Purchasing: What are the different roles in Purchasing?

difference between the "receive" and the "receiving"

The purchasing application is broken down by area of responsibilities. So purchasing, inventory, and "receiving" are given permission to execute the tasks that relate to their areas. 


Manager – can see all and do all in the application

Purchasing(s) – should be given to anyone that physically is purchasing items as part of a business office.  Purchasing users do not have managers access.  Their work starts once all approvals have been received.

Purchases can be given to anyone to "proxy" another user to make purchases (optional)

Receive - Some personnel that are in the purchasing areas feel they should be able to receive as well. So in order to give them limited abilities to receive items we created receive. It enables the "receive items" radio button, giving access to mark items as received (optional)

Receiving – Individuals that are in a storeroom or anyone that marks a purchase as received

Pickup – may be a front desk or storeroom person that hands the purchased item to the person that has picked it up.  They mark the item picked up and enter the netid of the individual that was handed the item (optional)

Inventory – Individual that inventories purchases and has the ability to trigger and inventory form to be filled out by the purchaser (optional)

Reconciler – an individual that cross-references iBuy/pcard purchases with the purchasing application to determine if the purchases match the iBuy/pcard orders (optional)

Viewer – Can see data in the purchasing application but cannot change any data (optional)




Keywords:purchasing, portal   Doc ID:84714
Owner:AppDev A.Group:University of Illinois Engineering IT
Created:2018-08-08 13:41 CSTUpdated:2021-09-14 12:21 CST
Sites:University of Illinois Engineering IT
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