build approval routes and operate status decisions without bypassing dedicated controls.
01Understand Purchase Management capability groupsReview the separate feature capabilities registered by the module.Admin Area → Setup → Roles or Purchase → Settings → Permissions02Assign Purchase Items permissionsGrant view, create, edit and delete for purchase_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions03Assign Purchase Vendors permissionsGrant view own, view, create, edit and delete for purchase_vendors.Admin Area → Setup → Roles or Purchase → Settings → Permissions04Assign Vendor Items permissionsGrant view own, view, create, edit and delete for purchase_vendor_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions05Assign Purchase Request permissionsGrant view own, view, create, edit and delete for purchase_request.Admin Area → Setup → Roles or Purchase → Settings → Permissions06Assign Purchase Quotation permissionsGrant view own, view, create, edit and delete for purchase_quotations.Admin Area → Setup → Roles or Purchase → Settings → Permissions07Assign Purchase Order permissionsGrant view own, view, create, edit and delete for purchase_orders.Admin Area → Setup → Roles or Purchase → Settings → Permissions08Assign FAF permissionsGrant view own, view, create, edit and delete for purchase_faf.Admin Area → Setup → Roles or Purchase → Settings → Permissions09Assign Order Return permissionsGrant view own, view, create, edit and delete for purchase_order_return.Admin Area → Setup → Roles or Purchase → Settings → Permissions10Assign Purchase Contract permissionsGrant view own, view, create, edit and delete for purchase_contracts.Admin Area → Setup → Roles or Purchase → Settings → Permissions11Assign Purchase Invoice permissionsGrant view own, view, create, edit and delete for purchase_invoices.Admin Area → Setup → Roles or Purchase → Settings → Permissions12Assign Purchase Debit Note permissionsGrant view own, view, create, edit and delete for purchase_debit_notes.Admin Area → Setup → Roles or Purchase → Settings → Permissions13Assign Purchase Reports permissionGrant purchase_reports view.Admin Area → Setup → Roles or Purchase → Settings → Permissions14Assign Purchase Settings permissionGrant purchase_settings edit only to authorised configuration administrators.Admin Area → Setup → Roles or Purchase → Settings → Permissions15Assign dedicated purchase status-change capabilitiesGrant status changes for purchase requests, quotations, purchase orders and purchase invoices separately from record edit.Admin Area → Setup → Roles or Purchase → Settings → Permissions16Create an approval workflowAdd an approval setting for the required purchase transaction type.Admin Area → Purchase → Settings → Approval17Edit an approval workflowUpdate approval type, approvers or conditions for future decisions.Admin Area → Purchase → Settings → Approval18Delete an approval workflowRemove an unused approval setting after checking open records.Admin Area → Purchase → Settings → Approval19Request approval for a purchase recordSubmit a supported purchase request, order, return or FAF record into its configured approval path.Admin Area → Purchase → open record → Request Approval20Approve a purchase recordRecord an authorised approval decision.Admin Area → Purchase → open pending record → Approve21Reject a purchase recordRecord a rejection and reason where the workflow prompts for it.Admin Area → Purchase → open pending record → Reject22Use an uploaded approval signatureAttach the permitted e-signature file when uploaded signatures are enabled.Admin Area → Purchase → open approval action → Upload Signature23Use a drawn approval signatureCapture the signature pad value when the relevant approval view exposes it.Admin Area → Purchase → open approval action → Sign24Review staff-specific Purchase permissionsUse the module permission table/modal to review additional staff permissions.Admin Area → Purchase → Settings → Permissions25Delete a staff-specific Purchase permission assignmentRemove a module-specific assignment without changing unrelated role permissions.Admin Area → Purchase → Settings → Permissions