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general:setup_purchasing_permissions

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general:setup_purchasing_permissions [2018/08/29 15:00] – emorenogeneral:setup_purchasing_permissions [2021/01/19 15:34] (current) – emoreno
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-<div head3> Set up Purchasing Permissions </div>+=====Set up purchasing permissions=====
  
-[[https://tcc-help.net/txeistest/districtadmin/doku.php/maintenance/userprofiles/purchasingpermissions|District Administration > Maintenance > User Profiles > Purchasing Permissions]]+[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingpermissions|District Administration > Maintenance > User Profiles > Purchasing Permissions]]
  
 Complete the applicable fields to provide additional purchasing permissions to a user who is authorized to create requisitions, approve requisitions, or inquire about requisitions. Complete the applicable fields to provide additional purchasing permissions to a user who is authorized to create requisitions, approve requisitions, or inquire about requisitions.
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 +{{:general:purchasing_options_permissions_-_da_purchasing_permissions.jpg|District Admin User Profile Purchasing Permissions Tab}}
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 +^Global Access|Select to allow the user to view all account codes in reports and inquiries.\\  \\  If not selected, only accounts and inquiries for the account codes listed on the user's profile ([[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/accounts|District Administration > Maintenance > User Profiles > Accounts]] tab) can be viewed.|
 +^Override|{{page>general:override}}|
 +^Overexpend|Select to allow the user to expend an amount greater than what was provided in the requisition.\\  \\  If selected, you must indicate the maximum percentage over the expenditure in the **Overexpend Pct** field. The system will calculate using any percent entered (e.g., 999%).|
 +^Req Max|Type the maximum dollar amount per requisition that the user is allowed to expend per requisition. Even if the user is allowed to overexpend, the user cannot exceed the amount in the **Req Max** field. The requisition maximum amount must be less than or equal to 999,999,999.99.|
 +^YTD Amt|Indicates the total dollar amount already expended by the user in the fiscal year. It also includes soft encumbrances. The field is display only.|
 +^YTD Max|Type the maximum dollar amount that the user can expend in the fiscal year. If the amount in the **YTD Amt** field is greater than the amount in the **YTD Max** field, the requisition is not created. The amount is based on the user, not the account. The year-to-date maximum amount must be less than or equal to 999,999,999.99.|
 +^Bundle Requisitions|Select to allow the user access to bundle requisitions in Purchasing.|
 +^Buyer|Select to identify the user as a buyer for purchasing/commodity code purposes.\\  \\   If **Restrict Commodity Codes to Buyer** is selected on the District Administration > Options > Purchasing/Warehouse page, then only **Buyers** can view the **Commodity Code** field on the **Purchasing > Maintenance > Create/Modify Contract Requisition** & **Create/Modify Contract Requisition** pages. If **Restrict Commodity Codes to Buyer** is not selected, then all users can view the **Commodity Code** field.|
 +
 +VCV Click **Save**. 
general/setup_purchasing_permissions.1535554853.txt.gz · Last modified: 2018/08/29 10:00 (external edit)

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