This article defines the responsibilities and permissions of Procurement Officers and Procurement Managers within the procurement plan workflow.
Note: Your organisation may show different names for these roles. If an admin has changed a role’s Custom Display Name, you see that name instead of Procurement Officer or Procurement Manager. The role’s access stays the same. To learn how names are changed, see Rename default roles.
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.