How You Manage Procurement Agent Security

Use the Manage Procurement Agents task to create and maintain a procurement agent's access to procurement functionality for a business unit. Find the task in the Procurement Foundation and Payables functional areas.

You can implement document security for individual document types such as purchase orders, purchase agreements, and requisitions. You can also control a procurement agent's access to manage activities for suppliers, negotiations, catalog content, and business intelligence spend data.

Key aspects for managing procurement agents are:

• Understanding what a procurement agent is.

• Implementing document security.

• Navigating to the Manage Procurement Agents task.

Understand What A Procurement Agent Is

Procurement agents are typically users such as:

• Buyer

• Catalog Administrator

• Category Manager

• Procurement Contract Administrator

• Procurement Manager

• Supplier Administrator

• Supplier Manager

• Supplier Qualification

They have procurement job responsibilities in the buying organization, such as creating purchase agreements, purchase orders, work confirmations, and related procurement functions. You must set up these users as procurement agents for them to manage procurement documents and perform other procurement actions.

Key Elements for Setting Up Procurement Agent Document Security

The key elements for setting up procurement agent document security are:

• Assigning the agent to a procurement business unit.

• Enabling the agent's access to procurement actions.

• Defining the agent's access levels to other agents' documents.