Access to IRIS Financials Purchasing Documents

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to IRIS Financials Purchasing Document Statuses Permissions.

For user groups with access to IRIS Financials Purchasing, you must also provide access to the document types and statuses they need.

When setting security for a user group, select Purchasing, then choose the relevant options: 

Settings are applied to all users added to the group.

Section Name	Options
Requisition Stage	View — Can only view requisition documents. Create — Can create requisitions. Authorise — Can authorise requisitions when assigned as the approver. Auto Approve — Requisitions are automatically approved and are not sent to an approver.
Purchase Order Stage	View — Can only view purchase order documents. Create — Can create purchase orders. Authorise — Can authorise purchase orders when assigned as the approver. Auto Approve — Purchase orders are automatically approved and are not sent to an approver.
Goods Received Note Stage	View — Can only view goods received notes. Create — Can progress purchase orders to goods received notes and edit them.
Invoice Stage	View — Can only view invoices. Create — Can progress goods received notes to invoices and edit them.
Budget Check	Period — Choose if the budget is checked against the accounting period. Year to Date — Choose if the budget is checked against the year to date.