Buyer and Approver Tab of Purchasing and Inventory Company Settings Form

Use the Buyer/Approver tab to control what buyers and purchasing approvers are permitted to do.

If you use the Multicurrency feature, Vision converts the money amount of a purchasing transaction to the functional currency of the active company before applying buyers' purchasing limits, approvers' approval limits, or the limit specified in the Maximum P.O. Amount without authorization field on the General tab.

Buyers Grid

Use the Buyers grid to control the actions that buyers are permitted to complete.

Field	Description
Name	Click Insert and select the employee's name from the company's Employee Lookup. You can select more than one name. Vision adds a row for each name you select.
Purchase Order Limit	Enter the maximum money amount of purchase orders that this employee can create and have pending at the same time. If you use the Multicurrency feature, Vision converts the purchasing transaction amount to the functional currency of the active company before applying this limit.
P.O. Template	From the drop-down list, select the purchase order template that this buyer must use to create purchase orders.
Close P.O.	Select this option to allow this buyer to close purchase orders.
View All P.O.	Select this option to permit this buyer to open all purchase orders from the Purchase Order lookup, and to see, but not change, purchase orders that the buyer did not create.
Insert	Click this option and select the employee from the Employee Lookup list. You can select more than one name at the same time. Vision adds a row for each name you select.
Delete	Click the row to delete, then click this option to remove the selected buyer from the grid.. Vision does not delete a row whose buyer is related to any open purchase orders, purchase requisitions, or requests for price quote.

Approvers Grid

Use the Approvers grid to control what approvers are permitted to do.

Field	Description
Name	Click Insert and select the employee's name from the company's Employee Lookup. You can select multiple names at the same time. Vision adds a row for each name you select.
Approve PR/RFQ	Select this option to permit this employee to approve purchase requisitions and requests for price quote.
Edit PR/RFQ	Select this option to permit this employee to change purchase requisitions and requests for price quote.
Approve P.O.	Select this option to permit this employee to approve purchase orders.
Edit P.O.	Select this option to give this employee the authority to not only approve or reject purchase orders submitted by other employees, but also to: Change the data in purchase orders created by others. Make change orders and cancel orders. This option is enabled when you select the Approve P.O. option.
P.O. Approve Limit	Enter the maximum money amount of a purchase order that this employee has authority to approve. If you use the Multicurrency feature, Vision converts the purchase order amount to the functional currency of the active company before applying this limit.
Approve Capital Exp	Select this option to give this employee the authority to approve capital expenditures.
Close P.O.	Select this option to give this approver the authority to close purchase orders and to enable these options for the approver: Close on the menu toolbar in Purchasing > Purchase Orders. The Closed column in the Select Purchase Orders for Approval dialog that displays when you click Approval in Purchasing > Purchase Orders.
Insert	Click this option and select the employee from the Employee Lookup.
Delete	Click the row to delete, then click this option to remove the selected approver from the grid. You cannot erase an approver who is referred to in any open purchase orders, purchase requisitions, or requests for price quote.