Permissions to actions available in the Contracts application

+ More

Table of Contents

Master Contracts and Volume License Agreements Contracts Contract items Deliveries Requisitions Requisition templates Material Material groups Payments Invoices Bookings Ledger accounts Cost categories

Unless stated otherwise, actions Add, Delete, Edit, and Export are available to users of all roles.

 

Master Contracts and Volume License Agreements

  Administration Compliance Management Contract Management IT Asset Management License Management Operation Purchase Purchase Management Software Service Management
Master Contracts > Create Task • • • • •       •
Master Contracts > Delete • • • • •   • • •
Master Contracts > History • •   • •        
Master Contracts > Change Ownership • • • • • •      
Master Contracts > Change Status  •   •            
Master Contracts > Cost Analysis •   •            

Contracts

  Administration Compliance Management Contract Management IT Asset Management License Management Operation Purchase Purchase Management Software Service Management
Contracts > Create Task • • • • •       •
Contracts > Delete • • • • •   • • •
Contracts > History • •   • •        
Contracts > Change Ownership • • • • • •      
Contracts > Change Status  •   •            
Contracts > Cost Analysis •   •            

Contract items

  Administration Compliance Management Contract Management IT Asset Management License Management Operation Purchase Purchase Management Software Service Management
Contracts > All Contract Items > Create Task • • • • •       •
Contracts > All Contract Items > Delete • • • • •   • • •
Contracts > All Contract Items > History • •   • •        
Contracts > All Contract Items > Change Ownership • • • • • •      
Contracts > All Contract Items > Change Status  •   •            
Contracts > All Contract Items > Cost Analysis •   •            

Deliveries

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Procurement > Deliveries > Assign Contract Item •   • • •    
Procurement > Deliveries > Change Ownership •   • •     •
Procurement > Deliveries > Create Task   • • • • • •

Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Procurement > Deliveries > Assign Contract Item •     •    
Procurement > Deliveries > Change Ownership •          
Procurement > Deliveries > Create Task • • • • • •

Requisitions

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Procurement > Requisitions > Import Purchase Requisitions •   • •      
Procurement > Requisitions > Create Task   • • • • • •

 Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Procurement > Requisitions > Import Purchase Requisitions       •    
Procurement > Requisitions > Create Task • • • • • •

Requisition templates

  Administration Compliance Management Contract Management IT Asset Management License Management Purchase Management
Procurement > Requisition Templates > Assign Master Contract • • •     •
Procurement > Requisition Templates > Change Ownership • • • • •  

Material

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Procurement > Material > Import Materials •   • •      
Procurement > Material > Change Ownership •   • •     •
Procurement > Material > Create Task   • • • • • •

Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Procurement > Material > Import Materials       •    
Procurement > Material > Change Ownership •          
Procurement > Material > Create Task • • • • • •

Material groups

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Procurement > Material Groups > Import Material Groups •   • •      
Procurement > Material Groups > Change Ownership •   • •     •
Procurement > Material Groups > Create Task   • • • • • •

Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Procurement > Material Groups > Import Material Groups       •    
Procurement > Material Groups > Change Ownership •          
Procurement > Material Groups > Create Task • • • • • •

Payments

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Financial Accounting > Payments > Import Payments •   • •      
Financial Accounting > Payments > Assign Contract •   • • •    
Financial Accounting > Payments > Change Ownership •   • •     •
Financial Accounting > Payments > Create Task   • • • • • •
Financial Accounting > Payments > Change Status •   • • •    

Continuation of table 

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Financial Accounting > Payments > Import Payments       •    
Financial Accounting > Payments > Assign Contract •     •    
Financial Accounting > Payments > Change Ownership •          
Financial Accounting > Payments > Create Task • • • • • •
Financial Accounting > Payments > Change Status •     •    

Invoices

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Financial Accounting > Invoices > Assign Contract Item •   • • •    
Financial Accounting > Invoices > Change Ownership •   • •     •
Financial Accounting > Invoices > Create Task   • • • • • •

Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Financial Accounting > Invoices > Assign Contract Item •     •    
Financial Accounting > Invoices > Change Ownership •          
Financial Accounting > Invoices > Create Task • • • • • •

Bookings

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Financial Accounting > Bookings > Import Bookings •   • •      
Financial Accounting > Bookings > Assign Contract Item •   • • •    
Financial Accounting > Bookings > Change Ownership •   • •     •
Financial Accounting > Bookings > Create Task   • • • • • •

 Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Financial Accounting > Bookings > Import Bookings       •    
Financial Accounting > Bookings > Assign Contract Item •     •    
Financial Accounting > Bookings > Change Ownership •          
Financial Accounting > Bookings > Create Task • • • • • •

Ledger accounts

  Administration Compliance Management Contract Management IT Asset Management License Management Purchase Management
Financial Accounting > Ledger Accounts > Import Ledger Accounts • • •     •
Financial Accounting > Ledger Accounts > Assign Cost Category • • •     •
Financial Accounting > Ledger Accounts > Change Ownership • • • • •  

Cost categories

  Administration Change Management Compliance Management Contract Management Financial Accounting Incident Management IT Asset Management
Financial Accounting > Cost Categories > Import  Cost Categories •   • •      
Financial Accounting > Cost Categories > Change Ownership •   • •     •
Financial Accounting > Cost Categories > Create Task   • • • • • •

Continuation of table

  License Management Problem Management Purchase Purchase Management Service Desk Management Service Request Management
Financial Accounting > Cost Categories > Import  Cost Categories     •      
Financial Accounting > Cost Categories > Change Ownership •          
Financial Accounting > Cost Categories > Create Task • • • • • •

Related Articles