Summary:
This article explains the meaning and usage of the Order matching module's user roles. The roles are divided in two: Personal (usually used by end users) and Professional (usually used by main users).
Instructions:
Below you can find the explanations of the user roles.
Personal Mode user roles
These user rights are targeted for the Personal Mode in AP. These user rights are used on the Tasks tab.
- Retrieve purchase order data
For invoices assigned to user, this right allows user to search and retrieve purchase order data from an ERP system without having to wait for a scheduled import.
From More options, the user can click Retrieve purchase order data.
- Manage invoices in order matching
- Allows users to view/edit/match/unmatch invoices that are assigned to them to purchase orders.
- When users clicks Start matching, the user is navigated to invoice opened in the Matching detail view. Here the user sees the manual matching view in the same way as the Professional user, though the personal user will have a permission set that rules out certain functions (like Cancel process). Personal user can forward his task to another user who has Personal matching rights.
- Prebook invoices in order matching
Allows user to prebook invoices that are assigned to you in manual order matching.
For the invoice assigned to you, under Tasks, user can click Prebook from the More actions drop-down list.
Professional Mode user roles
These user rule rights are targeted for the Professional Mode in AP. These user rights are used in Accounts payable-> MATCHING and Data management.
- Retrieve purchase order data
For invoices in manual order matching, this right allows user to search and retrieve purchase order data from an ERP system without having to wait for a scheduled import.
From More options, user can click Retrieve purchase order data.
- Manage invoices in order matching
- Allows user to view/edit/match/unmatch invoices in manual order matching.
- Prebook invoices in order matching
- Allows user to prebook invoices in manual order matching.
- View invoices in order matching
- Allows user to view invoices that are in order matching in your organization. All other matching functions are disabled.
- View matching settings
- Allows user to view additional cost settings in order matching. Additional cost settings can be viewed in Data management.
- Manage matching settings
- Allows user to create and edit additional cost settings in order matching. Additional cost settings are defined in Data management.
Additional information: