Procurement Agents

Use the Manage Procurement Agents task to manage procurement agents, including defining an agent's access to procurement functionality within a procurement business unit.

Find the task in the Procurement Foundation and Payables functional areas.

Note: To register as a Procurement agent, a user must first be registered as an employee.

Procurement BU

Assign the agent to one or more procurement business units (BU).

Action

Enable the agent with access to one or more procurement actions for each procurement business unit.

• Manage Requisitions: Enable access to purchase requisitions.

• Manage Purchase Orders: Enable access to purchase orders and work confirmations.

• Manage Purchase Agreements: Enable access to blanket purchase agreements and contract agreements.

• Manage Negotiations: Enable access to Sourcing negotiations, if implemented by your organization.

• Manage Sourcing Programs: Enable access to track and manage sourcing programs.

• Manage Catalog Content: Enable access to catalog content. This includes local catalogs, punchout catalogs, content zones, smart forms, information templates, and collaborative authoring.

• Manage Suppliers: Enable access to create and update supplier information.

• Manage Supplier Qualifications: Enable access to initiatives, qualifications, and assessments, if Supplier Qualification is implemented by your organization.

• Manage Approved Supplier List Entries: Enable access to create and update approved supplier lists.

• Analyze Spend: Used by the business intelligence functionality to enable access to view invoice spend information.

Access to Other Agents' Documents

Assign an access level to documents owned by other procurement agents for each procurement business unit.

Note: An agent can perform all actions on their own documents as long as they have procurement BU access.

• None: The agent has no access to documents owned by other agents.

• View: Permits the agent to search and view other agents' documents.

• Modify: Permits the agent to view, modify, delete, and withdraw other agents' documents.

• Full: Permits the agent full control of other agents' documents. This includes the view, modify, delete, withdraw, freeze, hold, close, cancel, and finally close actions.