Default User Interface (UI) Profiles

Costpoint provides default UI profiles with built-in Navigation Banners in My Menu that are designated for different user roles.

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Provided that you have authorization, you can modify your My Menu settings in Configure User Preferences where navigation banners can be copied and edited for customization, or you can set up your own process flow.

Attention: See Create a Navigation Banner for more information.

The following are User Interface (UI) Profiles that can be assigned to users to access standard navigation banners for these role’s process flows and their corresponding screens:

UI Profile	Group Header	My Menu Title	Screen
DEFAULT_BUYER	Buyer Menu	Apply PO Info to PR	Apply PO Info to Purchase Requisitions
		Manage RFQs	Manage Request for Quotes By Vendor
		Manage Quotes	Manage Vendor Quotes By Vendor
		Create POs	Create Purchase Orders
		Manage POs	Manage Purchase Orders
		Expedite POs	Expedite Purchase Orders
		View PO Status	View Purchase Order Status
		Buyer Dashboard	Buyer Dashboard
DEFAULT_PLANNER	Planner Menu	Manage MOs	Manage Manufacturing Orders
		Print MO Docs	Print Manufacturing Order Documentation
		Expedite MOs	Expedite Manufacturing Orders
		Enter MO Reliefs	Enter Manufacturing Order Reliefs
		View MO Status	View Manufacturing Order Status
DEFAULT_SALES	Sales Menu	Manage Customers	Manage Customers
		Manage SOs	Manage Sales Orders
		Print SO Acknowledgments	Print Sales Order Acknowledgments
		View SO Status Info	View Sales Order Status Information