Creating Buyer Administrators
To create a buyer administrator, use the User Preferences component (OPR_DEFAULT).
This section provides an overview of buyer administrator creation and discusses how to assign data access and define processing options.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
OPR_DEF_TABLE_FS1 |
Establish general processing options for a buyer administrator. |
|
|
OPR_DEF_TABLE_AP1 |
Establish PeopleSoft Payables processing options for a buyer administrator, or specify or change a user's match override and payment creation permissions. |
In both the Buyer Direct and the Business Service Provider model, the system administrator can create a buyer administrator by completing the user details, selecting the buyer administrator role name (which is tied to the buyer administrator role type), and specifying the buyers (accessible buying entities) to which the buyer administrator has access.
When the buyer administrator subsequently creates additional users, those new users share the same business unit restriction and data access. When a buyer is created, all options except Urgent Payment are automatically enabled. These options can be changed on the Procurement - Payables Online Vouchering page.
This table provides an overview of how each processing option affects user abilities in the two models:
|
Processing Option |
Function and Implications for Each Model |
|---|---|
|
Manually Schedule Payments |
For both models, if you select this option users see the Schedule and Hold links on the Review Invoices - Invoice Inquiry and Schedule Payment Installments pages. In addition, users can click the Dispute button on either of these pages to resolve payment installment disputes. If you do not select this option, users can still see the Dispute button, enabling them to view any existing disputes, but not resolve them. Note: When you create a buyer user using the eSettlements Review User Profiles component (EM_BUYER_SECURITY), this option is automatically enabled. |
|
Authority to Override Match |
For the Buyer Direct model, if you select this option users can override and undo a matched voucher using PeopleSoft Payables pages. If you do not select this option, users cannot override exceptions and cannot undo a matched voucher. For the Business Service Provider model, if you select this option users can override exceptions. If you do not select this option, users cannot override exceptions. Note: When you create a buyer user using the eSettlements Review User Profiles component, this option is automatically enabled. |
|
Record Payment |
For the Buyer Direct model, if you select this option users can create manual payments by selecting and accessing the Manual Pay Selection page in PeopleSoft Payables. For the Business Service Provider model, users can create a manual payment on the eSettlements Record Manual Payments - Schedule a Payment page. If you do not select this option, users can access the page, but can only view the vouchers eligible for a manual payment. Note: When you create a buyer user using the eSettlements Review User Profiles component, this option is automatically enabled. |
|
Allow Regular Voucher |
When you create a buyer user using the eSettlements Review User Profiles component, this option is automatically enabled. |
|
Allow Prepay Voucher |
When you create a buyer user using the eSettlements Review User Profiles component, this option is automatically enabled. |
|
Urgent Payments |
The ability to create urgent payments is not controlled through user preferences, but is based on the permission lists associated with the roles that are attached to users. Users who make urgent payments or approve PeopleSoft eSettlements payments must have the EPMP8000 Process Profile attached to their user ID. |
Use the Define User Preferences - Overall Preferences page (OPR_DEF_TABLE_FS1) to establish general processing options for a buyer administrator.
Navigation:
On the User Preferences search page, select the ID of a user whose role has a buyer administrator role type associated with it and click the search button.
Click the Overall Preference link on the User Preferences page.
Establish buyer system data access by defining the default SetID, As of Date, and Localization Country.
Use the Procurement - Payables Online Vouchering page (OPR_DEF_TABLE_AP1) to establish PeopleSoft Payables processing options for a buyer administrator, or specify or change a user's match override and payment creation permissions.
Navigation:
Select LBA (local buyer administrator) as the user ID on the User Preferences search page.
Click Procurement on the User Preferences page.
Click Payables Online Vouchering on the Define User Preferences - Procurement page.
Define processing options for the buyer administrator by selecting all of the following check boxes:
Field or Control |
Description |
|---|---|
Manually Schedule Payments |
Select to enable the user to manually schedule payments and to place payments on hold. |
Authority to Override Match |
Select to enable user to override match exceptions. Only users who have this option selected can override match exceptions. All other users can view match exceptions, but they cannot override them. |
Record Payment |
Select to enable a user to record payments. |
Security for Voucher Styles |
Click to access the Voucher Styles page, where you can select the voucher styles that are allowed for the buyer administrator. |