Granting purchasing authorization permissions for projects

Authorize users to create requisitions and/or purchase orders for a specific project. If you add any authorized users to a project, no other users can create requisitions and/or purchase orders for the project.

Note: If you do not add any authorized users to a project, any user with the appropriate group-level permissions can create requisitions and purchase orders for the project.

Select Approver to enable a user to approve purchase requisitions and purchase orders for the project. A user can only approve purchase requisitions and purchase orders for the project if you selected Approver for the user and if the user has the proper authorizations set on the Status Change Authorizations form. See Granting status change authorization permissions in the Infor EAM System Administrator's Guide. If you specify any authorized users as approvers for a project, no other users can approve requisitions and/or purchase orders for the project.

Note:  If you add authorized users to the project but do not select Approver for any of them, the system does not allow any users to approve purchase requisitions or purchase orders for the project.

Additionally, if the user has been granted proper authorization on the Status Change Authorizations form, selecting Approver for a user also enables them to create, update, and delete budget code information on the Budgets tab of the Projects form.

Note: Click Add Buyers to retrieve a list of all users set up as buyers for the organization of the project. The system retrieves all users set up as buyers, adds each buyer to the User Authorization list, and automatically selectsApprover for each user. You can unselect Approver for each user as necessary. See Creating users in the Infor EAM System Administrator's Guide for information about setting up users as buyers.

To grant purchasing authorization permissions for projects:

  1. Open the Projects form.
  2. Select the project for which to add authorized users, and then click the User Authorization tab.
  3. Click Add User.
  4. User—Enter the user to add as an authorized user for the project.
  5. Approver—Select to indicate that the authorized user can approve purchase requisitions and purchase orders for the project.
  6. Click Submit.