Configure the Purchasing Roles
Key Lesson: In this step, you learn how to create the Requester, Approver, and Procurement roles used to assign Purchase Request Process tasks.
Create the three roles used by the Purchase Request Process to assign work to the appropriate users.
1. Create the required roles
Section titled “1. Create the required roles”-
Go to Design → Object Types → Role.
-
Create the following roles:
| Role ID | Configuration |
|---|---|
| Requester | Leave all properties at their default values |
| Approver | Leave all properties at their default values |
| Procurement | Leave all properties at their default values |
For each role:
- Click +.
- Enter the Role ID shown in the table and click OK.
- When the role editor opens, leave the properties at their default values and close the editor.
- Repeat the steps for the remaining roles.