Enabling the Edit Document Function
CUSTADMIN access only
It is possible to edit the content of requisitions or purchase orders that have not yet been authorised (goods received notes and invoices cannot be edited after posting). The edit function allows content to be edited but does not allow new items to be added.
For purchase orders, an item line cannot be edited if it has been progressed to a GRN (i.e. if a partial delivery has been received).
In order to provide access to this functionality, two security roles must be assigned to existing IRIS Financials Purchasing users.
Applying the Security Roles to User Groups
To give a user group access to either edit requisitions and / or purchase orders, the security roles need to be applied against the applicable user groups.
- From the PSF Administration dialog, select Expand (+) adjacent to the Databases folder.
- Select to select the required database, then select the Security Roles tab.
- Select the user group you want to apply the security roles to from the user group list in the left-hand panel.
- Find and select PSO_EDIT_REQ and / or PSO_EDIT_PO from the Role column in the right-hand side panel to allow access to edit documents in IRIS Purchasing for each document type.
- Select Apply to save your changes.