Summary:

This article explains the meaning and usage of 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 rule rights are targeted for the Personal Mode in AP Automation. These user rights are used in Edge in 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, user can click Retrieve purchase order data

 

  

 

 

• Manage invoices in order matching
  
  • Allows user to view/edit/match/unmatch invoices that are assigned to you to purchase orders.
  • When user clicks on "Start matching" button in Edge, he/she is navigated to invoice opened in Matching detail view in edge. 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, In Edge under Tasks, user can click Prebook from More actions dropdown list.

 

 

Professional Mode user roles

These user rule rights are targeted for the Professional Mode in P2P. 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:

P2P Purchase User Roles