This article defines the responsibilities and permissions of Procurement Officers and Procurement Managers within the procurement plan workflow.
Procurement Officer
Primary responsibility: Creates and owns the procurement plan.
Capabilities
- Access and edit the procurement plan.
- Create the market request from the procurement plan.
- Roll back the procurement plan to an earlier stage.
- Receive email notifications, if enabled in business rules.
Role Responsibilities
- Completes all procurement plan data fields.
- Submits the plan for approval.
- Acts as the main owner of the plan.
Procurement Manager
Primary responsibility: Oversees, reviews, and may approve the procurement plan.
Capabilities
- Access and edit the procurement plan.
- Approve (or participate in approvals) when enabled in customer business rules.
- Receive email notifications, if enabled in business rules.
Role Responsibilities
- Reviews and validates the procurement plan.